| June 2012 |
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| Best Practices For Attracting And Retaining Female Clients |
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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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