Special Mini Series: 3 Part Research Series – Study Results of High-Net-Worth Breadwinners: Episode 1 - a podcast by Matt Halloran and Kirk Lowe, TAM Hosts

Rethink How to Win Executives: Part 1 — With Laura Gregg and David Partain





Despite high-net-worth (HNW) earners being a key market for advisors, little research has been done on the investor behaviors of men versus women in this demographic. Now FlexShares’ study is casting light on the gender differences within this group, and the results call for advisors to change their approach. 





In this episode, Matt Halloran speaks with Laura Gregg and David Partain of FlexShares Exchange Traded Funds about the remarkable findings from their study, which reveals that HNW earners don’t fit the mold of traditional gender stereotypes. This is a conversation that examines advisors’ wrong assumptions and opportunities for them to make changes that will cultivate lasting client relationships.





In this episode, you will learn:





What prompted Laura and David to do this study and why they shifted its focus


About the sample size and demographics of respondents


How the results can help advisors rethink how they serve HNW clients


Which gender stereotypes and assumptions were proven wrong by the results


And more!





Tune in now and discover how HNW breadwinners are defying traditional gender stereotypes.





Resources:  Top Advisor Marketing | FlexShares Exchange Traded Funds | Study: "Rethink How to Win Executives" | Contact Laura Gregg | Contact David Partain





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