Male advisors need to learn to communicate with women in an empathetic way, not talk down to them or over their heads, to help them through the transition.”
Kimberly Foss, founder and president of Empyrion Wealth Management Inc.
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Summary: A majority of American women are confident they could manage the household finances if they lost their spouses, but many do not have all of the documents they need to handle the job, says a new study released Wednesday by BMO Private Bank in Chicago.
Male advisors need to learn to communicate with women in an empathetic way, not talk down to them or over their heads, to help them through the transition.”
Kimberly Foss, founder and president of Empyrion Wealth Management Inc.
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