how-to-attract-and-retain-women-clients
The first time I sat down with a financial advisor I was 41 — and it was a big step for me. Although my husband and I discussed our investments, I felt incompetent and took no responsibility for decision-making. I was caught in Neverland — sounding assertive like modern woman, while acting out my role as Cinderella, letting Prince Charming rescue me and take care of our finances. Old messages are hard to shake!
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