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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