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Take 15 Podcast


The Take 15 Podcast Presented By CFA Institute is a popular audio interview series defined by illuminating, short conversations with noted economists, best-selling authors, leading researchers, and successful practitioners on topics ranging from geopolitics and whistleblowing to irrationality and outlooks.

Download now, listen later and reflect at length.

Show Host: Lauren Foster

Producer: Mitchell Forst 

Apr 13, 2017

In Episode #306, Adrienne Penta, executive director of the Brown Brothers Harriman Center for Women & Wealth, discusses this problem—explaining what women clients want from their financial advisers and how advisers can better serve this important segment of their clientele.

Women control more wealth than ever in the United States, tend to outlive men by about 15 years, and make or contribute to 90% of US philanthropic decisions. And yet there is a major disconnect: Many women are not satisfied with what the wealth management industry is offering them.