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.
Acquire new clients
Invite prospective clients to your seminar and show them your value.
Build loyalty with unengaged spouses
Connect with both spouses to increase trust and the longevity of the relationship.
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.

Define goals and investment profile

Your Goals. Worksheet
Ask what’s important
Everyone’s goals are different. Complete our Your Wealth. Your Goals. worksheet together to better understand her goals and establish trust.
Align to a portfolio
Align to a portfolio
Once you know her goals, work together to create an investment roadmap to stay aligned in the long run. Use our Investment Policy Worksheet to get started.

Ensure she’s invested

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Start with asset allocation
Many women are un- or underinvested. Discuss the roles of the different investments in her portfolio and how the portfolio aligns to why she is investing.
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Consider investing with purpose
Sustainable investing is about investing in better ways of doing business. It recognizes that companies solving the world’s challenges may be best positioned for growth.

Coach through life changes

Even the best financial plans can be thrown a curveball. These worksheets can help you cut through the confusion and ensure your clients stay on track.
Protect your wealth
As investors age, it becomes critical to have financial plans and legal documents in place. Ensure your clients’ wishes are known, documented and safeguarded.
Life after loss
The loss of a spouse can leave both emotional and financial scars. Empathetically help your clients navigate this difficult time.
Life after divorce
Divorce is challenging. Help your clients take the best next steps to reestablish financial independence.

Want more client acquisition ideas?

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Counsel clients with behavioral finance
Demonstrate your ability to help clients confidently navigate the ups and downs of the markets and their emotions.
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Incorporate Social Security
Increase referrals by helping retiring clients maximize benefits and gain confidence.
Short on time to acquire clients?
Apply our three ingredients for business growth to unlock more time for your current and prospective clients.
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