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What to Bring to Your First Financial Advisor Meeting

By Leo Almazora March 20, 2025 InvestmentNews

CFP Board is intensifying its efforts to improve gender representation in the wealth industry with the launch of its Accelerate & WIN program, which focuses on increasing women's leadership in financial planning. “Women's moment in financial planning isn't coming – it's now,” says CFP Board Chair Liz Miller, CFP®, CFA®.

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InvestmentNews
Leo Almazora
March 20, 2025