Win Her trust
Empower Your Female Clients
What Women Want From a Financial Professional – And How You Can Help Them Achieve It
Women control an expanding share of wealth — yet many remain underserved by traditional financial planning. Financial professionals recognize the opportunity, but connecting in ways that inspire confidence and loyalty often requires a different approach.
By adapting how you engage, you can become the financial professional she trusts — and the one she recommends.
Why Women Deserve Enhanced Support?
Women already hold a substantial share of assets, with control expected to approach $30 trillion within the next decade. At the same time, many face unique financial challenges: persistent income gaps, career breaks for caregiving, and longer lifespans that stretch retirement savings.
Too often financial advice does not reflect these realities — leaving women feeling overlooked or unheard. By acknowledging their experiences and addressing their goals, you can strengthen relationships, build credibility, and position your practice for lasting growth.
How Could You Earn Her Trust?
Financial professionals who lead with empathy and alignment to women’s values create a different kind of relationship — one that delivers impact for both clients and business. When women feel truly understood, they are more likely to:
Engage
In meaningful planning conversations
Commit
To financial decisions and long-term strategies
Refer
friends, family, and peers
Financial professionals who successfully connect with millennial women have reported up to four times faster revenue growth — underscoring both the business potential and the importance of trust.
How United Life can help
- Tools and insights to understand women’s unique planning needs
- Resources to build trust and foster long-term relationships
- Annuity solutions that support income stability, long-term growth, and financial confidence
The role of a financial professional
Earning a woman’s business is not just about offering the right product but also cultivating a relationship built on transparency, empathy, and inclusion is equally important.
You can stand out by:
- Listening actively, without assumptions
- Treating her as an equal financial decision-maker
- Sharing your personal story, values, and causes you support
When your values align with hers, she is more likely to choose you — and to refer others. Research shows that women who feel well-served may refer up to 26 friends, creating loyalty that drives growth.
We are here to help you Win Her Trust — and grow your business by connecting with one of the most powerful, loyal, and influential markets.
Supporting Underserved Communities
