If a woman is making $85,000 a year, putting aside 20% of her income, putting it in a bank, earning very little...Over the course of her life vs. investing, this can cost her $1.5 million, $2 million, $2.5 million. Life changing amounts.

I can tell you that my experience has been that the gentlemen are more likely to come and ask for the order, ask for the raise, ask for the promotion, and that the women are less likely to do so.

The industry financial advisers, on average about 85% male, tends to be a more mature financial adviser - so I think in their 50s, really. For so many companies, in their 60s. In fact, there is one company that was telling me they had more financial advisers over the age of 80 than under the age of 30.

Emerging investors want to invest differently. They want to have their dollars - their investment dollars - do double duty.

If a woman waits 10 years to invest, "I'm busy", "I've got to do this", "I can put it off", "I gotta find the right financial..." It costs her $100 a day. $100 a day! And if we had money falling out of her pocketbook at the rate of $100 a day, we'd change our pocketbook; we'd fix our pocketbook.

Technology is going to play an increasingly, increasingly, increasingly important role in every industry. And it's good.

When you speak to a man or a woman about money, they will use water visualizations. For men, it typically is a river. Money comes in; money goes out. The level rises; the level sinks. For women, when you talk about money, to her... it's a pond. It's a set amount. She husbands it, and it typically goes in one direction... which is down.