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: BMO Wealth Institute, 2015.
Most recent data available.
Only 38% of women work with a financial advisors
In 2030, 66% of women will control the majority of personal wealth in the United States.

Only 38% of women work with a financial advisors

Source: Prudential, 2015.
Most recent data available.
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

More resources are available to help you speak directly to your clients about their unique challenges and opportunities.

Women in Investing
Financial Planning for Women