In today’s episode, Wes Cuprill addresses the systemic failures of the financial advising industry in meeting the unique needs of women. He discusses critical statistics from a New York Life study, highlighting the disconnect between advisors and female clients, and offers actionable steps to create more women-centric financial planning processes. 

Join us as we explore how to bridge the gap and ensure financial advice is tailored to every individual's needs.

Chapters:

(00:00) Introduction

(01:00) Apology to Women

05:00) New York Life Study Statistics

(10:00) Importance of Conversational Style

(15:00) Addressing Unique Needs

(20:00) Marketing Failures

(25:00) Future of Wealth

(30:00) Empower Planning System

(35:00) Questions for Prospective Advisors

(40:00) Conclusion
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