Getting More Women into Financial Advising [Brutal Honesty]

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June 3, 2019

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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 https://datausa.io/profile/soc/132052/

Any questions? Send 'em in!

Podcast

Ep 9: Communicating to Influence with Steve Sanduski

As financial advice becomes more automated, how do you justify your (higher-priced) value as a human being? Join me and my guest, the great Steve Sanduski of Belay Advisor, as we discuss how to communicate with your clients in a way that increases influence.

July 20, 2018