The WealthAbility Show with Tom Wheelwright, CPA cover image

Retirement [7/7 Series Pt. 2]

The WealthAbility Show with Tom Wheelwright, CPA

CHAPTER

How to Create Authentic Relationships With Women

Seven out of 10 women are firing their financial advisor, says Peggy Drexler. Women want to have an authentic relationship with the financial advisor, she says. "She needs to make her views understood and maybe demand that they're listened to" Only one in five women felt confident in choosing investments that align with their goals.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner