03.13.24
Most Advisors Overestimate Ability To Serve Retirement Needs of Female Clients
by: Steve Randall
An Advisor Authority from Nationwide found that 96% of advisors said they feel well equipped to take on more women clients in the next 12 months and that 90% intend to do so. Yet only half of female participants who work with an advisor or other financial professional said they felt their financial goals are understood. “This highlights an opportunity for advisors to take a step back and ensure they are truly listening in their interactions before offering solutions,” said Suzanne Ricklin, vice president of sales and retention for Nationwide Retirement Solutions.
Read the full article on InvestmentNews