Advisers must 'evolve' to better engage with female clients

Kirsty Anderson urges advisers to value female clients

Sahar Nazir
clock • 1 min read

Financial advisers have been urged to “evolve” and consider how they engage with their female clients to avoid the risk of them going elsewhere, according to M&G pension specialist Kirsty Anderson.

Speaking at the Personal Finance Society's Duty Bound 2023 conference today (2 November), Anderson said women often feel ignored by their advisers. "Women feel vulnerable because they feel uneducated and do not feel acknowledged by their adviser," she told delegates. "They feel ignored. If a female client does not feel valued, she will walk away." Furthermore, Anderson argued that women's adult children would advise their mother to walk away if they knew she is not being valued by her adviser. She also told delegates that advisers should work on helping their female clients feel va...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

Considering client emotions: Dealing with post-Budget anxiety

Considering client emotions: Dealing with post-Budget anxiety

Advisers need to understand client emotions during 'turbulent times'

Isabel Baxter
clock 01 November 2024 • 4 min read
Well-trailed Autumn Budget 'not as dramatic as expected'

Well-trailed Autumn Budget 'not as dramatic as expected'

Although speculation around pensions tax-free cash was ‘unhelpful’

Isabel Baxter
clock 01 November 2024 • 4 min read
Feel Good Friday: Succession Wealth raises £30,000 for cancer charity

Feel Good Friday: Succession Wealth raises £30,000 for cancer charity

Wealth firm hosts its annual charity golf tournament

Professional Adviser
clock 01 November 2024 • 1 min read