Women are a growing economic force. They currently control the majority of wealth in the U.S. and are estimated to receive approximately 70 percent of the $41 trillion in intergenerational wealth transfers over the next several decades. As you know, it makes good business sense to learn how to attract and retain these economically powerful female clients.
Each month, I come up with a word that captures the essence of what advisors need to do to build trust and foster a good relationship with their particular female clients. Here are the top seven words on women and wealth, or tips, to help you begin to ponder how you can better serve women and their partners:
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