Annette Bau, CFP™

The Affluent Women Market is a niche you simply can’t afford to ignore. When I began working with this niche market 20+ years ago, it was definitely under the radar. But today, women control 51 percent of all private wealth in the U.S.¹ and make up 43 percent of the North American affluent market with more than $500,000 in average assets.²

Affluent women are also decision-makers. Within three years of the death of their husbands, 70 percent of widows change their advisors.³ This is important because the average age of women at widowhood is just 56 -- leaving women in charge of the family finances for decades.

The opportunity 

Understanding the needs and habits of affluent women can give you great insights in regard to tapping into the potential of this valuable niche market.