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.

 


Attract and Retain Women Investors

We interviewed over 800 women to understand the complexities of working with their financial advisors. Our research debunks a new myths, uncovers new truths, and highlights opportunities to create a deeper sense of partnership. Here are simple and straightforward insights our research uncovered.
 

There are Four Key Life Stages of Your Female Clients

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Proprietary Research

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Practice Management Women and Investing August 31, 2020
Analytical Report: Winning with Married Breadwinners
This report provides a full view into our research on female married breadwinners
Winning with Married Breadwinners
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Practice Management Women and Investing
Practice Management Insights: How to Serve a Growing Demographic
This whitepaper takes our research findings on the married breadwinner segment and adds a personal touch to provide you with real world opportunities to put our insights into practice.
How to Serve a Growing Demographic
5 MIN READ
Perspectives Practice Management Women and Investing July 20, 2020
Married Breadwinner Infographic
A paradigm shift: The rise of women’s earning power.
Married Breadwinner Infographic
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Practice Management Women and Investing
Analytical Report: Women and Investing
This report provides a full view into our research on female clients.
Women and Investing
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Perspectives Practice Management Women and Investing September 1, 2020
Women and Investing Infographic
The next generation of investors will be younger and more diverse, with women taking a more prominent role.
Women and Investing Infographic


Why 67% of Women Change Financial Advisors

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

View 6 Lessons

Winning With Women Investors…

Our industry has been getting it wrong.

View Insights

Our Practice Management Team

We have invested in a team of practice specialists that are available to help advisors clients build deeper client relationships and better practices. 

Resources to attract and retain clients

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Practice Management Women and Investing
Growing Your Business With Referrals From Female Clients
Our research shows that female clients are 2.5 times more likely to make a referral than a typical male client. Prioritize referral generation with your female clients – we can help.
Growing Your Business
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Practice Management Women and Investing
Engaging Female Clients
Our research uncovered 4 distinct life stages for your female clients, each with unique needs. We’ve put together some ideas to help you further engage and build relationships with your female clients.
Current Female Clients
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Practice Management Women and Investing 5 Min Read
Client Events: Empowering Female Clients Through Education
New York Life Investments has created a series of turnkey events that you can host to help female clients and prospects increase their financial literacy.
Empowering Female Clients
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Practice Management Women and Investing
Financial Literacy Checkpoint for Investors
Test yourself and discover your financial literacy score.
Financial Literacy Checkpoint for Clients
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Practice Management Women and Investing
Financial Literacy Checkpoint for Advisors
Gauge your clients’ level of investment proficiency. This simple set of questions for you and your client can help.
Financial Literacy Checkpoint for Advisors
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Practice Management Women and Investing
Five Attributes Women are Looking in an Advisor
Find out which attributes are women looking for when working with an advisor.
What Women are Looking for in an Advisor
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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.

View the Replay

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.