In my last article, I presented the first step in a comprehensive three-step process to help you identify and implement the right solutions and approach to your business when it comes to better serving female clients: determining your at-risk assets. The goal of this first step was to help you highlight total assets and specific client relationships that could be at risk.
Now that you have identified the risks and opportunities among your female client base, Ill introduce the second step: taking action to better serve female clients. In doing so, Ill outline four key strategies to consider.
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