Marketing Financial Services to Women - US - November 2012
“Women’s financial needs are not really any different from men’s. Everyone needs to save money, plan for long-term goals, and make investment choices that fit their own needs and personalities. What many women do need, however, is a greater understanding of the financial opportunities that exist for them. Financial institutions and advisers need to learn how to reach them so they can help women take advantage of their opportunities and create a better future for themselves.”
– Robyn Kaiserman, Financial Services Industry Analyst
Some questions answered in this report include:
- How financially powerful have women become?
- How does the difference in the way men and women view money and finances impact the industry?
- Where do women need the most help from financial professionals?
- How can the industry get women to listen?
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