Attracting Women Clients: First, Identify Their R.E.A.L. Needs
Aug 6, 2013
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By Candace Bahr, CEA, CDFA, and Ginita Wall, CPA, CFP®, CDFA
More than half of the wealth in this country is held by women, and that percentage is only set to grow. To attract and serve them, you need to understand their history with money and thoroughly explore their goals.