Laura Mattia, CFP®, MBA, Ph.D, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by FA Magazine in “Advisors Share Their Strategies For Serving Women”
Building trust with women clients is particularly important, in part because they may be less knowledgeable about finances, she said. “Research has shown that women can trust their advisor but still distrust the financial industry as a whole,” she said.
For more insights, read the full article authored by Karen DeMasters here.