Prospecting to women

Learn how to reach this fast-growing market
Women in Investing
Financial Planning for Women

One of the best opportunities for expanding your business may be in plain sight — prospecting to women. Women are major financial decision makers, and they control an increasing proportion 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: BMO Wealth Institute, 2015.
Today, 51% of women control the majority of personal wealth in the United States.
In 2030, 66% of women will control the majority of personal wealth in the United States.

53% of women do not have financial advisors.

Source: Harnessing the Power of the Purse, Andrea Turner Moffit, 2014.
Prospecting to Women Clients – Learn how to reach this fast-growing segment

FOR FINANCIAL ADVISORS

Learn strategies for segmenting this market and communicating with clients and prospects.

FOR YOUR CLIENTS

Speak directly to your clients about their unique challenges and opportunities.

Empower, Elevate, Achieve – Financial Guidebook for Women

Watch this video with your clients to help start the conversation.