Women+Investing
Position your practice for the next wave of wealth with Women+Investing, a program offering actionable strategies for meaningful engagement with women.
Why Women+Investing
With women controlling more and more assets, this growing financial power represents anything but a niche market. And it makes understanding the women's market a strategic imperative for advisors.
The Women+Investing program can help.
Benefits of implementing Women+Investing
Invite women into your practice
with an inclusive approach that makes investing inspirational, accessible, and actionable.
Deepen current client relationships
by connecting personally and making financial conversations more comfortable and meaningful.
Provide true value
by helping women address their unique financial challenges and complexities.
Attract and retain top female talent
by understanding and meeting the needs of a diverse team.
Keys to practice evolution
Women+Investing focuses on two cornerstone strategies to help advisors unlock the growth potential in the women's wealth evolution.
Enhance advisor efficacy
Expand the ability to engage and retain women clients
Empower women investors
Connect life goals to portfolios for meaningful investing success
1. Enhance advisor efficacy
The resources available in Women+Investing can help you evolve your approach and effectively engage and serve women. Three advisor guides offer actionable strategies focused on prospecting, communication and portfolio planning, while the advisor presentation offers key strategies for delivering a tailored client experience.
Complementary advisor presentation
- Women and wealth: The mega-trend that’s here to stay
- How client acquisition may differ for women
- How communication can help you succeed
- Planning an investment strategy that reflects life goals
2. Empower women investors
Support women in identifying their values and investing with confidence through a Schwab-led investor workshop presentation and companion workbook.
Insights & research
Explore articles dedicated to improving your interactions with women clients, or dive deeper into our Women+Investing research.
Keys to success with women investors
How are other advisors successfully acquiring and retaining women clients? Find out in our survey of top advisors conducted by Cerulli Associates.