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Acquire women investors
Inspire women to invest more by inviting them to a seminar and showing them your value.
Build loyalty with unengaged spouses
Client relationships that involve both spouses are more likely to continue through both spouses' lifetimes.
Engage the next generation of investors
Women stand to inherit at least half of the trillions expected to be passed from baby boomers to their heirs.
While many financial goals are universal, women face unique investment challenges related to how long they live, how they earn, and how they spend.
Knowing how to engage women investors is critical for the future of your practice, particularly as baby boomer wealth transfers to women over the next decade.
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.
Let us help you drive greater efficiency in your business, develop and lead your team, consider new growth opportunities and build trust with your clients and prospects.
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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