How to engage both members of a couple
Talk to the man, talk to the man, nod to the woman,” Sallie Krawcheck said in a recent…
Talk to the man, talk to the man, nod to the woman,” Sallie Krawcheck said in a recent presentation, painting a stark picture of how many financial advisers conduct meetings with couples. The former broker executive's observations were based on the results of taped client meetings that the p
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