Why Widows Fire Their Male Financial Advisors

Kara Museler, senior vice president/wealth manager at UBS, reveals that 25% of certified financial planners in the U.S. are female, and women clients remain typically underserved by their male counterparts. In this episode, Kara’s three decades of experience in the financial advisory field notes that women (single, widows, divorcees) are now being recognized as having a significant market opportunity. She shares her best practices while working with female clients and couples, such as listening, building trust, and not making assumptions about risk tolerance or gender stereotypes.