Women who joined the financial advice profession believe it is more than about giving advice with – some pursuing different business models that prioritise financial outcomes for women.
The Women in Financial Advice series, hosted by Professional Planner in partnership with BT, has focused on encouraging more women to become financial advisers to present a better cross-section of society to clients.
The third and final roundtable studied women who left the traditional advice model behind to become financial coaches so they can provide more women with the more basic advice they need.