Helping Advisors Help Female ClientsWomen & Wealth is a practice management platform that provides financial advisors with tools and resources to help them better serve their female clients.
It was created in recognition that women are underserved by the financial advice industry:
- Women now control about 30 percent of the world’s wealth.1
- Yet, over 70 percent of women are “most dissatisfied” with the financial services industry over any other industry.2
If you want to better serve your female clients, ask your regional representative about Women & Wealth today.
1 Boston Consulting Group, “Global Wealth 2016: Navigating the New Client Landscape,” June 15, 2016.
2 United Capital Financial Life Management, “What You’re Really Thinking: Understanding the Financial Lives of Women,” 2016.