Are You Prepared to Engage Your Female Clients? This article discusses the role women are playing in changing the landscape of the financial industry and the increasing need for Advisors to respond … Legacy Capitals March 10, 2023
Getting Started as a Whole Family Advisor: Red / Yellow / Green Light Framework In this article, we provide a framework to help Advisors narrow and prioritize which client-families to begin serving with the WFA approach. Legacy Capitals December 15, 2022