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Female Advisors Need More Pathways

By Jerilyn Klein March 15, 2023 Rethinking65

When it comes to being more inclusive to women, the financial planning profession has several strategies it could try. Kate Healy, Managing Director of CFP Board Center for Financial Planning, shares suggestions, including removing unconscious bias and creating pathways within firms for women’s advancement.

Read more at Rethinking65

Jerilyn Klein
March 15, 2023