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How Financial Advisors Can Effectively Market to Female Investors

Sibongile Ngako is a Harvard-educated corporate fintech and compliance executive leveraging her expertise and background to help empower women professionally, personally, and financially. Multiple income streams help safeguard your budget and secure your retirement.

Of course this is US data, but similar trends happen in Canada. Brookstone Capital Management, LLC and its representatives are in compliance with the current filing requirements as required by those states in which Brookstone Capital Management, LLC maintains clients. Brookstone Capital Management, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Similarly, the “Share a Coke” campaign by Coca-Cola, which featured gender-neutral labels and encouraged personalization content marketing, resonated strongly with female consumers seeking inclusivity and self-expression. For example, successful gender-neutral marketing campaigns have emerged as influential examples over the past decade. Nike’s “Dream Crazier” campaign, which celebrates female athletes generated significant buzz and garnered positive feedback from women across various age groups. Traditional gender-based marketing campaigns that rely on the color pink have proven ineffective in capturing the attention of today’s dynamic female demographic.

Read more about women and investing basics here.

By setting up automatic retirement plan contributions from your paychecks as soon as you start with a new employer, you never see that money in your bank account and will barely realize that it’s been taken out. Just make sure that you increase your contributions any time you get a raise or bonus. They cull through the financial pages in newspapers or online and read financial magazines and books.

They still wanted to be able to travel, shop without worrying, and enjoy dining out with friends. “People want to work with financial professionals who understand what they are going through and what they will go through,” Stafford says. You’ll receive an automated email confirming receipt of your request shortly.

This group, affectionately known as PANKs — “professional aunt, no kids,” an acronym coined by author Melanie Notkin — numbered roughly 23 million in 2012, or 1 in 5 American women. The PANK lifestyle is increasingly popular for those of us who enjoy spending time and money on our nieces and nephews, yet take our professions seriously and put them first.

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