Category Archives: selling financial services to women

New Book About Women and Money

If you’ve ever spent time around women, you know they are constantly talking about their relationships. Women share all sorts of details and intimacies. But there is one relationship they almost never talk about, at least publicly – their relationship … Continue reading

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What Do Women Business Owners Want from Banks?

I recently hosted a panel at the Small Business Banking conference in Miami focusing on women business owners.   Judging from the crowd and the feedback, there is A LOT of interest in working with women business owners.  And rightly so. … Continue reading

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New Magazine for Female Financial Advisors

Is there a difference between male and female financial advisors? Aren’t they all selling the same products and providing the same kind of services and advice?   Yes.  But how they provide that service and how they run their business isn’t … Continue reading

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Impact Investing – Can You Make A Difference and Make Money?

Some call it Socially Responsible Investing.  Some call it Sustainable Investing. Some call it Responsible or Green Investing.  Some call it Impact Investing.  No matter what you call it, this type of investing focuses on companies who have a positive … Continue reading

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Why Women Love Navy Federal Credit Union

Every time I speak or work with a client I am asked for examples of financial companies who are successful marketing to, selling to, and retaining female clients. Well here you go. Navy Federal’s digital platform scores high among women … Continue reading

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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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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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Women Have Questions – Are You Answering Them?

I love the new TV commercial from Arrow Electronics.   I first thought it was a commercial for a financial company, which is why it caught my attention.    (In my defense, it’s very vague about who Arrow is and what Arrow does). … Continue reading

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Financial Advisor Shares Insight on Working with Women Clients

Barbara Taylor is a financial advisor based in the Hartford, Conn area. For the last two decades, Barbara Taylor’s practice has been focused on helping clients in the healthcare and higher education sectors with retirement, investment, and insurance planning. Her … Continue reading

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