English, Article edition: The impact of gender on the personal financial planning process: Should financial advisors tailor their process to the gender of the client? Edward J. Stendardi; Judy F. Graham; Mary O’Reilly

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Physical Description
  • article
Language
  • English

Edition details

Title
  • The impact of gender on the personal financial planning process: Should financial advisors tailor their process to the gender of the client?
Author
  • Edward J. Stendardi
  • Judy F. Graham
  • Mary O’Reilly
Physical Description
  • article
Notes
  • Purpose – To research the gender literature in order to determine whether it is advisable for a financial advisor to adjust their planning and advising processes based on the gender of their client. Design/​methodology/​approach – To correlate the gender literature with the personal financial planning process in order to determine whether advisors should adjust their approach based on the gender of their client. Findings – The gender literature reveals significant differences concerning how men and women invest; consequently, it is felt that it is advisable for financial advisors to tailor their approach based on the gender of their client. Research limitations/​implications – The financial planning process should be modified to incorporate the gender of the client. Practical implications – Financial advisors should tailor their approach to the gender of their clients in order to ideal with them more effectively. Originality/​value – As female investors grow in importance, processes should be modified or adjusted in order to accommodated their preferences.
  • Gender, Investors, Personal finance, Women
  • RePEc:eme:humpps:v:22:y:2006:i:4:p:223-238
Language
  • English
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