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Walking a Mile in Her Shoes: On Relating to the Challenges of Female Clients
Despite her background in finance, the author explains why she can relate to many of the challenges female investors face.
What Athletes Can Teach Us About Investing Discipline
How the strategies athletes rely on to reach their goals can translate to investing.
The Other Letter in ESG is a W(oman)
Strategies for engaging with female clients on the topic of ESG investing.
Invested in Connecting Women: Face Your Financial Truth
The inaugural episode of our new Invested in Connecting Women podcast.
Skinny Jeans Are Out, but Saving for Retirement Is Still on Trend
Taking charge of your financial future is a smart move that will never go out of style.
Finding Financial Success After the “Shecession”
The job losses incurred during the pandemic impacted women disproportionately.
The Importance of Authenticity
How financial professionals can establish rapport and trust with clients by conveying authenticity.
Why Women Are Critical to the Future of Your Business
The importance of including women in long-term financial planning conversations.
How to Effectively Engage Female Clients in the Virtual World
Are financial professionals prepared to engage and retain female investors as clients?
How to Help Female Clients Advocate for Themselves Financially
Lindsay Troxell, Director, Knowledge Labs® Professional Development, explains how financial professionals can help women more effectively negotiate financial matters.