Episode 10 : 10/19/2016

Women and wealth

financial-concerns-of-women

Kristin Gibson

Managing Director
Charles Schwab Investment Management

Hosts:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Matt Smith
Managing Director
BMO Global Asset Management

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Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

Women and wealth

Today we discuss women and wealth with Kristin Gibson, a Managing Director at Charles Schwab Investment Management and an expert in the field of women investors. We discuss how financial advisors can have more informed conversations with their female clients and how developing a communication and marketing strategy for women can be beneficial. Kristin talks about research that has been conducted on how women investors behave, how their financial goals differ from men’s, and how advisors can effectively communicate with them.

In this episode:

  • Knowledge gaps that advisors have when it comes to women clients
  • The growing demographic of female investors and financial decision-makers
  • Women and their natural approach to investing
  • Why women can make amazing clients
  • Action steps to better communicate with potential and current female clients

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