In Part 1, Carey Yukich showed how her client conversations sound from both sides. In Part 2, she brings on a guest whose relationship with TrueWealth Advising Group, Inc. went … Read more
Women
This session is brought to you in Partnership with our friends at WIFS Join us for an advanced Social Security planning session designed specifically for high income and high net … Read more
Washington, D.C. (November 25, 2024) – Finseca is pleased to announce the appointment of Joy Avedesian as the new Board Chair of the Finseca Women’s Community, along with the addition … Read more
Women represent a major course of purchasing power yet the percentage of women advisors hovers around 30 percent – and has barely moved since 2005. In many firms, women represent … Read more
