For Advisors

Elevate the experience for women investors.

I’ve worked several years in financial services. Never has customer engagement, trust, transparency and exceptional service been more important for long-term prosperity.

Yet, when it comes to servicing women on their financial needs, the industry is falling short.

“Women truly are from Venus, even when it comes to money!”

A majority of women feel disconnected with financial institutions and as a consequence are less likely to purchase investment products or seek professional advice.

If you think this isn’t an issue you may want to think again.

  • Women will control $72 trillion of the global wealth by 2020 (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.

If you genuinely want to serve women better, we can help you.

We will:

  • PROVIDE you and your team insights on how to create a better customer experience for your female prospects or clients.
  • PROVIDE “mystery shopping” services.
  • PARTICIPATE in client events on various topics, including the importance of financial wellness for women, money and relationships, money & children and much more.
Want details? Let’s chat.
Company contact

For Advisors

Elevate the experience for women investors.

I’ve worked several years in financial services. Never has customer engagement, trust, transparency and exceptional service been more important for long-term prosperity.

Yet, when it comes to servicing women on their financial needs, the industry is falling short.

“Women truly are from Mars, even when it comes to money!”

A majority of women feel disconnected with financial institutions and as a consequence are less likely to purchase investment products or seek professional advice.

If you think this isn’t an issue you may want to think again.

  • Women will control $72 trillion of the global wealth by 2020 (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.

If you genuinely want to serve women better, we can help you.

We will:

  • PROVIDE you and your team insights on how to create a better customer experience for your female prospects or clients.
  • PROVIDE “mystery shopping” services.
  • PARTICIPATE in client events on various topics, including the importance of financial wellness for women, money and relationships, money & children and much more.
Ready to work together? Let’s chat.