I recall the first phone conversation I had with a potential client. A husband, dad, and CEO of a successful company, he asked me to provide financial advice for his family. During our talk, I shared what we would cover during our face-to-face appointment that would take place the following week. “I look forward to meeting your wife,” I said.
“Oh, she doesn’t have to be there because I take care of all the finances,” he said. Clearly, this is an extreme case of a woman putting her financial well-being in someone else’s hands.
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