I’ve worked for decades in financial services. Never has engagement with female investors with trust, transparency, and exceptional service been more important.
“Women are quickly becoming the face of new wealth. Attaining and retaining female customers is now a vital growth priority for wealth management firms.”
Yet, when it comes to servicing women on their financial needs, the industry is falling short.
A majority of women feel disconnected from financial institutions and as a consequence are less likely to purchase investment products or seek professional advice.
- Women control $72 trillion of the global wealth (32%), and with that comes greater influence over the financial sector.
- Eighty percent of women will switch advisors within a year of their partner dying.
- Women account for 85% of all consumer purchases, making them the most powerful ambassadors for your brand.
We can be your trusted consultant and supporter.
We can:
- COACH your financial advisors and provide insights on how to create a better customer experience for your female prospects or clients.
- Run WORKSHOPS for your financial advisory team.
- SPEAK OR MODERATE YOUR CONFERENCES on various financial topics, including the impact of the great wealth transfer, the value of comprehensive advice for women, the state of financial well-being for women, and much more.
- Help you build awareness and buy-in of your proposition through compelling STORYTELLING.
- PARTNER in financially empowering female clients & prospects using our unique online financial education programs.
- Collaborate on a project leveraging Saijal’s national personal finance show, STRICTLY MONEY.
Unlocking Trust and Empowering Women in Finance: We Bridge the Gap
Building trust in the financial industry can be challenging, but an even bigger hurdle lies in the self-doubt that plagues many women. They struggle to discern between reliable and misleading advice, leaving them vulnerable and reluctant to engage.
That’s where I step in.
As an independent and unbiased financial educator, I offer a transformative solution that empowers women with control and confidence.
By equipping them with the knowledge and tools to make informed decisions, I bridge the gap between their needs and your services. I recognize that for them to achieve financial well-being, it is essential to engage with the financial industry.
If you share my belief in empowering women and want to enhance your relationship with this underserved market, I am here to help.
Empowering Financial Services
We help drive success through female-centric strategies.
I’ve worked for decades in financial services. Never has engagement with female investors with trust, transparency, and exceptional service been more important.
“Women are quickly becoming the face of new wealth. Attaining and retaining female customers is now a vital growth priority for wealth management firms.”
Yet, when it comes to servicing women on their financial needs, the industry is falling short.
A majority of women feel disconnected from financial institutions and as a consequence are less likely to purchase investment products or seek professional advice.
- Women control $72 trillion of the global wealth (32%), and with that comes greater influence over the financial sector.
- Eighty percent of women will switch advisors within a year of their partner dying.
- Women account for 85% of all consumer purchases, making them the most powerful ambassadors for your brand.
We will be your trusted consultant and supporter.
We can:
- COACH your financial advisors and provide insights on how to create a better customer experience for your female prospects or clients.
- Run WORKSHOPS for your financial advisory team.
- Be a SPEAKER OR MODERATE YOUR CONFERENCES on various financial topics, including the impact of the great wealth transfer, the value of comprehensive advice for women, the state of financial well-being for women, and much more.
- Help you build awareness and buy-in of your proposition through compelling STORYTELLING.
- Collaborate on a project through Saijal’s national personal finance show, STRICTLY MONEY.