Special Mini Series: 3 Part Research Series - Study Results of High-Net-Worth Breadwinners: Episode 2

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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