In the latest episode of Women’s Retirement Radio, I share some thoughts about why serving women and women’s retirement planning is important to me.
I invite you to click the play button below, listen and perhaps even subscribe if you’d like to automatically receive future episodes.
I’ve been a financial advisor since ’93.
And frankly, when I first started my career, if you could fog a mirror and had 2 nickels to rub together, I was interested in speaking with you.
To see what I could do to earn your business.
This was in between making hundreds of cold calls each day.
I would even cold knock on business owners’ doors and introduce myself in an attempt to build relationships and earn their business.
A lot’s changed over the last 25+ years.
Now, instead of relying on a book of Atlanta maps to get directions to a home or business, I can just plug it into Google Maps or Waze.
With the introduction of the internet and smartphones, information is more easily available 24/7.
But that’s not always a good thing. I’ll talk about that on an upcoming podcast episode.
And thankfully, rather than calling people at home and interrupting their dinner to talk to them about who I am and to ask for a meeting, today I rely on personal introductions from folks just like you.
Over time, I found I was being introduced to more and more women.
Women who had been divorced.
Women who had survived their husbands.
Women who had never been married.
Women who were looking for a different kind of financial advisor…
I’ve had happily married women tell me that their previous financial advisor wouldn’t even acknowledge their presence during a meeting. They would focus on and talk only to their husband.
I’ve been approached by husbands who want to find someone they trust will look after their wife and family if something happens to them.
I’ve been approached by fathers who want to make sure their adult daughter will get good advice. Not just another sales pitch.
And whether married or not, I’ve found I really enjoy working with women.
Sure, there’s my Mom’s story and the impact it’s had and will continue to have on my brothers and me.
But for a variety of reasons, including those listed above, I’ve found that my particular approach to financial advice and retirement planning seems to resonate best with women who want to be engaged in their family finances.
I discuss all this and more in this week’s podcast episode, so I hope you’ll check it out. And be sure to reply and let me know what you think.
And be sure to check out some of the links included in the show notes for this episode.
P.S. – Almost all incoming calls I receive are SPAM. Whether it’s my cell phone or my business phone, they’re junk calls with automated recordings of people wanting to tell me how to start my own business from home. That’s why I was immediately interested when I saw this article. I haven’t used it, but it sounds like something we could all benefit from.