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How to Keep Female Clients After the Loss of a Spouse
Expert Opinion September 11, 2024 at 02:36 PM
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What You Need To Know
- Both spouses should be brought into financial conversations early in the advisor-client relationship.
- Advisors may want to consider looking to their operational support team for assistance.
- Women older than 60 were raised in a world where they were excluded from financial matters.
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