Friday, January 2, 2015

How past life events impact future financial decisions - What Women Want from Financial Advisors



We all come to an event or a meeting with preconceived ideas. If you went through a financial crisis in the past, you may still be experiencing the anxiety of scarcity. So you have fears. Or perhaps your parents have always been there for you and you never lacked money, but you lack valuing money. So you spend recklessly. Studies show that women search for financial advisers after the death of their husband.

Other events can trigger the need to seek financial advise, generally seeking a referral from friends and family like an inheritance, purchasing a new home or entering into retirement. It’s clear that there is a life cycle involved with financial planning. Financial planners who have built relationships with their clients will be able to get in front of these life changes and proactively assist their clients. And when they know their clients past dealings with money, they can anticipate their future needs.

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 at the forefront of 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/kq8rCfmJ1lo

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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