Megan McCoy, a passionate researcher, teacher, and financial planner, joins Jamie and Ana on the Framework Podcast to discuss how a practitioner's communication and office environment can drastically improve the financial planning process, despite the challenging odds of achieving gender parity in the field.

"Developing skills to be empathetic to others and a better listener is essential for financial planning." - Megan McCoy

Through discussion of communication tips for financial planners and clients, Megan revealed her insight that communication can be emotional, and that when a person chooses a financial planner the environment of their meeting place plays a big role in their chose. She also highlighted the difficulty of achieving true gender equality in the financial industry and encouraged people to do what they love. Megan has dedicated herself to making a difference in the financial industry and has inspired others to do the same.

In this episode, you will learn the following:

1. Why advisors often do not hire other advisors for themselves.

2. What tips advisors can use to improve their communication.

3. How financial planners can structure their practices to better serve clients.

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https://podcasts.apple.com/us/podcast/framework-with-jamie-hopkins-ana-trujillo-lim%C3%B3n/id1509592303

Megan McCoy: Unpacking Trust & The Power of Financial Planning Communication 33:15 Share

Framework with Ana Trujillo Limón

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Megan McCoy: Unpacking Trust & The Power of Financial Planning Communication