The Flexible Advisor

Ep 6 Rethink How to Win Executives – Part 3 of 3


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Are your assumptions about high-net-worth (HNW) male and female primary breadwinners hurting your bottom line? In this final episode of the mini-series, Laura Gregg and David Partain of FlexShares Exchange Traded Funds bust advisors’ gender assumptions about executive investors. Together, they urge advisors to reconsider the assumptions that they may be making about their executive …

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The Flexible AdvisorBy Laura Gregg and David Partain