Women Taking On Financial Planning
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Jul 7, 2023 ·
27m
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...
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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.
show less
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