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WCP: Women and Wealth

  • Broadcast in Education
Faheem Shuaibe

Faheem Shuaibe

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https://www.wealthmanagement.com/client-relations/women-and-wealth-how-get-it-right

"When I consider women and wealth, I see an environment where both sides of the industry have a tremendous opportunity to make meaningful progress and maximize their total financial wellness. On one side, women investors are leaving massive amounts of money on the table and by doing so, inhibiting their own financial futures. On the other side, wealth management firms are facing a daunting talent crisis and a demand for emotional attunement that is often outside the comfort zone of traditional investment managers."

 

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