The $101 Trillion Opportunity: Winning Women Wealth Holders
The Great Wealth Transfer is underway, with over $100 trillion shifting to women who will soon control the majority of financial decisions.
Legacy wealth models weren’t built for women, and financial institutions now face a massive readiness gap with this critical segment.
In this session, you’ll learn why one-size-fits-all wealth models fail to resonate with women — and how to retool your approach across segmentation, product strategy, and engagement. See how women’s financial priorities differ fundamentally from legacy assumptions, with protection and financial security driving decisions over risk-based returns.
Learn strategies for connecting with women wealth holders across roles, generations, and wealth segments — from surviving spouses managing inherited assets to younger women making independent financial decisions for the first time.
This webinar will teach banking executives:
- What institutions must do now to compete in a female-driven wealth economy
- Why women prioritize financial protection over risk-based returns — and how that reshapes product strategy
- Segmentation and personalization strategies that connect with women decision-makers across wealth segments
- How to build trust and credibility with a demographic that legacy models have historically underserved
- How women’s financial decision-making differs across roles and generations — and what that means for engagement
- Practical steps to retool retail wealth models before competitors capture this segment
Meet the Experts
- Andrea Heger, CEO at Franklin Madison
- Dr. Heather Kidwell (DSL), Founder, Humanity Driven Leadership
- Jim Marous, Banking industry influencer and podcast host
Register for this upcoming webinar.
Can't make it to the live webinar? Sign up now, and watch the on-demand video recording later.
