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How Has the Financial Industry Failed Women?
Manage episode 444527094 series 3599130
Innhold levert av Wes Cuprill. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Wes Cuprill eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.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
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Want to learn more about how we can help with your financial planning? https://moneyandclarity.com/
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