Advisors — discount the views of women at your peril

I was actually even a little more direct than that and it seems to have made it into print. To quote myself:  “That (dismissing the views of female clients on issues of ethics) is not only inexcusable, it is short-sighted. Women are becoming dominant in household financial decision-making. To discount the views and priorities of women is misogynistic and foreclosing half the market opportunity to build an advisory business.”

Tim Cooper wrote an excellent piece in CityWire USA’s ESG supplement this month [follow the link] calling on advisors to “brush up on their ESG knowledge to communicate with clients.” Thank you Tim for the call to arms, and also for putting my comments forward without rubbing vaseline on the lens.