Research-based best practices to help optimize your approach with women and couples.
By talking to women, men, and the financial professionals who serve them, the Empowered study and white papers revealed how these women feel about retirement compared to men, and some of their preferences when it comes to working with financial professionals.
We’ll dive in to:
How confident and knowledgeable some consumers say they are about retirement
What some financial professionals say they ask in a first meeting with a client
The benefit of self-reflection on your book of business, habits, and more
Research-based best practices to help optimize your approach with women and couples.
By talking to women, men, and the financial professionals who serve them, the Empowered study and white papers revealed how these women feel about retirement compared to men, and some of their preferences when it comes to working with financial professionals.
We’ll dive in to:
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