The impact of gender on the personal financial planning process

Abstract

Purpose To research the gender literature in order to determine whether it is advisable for a financial advisor to adjust their planning and advising processes based on the gender of their client. Design/methodology/approach To correlate the gender literature with the personal financial planning process in order to determine whether advisors should adjust their approach based on the gender of their client. Findings The gender literature reveals significant differences concerning how men and women invest; consequently, it is felt that it is advisable for financial advisors to tailor their approach based on the gender of their client. Research limitations/implications The financial planning process should be modified to incorporate the gender of the client. Practical implications Financial advisors should tailor their approach to the gender of their clients in order to ideal with them more effectively. Originality/value As female investors grow in importance, processes should be modified or adjusted in order to accommodated their preferences.

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