Episode #44 Holistic Financial Planning for Women with Craig Richman, CLU®, ChFC®, AIFA®, CDFA®
Jul 12, 2023
27:24
forum Ask episode
view_agenda Chapters
auto_awesome Transcript
info_circle Episode notes
The evidence is in and it’s compelling. Narrowing a target market to focus on financial planning for women has proven to be a successful move for many advisors. (Most) Women approach financial planning differently than men. “Just the facts mam.” Women currently control one-third of total U.S. household financial assets – representing more than 10 … Continue reading Episode #44 Holistic Financial Planning for Women with Craig Richman, CLU®, ChFC®, AIFA®, CDFA®→
Top Advisor Podcast