You is Kind, You is smart, You is High Net Worth
As we think about marketing opportunities in the investor world, this is a pretty big – and largely overlooked – one: http://cnb.cx/2j02a5p Take aways: $30 trillion in the next 3 or 4 decades will be passed from one generation to the next. And advisors usually lose the majority of the accounts as money flows from one generation […]
Women and financial advisors: Listen!
Great article on the shifting gender tides in wealth management, and the industry’s struggle to keep up: http://bit.ly/10g3IbV women need more education and validation than men to make financial decisions women can easily detect whether an advisor is really listening to them women aren’t as open (thank god!) to the usual advisor-coaching strategy of trying to completely […]