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.
Financial services is undergoing a women’s wealth evolution. More than $68 trillion could change hands in the next 25 years, much of it going to Baby Boomer women. Whether through wealth transfer or workplace success, women are taking control of ever greater investible assets. Positioning yourself to catch the wave of women investors takes intentional adaptation to meet their needs and preferences. The Women and Investing program can help. Through actionable tools and practical strategies, these resources are designed to help enhance your efficacy, empower women investors, and champion diversity across the industry.
Engaging women takes an inclusive approach that makes investing practical, accessible, and inspirational. It takes connecting personally, so financial conversations can be comfortable and meaningful. Enhancing Her Client Experience shows you how. This 50-minute presentation covers how client acquisition differs for women, communication styles that can help you succeed, and the importance of linking investing to women’s life goals.
Three companion advisor guides offer best practices and strategies to implement into your approach. There’s a guide to acquiring women clients, a guide to communicating with women, and a guide to linking a woman’s investment strategy to her personal values and goals.
The Women and Investing Program also helps you empower women investors directly. Investing from the Inside Out shows women investors how. This 50-minute presentation covers how to turn personal values and goals into financial action steps, best practices for investing with confidence, and strategies to stick with a sound financial plan. A companion investor workbook offers an inside out approach to help investors look at their investments in a whole new way, potentially making them feel more meaningful and more tied to their lives.
Finally, the Women and Investing program offers a presentation to help you champion diversity in your firm or practice. In turn, helping you sustain your growth in a changing marketplace. This presentation makes the business case for gender diversity, shows the importance of nurturing women financial advisors, and helps you create a culture of inclusion that supports women.
Inviting women into your practice, deepening your relationships with women clients, attracting and retaining top female talent, these are the critical steps you can take to help you effectively engage and serve women and to help you catch the wave of the women’s wealth evolution. Get started today with the Women and Investing program.
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.