Wealth Market Reports

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Wealthy Women and Market Volatility in 2020

Understanding the unique needs of female investors is critical to future business growth for financial firms. Women are more likely to make referrals, making them not only an ideal client but also an asset for business development efforts. Successfully attracting and servicing female investors is key to the future success of the financial advisory industry.

This research will focus on: 
  • Did advisors communicate effectively 2020?
  • Will women switch advisors next year?
  • How do Wealthy Women define personal financial risk in 2021?
  • Are women thinking differently about their finances in 2020?

 

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