Stop Making Assumptions About Female Clients

By Stearns Financial Group on March 4, 2020

Financial Advisor magazine asked Haleh Moddasser to weigh in on the results of a new study by Spectrum Group that indicate women are often insulted when they feel they are being pushed to a female advisor. “They took choice away from them, which is the same issue women investors have battled all along. Women investors complain about not being heard, about being talked over, about being told they have to invest in an aggressive portfolio. The last thing you want is to be told which advisor to choose,” says Moddasser, a partner and senior vice president with Stearns.

Read the article on Financial Advisor magazine.