Mari Adam was part of a select group of executive women in wealth management invited to Atlanta March 4-5 to take part in the Financial Advisors Women’s Summit, hosted by United Capital Private Wealth Counseling.
The Summit focused on the challenge of building the “Firm of the Future,” and addressing the professional and personal needs of women in wealth management in their role as trusted financial advisors to women – and men – across America.
Seasoned participants shared best practices for understanding and improving the client experience for both men and women, and cutting-edge techniques to help clients live their most fulfilling financial lives.
Here’s an interesting fact about women and money that illustrates why supporting female advisors is such a pressing problem:
While many women seek out women financial advisors, there are simply not enough women advisors to go around.
- In 2013, women controlled 51% of all U.S. personal wealth assets.
- Yet, 80% of women report feeling “misunderstood” by the financial services industry.
- There aren’t enough women advisors to go around.
- Women still make up less than 23% of all Certified Financial Planner (CFP) professionals in the U.S.
- Less than 10% of all investment advisory firms are actually owned by women. We’re proud to be part of that small minority!