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Serving women clients well | podcast

Sep 22, 2023 · 26 min listen

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Women control 1/3rd of the total US household financial assets of 11 trillion dollars and they make up 47% of the workforce. And yet many don’t seek the financial advice they need to gain peace of mind for their financial futures. In this episode of the PFP Section podcast, Debbie Taylor, CPA/PFS, shares her experience working with women clients and what she has learned about their needs to best serve them. Debbie discusses the following topics:

  • What are the financial

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