 It's a confusing world and there are a lot of choices for these women to make, and they often don't have the experience to make these decisions.”Debbie Taylor, founder, Taylor Financial Group
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Recognize what makes female clients different
Liz Skinner | InvestmentNews, May 2016
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Summary: Lauren Faustini struggled for many years to find an adviser who was not solely focused on her money. Most of the advisers she worked with just made investment recommendations and barely knew her name. Now her adviser listens to what she needs, takes notes and helps with all her concerns, including finding her an elder attorney when her father-in-law's health was failing.
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