Attracting and Retaining Women Clients as a Financial Advisor

The Bucket Plan® On-Demand Series · May 13, 2026 · 39m

Many advisory firms say they serve everyone. What that often means in practice is a client experience built around a male default and a woman across the table who doesn't feel seen. Join host Kirsten Schlumbohm as she sits down with Lisa M. Hinz, founder of CORNHERSTONE, to talk about what how to design your firm for women on purpose. They cover why 80% of women leave their husband's financial advisor after a spouse passes, what widowhood looks like today, and how to audit your existing client journey before a slow leak of attrition becomes something you can't ignore. Whether you're just…