The limited female representation in the financial services industry has been well documented. Although the numbers are climbing, just 20 percent of financial professionals in 2019 were women — a modest four percent increase from the 16 percent representation reported by Cerulli Associates1 in 2017. Our whitepaper discusses a few reasons why women are ideally suited for a career in the advice industry.

Among other topics, you will learn:

  • Why ‘The Great Wealth Transfer’ is putting more women in control of more assets than ever before
  • How the role of the modern-day financial professional is evolving
  • How women can take advantage of the flexibility our industry offers