Serving Women Investors Better Is A Recipe For Growth For Financial Advisors

Lacy Garcia, Founder and CEO of Willow sheds some light on the tremendous opportunities available to financial advisors who learn to serve women investors better. With 70% of widows changing advisors after the death of a spouse and 80% of divorcees changing advisors after their marriage ends... there's a case to be made for learning to better serve women investors is a defensive strategy as well.
Information
- Show
- FrequencyUpdated Weekly
- PublishedMarch 31, 2022 at 2:41 AM UTC
- Length51 min
- Episode79
- RatingClean