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For Mother’s Day, 9 Tips for Female Clients
With Mother’s Day just around the corner, millions of Americans are shopping for flowers and gifts. But some advisors may want to offer female clients something more substantive: financial security.
Ann Rieder, managing director and partner of the Lerner Group at HighTower, and Michael Fein, managing partner at CIC Wealth Management, offered a series of things that advisors can do to improve the planning experience for female clients.