When looking to strengthen and retain client relationships, as well as identifying the next growth opportunity, financial advisors have learned a simple and powerful lesson: Pay close attention to demographics and align yourself accordingly.
For decades the advice industry has been focused on a male audience, resulting in books of business primarily weighted to a male population. However, the markers of transition are difficult to ignore. Wealth is shifting to new demographic groups, requiring advisors to re-evaluate their approach to client engagement in general and to women in particular.
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