Wealth Market Reports

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Successfully Growing Your Business With Wealthy Women

Are You Up-to-Date on Your Knowledge of Wealthy Women Investors?

Wealthy female investors are a key target client for providers and advisors. Developing appropriate solutions and services requires insights that advisors and providers need to be aware of in order to attract and service these women investors successfully.   

There are many influencing factors for wealthy women when it comes to their attitudes and behaviors around investing.  Which of these play the biggest part? What do wealthy women truly value and concern themselves with in regards to their advisor relationships? 

Successfully Growing Your Business With Wealthy Women was developed from research with 350 women via an online survey and supplemented by Spectrem's ongoing research with wealthy investors.  The research objective was to understand how wealthy women investors differ from their male counterparts and determine the influencing factors that advisors and providers should be aware of when interacting with this desired segment of investors.

Why should you purchase this report? 
  • Discover how wealthy women feel financial advisors have or have not met their needs.
  • Increase your knowledge of how the investing strategies of Millionaire women compare to other investors.
  • Uncover the key components driving their personal concerns.
  • Gather insights into what financial service providers can do to position themselves as a trusted source that will understand the unique needs of these investors.
  • Create better marketing and sales materials to target these sought-after clients with better insights into their biggest concerns and expectations from their advisors.