Forget golf and cigar bars. These advisors are getting creative in how they connect with female clients and prospects.
Client events are an important way for advisors to connect with clients, thank them for their business and get introduced to their family and friends. Some of the most common client events may involve a round of golf or a trip to the local cigar bar.
But those activities are often unappealing to female clients. The following advisors, all affiliated with Dynasty Financial Partners, have gotten creative in tailoring events to female clients and their friends.
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