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Fighting the fear factor
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Trade Publication Article
Fighting the fear factor
2020
Overview
[...]nearly half of advisers said they had lost a female client's business because they didn't want to receive advice any more, while two in five said they had wanted an adviser of a different sex. Older women particularly, where the husband or partner has taken care of the finances for the entirety of their lives together, are particularly vulnerable when it comes to dealing with their finances, and could do with more help than most. For advisers, it helps with client retention, but for the widow or widower, it could mean the difference between continuing to grow their wealth in the right way, or losing it altogether.
Publisher
The Financial Times Limited
Subject
