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Horsesmouth Essential: What’s Working Now: By addressing women’s curiosity, fears, and other reactions to money, this advisor attracts women looking for a personalized experience that often has been difficult for them to find.
What if the way financial advisors and our industry talk about women and investing is doing more harm than good?
Gender stereotyping can get you in trouble with female prospects. But these generalizations, backed up with science, can be very useful in building rapport with women.
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