Women’s financial lives do not always follow a chronological script — that’s why LPL Financial has rolled out a new marketing and practice management platform to give financial advisors an edge in marketing financial advice to them.
The new online platform, called WomenInvest, includes compliance-approved, customizable marketing materials for working with women investors. The independent broker-dealer is betting that grouping women by life events, not their ages, is the better way to reach them.
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