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Women and WealthWealth Management
Women and Wealth
Let Us Help You With The Tough Conversations
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At some point in their lives, 90% of women will be solely responsible for finances1, and nearly half of women – 44% – are the primary breadwinners in their households today2. But with only 27% of married women saying they “take control” of financial and retirement planning2, already, how prepared are your clients for this responsibility?
The reason that someone would want to partner with us on women and investing events is because it really helps a financial advisor build their practice, what the value is of working with this advisor…
“A lot of this comes to working with someone who can help you formulate a plan, have that holistic look of your entire financial picture.”
The other part of it is 90% of women will be solely responsible for the household finances and are not prepared and are not feeling confident…
“It affects so many of us…”
So this is an opportunity to provide education to a group of people who really need our help. Women are all about relationship building and storytelling…
“I want to share with you my personal story.”
So when you take them into a comfortable environment where they could let loose, it really helps them to be able to talk about things freely.
“Some staggering statistics that are specific to us women.”
We cover things like negotiations, we talk about financial security and how do women go about building that for their futures…
“Some strategies that you all can employ for a successful financial future.”
We can talk about estate planning, we can talk about social security for women, because there are unique nuances that apply specifically to them that they need to know about…
“There are twice as many women over the age of 85 as there are men.”
There are two things that I relish the most about these events. One is creating an environment that has inspired these women to want to work with a financial advisor and seeing the value firsthand that that would bring. And two is the gratitude that I see from these women at the end of the presentation. I have had women come up to me, embrace me, so it makes me feel good like I am making a difference in their lives.
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Women face a unique set of challenges when it comes to achieving financial security. Associate Retirement Director Marquette Payton discusses how Janus Henderson’s Women & Wealth events foster an environment where female investors can speak openly about their experiences with money and learn the value of working with an advisor. The events are designed to educate female clients on a variety of topics ranging from estate planning and social security to life transitions.
- Women and Divorce – Helps advisors better navigate emotionally charged conversations, build rapport and provide guidance on critical topics such as division of assets, tax planning and other issues that can help assure greater financial stability.
- Women and Widowhood – Helps advisors create better rapport with female clients facing difficult life transitions such as widowhood and provides tactical retirement and tax planning strategies unique to this specific situation.
These presentations educate clients on the unique challenges women face as well as managing finances and retirement planning and understanding the importance of creating a network of financial professionals.
- Women and Wealth: A Practical Approach to Financial Security at Any Age – Includes important strategies for addressing the unique financial challenges facing women in any phase of their life
- Women and Wealth: What Baby Boomers Need to Know – Covers actionable and timely strategies for clients to consider as they near retirement or have to deal with financial and estate planning on their own
- Retirement is Closer Than You Think – Discusses the challenges of retirement planning and ways to overcome the hurdles of saving. Attendees will learn actionable and timely strategies to consider as they plan for retirement
- Savvy Social Security Planning for Women – Provides information on what female clients need to know about claiming benefits
- Women and Negotiations – Highlights aspects of negotiating that differ between men and women
- King Lear, “Tony Soprano” and the Lessons of Wealth Transfer – Helps advisors and their clients build successful wealth
1 “Kiyosaki, Kim. “What Millennial Women Can Teach You About Financial Security.” Richdad.com, June 2, 2016.
2 “Financial Experience and Behaviors Among Women Study.” Prudential, 2014-2015.
Learn more about the experts behind our Advisor Resources programs and strategies.
Retirement Director Taylor Pluss shares what clients considering divorce, or who already pay alimony, need to know for their 2018 tax return and beyond.
Utilize these tactics to establish rapport and trust with clients, fostering a better relationship and helping you retain female clients.
This task list can help widowed clients navigate through the time of transition and ensure basic financial needs over the next 12 months.
Use this checklist to help divorced clients ease the transition, avoid emotional decision-making and make smart choices resulting in financial stability.