Serving and Retaining Mass-Affluent Female Clients
How can you serve your client's needs and help them meet their retirement goals – even when their partners have different priorities?
Women and Social Security: Maximizing a Critical Income Stream
Clear up the confusion, lay out the numbers and point clients in the right direction.
Attracting Female Advisors to Your Firm
Given the aging advisor pool and women’s increasing share of national wealth, it’s a great time to start hiring and developing more female advisors.
Marketing to Mass Affluent Women
Single or married, women are looking for advisors who will address their concerns and help them plan for their futures – not their partners’.
Retirement Planning: Are Women Less Risk Tolerant Than Men?
What should any given woman’s risk allocation be as she plans for retirement, given her assets, goals and longevity?
Legal Issues Facing Women in Retirement
In addition to the money manager role, advisors can bring together professional teams to benefit their clients.
Closing the Retirement Plan Contribution Gap
Advisors can prepare their female clients for higher incomes and lower longevity risk in retirement by helping them planning beyond their employer 401(k)s.
Investing for Grandchildren
There are a few well-established ways advisors can help clients invest in their grandkids’ futures without putting client's own retirements at risk.
Women’s Unique Retirement Challenges Part 2: Doing More With Less
Advisors have an opportunity to help their female clients – married or not – address risks unique to women.
Helping Widowed Clients: Considerations for Advisors Working With Grieving Women
Odds are women can expect to outlive their husbands by few years, and advisors can work with them early on to plan for that possibility.