Getting More Women into Financial Advising [Brutal Honesty]

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As you know, we tell the real story on the Sara Grillo podcast.

Women are about half the population and they are increasingly seeking financial advice on their own, and seeking it from other women. So why in heavens are women still underrepresented and underpaid relative to men in the profession?

And I’m happy that I had two very insightful people on this episode of my show to help me answer it.  We feature Marina Shtyrkov, Research Analyst at Cerulli Associates, and Katie Keary, Wealth Advisor at Buckingham Strategic Wealth.

You will learn:

  • Why the choice of firm matters – good and bad examples
  • How changing compensation structure and using a teaming approach can help
  • The power of sharing stories and having successful women as influencers
  • What men can do to support women in the industry

Thanks for listening and please subscribe!


Resources mentioned in this show

Data USA. (n.d.) Data USA: Personal financial advisors. Retrieved from