Hosts Brad Wright and Kathleen Kenealy are joined by Purse Strings founders Dr. Barb Provost and her daughter Maggie Nielsen, MBA. They discuss:
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What led Barb and Maggie to found a financial services organization for women
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How the gender wealth pay gap impacts women’s financial security, and how women can become more financially confident
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How you, as an advisor, can potentially team up with this organization
You’ll also learn how to become comfortable working with female clients and the skills required.