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Couples Book Cover June2013 Podbean

How to Give Financial Advice to Couples

A startling 70% of widows fire the couple’s financial advisor within one year of the death of their spouse—the main reason being that the advisor had failed to develop a Read more...
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398Pixelwide HowtoGiveFinancialAdvicetoWomen BookCover

How to Give Financial Advice to Women

Women currently control $11.2 trillion in investable assets, and their economic power is estimated to reach $22 trillion by 2030. These female investors are looking for emotionally intelligent, gender-savvy professionals Read more...
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