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2018 | OriginalPaper | Chapter

3. The Win for Financial Services

Author : Laura Mattia

Published in: Gender on Wall Street

Publisher: Springer International Publishing

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Abstract

Laila’s fee-only firm was struggling before she was hired. Unlike many other fee-only firms, this one had only accumulated $40 million dollars in assets under management (AUM), in sixteen years. Laila, a CFP® and MBA, knew the firm had had difficulties and conflicts with business partners and false starts in the past. She also knew they lacked several crucial skills.

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previous chapter The Rewards of a Career in Finance

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Title: The Win for Financial Services
Author: Laura Mattia
Publisher: Springer International Publishing
Book: Gender on Wall Street
Print ISBN: 978-3-319-75549-6

Electronic ISBN: 978-3-319-75550-2

Copyright Year: 2018
DOI: https://doi.org/10.1007/978-3-319-75550-2_3