Certified Financial Planner Board of Standards Inc.
09/10/2025 | Press release | Archived content
How Women Founders Are Charting a New Course for Advisory Firms
Women-led advisory firms are shifting focus beyond wealth growth to help clients understand money within the context of their lives, emphasizing listening, empathy and human connection. CFP Board data shows women still account for fewer than one-fourth of financial advisors, but their influence is growing as the great wealth transfer creates demand for more personal and emotionally intelligent advice.
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Financial Advisor IQEllen Shang September 10, 2025
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