An undersold market
October 6, 2015 by David Port
About five years ago, Steven Tennant, CFP, made a decision that would alter the course of his career and his firm.
Fresh off work on a series of cases involving widowed female clients that left him feeling invigorated and fulfilled, the veteran advisor Tennant concluded it was time for a bold strategic pivot, one that would transform Tennant Financial, his Ballston Lake, NY, firm, from a general financial planning and investment advisory practice into one heavily focused on serving women.
“We found the whole process of working with those female clients to be very rewarding,” Click HERE to read article