Recently, women have been the topic of a lot of financial industry conversations, studies, and white papers in the financial services industry. With women making up slightly over half of the population it seems it is past time for industry professionals to realize the importance of female clients and to begin questioning if their current practices are female friendly.
As a female who has worked in the financial services industry since 2006, I can say the industry as a whole has made several steps to engage more female clients. However, overall the industry still has a long way to go. To the industry’s credit many practicing professionals have read the numerous articles, white papers, and research studies written whose focus has been “Women & Investing” or “How to Communicate with Female Clients” and attended many seminars created that tout, “How to Attract and Retain Female Clients” or “The Opportunity Female Clients Represent”. Still, with all the research and studies as an industry, we are missing the mark.Read More