Financial Advisors

Women in Finance Series

According to, women currently control 51% – or $14 trillion – of personal wealth in the United States…yet most advisors continue to focus on building relationships with men.

This obvious disconnect causes women to feel overlooked and walk away from their advisors altogether after a divorce or after their spouse passes away…and take their money with them. With the divorce rate among U.S. adults ages 50 and older having doubled since the 1990s, as reported by a Pew Research Center report, this is less-than-ideal news for your practice.

What’s more, 99% of women today will be financially responsible for themselves or their families at some point, according to Wi$eUp, a financial education program for Generation X and Y women. It’s time for advisor’s communication to reflect the reality that wealth management does not look the same as it once did and there are unique financial challenges of women in transition.

There are simple ways to connect with women and couples to ensure your practice thrives in the long run…and you can learn those tactics by participating in our upcoming webinar series! Discover how you can get and retain more clients by effectively connecting with couples and building lasting relationships with the women of the household.

Join us and four of the most influential women in the financial industry – Dr. Aprille Trupiano, Adri Miller-Heckman, Deirdre Van Nest and Erin Botsford – for the exclusive White Glove Women in Finance Webinar Series airing September 16-19.

You can sign up for as many or as little of the webinars as you like…it’s entirely up to you! Learn about presenters, view webinar schedules and register by clicking on the link below.

By dedicating a small portion of your time to any one of these webinars, you’ll learn what it takes to maintain and strengthen your professional relationship with women and in turn, grow your business!

Dr. Aprille Trupiano: | @aprilletrupiano (Twitter)

Erin Botsford: | @Erinbotsford (Twitter)

Adri Miller-Heckman: | @AdvisorsKeys (Twitter)

Deirdre Van Nest: | @DeirdreVanNest (Twitter)

Written and contributed by Mike Thurman of White Glove

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.