Episode #44 Holistic Financial Planning for Women with Craig Richman, CLU®, ChFC®, AIFA®, CDFA®

12/07/2023 27 min
Episode #44 Holistic Financial Planning for Women with Craig Richman, CLU®, ChFC®, AIFA®, CDFA®

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Episode Synopsis

The evidence is in and it’s compelling. Narrowing a target market to focus on financial planning for women has proven to be a successful move for many advisors. (Most) Women approach financial planning differently than men.  “Just the facts mam.”  Women currently control one-third of total U.S. household financial assets – representing more than 10 … Continue reading Episode #44 Holistic Financial Planning for Women with Craig Richman, CLU®, ChFC®, AIFA®, CDFA® →

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