Overview
According to the CFP Board, male certified financial planners outnumber female CFPs roughly four to one. Meanwhile, some estimate that by 2030, women will control as much as two-thirds of the nation’s wealth. These two statistics present an interesting dynamic: The growing number of women seeking financial advice will most likely end up receiving it from a male financial professional. But are financial professionals prepared to engage and retain these female investors as clients?
Janus Henderson’s Women and Wealth programs provide financial professionals with ideas and best practices when working with female clients, as well as actionable strategies to empower clients to take charge of their financial futures.
Our Experts
Our team is female-led and specializes in a variety of topics. Tapping not only into their industry knowledge and expertise, our speakers weave in their personal experiences to provide unique perspectives and a differentiated approach.
Taylor Pluss, CFP®, CRPS®, CDFA®
Senior Retirement Director
Marquette Payton, CRPS®, CDFA®
Director, Practice Management Consultant
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Connect with Us
Interested in receiving the latest insights on behavioural finance and wealth planning strategies straight to your inbox?
Subscribe to receive regular wealth management updates, including new insights, events and content for you and your clients.
Overview
According to the CFP Board, male certified financial planners outnumber female CFPs roughly four to one. Meanwhile, some estimate that by 2030, women will control as much as two-thirds of the nation’s wealth. These two statistics present an interesting dynamic: The growing number of women seeking financial advice will most likely end up receiving it from a male financial professional. But are financial professionals prepared to engage and retain these female investors as clients?
Janus Henderson’s Women and Wealth programs provide financial professionals with ideas and best practices when working with female clients, as well as actionable strategies to empower clients to take charge of their financial futures.
Our Experts
Our team is female-led and specializes in a variety of topics. Tapping not only into their industry knowledge and expertise, our speakers weave in their personal experiences to provide unique perspectives and a differentiated approach.
Marquette Payton, CRPS®, CDFA®
Director, Practice Management Consultant
Taylor Pluss, CFP®, CRPS®, APMA®, CDFA®
Defined Contribution Specialist
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Connect with Us
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