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The Matriarchy Would Never Treat You Like a Transaction with Cris Caruso
There’s a continuing education course in financial services where advisors get reminded to talk to both people sitting across the table from them. As in, actually have a conversation with the wife. That one reminder tells you a lot about the client experience women have been handed when it comes to their own money.
My friend and client Cris Caruso (who first joined me on the podcast here) came up in that industry, and she watched what happened on the back end of it. When a woman who never had a relationship with the advisor was widowed or divorced, she walked away. Of course she did. Nobody…
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