Women now control more personal wealth in the U.S. than men, and their wealth and influence continue to grow. This program offers insights and tools to help you understand the varying needs of women investors and make meaningful individual connections—critical to the long-term success of your practice.
Host a seminar for women investors
A turnkey, 30-minute presentation to help inspire women clients and prospects.
Start a women’s client advisory board
Ideas, best practices, and tools to establish an advisory board of women clients—offering a sense of community and helping you keep up with changing expectations.
Discover key insights to better serve women clients
A presentation geared to help male financial professionals understand what women tend to value most and how to best meet individual needs based on varying perspectives.
Access a guide to our framework for success
A printable reference to quickly access key insights about serving women investors—including tailored action items based on three unique personas.
Provide your women investors with ready-made lessons and activities that they can use to teach kids about money. Fostering financial learning among women and the young people in their lives can have lasting positive impacts on your clients and your practice. Preview the first lesson below, or sign in to download the full 12-part program.
First time in U.S. history that women controlled more personal wealth than men.1
Personal wealth controlled by women in the U.S. in 2016 versus expected amount in 2020.1
Portion of women in the U.S. who identify as the primary decision-maker for household assets.2
Trust is a differentiator. When it comes to people, institutions, and other things in their lives, women value trust 29 points higher than men do on a 100-point scale.3 We recently conducted a workshop with women investors to better understand their experiences with financial professionals.4 Learning and communication emerged as two primary pain points—we believe these are key factors in establishing trust.
Through our research, we developed three personas aligned to different investment decision-making roles.
• Carla the Captain is the primary decision-maker.
• Nicole the Navigator is a shared decision-maker.
• Paula the Passenger is limited in her role in making investment decisions.
Our toolkit provides insights to help you identify persona characteristics in your clients and tailor your approach to better accommodate individual needs.
Broker-Dealer, RIA and Regional Bank
70% of heirs change their financial professional when they inherit. Consider what you need to secure business for generations to come.
1 Source: U.S. Census Bureau, 2016.
2 Source: Power of the Purse. Center for Talent Innovation, 2014. http://www.talentinnovation.org/publication.cfm?publication=1440.
3 Source: CEB Iconoculture Values and Lifestyle Survey, October 2016. Base: Women who own stocks, mutual funds, or other investments.
4 All workshop participants worked with a financial professional for at least 3 years and had at least $500,000 in investable assets.