Prospecting to women

Learn how to reach this fast-growing market

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.


Optimizing Social Security (pdf)