Kathleen Longo Published in BAM Alliance | It Takes Three: Are You in the Right Relationship?

Friday, 29 July 2016

Kathleen Longo Published in BAM Alliance | It Takes Three: Are You in the Right Relationship?

 

Kathleen Longo shares steps you can take to ensure that the relationship with your advisor is fruitful and fulfilling in It Takes Three: Are You in the Right Relationship? Shared by The BAM Alliance, July 19, 2016

Studies show that 70 percent of women will leave their financial advisor after a major life change, such as the death of a spouse or divorce. Major life transitions bring enough stress and emotion without adding the need to find a new financial advisor or to master your finances. As women also generally outlive men, this longer life expectancy means you will at some point likely require financial counsel.

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