WOMEN, WEALTH AND WELL-BEING

Empower women

Many women are solely responsible for their finances or a breadwinner in their family. They are seeking advice and guidance more than ever before. We look forward to helping you build stronger relationships with your female clients.

Why discuss

01

Acquire new clients

Invite prospective clients to your seminar and show them your value.

02

Build loyalty with unengaged spouses

Connect with both spouses to increase trust and the longevity of the relationship.

03

Engage the next generation

Women stand to inherit at least half of the trillions expected to be passed from baby boomers to their heirs in the next 10 years.

Use seminars to prospect

MODEL PORTFOLIOS

Consider BlackRock Model Portfolios for Women

Share client-approved resources

Define your goals

Everyone’s goals are different. Complete this worksheet together to better understand her goals and establish trust.

Life after divorce

Divorce is challenging. Help your clients take the best next steps to reestablish financial independence.

Investment policy worksheet

Once you know her goals, work together to create an investment roadmap to stay aligned in the long run.

Life after loss

The loss of a spouse can leave both emotional and financial scars. Empathetically help your clients navigate this difficult time.