Gretchen Betts' contribution to closing the advice gap

Financial adviser discusses her ‘SheFinance’ workbook

Isabel Baxter
clock • 5 min read

Financial adviser Gretchen Betts’ new workbook is her contribution to tackling the advice gap, she tells Professional Adviser.

Betts of Magenta Financial Planning recently launched her own practical workbook, SheFinance, with exercises and prompts designed to help women engage with money in a way that feels "relevant, accessible and affirming". Speaking to PA, she said that one of the main reasons why she launched the book was to tackle the advice gap. "There's a significant advice gap for women, and an even broader one caused by affordability," Betts said. "My work is my contribution to closing that advice gap." Betts also hosts her own podcast, Women Talking Money, which she said revealed just how many s...

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