Ways to better serve women experiencing transitions

01/30/2012 | OnWallStreet.com

Women going through a divorce, struggling with a health problem or coping with a spouse's death all represent an underserved customer group for financial advisers, but some experts say there are ways to win their business. Advisers should build relationships with the wives of top clients who are in their 60s, according to one consulting-firm president. Also, advisers meeting with women in transition should consider framing a financial discussion in terms of the clients' relationships and goals, experts say.

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