White Paper

Best Practices for Advisors When Working with Women Investors

September 7, 2021

Access this white paper to gain actionable insights from successful financial advisors into how practices can work effectively with women investors across three key areas of the client experience.

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Women investors present a unique opportunity for financial advisors, especially as women’s collective consumer power grows. To learn how advisors can capitalize on this opportunity, Schwab Asset Management and Cerulli Associates conducted a qualitative research study on advisor best practices when working with women investors.

In This White Paper

Examine Three Critical Stages of the Client Experience

Client Acquisition

To capture women investors’ business, advisors must build authentic connections with a targeted segment of the market. The first stage of the client experience explored in this research study identifies strategies to help advisors better connect with new women clients.

Engagement and Communication

One in five women investors consider the relationship with their advisor to be the driving force behind their overall satisfaction. This stage of the client experience represents a critical opportunity for advisors to build and reinforce strong relationships with their women clients.

Planning and Portfolio Construction

As women’s financial power grows, so does the importance of understanding how to serve their unique needs. Advisors should consider how their financial planning and portfolio construction process reflects women investors’ goals, preferences, and values.

Apply Actionable Insights

This white paper provides actionable ideas and strategies for advisors to use when working with women investors. Collected directly from conversations with successful practices, these insights include case studies, tactical tips, sample ideas for client events, and data exhibits from Cerulli’s retail investor survey.