10 things advisers should never say to female clients
![When it comes to working with female clients, many male financial advisers need a little help to get it right. How else can you explain the fact that an estimated 70% of widows fire their male financial advisers after their husbands die and take their assets to a female adviser?<br>
Here's my list of real-life statements made by male advisers that are sure to offend female clients (ranked in order from bad to worse).<br>
<i>Kathleen Burns Kingsbury is a wealth psychology expert, founder of KBK Wealth Connection and the author of several books, including “How to Give Financial Advice to Women: Attracting and Retaining High-Net-Worth Female Clients" (McGraw-Hill, 2013) and “How To Give Financial Advice to Couples: Balancing High-Net-Worth Clients' Needs" (McGraw-Hill, 2014).</i>](https://s32566.pcdn.co/wp-content/uploads/2019/10/FREE_713009998_PH_1_AAMKSYNZSSVY.jpg.optimal.jpg)
When it comes to working with female clients, many male financial advisers need a little help to get it right. How else can you explain the fact that an estimated 70% of widows fire their male financial advisers after their husbands die and take their assets to a female adviser?
Here's my list of real-life statements made by male advisers that are sure to offend female clients (ranked in order from bad to worse).
Kathleen Burns Kingsbury is a wealth psychology expert, founder of KBK Wealth Connection and the author of several books, including “How to Give Financial Advice to Women: Attracting and Retaining High-Net-Worth Female Clients" (McGraw-Hill, 2013) and “How To Give Financial Advice to Couples: Balancing High-Net-Worth Clients' Needs" (McGraw-Hill, 2014).