Help shape the future of wealth management for women
Women are an underserved client segment with growing affluence. In fact, research from McKinsey & Company shows they are projected to control a substantial portion of baby boomer assets by 2030. As women’s economic power grows, you have an opportunity to help guide and support them on their financial journeys.
How can you tailor your approach to serve women's unique needs for a more successful partnership? Download the toolkit and learn:
- Strategies to help build confidence with female clients in our latest ebook.
- Insights into women's mindsets when it comes to working with a financial professional.
- Questions clients should consider when planning for an inheritance.
Claim your Women, Wealth and Financial Planning toolkit and help women feel confident about their financial future.
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