Female executives often have different expectations of themselves, their money and their financial advisors. Most senior executives require a specific set of services from their advisors, but women often require further services to meet their unique demands.
Our extensive interviews with investment advisors across the country revealed several specific ways to help female executives and, simultaneously, reshape your practice to more effectively serve these powerful women. (The interviews were part of research conducted among 20 financial advisors between July 16, 2012 and September 28, 2012, by Excella, an independent third-party marketing firm, on behalf of Fidelity Investments.)
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