Man, you have a problem!

Most male advisors aren't very effective in relating to Boomer women. That’s why widows fire their advisor 70% of the time! The truth is, males need new insights and skills in order to best serve Boomer women investors. If you get this right, you have one of the keys to a revolutionary business opportunity. Our unique, female-led coaching program gives you the skill set you need to maximize your personal success. But you need even more than this.

Women & Income sets a powerful new standard in marketing specifically designed for Boomer women. With guaranteed leads, combined with protected territories, participating advisors have a clear path to achieving outsized growth. Financially, there's a lot at stake. Nothing less than a revolutionary shift in the scale of wealth women will control has begun to unfold.

By 2030, American women are expected to control much of the $30 trillion in financial assets that baby boomers will possess a potential wealth transfer of such magnitude that it approaches the annual GDP of the United States.

Source: BCG

Miss out and you effectively sacrifice your future success. Our message is, don't miss out! Be one of the only 500 financial advisors in the U.S. who will offer Women & Income
Too many firms rely on broad assumptions about what women are looking for, resulting in products, services and messaging that can feel superficial at best and condescending at worst.

Source: McKinsey

80% of Men Die Married

Source: Merrill Lynch

80% of Women Die Single

Source: Merrill Lynch

70% of Women Fire the Male Advisor

Source: Merrill Lynch

Male Advisors Dominate in Number


Source: Merrill Lynch

And They Make Flawed Assumptions
  1. Assuming a man is the decision-maker
  2. Assuming a woman wants direction
  3. Assuming that a couple’s finances were merged and jointly invested
  4. Assuming that all women are more risk-averse
  5. Assuming that women are less knowledgeable than men about investing
  6. Misinterpreting her silence and nodding as agreement
  7. Unintentionally talking down to her
  8. Making her feel undervalued
  9. Not understanding/respecting her life journey and its implications
  10. Assuming women who are mothers think the same way as women without children
  11. Making assumptions about how grandmothers want to support their grandchildren