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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.

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Rethinking65
Jerilyn Klein
March 15, 2023