The powerful opportunities ahead
Women have become a financial powerhouse. Over 80% of global purchases and purchase influences are made by women,1 while in the U.S., women now control some $10 trillion and by the end of the decade, that figure will rise to a staggering $30 trillion.2
Yet many women leave financial professionals because they haven’t developed a strong, trustworthy relationship. They often believe they’re not understood, or even heard. Many forge ahead alone, without proper guidance during key moments in their lives.
Financial professionals who start the important conversations and ask the right questions will create an opportunity to set their businesses apart, and they'll help prepare women for a long, happy life of financial security.
Build relationships based on trust
Providing sound guidance requires understanding the unique events and circumstances that will impact women during their lives.
Wealthies Award Finalist
We believe women deserve products and services focused on their financial priorities. Thank you to our peers for recognizing our work to spread this message.
The Future is Female
When it comes to financial services, you may have heard the future of wealth is female. Given the latest research, it's fair to say that future is now.
Guidance through life's milestones
Women will face some common challenges that come with unique dynamics. These are the times they'll need you most — to provide important financial insight during key moments in their lives.
One of life's most challenging circumstances is caring for an ill or disabled loved one, and it's a burden women disproportionately share.
We've created tools to help you guide a female caregiver. Because she should never have to carry the burden of providing care for a loved one alone.
Older women who experience a divorce see their standard of living decline by 45%.3
This toolkit features resources designed to help any client navigate the many decisions ahead, but it's especially geared to help women focus on issues that can be unique to them.
The death of a spouse often propels a woman into one of the most difficult periods of her life. At times like this, she'll rely on your guidance with a variety of financial needs, because she knows you hold her best interests at heart.
We've compiled resources and insight in this toolkit to help you be there for her when she needs you most.
Timely discussions that focus on women and the unique financial challenges they face.
Resources and tools
Helpful materials you can use to guide meaningful conversations with female clients.
Planning Your Own Care Checklist
The Divorce Checklist for Women
The Financial Decision-Making Timeline for Women