When looking to strengthen and retain client relationships, as well as identifying the next growth opportunity, financial advisors have learned a simple and powerful lesson: Pay close attention to demographics and align yourself accordingly.

For decades the advice industry has been focused on a male audience, resulting in books of business primarily weighted to a male population. However, the markers of transition are difficult to ignore. Wealth is shifting to new demographic groups, requiring advisors to re-evaluate their approach to client engagement in general and to women in particular.

Register or login for access to this item and much more

All Financial Planning content is archived after seven days.

Community members receive:
  • All recent and archived articles
  • Conference offers and updates
  • A full menu of enewsletter options
  • Web seminars, white papers, ebooks

Don't have an account? Register for Free Unlimited Access