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Why We Work Primarily with Women (Ep 3)
- 2023/12/01
- 再生時間： 12 分
- ポッドキャスト
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サマリー
あらすじ・解説
Today we want to answer a question that we get a lot, which is why have we directed our practice to work almost exclusively with women. We’ve been in this industry for close to 30 years so we’ve worked with all types of people, but over the years we’ve noticed there was a gap in service between what people need and what they’re getting, specifically women.
As you’ll hear in this show, Dan has watched his own mother deal with becoming suddenly single multiple times in her life through divorce in her 30s and widowhood more recently. This first-hand experience is a big driving force for what we do at Money & Clarity and we’ll share some of that story today.
Here’s some of what we discuss in this episode:
- Dan’s experience growing up as a child of divorce and why that influenced his work in financial planning.
- Why we decided to turn our focus to women.
- Examples of clients that have been caught off guard after becoming single unexpectedly.
- What our book can help you with.
Get Your Free 'Suddenly Single' Book: http://suddenlysinglebooks.com
Want to schedule a meeting with Dan? Click here: https://go.oncehub.com/DanCuprill
Learn more about Money & Clarity: https://www.moneyandclarity.com/