Author Archives: Holly Buchanan

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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Barbara Walters’ Legacy

Why do we need to see women in leadership roles?   Why should it matter if a leader is male or female?   Shouldn’t we simply be inspired by the person and their accomplishments?   So what if that person is a man … Continue reading

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What I Learned at the Thrive Event with Arianna and Mika

After just attending the Thrive conference in NYC with Arianna Huffington and Mika Brzezinski, I walked away with many thoughts, but the main one was….. If we could gather all the brilliant women on stage and in the audience, we … Continue reading

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Women-Winning Sales Scripts

Has this ever happened to you? I was in the middle of an important work project when the phone rang. I did not recognize the number, but it was a local number, so I answered it in case it was … Continue reading

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How to Talk About Your Customer Service

How many times have you seen a company tout their customer service? “Our outstanding customer service…..” “We’re completely focused on providing the best customer service……” “You can count on excellent customer service…..” Blah, blah, blah, blah…… The promise of “excellent … Continue reading

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How Credit Unions Can Connect with Women

What do women care about, perhaps even more than money?  Health. I recently read interesting research that says there is a direct link between finances and health.  It makes sense.   When you look at life holistically (as so many women … Continue reading

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Do Women Respond to “Joke” Ads?

One of the best ways to make an ad memorable and entertaining is to use humor.    The question I am often asked is – do men and women find the same material funny? Most humor is universal.  But men and … Continue reading

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New Hope for Images of Women in Stock Photography

Have you ever gone to a stock photography site to find an image of a woman for an ad? If you are like me, after about an hour you lose your will to live. Here’s a recent example: I was … Continue reading

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