Rethink How to Win Executives: Part 1 — With Laura Gregg and David Partain
Despite high-net-worth (HNW) earners being a key market for advisors, little research has been done on the investor behaviors of men versus women in this demographic. Now FlexShares’ study is casting light on the gender differences within this group, and the results call for advisors to change their approach.
In this episode, Matt Halloran speaks with Laura Gregg and David Partain of FlexShares Exchange Traded Funds about the remarkable findings from their study, which reveals that HNW earners don’t fit the mold of traditional gender stereotypes. This is a conversation that examines advisors’ wrong assumptions and opportunities for them to make changes that will cultivate lasting client relationships.
In this episode, you will learn:
Tune in now and discover how HNW breadwinners are defying traditional gender stereotypes.
Resources: Top Advisor Marketing | FlexShares Exchange Traded Funds |
Study: "Rethink How to Win Executives" | Contact Laura Gregg | Contact David Partain
Brought to you by: Iris.xyz
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Episode 30 - Why Women Leave Their Financial Advisors
Episode 29 - 5 Questions Advisors Ask About Connecting with HNW Prospects (w John Frankot)
Episode 28 - Why Advisors Should Care About Behavioral Finance
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Episode 20 - "5 Communication Faux Pas, Missteps and Mistakes" by Renee Walker, Marketing Strategist
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