Succession Planning Program
MMI/Barron’s & WealthManagement.com 2025 Finalist*
Recognized for helping advisors plan with purpose, grow with confidence, and transition with clarity.
Succession Planning Program
MMI/Barron’s & WealthManagement.com 2025 Finalist*
Recognized for helping advisors plan with purpose, grow with confidence, and transition with clarity.
Unique Concerns of Women Investors
For many women investors, relationships matter as much as results. In fact, 32% of women investors surveyed said they switched advisors due to a lack of personal connection - not investment performance.1 By learning more about the different types of women investors and their unique experiences, you can build lasting relationships that will differentiate you and your practice.
Our research provides insights for connecting with these four women investor types and helps you to:
- Better understand what drives trust and long-term loyalty.
- Learn why empathy matters more than performance.
- Discover how personal connection shapes client retention.
- Identify opportunities to differentiate your advisory practice.
Engage Women Investors Using These Six Lessons for Success
Turn what you’ve learned about women investors into clear, intentional steps that strengthen relationships and elevate your client experience.
We’ve invested in a team of specialists available to help advisors build deeper client relationships and better practices.
Resources to Further Engage Your Women Clients
Suddenly Single
Equip yourself to guide clients through unexpected transitions with compassion and actionable financial planning steps.
Married Breadwinner
Guide women clients who take the lead in their household’s financial life and who navigate financial decisions.
Married Contributor
Build stronger partnerships with women who contribute to their household finances by creating space for their goals.
Single Breadwinner
Help women who carry sole financial responsibility feel more confident and supported through intentional planning conversations.
All Tool Kits
Human Powered
At New York Life Investments, we believe in the power of people and are part of a company that has held this belief for over 175 years. While trends come and go, we’ve seen that when guidance, advice, and partnership converge— something truly special happens.
Explore Our Programs
We’ve built a robust suite of content and tools focused on several key trends and topics that impact your business.
*Source: Cerulli Associates: "$54 Trillion Will Transfer to Widows Through 2048; More Than 95% Will Go To Women," 1/22/2025.
1New York Life Investments and RTi Research, March 2023. Results based on survey questions asked of 881 respondents (794 women and 87 men), 25+ years of age, with total household investable assets of $100k+, and currently working with a financial professional.