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Are You Talking With Women Clients Like They’re Invisible? It Could Kill Your Business.

Are You Talking With Women Clients Like They're Invisible? It Could Kill Your Business.

Financial professionals, like advisors, don’t always communicate well with female clients, particularly when women go to meetings with their spouses. Male financial advisors often spend time in meetings talking to the husband and ignoring the wife, says Dr. Barbara Provost, consultant, educator, entrepreneur, and founder of Purse Strings . As a result, women end up at a disadvantage when it comes to financial planning and investment management. “I’ve had women tell me, ‘I feel like prey’ and, ‘Professionals don’t even look at me.’ These are experiences I’ve heard over and over,” says Provost. “But sometimes women (or their husbands) […]

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