Serving Women Investors Better Is A Recipe For Growth For Financial Advisors

from Modern Financial Advisor · host Truelytics by Envestnet

Lacy Garcia, Founder and CEO of Willow sheds some light on the tremendous opportunities available to financial advisors who learn to serve women investors better. With 70% of widows changing advisors after the death of a spouse and 80% of divorcees changing advisors after their marriage ends... there's a case to be made for learning to better serve women investors is a defensive strategy as well.

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This episode is 50 minutes long.

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This episode was published on March 31, 2022.

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