How to Get and Keep Female Clients: R-E-S-P-E-C-T
In the Investment News on January 30, 2014, Benjamin Tobias was quoted in the article How to Get and Keep Female Clients: R-E-S-P-E-C-T. The article exposes how women investors often feel slighted by financial advisors and discusses effective ways to actively engage women in the planning of their portfolios.