Now that The $14 Trillion Woman is published and getting out to advisors, I’ve been talking to clients about the differences between what works with women prospective clients (compared to what works with men). The conversations have been enlightening for me and for the advisors. During one conversation I was talking with an advisor about how to find women investors. We were talking about going
Story of the Day: I have been coaching and talking to a lot of financial advisors this past year. It has been a rough year. There has been so much change: in the markets, within financial organizations and across the nation. At each step you advisors are working hard to protect and help clients through all the discomfort of change. It has been tough going.
DraftFCB is one of the largest advertising agencies in the world, a world-wide leader in marketing. I’ve worked with them around leadership development and been delighted to lead workshops at their headquarters. They recently released a consumer research report: “The 6.5 Seconds that Matter” which revealed two important things: The consumer attends for only 6.5 seconds
Story of the Day: Today I am going to tell a story on myself. I spent the last year researching women consumers and clients. In the process, I discovered how women make decisions. You might think: “Barbara you’re a woman, of course you know about women!” When I research and write professionally I remain as objective as possible. I
Story of the Day: Today, I had breakfast with the President of a not-for-profit organization that works cross-culturally (thank you for your inspiration!). She is a leader in her field. Recently, she attended a national conference of top foundation executives where she learned of emerging trends in philanthropy. She shared an interesting development with me. There are now many family foundations
Story of the Day: Today I coached with a women client (thank you my friend, you know who you are). This woman has been a financial advisor since 1976 . Bravo to this woman pioneer in financial services! We were talking about the lack of women in the financial services business then and now. Yet, she had good
Last week Maria Shriver and the Center for American Progress released the Shriver Report (see awomansnation.com). The reports highlights the changes in society related to women. Some or the data is slightly different than what my research found. The Shriver reports shows 38% of all managers are women. My research shows women hold 46% of all
