Wednesday, March 5, 2014

Addressing the Needs of Female Clients

By the time female clients find themselves sitting in Carol Idone’s office, they are usually very willing to listen to advice on retirement planning. Just the very fact they are there typically indicates a major life-changing event has happened, Idone says. That usually means divorce or death of a spouse.

“Even before a client gets here, it is more likely that a man rather than a woman would walk through the door,” said Idone, a financial advisor with Strategic Benefit Services in Rensselaer, NY. “It is especially less likely that women would walk in by themselves.”

(Read my complete article at Think Advisor)

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