Women and the Financial Professionals They Work With

In our refreshed Empowered research focused on women and their retirement planning, we uncovered some key insights comparing and contrasting those who currently have financial professionals with those who do not. 

Grab a copy of the insights to explore how both these ‘connected’ and ‘disconnected’ consumers view financial professionals, as it relates to:

• How, why, and when they got connected to a financial professional
• Factors that matter in the relationship with a financial professional
• How they ultimately prefer to work with financial professionals