23 min

Engaging Women in Wealth Transfer Connect The Dots | INN8

    • Business

In the fourth season of the "Connect The Dots" podcast, Georgina Smith interviews Gillian Hepburn, Commercial Director of Benchmark Capital, a subsidiary of Schroders.
Gillian shares insights from Schroders' recent research on trends in the financial advisory space, particularly focusing on women. The discussion delves into the significant wealth transfer occurring within the baby boomer generation, revealing that 70% of widows switch advisors after their husbands' deaths. Gillian emphasizes the disconnect between advisors' perceptions and the actual needs of female clients. She highlights the importance of understanding and addressing women's unique financial priorities, such as non-financial aspirations and the need for trust and value for money.
The conversation underscores the necessity for advisors to improve their engagement strategies and better cater to female clients, presenting a substantial opportunity for those who can effectively address this gap.

In the fourth season of the "Connect The Dots" podcast, Georgina Smith interviews Gillian Hepburn, Commercial Director of Benchmark Capital, a subsidiary of Schroders.
Gillian shares insights from Schroders' recent research on trends in the financial advisory space, particularly focusing on women. The discussion delves into the significant wealth transfer occurring within the baby boomer generation, revealing that 70% of widows switch advisors after their husbands' deaths. Gillian emphasizes the disconnect between advisors' perceptions and the actual needs of female clients. She highlights the importance of understanding and addressing women's unique financial priorities, such as non-financial aspirations and the need for trust and value for money.
The conversation underscores the necessity for advisors to improve their engagement strategies and better cater to female clients, presenting a substantial opportunity for those who can effectively address this gap.

23 min

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