Updated Wednesday, May 22, 2013 as of 1:00 AM ET
Advertisement
Sounding Off: Do Female Clients Have Different Needs?
2 posts • Page 1 of 1
Sounding Off: Do Female Clients Have Different Needs?
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.
"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?
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
2 posts • Page 1 of 1
Advertisement
Current Issue
MOST VIEWED

MOST EMAILED
TOP DISCUSSIONS

DISCUSSION TOPICS
Quick Polls
Are You Considering Changing Firms This Year?
- Yes, to Another Wirehouse or Regional Firm.
-
14%
- Yes, Considering Independence.
-
14%
- No.
-
71%
Industry Events
May 22, 2013 | Boston, MA
May 28, 2013 | San Francisco, CA
June 5, 2013 | Hollywood, FL
June 12, 2013 | Chicago, IL
June 20, 2013 |








