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Why Women Leave Their Financial Advisors

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Why Women Leave Their Financial Advisors

Did you know 80% of women leave their financial advisor when they lose their husbands?

Judy Paradi and Paulette Filion join Matt and Kirk to discuss four reasons women leave their advisors and then list simple ways to engage women to grow a stronger, woman/friendly practice.

What’s interesting too is that the characteristics of a woman-friendly practice/relationsip also apply to having a better practice in general. 

Related: How 4 Frogs and One Elephant Can Help You Attract Ideal Prospects

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