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Why financial planning should adapt to women’s needs

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Manage episode 470142163 series 2558907
Content provided by Damian Fantato. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Damian Fantato or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Ahead of International Women’s Day on March 8, this week’s podcast guests discuss how advisers need to adapt their advice and processes to accommodate women's needs.


Amy Austin, news editor at FT Adviser, speaks to Samantha Secomb, chartered financial planner at Women’s Wealth, Sarah Lyons, chief customer officer at Parmenion, and Laura Ripley, chartered financial planner at BRI Wealth Management, about how the industry can better encourage women to seek advice.


Hosted on Acast. See acast.com/privacy for more information.

  continue reading

424 episodes

Artwork
iconShare
 
Manage episode 470142163 series 2558907
Content provided by Damian Fantato. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Damian Fantato or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Ahead of International Women’s Day on March 8, this week’s podcast guests discuss how advisers need to adapt their advice and processes to accommodate women's needs.


Amy Austin, news editor at FT Adviser, speaks to Samantha Secomb, chartered financial planner at Women’s Wealth, Sarah Lyons, chief customer officer at Parmenion, and Laura Ripley, chartered financial planner at BRI Wealth Management, about how the industry can better encourage women to seek advice.


Hosted on Acast. See acast.com/privacy for more information.

  continue reading

424 episodes

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