To Work With Next Generation, Retain Their Mom As A Client
Female clients demonstrate more loyalty to their financial advisors compared with male clients, keeping their advisors when they feel valued and heard.
Michael S. Ross is a 17-year MDRT member specializing in retirement, estate planning and financial planning for women. He is the owner of Cornerstone Financial Group in Lexington, Mass. Contact him at michael.ross@innfeedback.com.
