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Why Financial Advisors Who Focus on Women Will Be Winners

Women are Looking for Financial Advice

According to one independent study, women claim:

  • They don’t know a good advisor who they can trust.
  • They don’t think they have enough money for a financial professional to be interested in working with them. Selling Financial Services to Women -- Hatchet Publishing 2012
  • There is a market ripe for picking

    No one is doing a good job of it – 84% of women feel they are misunderstood by the investment marketers. Too Busy to Shop: Marketing to Multi-Minding Women – Westport, CT: Praeger Publishing

    Women have money

    Women control about 1/3 of all financial assets in North America. That translates into $1.1-trillion in financial wealth alone when applied to the Canadian environment. Source: The Boston Consulting Group, Global Inquiry into Women and Consumerism

    Learn how to Retain Female Clients through this online course and earn CE credits. Or visit us at here and learn everything there is to know about what women want and how to serve them well.