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Gender stereotyping can get you in trouble with female prospects. But these generalizations, backed up with science, can be very useful in building rapport with women.
As a social network that is 80% female, Pinterest offers advisors a visually oriented way to educate and market to women. Get the picture?
Affluent women are playing a much more central role in their families' financial decisions. Learning how they see money and want to use it is vital.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025