Elevating women

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.

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.