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Fostering Financial Confidence in Your Female Clients
Kathleen Burns Kingsbury
Ninety percent of women report feeling insecure when it came to personal finance and 48% of women agree with the statement, “Investing is scary for me.” These statistics highlight the need for financial advisors working with women to foster financial confidence in their clients as part of the client engagement.
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- Yes, to Another Wirehouse or Regional Firm.
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14%
- Yes, Considering Independence.
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14%
- No.
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71%
























