Women on Wealth, By Women For Women
Unpacking the Role of Financial Advisors: A Barron's Editor's Perspective
Join us as Amey Stone, writer and editor for Barron's Advisor, delves into the pivotal role of financial advisors. Discover the importance of financial planning, insights into women's satisfaction with advisors, and the challenges faced by female advisors. Learn what to look for in an advisor, key questions to ask, and understand the impact of the Great Wealth Transfer.
Show Highlights:
The importance of financial planning the future of individuals (5:01)
Two types of women that work with financial advisors (6:52)
Research of women's satisfaction working with advisors (11:47)
Survey of female advisors (14:28)
Why women still feel patronized (17:35)
The average age of today's advisor (18:57)
Why there are so few women advisors today (20:35)
How advisors can help (24:23)
What to look for when searching for an advisor (26:44)
Questions to ask an advisor in an interview (29:34)
How advisors structure fees (31:26)
The Great Wealth Transfer (35:02)
Connect with Julina Ogilvie:
Website- https://www.julinaogilvie.com
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180
Join us as Amey Stone, writer and editor for Barron's Advisor, delves into the pivotal role of financial advisors. Discover the importance of financial planning, insights into women's satisfaction with advisors, and the challenges faced by female advisors. Learn what to look for in an advisor, key questions to ask, and understand the impact of the Great Wealth Transfer.
Show Highlights:
The importance of financial planning the future of individuals (5:01)
Two types of women that work with financial advisors (6:52)
Research of women's satisfaction working with advisors (11:47)
Survey of female advisors (14:28)
Why women still feel patronized (17:35)
The average age of today's advisor (18:57)
Why there are so few women advisors today (20:35)
How advisors can help (24:23)
What to look for when searching for an advisor (26:44)
Questions to ask an advisor in an interview (29:34)
How advisors structure fees (31:26)
The Great Wealth Transfer (35:02)
Connect with Julina Ogilvie:
Website- https://www.julinaogilvie.com
Website- principlewealthpartners.com/team
Email- jogilvie@principlewealthpartners.com
YouTube- https://www.youtube.com/channel/UCTISXBl6sK8JsJn0ZhmQfkA
Facebook- https://www.facebook.com/principlewealthpartners
LinkedIn- @julinaogilvie
The information provided is for educational and informational purposes only and does not constitute investment advice and it should not be relied on as such. The statements and opinions expressed in this podcast are those of the author. PWP cannot guarantee the accuracy or completeness of any statements or data. For current PWP information, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov by searching with PWP’s CRD #290180