What Women Want From Their Financial Advisor
What Women Want From Their Financial Advisor Lacy Garcia When it comes to the best practices for working with women wealth management clients, what sounds like common sense isn’t always common practice in the industry. So what exactly are women looking for when it comes to their relationship with their advisors? Number one is a […]
How to Support Grieving Employees
How to Support Grieving Employees November 2, 2021 Americans are currently experiencing a “grief crisis”: more than 700,000 people in the United States have died from COVID-19, leaving an estimated 6.3 million people grieving a close family member. Many of those grieving are women. The loss of a spouse, in particular, disproportionately affects women: as […]
