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Don’t Overlook Clients’ Wives

Friday, Jan 31 2014
Practice Management
Written by  PFA News

Advisors who fail to build relationships with their clients’ wives are making a big mistake. So reports Wealth Management.

Studies show that 70% of widowed wives fire their husbands’ advisors within a year of the spouses’ deaths and that women control more than $8 trillion in assets.

Read the full article from Wealth Management.

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