Boomers Speak Out About Women Advisors

Recently, we had the opportunity to speak with a group of boomer clients to get a better picture of what they think about working with a woman advisor. Read on to learn their thoughts on the matter. Also, if you have an opinion about women advisors — whether you are one or perhaps work with one — please send us your thoughts at [email protected].

See also: 4 Reasons You Fail to Attract and Keep Female Clients 

Oh, I would prefer it, I think. We’ve always had a male advisor and he’s a really nice guy, but men can be pretty intimidating at times. There’s so much macho BS, you know? Women — as long as they’re good at their job — women can be a lot easier to deal with. They tend to be much less imposing, which I prefer.

Roy, 62
Stockton, Calif.

I actually prefer to work with a man, myself. I know it’s not popular to say something like this, but I think men generally have a better handle on money issues than women. At least that’s been the experience in my own family. I don’t know. I’ve never had to deal with a woman in that capacity, so it’s hard for me to say. I know women are just as smart as men and smarter in a lot of ways. But when it comes to money and investing, I think I’d rather deal with a male.

Reuben, 63
Helena, Ala.

I’d feel great! Of course, being a woman, naturally I think a woman could do just as good — if not better — than a man. I know there aren’t a lot of women on Wall Street and I don’t know why, but it’s really too bad. Maybe if there’d been more women in charge, our country wouldn’t have gotten into this awful mess. I think more women would’ve helped that situation a lot.