5 Facts About Female Clients

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5 Facts About Female Clients

Oct 16, 2017

Female clients are nothing new – this is 2017, after all – but many women have begun paying attention to their savings and retirement plans and leveraging the expertise of an advisor to do so.

Here, then, are five facts about female clients that, while seemingly common sense, can help advisors better service more female clients…

Women can be great investors.

“The reality is women have certain predilections that can make them very good investors,” says Eleanor Blayney, [CFP®], special advisor on gender diversity for the CFP Board Center for Financial Planning, [Inc.]. “They’re not chasing basis points of return.” Read more >

By Myra Thomas
October 16, 2017 

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CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call themselves a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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