Women control 1/3rd of the total US household financial assets of 11 trillion dollars and they make up 47% of the workforce. And yet many don’t seek the financial advice they need to gain peace of mind for their financial futures. In this episode of the PFP Section podcast, Debbie Taylor, CPA/PFS, shares her experience working with women clients and what she has learned about their needs to best serve them. Debbie discusses the following topics:

What are the financial challenges that women face?
Tell us the good news about women and their finances.
What do women want most from their advisor?
How can CPA financial planners better serve their existing women clients?
How can we reach the women who need an advisor?

For more resources related to this episode, access:

Use the resources in Broadridge Advisor’s Women’s Resource Center to connect with your clients.
Register for an upcoming webcast on Women & Wealth

This episode is brought to you by the AICPA’s Personal Financial Planning Section, the premier provider of information, tools, advocacy, and guidance for professionals who specialize in providing tax, estate, retirement, risk management and investment planning advice. Also, by the CPA/PFS credential program, which allows CPAs to demonstrate competence and confidence in providing these services to their clients. Visit us online to join our community, gain access to valuable member-only benefits or learn about our PFP certificate program.

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Serving women clients well {PFP Section}

AICPA Personal Financial Planning (PFP)

Serving women clients well {PFP Section}