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VIDEO: Why Women Leave Financial Advisors
Photo: #WOCInTech Chat
Julie Barker-Merz, Head of Direct Investing at BMO, on issues women face talking to financial advisors
A total of 70% of women change financial advisors after the death of their spouse or divorce, according to Julie Barker-Merz, President of BMO Investorline and Head of Direct Investing at BMO.
BMO has been talking to their financial advisors’ clients to ascertain why, and if there is a gender issue around client interaction. To learn more about what they found out, watch the video below:
https://www.youtube.com/watch?v=y3fLzj8v9fQ
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