Working With Women in 2022

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The Next Wave of Growth in Wealth Management

ChartTalk: By the end of the decade, American women will control much of the $30 trillion in financial assets held by baby boomers. Analysis by McKinsey shows that merely by retaining baby-boomer women as clients, firms could see a bump-up in revenue potential of one-third.

A Women’s Council Is Crucial to the Future of Your Practice

Horsesmouth Essential: By 2050, women will control over half the wealth in the U.S. So it’s a good idea to find out what they want in an advisor. These advisors established a Women’s Council to encourage participation and get their crucial feedback. Here is how they did it.

How Focusing on Women Boosted My Business

What’s Working Now: This advisor shares how she recovered from a down year by focusing on women and workshops.