Like many planning firms, CIC Wealth Management has an executive suite that skews male -- and knows it could do a better job of understanding and serving the nearly half of its clients who are women.
So the Washington, D.C.-area firm -- which has about $350 million in AUM, serving clients with $1 million to $5 million in assets -- recently created an advisory board of six professional women from different industries to help it serve clients like them.
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