Laura Mattia, CFP®, MBA, Ph.D, Senior Vice President, and Financial Advisor at Wealth Enhancement was featured by InvestmentNews in an article titled “Working with Wealthy Women: Tips from Some of the Industry’s Female Trailblazers.”
“An advisor who regularly checks in with the client, provides updates, and engages in meaningful conversations about their financial progress can help alleviate the inherent skepticism about the industry.”
Access the full article written by Steve Randall here.
