Monday, December 29, 2014

How women learn & what’s Important to them - What Women Want from Financial Advisors



As an adult educator, an adviser needs to know their audience, whether they're a client or prospect. Everyone is NOT starting in the same place in terms of knowledge, skill or motivation. Everyone is NOT able to act immediately as additional information or input, may be needed. Everyone does NOT learn at the same pace or takes in new information at the same speed. Everyone doesn't learn the same way.

Women don’t want to be “sold” or “marketed to,” they want an engagement process. Women are a monumental demographic force. but they cannot be painted with the same broad brush. It is important to also look at and learn about the differences across women groups and what they need to be financial solvent now and in retirement.

Syndicated financial columnist and talk show host Steve Savant interviews Dr. Barb Provost, adjunct professor at Roosevelt University in Chicago. With multiple Masters Degrees and a Doctorate in Adult and Continuing Education, Barbara Provost MS EdD is an expert in how adults learn. Her insights into women and money are considered to be at the forefront of what she calls the most neglected demographic among financial advisers. She has also developed training programs for Fortune 100 companies and is a Certified Coach of the International Coaching Federation. http://youtu.be/4fZecb8mp5c

About Steve Savant

Steve Savant

As the National Marketing Spokesperson for Ash Brokerage, Steve Savant looks forward to meeting financial professionals in every way possible - in person or by video through conferences and social media.

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