Today we discuss women and wealth with Kristin Gibson, a Managing Director at Charles Schwab Investment Management and an expert in the field of women investors. We discuss how financial advisors can have more informed conversations with their female clients and how developing a communication and marketing strategy for women can be beneficial. Kristin talks about research that has been conducted on how women investors behave, how their financial goals differ from men’s, and how advisors can effectively communicate with them.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/women-and-wealth/.