Advising Couples

Kingsbury, Kathleen Burns
May 2013
Advisor Today;May/Jun2013, Vol. 108 Issue 3, p26
Trade Publication
The article presents tips to investment advisors regarding advising couples on investment options that suit their financial needs. She advises advisors to ask the female clients about their interests and challenges associated with financial issue. She mentions that socializing with female clients in meetings help advisors to identify and clarify their values and financial objectives. She suggests advisors to become consistent advocate for the couples.


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