We all work hard to engage clients in meaningful conversations to help them achieve financial security. With women playing a larger role in financial decision making, the question becomes how do you engage more thoughtfully with your female clients and prospects?
Women investors represent a huge growth market for advisors. Due to increases in education, work experience, divorce and longevity (to name a few), women may be on track to control a growing portion of investable assets. The opportunity At Russell we’ve done the research and gathered the data on the She-Boom. We believe it is just
There is no shortage of guidance about asking clients for referrals. The problem is that most of the advice is bad advice. It’s bad for three reasons. First