Monthly Archives: June 2014

The Future of The Financial Planning Industry – Key Questions

As financial advisors and financial planners look to the future, they are asking some key questions: What are women looking for?  Is there a difference in how I work with male and female clients?  What needs to change in my … Continue reading

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Are Women Risk Averse or Simply More Risk Aware

  It is a mantra we have heard so often we no longer question it…. Women are risk averse. I do a lot of work with the financial industry, and this phrase comes up again and again.   But I want … Continue reading

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Gen Y Women and The Future

Who is Gen Y?  There are differing opinions on the exact dates, but a common timeline is those people born between 1977 and 1995. There’s probably no generation that has been more stereotyped than Gen Y.    They’re entitled, they want … Continue reading

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