Ep 53: Finding and Retaining Women Advisors — With Jana Gregorek, Visionary Wealth Advisors

The Flexible Advisor
25/05/2021 41 min
Ep 53: Finding and Retaining Women Advisors — With Jana Gregorek, Visionary Wealth Advisors

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Episode Synopsis

FlexShares research continues to confirm that high-net-worth clients prefer advisors with a similar culture and gender and whom they feel will understand their unique needs. In this episode, Laura Gregg and David Partain speak about the growing importance of women advisors with Jana Gregorek, Chief Growth Officer at Visionary Wealth Advisors. They discuss how firms …

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