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A massive wealth transfer to women is underway.

More and more women are in need of financial advice, but they also have unique needs and goals. Our white paper, “The Future Client is Female: How to Address The Needs of This Large Market,” describes how to:

  • Evaluate your approach as an advisor with your female and male clients; what’s the same and what differs
  • Understand the factors that are impacting women’s finances such as asset accumulation, longevity, and education attainment
  • Dispel myths about women and finance

Fill out the form and download your copy now to learn how you can benefit from this new thought leadership from The American College Center for Women in Financial Services.

COMPLETE THE FORM TO DOWNLOAD YOUR WHITE PAPER