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.

At the end, you can download two valuable resources, "Perception vs. reality," our second white paper in the Empowered series, and the "Balanced business" guide to help you optimize your approach with women and couples.

Test your assumptions

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