The U.S. financial industry is at the brink of the largest wealth transfer in history towards women, yet many marketers are unprepared for this shift.
With an estimated $11 trillion expected to be inherited by women, the financial industry must adapt to their needs, as they largely drive family economic decisions.
Currently, 72% of financial advisors are men, which leads to a gap in understanding and addressing the unique financial preferences and concerns of women.
Investment firms have historically marketed to men, focusing on short-term gains rather than the long-term stability that research shows is more appealing to women.
Collection
[
|
...
]