Special Mini Series: 3 Part Research Series – Study Results of High-Net-Worth Breadwinners: Episode 3

Rethink How to Win Executives: Part 3 — With Laura Gregg and David Partain

Are your assumptions about high-net-worth (HNW) male and female investors hurting your bottom line?

In this final episode our mini-series, Matt Halloran busts advisors’ assumptions about HNW men’s and women’s behaviors with Laura Gregg and David Partain of FlexShares Exchange Traded Funds. Together, they urge advisors to change their approach to working with couples and women and explain how to make this overdue shift.

In this episode, you will learn:

  • Techniques and considerations for working with couples
  • Why it’s important to communicate about money in terms of dollars, not percentages
  • What advisors have to lose if they don’t change their approach 
  • And more!

Tune in now and learn how to give your approach to working with HNW investors an overhaul. 

Resources:  Top Advisor Marketing | FlexShares Exchange Traded Funds | Study: “Rethink How to Win Executives” | Contact Laura Gregg | Contact David Partain | The Integrated Core Approach to ESG

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