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Serving Women Investors Better Is A Recipe For Growth For Financial Advisors

Mike Langford
Mar 31, 2022

It seems that everywhere we look we see another study or statistic that highlights the rising power of women investors. Whether it's the $30 Trillion of Baby Boomer wealth that women are predicted to control by 2030 or the fact that 60% of today's college students are women, opportunities abound for financial advisors who focus on serving women investors. 

In this episode of The Modern Financial Advisor Podcast, Lacy Garcia, CEO of Willow offers several areas where financial advisors can better serve their women clients. Sometimes it is as simple as opening your Rolodex for the women in your client roster and making introductions. 

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The information, analysis, and opinions expressed herein are for general information only. Nothing contained in this podcast is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The statements contained herein are based upon the opinions of third-party sources. Information obtained from third party sources is believed to be reliable but not guaranteed. All opinions and views constitute the judgments of the author(s) as of the date of recording and are subject to change at any time without notice. 

Resources Related to this Episode:
Below is a list of resources mentioned in this episode or related to the topics we discussed: 

  • Women as the next wave of growth in US wealth management - This is the McKinsey study mentioned a few times in this episode.  
  • Women's History Month - March, when this episode was recorded, is Women's History Month. It's a great time to explore some of the women who shaped today's world.  
  • Women In VC - Lacy mentioned the challenges many women founders face when it comes to raising capital for their startups. With a little digging, it's easy for a financial advisor to discover communities like  "Women In VC" to add to your resource toolbelt for your female clients. 
If you have any questions, comments, or even ideas for new episodes, feel free to reach out. If you like what you hear, make sure to subscribe to one of our channels listed above.

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