Five Reasons Women Are Taking the Lead In Financial Planning
When I began my career, I was an executive leader in the uber-competitive world of financial services. During those formative years, I had the pleasure of leading some top women advisors. In the three major metropolitan areas I led, women consistently rose to the top of the rankings for client acquisition, satisfaction, retention and overall productivity during a 15-year span. I don’t believe I was a primary catalyst of this success among women in those organizations. They were highly talented and driven individuals, many of whom just needed a platform to do their thing. As a third-party observer, watching them do just that has led me to a conclusion: women are taking over the lead role with regards to financial decisions Shutterstock When I was affiliated with successful women advisors early in my career, I was invited on several occasions to take part in conferences and speaking panels around why women had growth trajectories accelerating more qui...