Breaking the Boys' Club: Women's Rise in Wealth Management

A massive $30 TRILLION wealth transfer is coming and women are taking the lead! In this episode, Erin and Erica discuss the biggest financial shift of this generation and what it means for the future of investing.

Find out more about:

1. Why millennial women are set to inherit the bulk of boomer wealth
2. The surprising truth about women's investing styles vs. men's
3. Impact investing trends that are reshaping portfolios
4. Green bonds, affordable housing, and other alternative investments driving change
5. Why the "women aren't interested in finance" myth isn't true

The episode also addresses the historical barriers women have faced in finance. Until the 1970s, women needed a male signature just to get a credit card! Now, they're about to control the majority of U.S. wealth. Advisors will need to adjust through education, empathy, and understanding of women's unique investment goals and risk tolerances, to be ready to serve this growing demographic.

For Financial Advisors:

1. Advice for connecting with female clients
2. Understanding risk tolerance differences
3. Building trust with first-time investors
4. Creating impact-focused portfolios

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Source: Forbes Report on Generational Wealth Transfer