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Ep 93: What Women Want From Their Financial Advisor
Ep 93: What Women Want From Their Financial Advisor
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA with Dominion Enterprise Services, where we help financial advisors navigate income tax planning and compliance.In this episode, I’m joined by Dr. Barbara Provost and Maggie Nielsen, the team behind Purse Strings. We dive into what women truly want from their financial advisors—and why firms that fail to adapt risk losing assets during life’s most pivotal moments.This conversation explores how advisors can build trust, improve retention, and create more resilient client relationships by listening more intentionally and designing an experience that reflects how women actually make financial decisions.
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Episode 93: What Women Want From Their Financial Advisor
Guests: Dr. Barbara Provost & Maggie Nielsen, MBA
🎙 Episode Overview
Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA with Dominion Enterprise Services, where we help financial advisors navigate income tax planning and compliance.
In this episode, I’m joined by Dr. Barbara Provost and Maggie Nielsen, the team behind Purse Strings. We dive into what women truly want from their financial advisors—and why firms that fail to adapt risk losing assets during life’s most pivotal moments.
This conversation explores how advisors can build trust, improve retention, and create more resilient client relationships by listening more intentionally and designing an experience that reflects how women actually make financial decisions.
✅ 5 Key Takeaways
✅ Women Aren’t a Niche — They’re the Majority Decision-Makers
Women control and influence the majority of wealth decisions. Advisors who don’t intentionally serve women risk asset loss during transitions like divorce, widowhood, or caregiving shifts.
✅ Trust Is Built Through Listening, Not Expertise Alone
Technical knowledge matters—but women clients place equal (or greater) value on being heard, understood, and actively included in the planning process.
✅ Life Transitions Define Client Retention
Moments of emotional complexity are where loyalty is earned or lost. How advisors show up during these times often determines whether clients stay long-term.
✅ Process Matters More Than Product
Clear communication, thoughtful frameworks, and consistent follow-through build confidence and reduce anxiety—far more than product recommendations alone.
✅ Advisors Who Adapt Gain a Competitive Edge
Firms that intentionally design their client experience with women in mind don’t just retain assets—they grow through deeper relationships and referrals.
🔗 Links & Resources
🔹 Visit Purse Strings
🌐 Website: https://pursestrings.co/
🔹 Connect with Catherine Tindall
🔗 LinkedIn: https://www.linkedin.com/in/ctindallcpa/
📩 Sign up for the Dominion newsletter
https://dominion-enterprise-services.kit.com/9944b047d9
📧 Contact Catherine’s Team
admin@dominiones.com
