Category Archives: Guest Blog

Guest Blog: 5 Key Elements to Attract Female Investors


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By Annette Bau, CFP

Affluent Woman InvestorAs the female sector continues to grow their market share of wealth, more advisors want to attract this rich niche of female investors. 

Recently, a male advisor shared he was doing everything in his power to attract more affluent women but was not achieving his desired results.

In my review of his situation, I identified 5 key elements that turned his results around and can do the same for you!

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