June 2012
Best Practices For Attracting And
Retaining Female Clients
LPL Financial

Today, women are working more, earning more and taking an increasing role in planning for their families' security. For advisors, a focus on women can result in a solid client base: In general they are loyal, very satisfied with their advisor relationships and willing to provide referrals. Yet success in serving female customers requires a nuanced understanding of their needs, and a willingness to approach the planning process in a way that works for them.

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