Thursday, 8 August 2013

7 Smart Ideas for Working With Female Clients

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WEALTH MANAGEMENT MADE PERSONAL
OWS Alert ALERT

Women are a growing economic force, and as most advisors know, it makes good business sense to learn how to attract and retain these economically powerful female clients.

D.A. Davidson’s Chairman and CEO Bill Johnstone discusses the growing importance of scale for smaller, regional broker-dealers.


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