The "Feminization of Wealth" refers to the significant shift in wealth distribution towards women. It's important for financial advisors because women are controlling an increasingly large portion of global assets. This trend creates an unprecedented opportunity for advisors to expand their client base and services by addressing the unique financial needs of women.

The "Dinner Party Test" refers to how a client's wife introduces you at a social gathering. If she says, "This is my husband's financial advisor" instead of "This is my financial advisor," it signals a missed opportunity to connect with the woman who will likely inherit and manage a substantial portion of the family wealth. It matters because 70% of widows² switch financial advisors within a year of their spouse's death, highlighting the importance of building strong relationships with both spouses.

Women-specific financial services are necessary because:

• Women are becoming primary beneficiaries of the largest generational wealth transfer in history
• They often have unique financial goals and concerns
• Many women seek new wealth management relationships when taking over household financial decisions Advisors can adapt by:

• Understanding the unique needs of women clients
• Building trust and long-term relationships
• Using tools and resources specifically designed for engaging women clients

By 2030, women are expected to control $30 trillion in assets¹. This growth is driven by several factors:

• Rising earnings for women
• Continued growth in women's entrepreneurship
• Inheritance, particularly as male baby boomers pass away and their assets are transferred to their wives
• Increased workforce participation of women
• Higher education rates among women

The program offers:

• Themed Marketing Packages (PowerPoint presentations, invitations, landing pages, etc.)
• Comprehensive Planner for creating successful events
• Library of Content (seminars, white papers, presentations)
• Customized Videos about the feminization of wealth
• The Dunham Discussion Deck (financial goal cards to facilitate communication)

Financial advisors can benefit by potentially:

• Expanding Assets: Developing new client relationships and expanding existing ones with women clients
• Attracting New Assets: Leveraging targeted marketing strategies to attract female investors
• Retaining Assets: Building long-term, trusted relationships with women, leading to better client retention The brochure cites a McKinsey PriceMetrix analysis³ indicating that firms could see one-third higher revenue potential just by retaining baby-boomer women as clients.