Ep 75: How to Build Trust With Female Clients

Financial Advisors Want to Know: How to Build Trust With Female Clients Ep. 75 Patricia Lizarraga

Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.

Patricia Lizarraga is the managing partner of the Hypatia Women CEO Index & ETF, investing in American public companies with women CEOs. She has invested women in leadership for over 15 years, and created the first public fund to invest in women CEOs.

Key Takeaways:
The Great Wealth Transfer: Advisors need to recognize that women are set to inherit the majority of wealth in the U.S. in the coming decades, creating significant opportunities to engage female clients.

Women Want Purposeful Investments: Women clients are more likely to be interested in understanding why they’re investing in specific funds and whether those investments align with their personal values.

Leverage Data and Research: Advisors can capture female client interest by talking about data-driven initiatives like the Hypatia Women's CEO Index, which invests in companies led by women CEOs. This can open up discussions about purpose-driven investing.

Investing in Women CEOs Could Outperform: The Hypatia Women's CEO Index has shown that companies led by women CEOs outperform the market, especially in the small-cap sector, providing a unique investment opportunity.

Small Shifts Can Lead to Big Impact: Advisors can engage female clients by introducing intentional investments in women-led companies. Even small allocations in these funds can make a meaningful impact on clients’ portfolios and their legacy.

Connect with Patricia:
https://www.linkedin.com/in/patricializarraga
https://www.wceoetf.com/
https://hypatiacapital.com/
https://hypatiainvests.com/the-hypatia-investathon/

Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/

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