EmbarkPod

Episode 7: Do women deter from seeking financial advice?... Do we value it at all?

November 11, 2021 Embark Group Season 1 Episode 7
EmbarkPod
Episode 7: Do women deter from seeking financial advice?... Do we value it at all?
Show Notes

Following our inaugural Barometer in February 2021, we are back with more belief-shaking insights for financial advisers. Joining Roger in this episode is Sara Wilson, Head of Platform Proposition at Embark Group and Phil Bungey, Chief Executive Officer at Advance by Embark as they ask:

💸 Are advisers confident they can continue to charge enough?
🎭 Why aren’t advisers sharing clients’ retirement optimism?
🧓 Why are 70% of women confident of their retirement needs, compared to 50% of men?

Be sure to listen to our ‘miniPod’ from last year entitled ‘How confident are your clients? 63% may have a different view...’ to get an insight into last years’ findings, alongside other bite-sized conversations on a rage of other topics. Subscribe to the Embark Adviser monthly newsletter for the latest insights from around the market, straight to your inbox!