Episode 79
Serving Women Investors Better Is A Recipe For Growth For Financial Advisors
Modern Financial Advisor · Truelytics by Envestnet
March 31, 202250m 30s
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Show Notes
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.