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How Women and Next Generation Clients Are Influencing Advisory Relationships

How Women and Next Generation Clients Are Influencing Advisory Relationships

Released Wednesday, 20th March 2024
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How Women and Next Generation Clients Are Influencing Advisory Relationships

How Women and Next Generation Clients Are Influencing Advisory Relationships

How Women and Next Generation Clients Are Influencing Advisory Relationships

How Women and Next Generation Clients Are Influencing Advisory Relationships

Wednesday, 20th March 2024
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Next up in our celebration of Women’s History Month: Women’s growing influence on wealth and why the majority of women aren’t happy with their financial professional. We're joined by the founder and CEO of Willow, Lacy Garcia.

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Human-centric Investing Podcast

Our newly reimagined Human-centric Investing Podcast features 20-minute conversations with inspiring thought leaders from inside and outside the financial industry. Every other week, take just 20 minutes to get ideas that could transform your client relationships, and your business.

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