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Sounding Off: Do Female Clients Have Different Needs?

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Sounding Off: Do Female Clients Have Different Needs?

Postby Samantha Allen » Mon Jan 07, 2013 12:19 pm

At a recent Fidelity conference on how to engage female clients, Financial Planning blogger Kathleen Burns Kingsbury told advisors they need to let women clients tell their stories and talk about their feelings, and make sure they feel "indispensable."

"This applies to ALL clients, not only women," replied New Orleans planner Blair H. duQuesnay on Twitter.

What's your opinion? Post your comment to weigh in.
Samantha Allen
 
Joined: Wed Sep 12, 2012 3:16 pm

Re: Sounding Off: Do Female Clients Have Different Needs?

Postby tasha » Wed Feb 13, 2013 6:31 am

All clients need to be heard whether male or female. They need to be allowed to speak their hearts out. They need to discuss their doubts and issues about finances, as all are not well versed in financial planning, so it is important to lend them a ear and give satisfactory answers.
tasha
 
Joined: Fri Jun 15, 2012 6:48 am




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