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Client Relationships
Help Your Clients Understand Account Types and Compensation
With more demands on your time, having conversations with clients will be critical to determine what account types and investment plans are in their best interests.
Client Relationships
Women and Investing: Myth vs. Reality
When it comes to finances, women are more likely to experience negative stereotypes about their investment knowledge than men, according to a new survey.
Goals/Needs-Based Investing
4 Stages of the Lifecycle of Advice
While anticipating what the future of financial advising might look like can be helpful, it’s more important to be part of the catalyst driving the change by leveraging advanced technology to offer smarter, quicker, more tailored advice.
Client Relationships
Building My Practice: How to Reach Female Investors
The founder of Cathy Pareto and Associates Inc. provides advice for her peers who want to reach out to women.
Client Relationships
Breaking the Mold: Engaging Female Investors
For advisors attempting to deepen their relationship with women clients and prospects, an event tailored to women may make a big difference.