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4 Words That Can Cost You Millions in Assets
Expert Opinion July 29, 2024 at 02:20 PM
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What You Need To Know
- How would a married female client introduce you at a dinner party?
- If she thinks of you as her husband's advisor and not hers, you are at risk of being replaced.
- Insist on having both spouses at meetings, listen activel, and do not assume traditional gender roles in financial decision-making.
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