Sound Off: Do Female Clients
Have Different Needs?
At a recent Fidelity conference on how to engage female clients,
Financial Planning blogger Kathleen Burns Kingsbury told advisors
they need to let women clients tell their stories and talk about their
feelings, and make sure they feel “indispensable.”
“This applies to ALL clients, not only women,” replied
New Orleans planner Blair H. duQuesnay on Twitter.
What’s your opinion? Weigh in on the Community section of the site.
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