ENGAGING WOMEN INVESTORS
Client Resource Toolkit
Educate and empower: Help your clients navigate transitions and achieve their goals with printable and customizable resources.
Take financial control of your life during and after a divorce
Help women navigating a divorce form a path toward financial sustainability and independence.
Divorce checklist guide
Printable guide and corresponding checklist to help women navigate their finances during divorce.
Caregiver checklist
Printable checklist to help women in caregiving roles navigate their finances.
Widow checklist guide
Printable guide and corresponding checklist to help widowed women navigate their finances.
For more helpful checklists and resources to use with clients, check out our Intergenerational Wealth Transfer program.
Engaging Women Investors: Foundational toolkit
Understand and empathize. Use these resources to gain insight and develop skills for authentically connecting with women investors.
Engaging Women Investors: Outreach toolkit
Put it into practice. Establish and deepen client relationships with these tools designed for outreach and engagement.
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