
by Debra Ohstrom, CFA Sept 23, 2026 There is an unspoken belief in many advice-driven professions: financial services, law, or accounting, that says, the more technically brilliant you are, the more clients will hire you. If you go to the right schools, pass the exams, earn the designations or master the tax code, then you […]
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I coach financial advisors on the language, scripts, and strategy to earn trust with female clients and prospects — and turn that trust into referrals and AUM growth.