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How Advisors Can Deepen Client Relationships by Listening and Talking to Women About Wealth

 

Did you know that women make 83 percent of the household consumer decisions and control about $14 trillion in assets? Through inheritance, a minimum of $22 trillion in assets will shift to women in the coming years. A recent article in WealthManagement.com highlighted the increasingly powerful role women are playing in family wealth and in turn, family values and philanthropic impact. An easy way for advisers to deepen their client relationships is to make sure women are included in conversations about wealth.

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