Women aren’t a niche market – they are the market.

Only 7% of advisors have a strategy for advising and retaining women clients.1

Many people sit back and talk about doing more for women. Meanwhile, women are actively continuing to take more of a leading role in their finances.

video thumbnail

The real question is: are you doing enough to elevate their experiences?

When you consider that women are half the population, half the market, but also…

  • 92% of women are the primary or equal decision-makers in their household.2
  • 70% want an advisor who shares their values.3
  • Women are 3x more likely to recommend their advisor4

… if you’re only sitting back and talking about it, you could be missing a real opportunity to do good business.

Elevate women, now and always. That’s how you build a practice that thrives and an industry that truly represents and serves everyone.

Take the next step with The Money Mindset conversation guide.

Follow a simple, 3-step process to connect your women clients’ past financial experiences to their present financial attitudes.

Request your copy

Or get started today with these additional resources:

Practice Assessment worksheet

Not sure what taking action looks like? No problem. Evaluate the inclusivity of women’s preferences in your practice and find out where you need to focus.

Download it now

A Healthier, Wealthier Future for Women

Read and share this page to shine a light on the issues women still face. Learn actions women can take to secure their financial futures.

Share insights with clients

1Schroder Financial Advisor Survey, 2022

2The changing landscape of women’s wealth, CIBC Economics, 2019

3Female Investors and the Changing Landscape of Financial Advice, PMG, 2023

4Why women investors are true allies for financial advisors, The Globe and Mail, 2020

Share

Want to share this information on social media? Select the appropriate link below.