Ep 75: How to Build Trust With Female Clients

Episode 75: How to Build Trust With Female Clients

Guest: Patricia Lizarraga

Overview

Welcome to the Financial Advisors Want to Know Podcast! I’m Catherine Tindall, CPA with Dominion Enterprise Services, where we help financial advisors navigate income tax planning and compliance.

In this episode, I’m joined by Patricia Lizarraga, managing partner of the Hypatia Women CEO Index & ETF. With over 15 years of experience investing in women-led companies, Patricia is a pioneer in gender-lens investing. She shares how advisors can better serve female clients by aligning investment strategies with purpose and performance.

Key Takeaways

✅ The Great Wealth Transfer Is Coming – Women are poised to inherit the majority of U.S. wealth in the coming decades, making them a crucial client demographic for advisors to understand and serve effectively.

✅ Purpose Drives Engagement – Female clients often want to know why they’re investing. Aligning investment portfolios with personal values builds trust and deeper relationships.

✅ Data-Informed Investing Resonates – Tools like the Hypatia Women CEO Index provide a compelling, data-backed entry point for discussing values-based investing with female clients.

✅ Women-Led Firms Outperform – Research shows companies with women CEOs—especially in the small-cap space—often outperform their peers, making it a strong investment consideration.

✅ Small Allocations, Big Impact – Even modest exposure to women-led investment strategies can make a difference for both client portfolios and their sense of legacy.

Connect with Patricia Lizarraga

🌐 Hypatia Women CEO Index
🌐 Hypatia Capital
🌐 The Investathon
🔗 LinkedIn

Connect with Catherine Tindall

🔗 LinkedIn
📩 Newsletter Sign-Up
📧 Email: admin@dominiones.com
🌐 Visit Dominion Enterprise Services

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