Women investors are reshaping the financial landscape while navigating societal expectations and gender norms. From legacy planning to impactful philanthropy, Creative Planning Wealth Manager Brenna Saunders discusses the challenges and opportunities facing women investors. https://lnkd.in/egvegpFT
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Insurance professional with experience in Life, Long Term Care, Annuities and Hybrids products.
Is your business ready for the trillions of dollars of wealth transferring to women by 2030? The financial-services industry often underestimates the needs of women, but these three strategies can help you enhance your practice and cultivate stronger relationships with your female clients.
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This is a very good article that discusses incredibly important topics for all advisors; that is: How do you serve women clients in your practice? Does your team include advisors who are women? How do you communicate and listen to women? The McKinsey report referenced in the article presents a cautionary tale for all advisor teams.
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Founder and Experienced Financial Life Manager | Championing Financial Freedom for Women | Aligning Wealth and Personal Values | Supporting Your Journey | Leading with Love | Author
We specialize in women going through change. Our high net-worth women have unique needs and here is an article that outlines some productive steps to financial plan for change. Money does not solve money problems. #moneymoves #financialwealth #fulcrumfinancialgroup #truewealth
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The World Economic Forum notes that there is a gender gap in investing. Women receive 26% less from pension/retirement systems than men. Factors that create this disparity include the gender pay gap, the amount of unpaid domestic labor women perform, and lower representation of women in the financial industry. Key points in this article include: * Women have the power to fundamentally reshape the financial services and investment landscape, as both investors and from within key financial institutions. * An estimated $700 billion could be unlocked by financial institutions by better-serving women as investors. * There is evidence that women overall make better investors, and generate higher returns when making investment decisions at financial firms. https://lnkd.in/ek36h2Nw #womeninvestors #womenseconomicsecurity #womeninthefinancialservicesindustry #womeninretirement
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Lilly Riddle via Citywire: "Women will control two-thirds of household wealth by 2030 and more than half of women surveyed said they’d invest more if their investments aligned with personal values, representing a missed opportunity for firms to attract and retain women as clients. Tailoring advisory offerings to women’s goals and promoting gender diversity in leadership positions are some ways firms can adapt, industry experts said." While we can't help with promoting gender diversity, we can help you better connect with all non-financial spouses/partners, PLUS G2s, G3s (and beyond). Our Seven Generations Strong™ legacy development and planning process is the only process proven to drive alignment and minimize conflict. Have a family that's struggling to connect? Our Fast Forward program can help you get them aligned and moving forward in 30 days or less.
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A Cerulli study found that as much as $84.4 trillion in wealth will change hands through 2045, most of which will go to women, providing women with an opportunity to improve their financial security and advisors with an opportunity to serve them. This article looks at four important considerations for financial advisors seeking to help women build and maintain wealth. Full Story: https://lnkd.in/gdT4HGGF #cavalierassociates #financialintelligencereport #womeninvestors
