Perception vs. reality

Understanding what women want in a financial professional

Compare your perceptions to responses from women we surveyed

The North American Empowered study on women and retirement delivered a number of impactful insights.

 

The 2017 research surveyed financial professionals to find out their perceptions of the women they serve. We also talked to consumers – both women and men – to uncover any gaps between their preferences and their agent or advisor’s perceptions.

Find out if your understanding of women and finances is on track or could use some reevaluation. At the end, you can download the Perception vs. reality white paper, the second installment in the Empowered series from North American.

Test your assumptions

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