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Women: Get the most out of your financial advisor relationship

There are so many questions (and misconceptions) around how women handle money, and by extension, their relationship to financial advisors. Here are just a few of the questions we see:
– Do I NEED a female wealth advisor?
– Do I have specific money ‘issues’ that men don’t have? We all make the same money.
– My husband/parents/wife/children/family has or have a financial advisor. Do I need to do anything separate from that?
– Who do I go to when I have questions about new legislation or an investment?

Quorum Managing Partner Sue Mazzetti is passionate about both financial education and helping women get proactive about their finances. This video walks through these questions and then some to help you find, and get the most out of, the right financial advice.

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Wealth building for women: How is it different?

Women face certain realities that can make building wealth more complicated for them than for men. Sue explains how an advisor can help.
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