The financial and insurance market is a field of its own, and nowadays you have to be an expert in it. That’s why many people look for an external expert to give them a honest recommendation tailored to their needs and goals. Unfortunately, however, there are also advisors in this field who are more interested in a high acquisition premium than long-term customer support and care.
The interesting thing is that we are all a little biased as the finance and insurance market is often seen as a domain for men and not women. There are only 6% women in senior positions in the finance industry. Women are paid 23% less than men, the normal difference is 18% as measured in 2020 by the Federal Office Germany (Ist die Finanzbranche bis heute eine Männerdomäne? I Plutos). That’s why I think we can make a difference and find a female financial and insurance advisor.
In my past, I had a few male financial and insurance advisors, who gave me advice, which I followed. But in the end it was more for their benefit and nobody was interested in a long-term collaboration, as I realised after signing the contract. I now worked with a female financial and insurance advisor Ann-Kathrin Pögl and her behaviour was completely different. She first tried to understand my goals and my overall financial situation and then made suggestions. When I had questions after I signed my contract, she was still patient and continues to help me beyond that. She continues to support me in all matters even after the contract has been signed and helps me to find solutions or revisits the existing insurance contracts with me. She is always looking for better personalised options for me and my family. I have been working with her for almost 3 years and I am delighted with her honesty and balanced advice. I can only recommend her.
Maybe it’s time to overcome your bias and turn to a female financial advisor like Ann-Kathrin Pögl .