If you want a more meaningful practice, one that appeals to the next generation of clients, it would behoove you to steer clear of these overused phrases.
Some tips to help recruit more women advisors and clients.
Nearly 60 percent of women age 20 to 34 defer investing and financial planning to spouses, according to a survey by UBS Group AG.
When it comes to fear, death’s got nothing on talking to your relatives.
There is a difference between simply giving better client service and a truly distinct client experience.
