Female clients are in some senses still being left out of the financial planning conversation, advisers have told Professional Adviser.
Recently sharing her experience building her own advice firm and the challenges she faced doing so on a Professional Adviser TV Advice Lens episode, FSWM founder and planner Frankie Smith highlighted that when she first started her career, she noticed that a lot of the client entertainment was "male centric". With that in mind, PA reached out to other female financial advisers and shared whether they felt the same when they started out. Magenta Financial Planning managing director Gretchen Betts highlighted that historically, all elements of financial services have been "design...
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