Never underestimate the power of a woman in financial decision-making from either side of the desk. Their tendency to listen, and desire to be heard, make them a formidable presence as client or advisor.
Karen Altfest, principal and executive vice president of Altfest Personal Wealth Management, regaled the female advisors at the Women Advisors Forum in New York with a story about how one couple chose their advisor. The man interviewed several candidates but had his wife sit in on all the meetings because she would make the ultimate decision.
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