NOT FOR REPRINT
4 Words That Can Cost You Millions in Assets
Expert Opinion July 29, 2024 at 02:20 PM
Share & Print
What You Need To Know
- How would a married female client introduce you at a dinner party?
- If she thinks of you as her husband's advisor and not hers, you are at risk of being replaced.
- Insist on having both spouses at meetings, listen activel, and do not assume traditional gender roles in financial decision-making.
NOT FOR REPRINT
© 2025 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.
