Gaining Perspective

What are the key issues that female clients face? How can advisors gain the confidence of those clients and ensure that their assets are protected under any scenario? What are the big mistakes that female spouses make when it comes to marital assets?

Show Notes

What are the key issues that female clients face? How can advisors gain the confidence of those clients and ensure that their assets are protected under any scenario? What are the big mistakes that female spouses make when it comes to marital assets?

What is Gaining Perspective?

This podcast is hosted by Advisor Perspectives, one of the leading publications for financial advisors. Our podcast series brings you short interviews with top thought leaders in financial advice, planning, investments and economics. Each episode focuses on a specific issue facing financial advisors. Listeners will learn the key trends affecting the way they and their competitors operate and the steps advisors can take grow their practices and deliver better service to their clients.