Perspective

Closing the gender gap: Why financial advisors need a fresh approach with women investors

Insights on how enhancing communication and engagement strategies with women can help bolster client retention and firm growth.

Key Takeaways

Strengthening relationships with women is integral to the growth and long-term sustainability of wealth management firms as more of the nation's wealth shifts to women.
Fidelity's latest survey of investors uncovered meaningful gaps between how women and men feel about both their financial lives and their financial advisors—with women reporting less satisfaction and knowledge.
Gender disparities in advisor communication likely play a significant role in how women feel.
Wealth management firms have the opportunity to provide a better experience to the women they serve by addressing potential gender disparities within their own client bases.
Firms can begin by conducting a relationship audit, communicating with intention, and focusing on the Three E's: Engaging proactively, Educating regularly, and Elevating your offering.

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Closing the gender gap: Why financial advisors need a fresh approach with women investors

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