WASHINGTON -- Its all about the story if you want to attract and retain more women clients.
Noting that around 70% of women who lose a spouse leave their financial advisor within three years, consultant Adri Miller-Heckman told advisors at Charles Schwabs annual Impact conference that story-telling was critical if they wanted to attract and retain female clients.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access