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What to Bring to Your First Financial Advisor Meeting

By Leo Almazora March 03, 2025 InvestmentNews

A CFP Board report highlights the growing role of women in financial decision-making, with 70% of female clients taking the lead in investment decisions and 60% of married women managing financial choices in their households. Two financial leaders discuss why some women may hesitate to engage in investment discussions and how advisors can encourage their participation.

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InvestmentNews
Leo Almazora
March 3, 2025