According to the CFP Board, male certified financial planners outnumber female CFPs roughly four to one. Meanwhile, some estimate that by 2030, women will control as much as two-thirds of the nation’s wealth.
These two statistics present an interesting dynamic: The growing number of women seeking financial advice will most likely end up receiving it from a male financial professional. But are financial professionals prepared to engage and retain these female investors as clients?
Join Marquette Payton, Associate Retirement Director, as she discusses: