Summary: I wanted the truth when I recently went asking female advisers about how they were treated in the wealth management business, and how they can assist other women in becoming financial advisers. I wondered, was it still the unspoken Mad Men style of the old boy’s network, or was that truly a thing of the past?
 An independent advisor with a high-end practice told me that she’s authentic with her clients and they know her family. She’s not one to cancel meetings, but if she has a family issue, she simply tells her client, who expresses appreciation and understanding. In fact, it helps build a stronger relationship."Elizabeth McCourt, president, McCourt Leadership Group. |
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