Unique Concerns of Women Investors
Unique Concerns of Women Investors
Unique Concerns of Women Investors
Little positive change has been made in the past five years when it comes to women’s investing experiences. Our research shows that almost half (44%) of women agree they face inequalities in investing, and the number has increased since 2019.
Ignore Diversity at Your Peril
Women who invest have expressed a strong preference for financial advisory teams with at least one woman, believing that women advisors better understand their needs.
Why Do Women Switch Their Advisors?
1-in-4 women clients have switched financial advisors. Our research found that 39% of women cited poor customer service as a key factor in their decision to switch.
Generational Differences Matter Among Women and Wealth
When it comes to women who invest, age is not just a number. Our research shows there are large differences between women over and under 40.
Attract and Retain Women Investors
Attract and Retain Women Investors
Strengthen Relationships and Transform Your Business
Learn how to better understand and serve women who invest, especially around International Women’s Day, so they can feel more included in the investment process.
Understanding Differences Between the Segments
Our research revealed that there are four distinct segments when it comes to women who invest. Learn more about these key investor segments to build stronger relationships through tailored conversations designed to meet the needs of your women clients.
Resources
Resources
Discover the 5 “C’s” of Connection
Learn about the 5 “C’s” of connection—concern, content, commitment, communication, and coaching—and how this can benefit your practice.
The Mother of All Blind Spots
Learn more about the six practices needed to help recruit, retain, and develop women advisors to become more “gender bilingual.”
Explore Alternative Investment Options
Based on our research, education plays a pivotal role in empowering women who invest—and we’ve found there is a strong desire to learn more.
Client Connections
Client Connections
CLIENT CONNECTIONS
The easiest way to organize your very important papers.
Your roadmap for a secure financial future.
Make sure you're taking care of those most important to you.
PRACTICE MANAGEMENT RESOURCES
We provide tools and a plan to help you strengthen your client relationships.
Allow your team to assess their own strengths and weaknesses.
Tactics to consider when hiring the right team.
Contact Us
Contact Us
The Advisor Advancement Institute Team
We’ve invested in a team of specialists available to help advisors build deeper client relationships and better practices.
Human Powered
At New York Life Investments, we believe in the power of people and are part of a company that has held this belief for over 175 years. While trends come and go, we’ve seen that when guidance, advice, and partnership converge— something truly special happens.
