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How Has the Financial Industry Failed Women?
Manage episode 444527094 series 3599130
Treść dostarczona przez Wes Cuprill. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Wes Cuprill lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
In today’s episode, Wes Cuprill addresses the systemic failures of the financial advising industry in meeting the unique needs of women. He discusses critical statistics from a New York Life study, highlighting the disconnect between advisors and female clients, and offers actionable steps to create more women-centric financial planning processes.
Join us as we explore how to bridge the gap and ensure financial advice is tailored to every individual's needs.
Chapters:
(00:00) Introduction
(01:00) Apology to Women
05:00) New York Life Study Statistics
(10:00) Importance of Conversational Style
(15:00) Addressing Unique Needs
(20:00) Marketing Failures
(25:00) Future of Wealth
(30:00) Empower Planning System
(35:00) Questions for Prospective Advisors
(40:00) Conclusion
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Like what you heard? Listen to more episodes here: https://podcasts.apple.com/us/podcast/wealth-wise-women-podcast/id1768763274
Follow us on Instagram: https://www.instagram.com/moneyandclarity
Want to learn more about how we can help with your financial planning? https://moneyandclarity.com/
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