High-net-worth women across the country need advisors right now. That's a fact. So why not join your peers among the growing population of female advisors to learn how you can tap into this demand by improving and expanding your business? Top female advisors from across America will gather in Chicago on June 12 for a one-day intensive session at SourceMedia's next Women Advisors Forum to share the secrets and strategies they use to boost their practices.
Their timing couldn't be better. A new study by Schwab Advisor Services finds that women represent 37% of high-net-worth investors in North America. But only 20% of these women use advisors. In total, 90% of these women are seeking holistic advice that goes beyond portfolio management. Yet the study, which looked beyond the Schwab population of advisors, found only half of firms have even a single female advisor.
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