Women are a growing economic force. They currently control the majority of personal wealth in the U.S. and are projected to receive about 70% of the $41 trillion in intergenerational wealth transfers over the next several decades. As most advisors know, it makes good business sense to learn how to attract and retain these economically powerful female clients.
As a specialist in giving financial advice to women, I focus on what advisors need to do to build trust and foster a good relationship with their female clients - boiling it down to one word whenever possible. As you ponder how you can better serve women and their partners, use the following concepts to give you some fresh ideas.
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