Katty Kay, one of the two authors of “The Confidence Code,” told us she had always felt that others were slightly smarter than she was.
Women, Money and the Confidence Gap
In recent years, banks, brokerage firms and fund companies have pulled out all the stops to make women more confident about money.
12 Ways to Build Authentic Confidence
“Part of women's lack of confidence is genetic, the way our brains are wired,” journalist Katty Kay told us.
Think He's Depressed? Ask His Wife
A male client's wife or partner may sometimes confide her concern to you that he is depressed, noted Terry Real, a family and couples therapist in Arlington, Mass., who focuses on men's issues.
The Secret Sadness of Retired Men
As an advisor to retirees, you may be a witness — and sometimes an unwitting accessory — to lives whose joy is sapped by depression.
A Quick Guide to Assessing Mental Health
Alan Berman, executive director of the American Association of Suicidology, recommends three steps for an advisor to follow in gauging the mental well-being of an older male client.
Sad Men: The Statistics of Suicide
In 2010 (the latest year for which national data is available), the suicide rate in the general population was 11 per 100,000, according to Health.com. Among older men, the suicide rates were:
7 Things Advisors Must Know to Win Young Male Clients
Men in their 20s and 30s don't act like women their age or like older men. Here’s how advisors can understand, attract and retain them.
Physician Assistance: How to Advise Doctor Clients
Most advisors prefer to work with higher-net-worth people, and for many advisors, medical doctors and dentists constitute a key client group.
Is Ms. MD Milder Than the Male?
For more than a decade, Dee Balliett partnered with her RIA husband, Gene, in financial planning seminars for doctors in the United States, Canada, the Caribbean, and Latin and South America.