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Keeping it in Perspective: A Woman’s Take on the Profession

When Amy Sonstein, CPA, PFS, started her first job in financial planning 12 years ago, she was the only woman in her training group.  Some progress has been made in the past decade, but many financial planning firms still don't have a large number of female advisers on staff.  In this blog post, Sonstein shares how a woman's perspective can help firms provide better service and value to their clients. To re ...

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