The Financial Planning Club’s Post

Being a woman in wealth management isn’t just about breaking barriers - it’s about bringing empathy, fresh perspectives, and a collaborative spirit to an industry that needs it 💜 Lisa Meller, Anna Tran, and Amanda Ford show how women in this field are creating safe spaces for clients, challenging stereotypes, and empowering others to succeed. It's a reminder of the power of collaboration and shared success. 💭 If you're someone who is in the wealth management/ financial planning industry and would like to share your perspectives, we'd love to hear from you! #WomenInWealth #WIW #WealthManagement #FinancialPlanning

Women have the power to fundamentally reshape the financial services and investment landscape, as both investors and from within key financial institutions. #women #wealth #entrepeneurwomen

“50 years ago women couldn’t open a bank account without their father or husband’s permission.” That caught my eye and reading on I found the rest of Lucy Warwick-Ching’s article so interesting as behind its simple premise that financial services must cater to women better there will be so much change needed in this industry. As women gain greater control over a significant portion of global wealth, wealth managers are adjusting their services to suit their needs, leading to significant implications for how financial firms communicate and market their offerings in a more inclusive manner, steering clear of gender-coded language. This change requires wealth managers to customise their services, offering personalised financial planning and investment education to women clients. Marketers must understand women's diverse financial objectives, encompassing caregiving responsibilities and values-based investing, starting early, and extending through various life stages. Inclusive communication strategies, and a holistic approach to wealth planning that considers broader life goals and priorities are essential for cultivating enduring relationships and fostering confidence among women clients in the financial realm. Which other sectors will experience this level of change do you think? #Marketing #Inclusion #Diversity #WomenLeadership

RBC is a great place for woman financial advisors! In the latest issue of ProsperUS magazine, the #WomenofRBC share their professional expertise and inspiring personal stories. Read more about how they are empowering clients and colleagues. https://bit.ly/4calUt6

High-net-worth (HNW) women are increasingly shaping the global financial landscape, representing a significant segment of ultra-wealthy individuals.

These are stats we can't ignore. We bring women wealth-holders, and their advisors together through education, connection and inspiration across our three pillars of women, wealth and well-being. Our private network, The Society, provides invitation only access and knowledge to the best in the private client and wellness industries. ________________ We educate and empower women on the legal, financial and emotions opportunities and risks throughout their lives. We provide access, connection and collaboration across culture and capital. ________________ Membership options: - EXPERTS: Private Client advisors with 7+ years client facing experience. - EXPLORERS: Women wealth holders, inheritors or generators who want to flourish with their wealth and wellness whilst providing greater impact to society. ________________ Get in touch if you'd like to know more about our signature approach to women's wealth. #anotherkindofwealth #womenswealth #wealthmanagement #wealthandwellness

In the industries where we specialize our practice, more and more women are distinguishing themselves professionally. Our highly personalized approach is designed for clients who seek a competent team of experts, quick execution and able to simplify complex concepts.   We choose to work with a limited number of clients to prioritize a strong relationship based on trust with each one. Every interaction is an opportunity to learn more about their interests, projects and motivations, both professional and personal. This close relationship and understanding allows us to provide financial planning that is perfectly aligned with their values and ambitions.   We strive to support and inspire more ambitious and affluent women, entrepreneurs, and business leaders who desire expertise to take control of their financial lives and well-being. They are commonly the primary breadwinner in their household, high income earners and often have financial complexities related to their profession.   Historically, the financial sector addresses subjects from a male perspective and approach. The She Invests in Her initiative of our practice is dedicated to empowering and shining a light on topics and issues specifically with these women in mind. However, it is essential for us to include men and community in these discussions, as we recognize their vital role in both our personal and professional lives. #FinancialEmpowerment #PersonalizedService #WealthManagement #FinancialPlanning #SheInvestsInHer #InclusiveFinance #FinancialWellness

It's time to empower women's roles in family wealth dynamics! As equal partners, women bring unique strengths to financial decision-making. Here's why your voice matters: •Collaborative Approach: Women foster open communication and trust within the family. •Financial Literacy: Women actively participate in financial matters, contributing to wealth management. •Holistic View: Women prioritize long-term financial goals, ensuring a balanced approach. •Succession Planning: Involving women prepares them for future responsibilities and smooth wealth transitions. •Successful Communication: A wealth manager will understand your values and goals and point of view. This is crucial. By recognizing your potential and encouraging active participation, you can create an inclusive and successful financial future for all! So, always join your spouse when it’s time for your review appointment with your wealth manager. Your views matter too. #WomenInFinance #FamilyWealth #Empowerment

💡 Empowering Female Investors: Three Ways Advisors Can Make a Difference 💡 In my latest article, I dive into three powerful strategies to help investment advisors better serve their female clients: 🔑 Understand her unique financial needs (let's chat about the Motherhood Penalty & the Sandwich Generation!) 💬 Enhance client meetings to align with her values and goals 💪 Promote financial confidence through your client experience (Roughly 55% of women say they want more involvement in financial matters, but don’t know where to start. The best part? You can help.) Click below to learn more about how you can tailor your approach and empower more women to take control of their financial futures. 👉 https://ow.ly/5sc550UzuHw #FinancialAdvisors #WealthManagement #FemaleInvestors #Empowerment #ClientExperience #InvestmentStrategies #FinancialPlanning #GenderEquality #WealthBuilding #FinancialConfidence

Women, Worth & Wellness has been focusing on Women's Health, Wealth, Philanthropy & Legacy planning for 30 yrs...since 1994. Richardson Wealth's focus on Women & Wealth is prescient and profound in every way....just add in Women's Health & Philanthropy for an incredible powerhouse!