Since the birth of the profession, most financial planners have been men. Across virtually all financial planning business models, males outnumber females by three or four to one.

On the other hand, women now own more than half the nation's wealth and represent nearly half of affluent investors. And with advances in education, employment and earnings, it is widely expected that two-thirds of privately held assets will be in the hands of American women by 2030. This concentration of wealth is one that few financial planners can afford to ignore.

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