ABA Banking Journal Podcast

Wealth management strategies for serving high-earning women


Listen Later

Forty-four percent of homes have female breadwinners, and women make up a large and growing share of high earners — but wealth management providers don’t always tailor their advice and services to this reality. On the latest episode of the ABA Banking Journal Podcast — sponsored by Apiture — Kathleen Burns Kingsbury tackles some misperceptions about women and wealth. In this episode, Kingsbury discusses:

  • The scope and scale of female breadwinners and high earners in today’s wealth marketplace.
  • How to address unconscious and implicit biases about women and wealth.
  • Strategies that wealth advisers can use to build productive relationships with high-earning women.
  • The kinds of questions that lead to productive conversations.
  • The role of values in women’s wealth decision-making, whether in philanthropy or in socially responsible investing.

Kingsbury will address this topic at ABA’s Annual Convention in Austin on Oct. 2-4. Register before Aug. 1 for early-bird savings.

...more
View all episodesView all episodes
Download on the App Store

ABA Banking Journal PodcastBy American Bankers Association

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

57 ratings


More shows like ABA Banking Journal Podcast

View all
WSJ Your Money Briefing by The Wall Street Journal

WSJ Your Money Briefing

1,724 Listeners

Exchanges by Goldman Sachs

Exchanges

979 Listeners

Masters in Business by Bloomberg

Masters in Business

2,171 Listeners

Odd Lots by Bloomberg

Odd Lots

1,929 Listeners

American Banker Podcast by American Banker

American Banker Podcast

32 Listeners

Capital Ideas Podcast by Capital Group

Capital Ideas Podcast

278 Listeners

Bold Names by The Wall Street Journal

Bold Names

1,451 Listeners

Wall Street Breakfast by Seeking Alpha

Wall Street Breakfast

1,039 Listeners

Making Sense by J.P. Morgan

Making Sense

61 Listeners

Thoughts on the Market by Morgan Stanley

Thoughts on the Market

1,303 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,945 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,554 Listeners

Banking with Interest by IntraFi

Banking with Interest

113 Listeners

Moody's Talks - Inside Economics by Moody's Analytics

Moody's Talks - Inside Economics

315 Listeners

Everybody's Business by Bloomberg and iHeartPodcasts

Everybody's Business

90 Listeners