Women investors must change their thought process and behaviors to improve their financially secure, speakers at NAPFA’s National conference said.
In a keynote address to all attendees, Tom Nally, TD Ameritrade Institutional’s new president, said advisors working with women need to avoid painting the entire geneder with a broad brush because every woman has unique goals and lifestyles. He said advisors that take time to listen will make a much better connection.
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