Women In Investing w/ Inga Rachwald of Charles Schwab

In this episode, Rory and Julie speak with Inga Rachwald, Senior Investment Portfolio Strategist at Schwab Asset Management, to discuss women in investing. Discover why women tend to view investing more as a life skill rather than a competition, and the potential benefits of their generally more risk-averse nature. Explore how employing a holistic approach, by uncovering a client's values and life goals, can more effectively engage women in financial planning conversations. Uncover practical tips for onboarding women clients, ranging from communication preferences to ensuring both partners in a couple are equally involved in the decision-making process. Interested in recognizing and overcoming unconscious biases when working with women, or in fostering open and reciprocal dialogue? Find out the answers to these questions and more with insights from Inga Rachwald of Charles Schwab!