Uncover New Opportunities with Your Female Clients
An unprecedented amount of wealth will transfer into the hands of American women in the next three to five years.¹
For financial professionals, attracting and retaining women investors will be a crucial growth strategy. To succeed, you must be able to understand women’s unique needs, preferences and behaviors.
Check out our complimentary “best practices” guide to learn more about the changing role of women, receive practical insights and actionable ideas to help you better connect with women.
1 Women as the next wave of growth in US wealth management.” McKinsey & Company, 2020