• Log In
  • Account Access
  • Contact Us

    Pre-Sales Support

    Mutual Funds and ETFs - 800-456-7526
    Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET
    Friday: 8:00 a.m. – 5:00 p.m. ET

    ETF Trading Support - 415-315-6600
    Monday-Friday: 9:30 a.m. – 5:00 p.m. ET

    Post-Sales and Website Support
    888-843-7824
    Monday-Friday: 9:00 a.m. - 6:00 p.m. ET

Effective Prospecting for Women Investors

The $22 Trillion Opportunity

Today women control 51% of U.S. wealth: $14 trillion. By 2020, that amount will grow to $22 trillion.1 Women also stand to inherit $42–$110 trillion over the next 30 years.Yet women investors remain a largely underserved demographic.

  
Learn:

  1. How to identify existing opportunities in your book of business
  2. Three prospecting questions specific to women
  3. How to communicate your skillset and differentiate yourself using “The Good, The Bad, and The Risky” conversation
womenexcerpt_thumbnail

Actionable ideas to engage women investors

Hear Dave Ingram, Regional Vice President, Hartford Funds, share his proven strategies.


Next Steps

  1. View our Women and Investing client seminar resources
  2. Watch The $22 Trillion Opportunity webinar replay
  3. Want to learn how to apply these insights to your practice? Send us your email

1 Women now control more than half of US personal wealth, which 'will only increase in years to come,' Business Insider, 4/7/15


 
119493-1