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Affluent women are playing a much more central role in their families' financial decisions. Learning how they see money and want to use it is vital.
Women are a large and growing market for advisors. Whether they're planning or saving for retirement, already in retirement, going back to work, or going back into retirement for the second time, they represent a great business opportunity. But you better get it right if you want to keep them.
Nine out of 10 women will have sole responsibility for their finances at some point in their lives. Here are some tips on understanding the distinct ways most women want to be treated by their financial advisor—and the best approach for getting their referrals.
With women making 85% of buying decisions today, you can't afford to slight them with these prospecting gaffes.
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Social Security and Medicare Workshop
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