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Women currently manage one third of U.S. retail financial assets, a share expected to grow to near 45% by 2030.1 They also stand to inherit at least half of the trillions of dollars passing from baby boomers to their heirs.2 Consider these strategies to acquire and build trust with women investors:
Showcase your value to prospective women clients with a seminar that inspires them to invest confidently.
Help women define what wealth means to them, make sense of market headlines and build a foundation for their financial future.
Foster lasting relationships with women clients through personalized, transparent and consistent engagement. Treat them as collaborative partners and ask trusted clients for referrals.
While many financial goals are universal, women face distinct investment challenges related to how long they live, how they earn, and how they spend. Differentiate your services by offering portfolios that reflect these unique needs.
Explore our curated resources designed to help you better support the evolving needs and goals of women investors.
The great wealth transfer is underway. While advisors focus on young investors, significant assets will be controlled by widowed women.
The clients you serve tomorrow will be different from those you serve today. Recognize the unique needs of your future clients and offer tailored solutions to build loyalty and trust.
This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader.
Prepared by BlackRock Investments, LLC, member FINRA.
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