Friday, 29 July 2016
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.