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Women, Finance & Culture: How Financial Advisors Can Enhance Their Engagement with Female Clients
Through extensive research, focus groups and roundtable discussions; DyMynd has been privy to information about how women feel about their financial advisors, the industry as a whole as well as how one’s past can shape their financial identity. From this research, we’ve developed this comprehensive whitepaper focused the current state of women, finance and culture.
- Thoughts on the Industry and Financial Advisors
- How the Past Influences Our Relationship with Money