Intelligence

Do Female Financial Advisors Face Different Challenges?

Reporter: Louis Carlozo

Publication: U.S. News & World Report

Contact: iq@fullyvested.com

Deadline: Jul 7, 2017 11:00 am

Lou Carlozo, an investment contributor for U.S. News and World Report, is working on a story about female financial advisors and the particular challenges and advantages they have. As this story runs the beginning full week after the July 4 holiday, it’s expected to get excellent readership. Male or female sources may answer this query. Please reply to these questions VIA *email* by 11 am EDT on Friday July 7. Include the *official title* of the person replying and where they are based. 1) What are the inherent advantages a female financial advisor would have over a male one? 2) What might be their challenges (such as fighting to get respect in a male dominated field)? 3) There’s a phenomenon of the “triad,” where a male advisor and a husband may shunt the wife off to the side in a financial discussion? To what extent can female advisors break this? Can male advisors learn something from them? 4) Has the field made progress for female advisors? Where does it still need to make progress? 5) Anything else to add? Thanks in advance for your help on this short holiday week! The managing editor for the Bank Administration Institute (BAI), Lou Carlozo is an investment contributor to U.S. News & World Report, based in Chicago. This story will run Tuesday, July 11. Contact: Louis Carlozo

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