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Don't Overlook Your Male Clients

Don't Overlook Your Male Clients

As an expert in women and wealth, I have grown tired of hearing how men are finance-savvy and women are not. While some research supports the notion that some female clients are less confident when making financial decisions than their male counterparts, it cannot be inferred from the data that this makes men wiser. According to the 2014 report Harnessing the Power of the Purse, women in the United States are as financially literate as men.What happens to male clients when advisers assume, based on their gender, that they are knowledgeable and skilled in money management and investing? They get overlooked. That is ironic, as I usually use that word to describe how the industry treats female c

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