Slide 1 of 9
7 Smart Ideas for Working With Female Clients
Women are a growing economic force. They currently control the majority of personal wealth in the U.S. and are projected to receive about 70% of the $41 trillion in intergenerational wealth transfers over the next several decades. As most advisors know, it makes good business sense to learn how to attract and retain these economically powerful female clients.

Here are 7 ways to build trust and foster good relationships with your female clients.

Source: Kathleen Burns Kingsbury, wealth psychology expert, KBK Wealth Connection

For the full story, click here