Pimco konkluderer i en analyse over investorer, at kvinder i dag udgør det største investor-potentiale. De kontrollerer over halvdelen af USA’s værdier. De forventer en anden rådgivning end mænd, og de lægger vægt på tillid til deres rådgivere. De får kort og godt ikke den finansielle rådgivning, som de forventer.
Uddrag fra Pimco:
Women investors today make up most of the investing public. Women control over 50 percent of this country’s wealth today. Two out of five businesses are run by women, so this notion of being heard and being listened to is very important to establish trust quickly with women. But women do have some obstacles, too, such as the research that PIMCO did on women, tells us that most of the women we surveyed feel that our industry is complicated by design. That’s a deterrent to working with a financial advisor. So the good advisors, who are good at discovery, tend to build that trust quicker.
Women, as our research showed us, women tend to be doing more today than they ever have outside of the home, while still managing a lot in the home. So they’re time-deprived. And the jargon we tend to use in our business can sometimes intimidate folks. And when it comes to the things that they value, it’s really important for women to know that their investments are impactful to their values that they hold dear. And so, oftentimes these three things coming together — time deprivation, doing too much, being fearful, they tend to be obstacles to get in the way of what women want to accomplish. And so, an advisor who’s good at uncovering those things with a client has a better chance of keeping that client for a long time.