Women as Opportunity

“Ignoring women comes at a big cost!”

Full disclosure – I copied the entire headline from an article run in the business section of the Toronto Star on November 13, 2019 – Why? Because we couldn’t have said it better ourselves. In fact, it is exactly what we say to financial advisors and the financial community at large. The first paragraph of…

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Millennials: Your Path to Success

According to Schwab’s 2018 Modern Wealth Index, 31 percent of millennials have determined their financial goals and have a written plan. As a result, millennials are also more likely than older generations to have specific savings goals, work with an investment advisor and regularly re-balance their portfolio. Clearly attracting millennials makes sense, that is why they…

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Advisors who “Get It” Will Eat Your Lunch

When my kids were young, their favorite book was “Princess Backwards.” It’s the story of a princess who lived in a land where everything was done backwards, while she walked and talked forward. However, since she was “different”, they called her Princess Backwards. Of course, in the end, she saved the kingdom and the moral…

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Why Men Quit and Women Don’t

Full disclosure: I didn’t come up with the title, Why Men Quit and Women Don’t. It is the title of an article in The New York Times last month by Lindsay Crouse. Not surprisingly, I was drawn to the article because I am a runner. But never for a moment did I imagine that there…

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Why is this still a conversation?

Recently, we were in a meeting with the AVP of marketing at a major financial organization. The reason we were invited to the meeting was to share our knowledge regarding women and finances. The conversation revolved around how we could help them provide meaningful content to advisors with regards to retaining and acquiring female clients.…

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