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Did you know women control the majority of wealth and that percentage continues to rise? Angie O'Leary, Head of Wealth Planning at RBC Wealth Management recently provided six strategies for financial advisors to navigate the unique needs of their wealthy women clients. The first know thyself is understanding their money script. Read this article to learn about the other strategies she touched on.

Every segment of the America's diverse business community faces its own unique hurdles and successes, and Wells Fargo has resources to help our communities' business owners find success! Check out some of the resources that we have published specifically for women-owned businesses and let me know how I can help! #smallbusiness http://on.wf.com/6040pvVlu Did you know that between 2019 and 2023, the number of women-owned businesses increased at nearly double the rate of their male counterparts? Not only are women-owned businesses growing in numbers, but they're growing faster. Check out the 2024 Wells Fargo Impact of Women-Owned Business report, which chronicles the fast growth of women-owned businesses over the past few years. #WeAreWellsFargo http://on.wf.com/6043pvVlT

I meet many women who feel that financial planning and investing are really complicated. So to kick off Women's History Month, here's a little thought nugget... Taking control of your money can be as simple or complex as you want it to be. #WomensHistoryMonth #FinancialEmpowerment #MoneyMyths #WomenAndMoney #FinancialLiteracy Wooster Square Advisors LLC

Today, more than ever, women recognize the vital importance of taking control of their financial futures. Whether it's pursuing career ambitions, supporting loved ones, or simply ensuring security, financial independence is non-negotiable. Cresco's Sheena Schreiner and Jennifer Williams have been named by Wealth Professional Magazine as "Top 50 Women in Wealth", they regularly hold seminars teaching financial literacy and empowering other women to take control of their financial well-being. If you're interested in learning more, please reach out to us! Let's break barriers, shatter stereotypes, and embrace the journey towards financial empowerment. #Crescowealthmanagement #yyc #calgary #Womeninwealth #FinancialIndependence #BreakingBarriers

Tonight I attended Kelly Ann Winget book release party for “Pitch The Bitch - Grab Your Financial Future by the Bags”. This woman is the CEO of Alternative Wealth Partners, LLC and she has taught me about money. This book speaks directly to women about taking control of their wealth. It’s about time someone speaks directly to me instead of down to me about money! #investingstrategy

"It’s not just about managing wealth; it’s about planning for futures and fulfilling dreams. That’s the essence of what we do.", Eva Marina Ovejero, managing director at Alex. Brown - Raymond James comments in our latest Citywire Women in Wealth feature. Discover how Eva's strategic insights and commitment to client relationships helped propelled her career forward. https://lnkd.in/ecYYWGHN

Our dinner events always sell out because more and more women want to be in the KNOW. This is the place to be for serious female investors who want to lock down their wealth. -Are you a woman who has created your own financial success? -Do you have complex needs that cannot be addressed by one person alone? -Do you often question, "who can I trust?" when it comes to financial matters? The Future of Finance is Female! Join us for an exclusive dinner & presentation on July 17th. Drop a key below, this event is by invitation only! #investors #womeninbusiness #finance #wealthtrajectories

I encourage anyone who is interested in this webinar to sing up. Start 2024 with your finiancials goals in mind with Alex Perez

The recent article "Why Are More Women Clients Than Ever Firing Advisors?" by Tracey Longo, highlights a growing trend of dissatisfaction among women investors towards their financial advisors, leading to an increased rate of them switching advisors. Key issues causing women to fire their advisors include poor customer service, lack of personal connection, and poor performance, with the percentages of women citing these reasons showing significant increases from a 2019 benchmark study. Bridget Venus Grimes, CFP®, founder of WealthChoice LLC and co-founder of Equita Financial Network, underlines the necessity of earning trust through understanding and addressing the unique challenges women face, which can impact financial plans. The overarching message is that the financial advisory industry needs to better align with the needs and expectations of female clients to retain their business and build trust. Read the full article - link in the comments.

Equitable Advisors’ support, flexibility, and client first approach works for Nasha Knowles. Find out why she chose supported independence to deliver the most value for her clients and grow on her own terms. Ready to have a conversation? Let’s connect. https://lnkd.in/eHmNETBU @equitableadvisors #Financiallegacy #womenandmoney #investinyourself #empowerwomen #womeninfinance