Prospecting to women
Prospecting to women may be one of the best opportunities today for expanding your business. Women are major financial decision makers, and they control an increasing portion of wealth and income in the United States.
Women control the majority of personal wealth in the United States, and the percentage is growing.
Source: New York Life Investment Management, 2020; McKinsey, 2020.
41% of women work with a financial advisor
Source: Bloomberg Wealth Research report, October 2020.
FOR FINANCIAL ADVISORS
Learn strategies for segmenting this market and communicating with clients and prospects.
- Advisor presentation: Download PDF | Download PPT
FOR YOUR CLIENTS
More resources are available to help you speak directly to your clients about their unique challenges and opportunities.
- Shareholder-friendly presentation: Download PDF | Download PPT
- Financial Guidebook for Women invitation: Download PDF
|Developing a tax-smart retirement income strategy (pdf)||
|Invest for the long term (pdf)||
|Alternating market leadership (pdf)||
|Optimizing Social Security (pdf)||