Women & Finance | The Next Era

In celebration of the women of Morton – both team members and clients – we welcome you to listen to this episode where we explore the role women play in the financial services industry and the growth of female investors. According to recent studies, women are taking more leadership roles in investment decisions, which has progressed the way advisory firms deliver advice and services.

Join Patrice Bening and Stacey McKinnon for a powerful and personal conversation about women in wealth on the latest episode ofTHE FINANCIAL COMMUTE.

Tune in if you’re interested in the following:

• Why having both male and female financial advisors is important for many clients

• The challenges and cultural shifts for women in finance

• What makes female investors and clients unique

• How we’ve engaged all clients more thoughtfully