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What’s next for women in advice?

In this episode of the ifa Show, Wealthwise senior financial planner Dawn Thomas, who was recently appointed chair of the AFA Inspire women’s network, joins host Sarah Kendell to discuss her experience as a female leader in advice and how the industry can evolve to become more inclusive in the future.

Dawn discusses her plans for the network to give women a space to discuss their issues in the professional sphere and with clients, and how female staff and advisers in financial planning practices can often struggle to reach senior positions.

She also unpacks how advisers can better tailor their services to women clients, what policy issues need to be addressed to put women on a better financial footing and why women may be uniquely suited to a career in advice as the industry pivots to a more service-based value proposition.

  

What’s next for women in advice?
Dawn Thomas
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