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Are Your Clients Using Their Wise Mind?
Kathleen Burns Kingsbury
Advising clients financially can be emotional business. A female-friendly advisor knows how to validate clients’ feelings while assisting them in making sound financial decisions. This is not an easy task, however, and a simple technique called the Wise Mind can help.
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- Yes, to Another Wirehouse or Regional Firm.
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14%
- Yes, Considering Independence.
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14%
- No.
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71%





















