Financial advisers: Heed gender differences in your clients' communication styles
from CFA Institute's Enterprising Investor
Communication is key in relationships — not only in marriages and partnerships, but also between financial advisers and their clients. But, as we have all learned the hard way, it’s very easy to miscommunicate; albeit unwittingly. Carl Richards, the certified financial planner behind the “Sketch Guy” column in the New York Times, is fond of telling a story about a conversation he and his wife had that illustrates this point.
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