When Failure Comes Unexpectedly to a Man
March 1, 2023 by David Macchia
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In the final analysis, Dan’s confidence borne of providing good financial advice for 17 years proved meaningless. Marcie’s email absolutely stunned him:
Dan, thank you for the 17 years of service you provided to Phil and me. However, now that my circumstances have changed, I have decided to work with another financial advisor. Please expect to receive the transfer paperwork shortly.
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Wink’s Note: Of all of the articles you have authored, David Macchia, I enjoy this one the most. I found myself yelling, “YES! YES!,” as I was reading it!
Thank you for giving voice to the women who need the help of financial services professionals! Bravo!!
For those of you who are men working in financial services, I HIGHLY suggest that you read this article. It validates everything that I read in the research surrounding women and their perceptions of men in the financial services industry. -sjm
