Zephyr's Adjusted for Risk

Why is it Important to Close The Gender Gap in Wealth Management

March 19, 2024 Ryan Nauman Season 2 Episode 15
Zephyr's Adjusted for Risk
Why is it Important to Close The Gender Gap in Wealth Management
Show Notes

In this very enlightening conversation, Stearns Financial Group's Haleh Moddasser discusses the importance of understanding how women investors differ from men investors. Women will control the majority of assets in years to come,  which makes it important for financial advisors to understand the investment objectives of women. Haleh also talks about what the wealth management industry can do to close the gender gap in investing.  


To learn more about Stearns Financial Group: https://stearnsfinancial.com/index.html

To learn more about Zephyr