No matter your industry, working with clients is a cornerstone of professional life, and sometimes, those relationships can be challenging. Whether it’s a clash of communication styles, misaligned ...

Two studies are providing some critical insights into the financial goals and challenges of women investors, how they select their financial advisors, areas in which they need help, and how advisors ...

As more wealth is shifting to women in the U.S., there is an incredible opportunity to engage this growing audience and build long-lasting client relationships. Join Athene’s Patti Hausherr, Vice ...

For years, our industry has talked about the “rise of the female investor” as if it were a future trend. It’s not the future anymore. It’s here. Over this decade, women are projected to control ...

Coaches who work primarily with professionals in specialized fields such as law or technology, or with groups such as women or military veterans, often focus on helping clients navigate deeply ...

Women face unique financial challenges during life’s most pivotal transitions – divorce, widowhood, and retirement. While not every woman will encounter all three, these milestones are moments of ...

High-maintenance clients test your patience, push your boundaries and consume more resources than anyone else you work with. They demand immediate responses, request countless revisions and question ...