Pershing’s Dellarocca: How advisers need to look at female clients differently
Advisers typically see female clients as widows, wives and inheritors, but they also need to appreciate their needs as wealth creators, according to Kim Dellarocca, managing director and head of communications and business planning at Pershing.
Financial advisers typically see female clients as widows, wives and inheritors, but they also need to appreciate their needs as wealth creators, according to Kim Dellarocca, managing director and head of communications and business planning at Pershing.
