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Rethink How to Win Executives: Part 2 — With Laura Gregg and David Partain
It’s time to challenge what you thought you knew about the investor behaviors of high-net-worth (HNW) men versus women.
In part two of our mini-series, Matt Halloran continues his conversation with Laura Gregg and David Partain of FlexShares Exchange Traded Funds to dig deeper into the remarkable findings from their stereotype-smashing study. Together, they uncover the actions, desires, and perceptions of men and women HNW investors that are true departures from gender stereotypes.
In this episode, you will learn:
- Surprisingly, who the more conservative investor is
- Which gender consider themselves to be “experts” when it comes to investing
- How vastly different the current financial goals are between men and women
- What these HNW individuals really want from their advisor services
- And more!
Tune in to hear what the findings reveal about the behaviors of HNW men versus women.
Resources: Top Advisor Marketing | FlexShares Exchange Traded Funds | Study: “Rethink How to Win Executives” | Contact Laura Gregg | Contact David Partain
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