Getting inside your client's head

This month, we’re covering topics ranging from working with different personality types to understanding a new demographic of clients — the next generation of female investors. Catch up on everything below.

Personality psychology and how it can help you understand your clients

Knowing how to identify and work with different personality types is an essential part of financial professionals’ jobs. In this article, we talk with Global Atlantic Practice Management Program Director Bill Sweeney, who helps us take a closer look at four of the dominant personality types — Collaborator, Optimizer, Reviewer, and Energizer — and teaches you how to best work with each of them.

How to understand personality psychology

Helping your clients navigate life after retirement

10,000 baby boomers are turning 65 each day — are you ready to help them make the most out of their retirement years? It’s important to guide your clients through the so-called “fragile decade,” the period referring to the five years before and five years after retirement. Global Atlantic’s Jeannie Underwood-Kotner, along with Steve Gresham, CEO of The Execution Project, discuss how to help your clients navigate the financial and emotional challenges of this stage of their lives.

A new phase presents new opportunities for financial professionals

How the pay gap affects retirement for women

According to a recent study, women make 82 cents for every dollar earned by men — a figure that has remained virtually unchanged over the last two decades. In a piece written by Global Atlantic’s Carla Urbaszewski, we take a closer look at a how annuities may be able to help alleviate some of the retirement planning challenges posed by the gender pay gap.

The gender pay gap and retirement planning

All the single ladies: Working with the next generation of female investors

Women are increasing their wealth faster than ever before, and many are choosing to remain single and child free. It represents a significant shift from previous generations, and it presents an opportunity for financial professionals to work with a growing segment of the population.

The number of single women is increasing. So is their wealth.

Podcast: Addressing the challenges of widowhood

Did you know that women over 50 are divorcing in record numbers? In one of the most popular episodes of the Your Thriving Practice podcast, Ann Hughes and Patti Hausherr unpack how ‘gray divorce’ affects women.

Listen — Women, wealth, and wisdom: Gray divorce

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