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Marketing Financial Services to Women: What Advisors Need to Know

calendar_today September 1, 2026 person SmartAsset Team domain smartasset

Financial advisor marketing has traditionally centered on investing, performance and wealth accumulation, but that approach may not always align with what women are looking for from financial advice. Women are already primary decision-makers on investment choices in 69% of households surveyed by CFP Board, and their financial influence is expected to grow as wealth changes […] The post Marketing Financial Services to Women: What Advisors Need to Know appeared first on SmartReads by SmartAsset .

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