Author
Michael Finke
PhD, CFP®
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Diversity, Equity & Inclusion Podcasts
March 11, 2025
Much has been written about how financial professionals should approach women clients — but in fact, these lessons can also be applied to all clients to promote better outcomes.
In this episode of the Shares podcast, Wealth Management Certified Professional® (WMCP®) Program Director Michael Finke, PhD, CFP® joins Jean Chatzky for a conversation on how financial professionals can specifically tailor their client approach to suit women at any stage of life, including planning with their spouse, as single individuals, or in divorced or widowed situations. In addition, they examine how making financial planning more personable and making client goals central to the planning process can create better outcomes for both advisors and clients while building more trusting planning relationships.
Jean Chatzky is the founder and CEO of HerMoney, as well as the coaching programs FinanceFixx and InvestingFixx. She’s the host of the podcast "HerMoney With Jean Chatzky" and appears on the PBS TV show Opportunity Knock$. She is a columnist for AARP and an education fellow for The Alliance for Lifetime Income. She was also the financial editor on NBC's Today Show for 25 years. Chatzky is an award-winning journalist and broadcaster, a New York Times and Wall Street Journal best-selling author, and a fierce advocate for financial literacy. Her latest books include Money Rules, Women with Money, and How To Money. Find her at HerMoney.com or @JeanChatzky everywhere.
Any views or opinions expressed in this podcast are the hosts’ and guests' own and do not necessarily represent those of The American College of Financial Services.
More From The College
- Visit our Center for Women in Financial Services
- Get more from Jean Chatzky through Knowledge Hub+
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