Money Management - Why mindset coaching could benefit female clients
Rhea Nath 27 March 2023
Female investors hold different financial drivers, beliefs and goals than their male counterparts, which need to be unpacked for a successful adviser-client relationship.
According to Amie Baker, chief executive of Rekab Advice, tapping into a client’s core values and understanding their approach to money was of utmost importance.
Speaking at a recent Netwealth webinar on female investors, she said: “It’s not just about the factfind or the numbers; it’s got to do with maybe even how they have perceived money from their childhood, how they have experienced money, and what’s caused those stresses.”