Your future success is directly tied to properly serving Boomer women!

For decades to come, women will be the central issue and grand opportunity in financial services. They are indeed the face and future of wealth management. And whether you are a female or male advisor, financially guiding female clients, who have differentiated needs and objectives, as well as the assets to address them, is the key to your continuing professional success.

Among the financial issues women are concerned about, none is more urgent or larger in scope than planning for financial security in retirement. But this doesn't mean that any particular advisor is guaranteed success in working with women on this issue. Today, too many advisors, especially men, remain insufficiently prepared for meeting the most significant business opportunity of their lifetimes. Women & Income will change that.

The vast majority of advisors, of course, are male. But here is a huge issue: research reveals that most men are not very effective at relating to Boomer women. That’s why within 12-months of their husbands passing, widows fire the male advisor 70% of the time!

Men need new insights and skills in order to best serve Boomer women. If you get this right, you have the keys to a revolutionary business opportunity. Our unique, female-led coaching program gives you the skills you need to maximize your personal success.

Women & Income sets a powerful new standard in marketing specifically designed for Boomer women. With guaranteed leads, combined with protected territories, participating advisors have a clear path to achieving outsized growth. Financially, there's a great deal at stake. Nothing less than a revolutionary shift in the scale of wealth women will control has begun to unfold.

By 2030, American women are expected to control much of the $30 trillion in financial assets that baby boomers will possess, a potential wealth transfer of such magnitude that it approaches the annual GDP of the United States.

Source: BCG

Advisory firms that lack a business strategy for the women's market are unlikely to remain successful. Lock-up your future success.
Too many firms rely on broad assumptions about what women are looking for, resulting in products, services and messaging that can feel superficial at best and condescending at worst.

Source: McKinsey

80% of Men Die Married

Source: Merrill Lynch

80% of Women Die Single

Source: Merrill Lynch

70% of Women Fire the Male Advisor

Source: Merrill Lynch

Male Advisors Dominate in Number


Source: Merrill Lynch

And They Make Flawed Assumptions
  1. Assuming a man is the decision-maker
  2. Assuming a woman wants direction
  3. Assuming that a couple’s finances were merged and jointly invested
  4. Assuming that all women are more risk-averse
  5. Assuming that women are less knowledgeable than men about investing
  6. Misinterpreting her silence and nodding as agreement
  7. Unintentionally talking down to her
  8. Making her feel undervalued
  9. Not understanding/respecting her life journey and its implications
  10. Assuming women who are mothers think the same way as women without children
  11. Making assumptions about how grandmothers want to support their grandchildren