Serving women investors was once considered a boutique business. Today, it is imperative for success.

Women Are Not a 'Niche' Market: A Guide for Investment Professionals March 26, 2012 20120326 Broker-Dealer /images/women-are-not-niche-market.png Women Are Not a 'Niche' Market: A Guide for Investment Professionals 12551
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Practice Management

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Women Are Not a 'Niche' Market: A Guide for Investment Professionals
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Women Are Not a 'Niche' Market: A Guide for Investment Professionals

| Audience: Broker-Dealer

Serving women investors was once considered a boutique business. Today, it is imperative for success.

Based on the findings of the 2011 Sullivan Trust Study, the guidebook reveals that women now yield unprecedented economic and financial clout--making up nearly two-thirds of the U.S. work force and frequently out-earning their spouses. Yet many advisors overlook their potential, still speaking to them primarily through their partners or husbands, if at all.

How can you compete for this growing market and serve your own women clients more effectively? Women Are Not a 'Niche' Market offers strategies that you can put to work in your own practice, including:

  • Assessing your opportunity with this critical market
  • Helping women clients feel valued and respected
  • Delivering marketing messages that go beyond stereotypes and assumptions
  • Gaining professional certifications that position you as a trusted specialist

Topics: Business Development and Planning, Client Acquisition, Target Marketing, Client Engagement, Social Media

Member Comments

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greg l. says:

This was absolutely worthwhile. It is one of the most comprehensive papers I have read. I expecially appreciated the action steps.

Wayne M. says:

I think this was very worthwhile info

Serving women investors was once considered a boutique business. Today, it is imperative for success.

Women Are Not a 'Niche' Market: A Guide for Investment Professionals March 26, 2012 20120326 4A8D2E97E23546E2A9F4569BEEFA7002