Guiding Female Clients Through Challenging Situations

Share This

Listen to additional episodes in this series

Divorce and widowhood can color the decisions female clients make as they navigate these emotional phases, and the advisor’s role is to help them stay on track with their financial goals and retirement planning. Our experts discuss how to ensure that client relationships are strong before life-changing events occur. Speaking in this video are J. Michael Collins, financial capability expert and Faculty Director of the Center for Financial Security at the University of Wisconsin–Madison; Maddy Dychtwald, aging and longevity expert and co-founder of Age Wave; and Marti Barletta, marketing expert and author of the book series “Marketing to Women.”

 

RECENT EPISODES

 

Share This
No Comments

Leave a Reply