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How Women and Next Generation Clients Are Influencing Advisory Relationships
Episode 118

How Women and Next Generation Clients Are Influencing Advisory Relationships

Human-centric Investing Podcast · Hartford Funds

March 20, 202433m 25s

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Show Notes

Next up in our celebration of Women’s History Month: Women’s growing influence on wealth and why the majority of women aren’t happy with their financial professional. We're joined by the founder and CEO of Willow, Lacy Garcia.