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: