Today, women control more than $22 trillion¹ in personal wealth, and 70-80% of all consumer purchasing in buying and influence². For the skilled advisor, this represents a tremendous opportunity to strengthen existing relationships and acquire new clients.

     

         

5 Attributes of the Ideal Client Relationship with Women

Below we provide actionable guidance on the evolution of the advisor/client relationship based on New York Life Investments’ proprietary research. 




Why 67% of Women Change Financial Advisors

Talking with real women about their relationship with money and advisors reveal 6 lessons for success. 


Winning With Women Investors…

Our industry has been getting it wrong.





Winning with Female Married Breadwinners

Register today for a webcast replay designed to help advisors better understand this significant, emergent and affluent segment of the investing population.


1. Forbes, ”Why Has Women’s Economic Power Surged? Five Stats You Need to Know,” 2017.

2. Forbes, ”Top Ten Things Everyone Should Know About Women Consumers,” 2015.