EPISODE · Jul 7, 2023 · 27 MIN
Women Taking On Financial Planning
from Safe Money and Retirement · host John Heischman
In recent years Jon has noticed his primary clientele contact has shifted to women, with about 60% of his business now coming from them. Based on this, Jon discusses this trend and the approaches to take in financial planning and advising in this episode.
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Women Taking On Financial Planning
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This episode was published on July 7, 2023.
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