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:
Tune in now and learn how to give your approach to working with HNW investors an overhaul.
Brought to you by: Iris.xyz
It is Free