Women, Wealth,
and Worth

Women as the Chief Financial Officer of their households

As the definition and composition of families have changed, so has the "traditional female role" with respect to money and financial strategies. Over the course of the past several decades, women have made unprecedented strides and achieved previously unheard of levels of power. They are leading many sectors of the business world and are projected to control 60% of the nation's wealth.*

Whether by circumstance or by choice, women are finding themselves in roles where they must be responsible for long-term financial needs and security. As women have become more empowered in the workplace, they have also become more empowered in handling financial matters. These changes are creating new opportunities for financial services providers who better understand and better respond to the financial needs for women.

*"Allianz Women, Money and Power Study". 2006.


  • 1

    62% of women still don't have a financial professional1

  • 2

    49% of women reported they have a great deal of responsibility for major financial decisions1

  • 3

    62% of women express strong interest in learning more about finances and retirement planning1

1"Women, Money, and Personal Reinvention". Maddy Dychtwald. 29 Feb. 2008

Marketing Materials

Women's, Wealth, and Worth Brochure Image
Print Collateral

Focused brochure to help Women of Influence learn more and how to get started with a financial professional.

Website Video Image
Website Video

A video geared towards women so they can better understand their role in the new traditional family.

Women at a Workshop Image
Workshop Marketing

A turnkey system to help attract and develop leads for your practice.

Image of a Family
Quantitative Study

This survey indicates new and changing social dynamics that have made the so-called "typical family" anything but typical.