The female investor is not a niche market; she is an underserved client segment who is simply seeking a comprehensive financial experience –one that empowers her to make wealth management decisions confidently and feel that she has a collaborative partner in her advisor.
Women approach money differently than men, so one size won’t fit all. Successfully addressing this underserved investor could be the biggest opportunity for today’s advisors. But it also requires rethinking the client experience and adjusting your service model.
In Closing the Gender Gap of Advice, we take a comprehensive look at women's investment attitudes and behaviors, and explore how advisors can turn these into actionable insights to better attract and retain female investors.