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Why you won't know your female clients are unhappy until they're out the door

By 2020, women will control $22 trillion -- 25% more than today's national debt; that's not a segment you can afford to lose

Author Guest Columnist Adri Miller-Heckman April 24, 2013 at 5:08 PM
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Adri Miller-Heckman: This was one of the few times my mother was willing to defy my father's wishes and make a change not to his liking.

Women of Wealth Management

Mike Byrnes

Mike Byrnes

April 24, 2013 — 8:38 PM

It is hard to believe that all advisors do not see this trend of women clients leaving them once their spouse dies. It is time they get with the modern world and focus on the entire relationship (including the next generation) before they are left with diminished book of business.

Great article and solid focus group questions! — Mike Byrnes, President of Byrnes Consulting, LLC, www.byrnesconsulting.com

PS just tweeted out the article at @ByrnesConsultin

Brooke Southall

Brooke Southall

April 24, 2013 — 8:41 PM


Give me a call if you have a sec. I’m writing a follow-up and I could use a couple of thoughts.


Kathleen Burns Kingsbury

Kathleen Burns Kingsbury

April 25, 2013 — 12:45 PM


Nice article with some great real life examples. I hope all readers – male and female advisors both – take the time to ask these questions of their clients. Its up to all of us to do a better job serving all types of female clients.

Author, How To Give Financial Advice to Women



June 26, 2014 — 6:24 AM

getting advice



June 26, 2014 — 7:51 AM

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