ENGAGING WOMEN INVESTORS
Outreach Toolkit
Finding and Funding Your “Why”
Help women identify their financial beliefs and motivations in a customizable workshop format.
“Finding and Funding” worksheet
Help workshop attendees determine their financial decision-making role with this printable, interactive worksheet.
Women’s Monthly Meetup
Create opportunities for engagement and community by offering financial education through a casual, fun event series.
Women as Money Mentors
Empower women to become financial mentors. Includes 12 lessons with corresponding guide and social posts.
Investor presentation library
Build your own event series or financial literacy boot camp from our comprehensive collection of turnkey, client-ready content.
Want more? Contact a sales representative today to access free, customizable marketing materials—including social posts and email templates—to promote your presentations and events.
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: Client Resource toolkit
Educate and empower. Help your clients achieve their goals with printable and customizable resources.
Contact us
Learn more about how we can help you, your clients, and your practice succeed.
Broker-Dealer, RIA, and Regional Bank
800.564.6958
AdvisorServices@troweprice.com
Variable Annuity
855.829.5343
VA_Sales_Desk@troweprice.com
202403-3374741
