What’s next for women in advice?

Chia sẻ

Manage episode 291761575 series 2512387
Thông tin tác giả The ifa Show and Momentum Media được phát hiện bởi Player FM và cộng đồng của chúng tôi - bản quyền thuộc sở hữu của nhà sản xuất (publisher), không thuộc về Player FM, và audio được phát trực tiếp từ máy chủ của họ. Bạn chỉ cần nhấn nút Theo dõi (Subscribe) để nhận thông tin cập nhật từ Player FM, hoặc dán URL feed vào các ứng dụng podcast khác.

In this episode of the ifa Show, Wealthwise senior financial planner Dawn Thomas, who was recently appointed chair of the AFA Inspire women’s network, joins host Sarah Kendell to discuss her experience as a female leader in advice and how the industry can evolve to become more inclusive in the future.

Dawn discusses her plans for the network to give women a space to discuss their issues in the professional sphere and with clients, and how female staff and advisers in financial planning practices can often struggle to reach senior positions.

She also unpacks how advisers can better tailor their services to women clients, what policy issues need to be addressed to put women on a better financial footing and why women may be uniquely suited to a career in advice as the industry pivots to a more service-based value proposition.

114 tập