Women and Wealth Consultation
Don’t let her walk out that door. The opportunity is great. The risks are high.
- Women exercise decision-making power over $11 trillion in assets and this number will rise
- Sixty-seven percent of women feel misunderstood by their financial advisors
- Seventy-five percent of women under 40 don’t have a financial advisor, equating to $5 trillion of assets not being actively managed
Source: “Harnessing the Power of the Purse Study,” Center for Talent Innovation, 2014.
What is your firm doing about it?
The opportunity to grow your organization by better serving women clients and their families has never been greater. Now is the time to make (or strengthen) your commitment to these economically powerful clients by offering innovative training and resources for advisors and their clients.
When you work with KBK Wealth Connection, it’s easy to meet your commitment to women and wealth and stand out from the crowd. When you partner with us, you gain access to our proven consulting services customized specifically to meet your organization’s needs and objectives. Being gender savvy is no longer a choice in the industry; it’s just good business.Contact KBK Wealth Connection