To celebrate International Women's Day 2018, we brought together three top female advisers to discuss the issues surrounding the gender gap, advice careers for women, and female clients.
For this special round table, New Model Adviser® reporter Christine Dawson and online producer Ollie Smith were joined by Investment Quorum founding director Petronella West, Equanimity managing director Helen Howcroft and EQ Investors director Jeannie Boyle.
In this videp we hear how the key to engaging female clients is listening, but also pushing to secure their presence in the planning process.
'[It's about] listening to them, and asking the right questions,' West said.
'What do you want the outcome of this to be. Talk me through it. Colour it in. Paint it for me. If you lose them on the first meeting they'll never come back, and you mustn't lose them.'
You can watch the first video from this series above.