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Serving Women Investors Better Is A Recipe For Growth For Financial Advisors
Episode 79
Published 4 years, 2 months ago
Description
Lacy Garcia, Founder and CEO of Willow sheds some light on the tremendous opportunities available to financial advisors who learn to serve women investors better. With 70% of widows changing advisors after the death of a spouse and 80% of divorcees changing advisors after their marriage ends... there's a case to be made for learning to better serve women investors is a defensive strategy as well.