Name: Misunderstanding What Women Want From Advisors
Uploaded: 2025-11-25T19:48:00Z
Duration: 1 min 41 s
Description: Debra Brennan Tagg, president of BFS Advisory Group, says that women are well-resourced and want to discuss data, cashflow, and business value just the same as men.

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Debra Brennan Tagg, president of BFS Advisory Group, says that women are well-resourced and want to discuss data, cashflow, and business value just the same as men.

https://m.wsj.net/video/20251125/02d39504-678c-4f18-80f7-d38280780a89/1/hls/manifest-hd-wifi.m3u8

Misunderstanding What Women Want From Advisors

I was on a panel one time. This is many years ago, so it's fairly dated, but I was on a panel with two other men, and the topic was What Women Want From Financial Advisors, so it was super funny that there were three of us, and only one was a woman.

I'm sure, yeah, anyway.

And behind me on the screen there was, you know, bullet points of these are the things that you should do to, you know, be able to work with women and feel comfortable doing it. And one of them was to, and this is not a joke, to have Kleenex in the room because they tend to get emotional when they start talking about their families and to make sure to ask about their families because women love to tell stories about their families and to leave an extra 20 minutes in the meeting because women like to talk about their families so much. So for me, that was a little challenging to sit on a panel where those were the recommendations 'cause that's not what it's about. So I would say women are family-focused. They are friend-focused. They are well resourced. They will share information about all sorts of things. The stories that women share with each other about childbirth, and I will just leave it at that, are extraordinary. Strangers will talk to each other about those things. Women will share all sorts of resources, conversations, ways to succeed with each other, and that is a natural strength that women have. Women, they're not going to say, "Oh, it doesn't matter what the performance is." They're not going to avoid talking about data. They're not going to avoid talking about cash flow. They're not gonna avoid talking about the value of their business. They want all of those things just the same as men.