No, it’s not, you condescending fool. She’s not money-focused. She’s focused on what money can do for her family, friends and her community. Her immediate orbit is her family and career. If you don’t speak to her universe, you don’t exist.
Women approach money from a completely different perspective. After observing many advisors communicate with women clients in counter-productive ways, making them feel more confused, shamed and humiliated, I knew something had to change. Women struggle with different fears and frustrations than men. Women want clarity around their money and their financial strategies. They want to worry less, have more time to do the things they enjoy most, and want a financial planner who listens to them and understands their unique goals and concerns.
Steve and special guest Brittany Castor, CFP walk you through the rules of engagement with women and money.
The views expressed here are those of the author and not necessarily those of ProducersWEB.
Reprinting or reposting this article without prior consent of Producersweb.com is strictly prohibited.
If you have questions, please visit our terms and conditions
Steve Savant is the host of the daily producer show, Let’s Get Down to Business, and the weekly consumer show, Steve Savant’s Money, the Name of the Game. Both shows are sponsored by Ash Brokerage. Steve is the number one online author and videographer of insurance content. During his 30-year... More