One recurring issue in financial services is that it’s a predominantly male industry. Often, male advisors have a difficult time relating to women and even talking to them when it comes to financial planning.
In this episode of Well Rounded Retirement, Jim Donewald discusses the barriers for female clients when seeking help with their financial planning from a financial advisor.
Jim discusses:
- How women view money differently than men
- The questions women should be asking their advisors
- What advice he would give to women to secure their financial plan
- And more!
Related: Simplifying the Financial Planning Process with Steve Goldstein