About the Program.

Women of the Golden Rock

The financial world is evolving, and women are poised to control $30 trillion in assets by 20301. Dunham's Women of the Golden Rock program equips financial advisors with the tools and insights needed to serve this influential and growing client base.

Ready to serve this powerful market?

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The Feminization of Wealth:

Driven by higher earnings, entrepreneurship, and inheritance, women are becoming a dominant force in wealth management. This shift, known as the "Feminization of Wealth," creates unprecedented opportunities for advisors to meet the unique needs of women clients.

Want to learn more about the "Feminization of Wealth"?

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The Opportunity Is Now

Women often seek new financial advisors when they inherit wealth. 70% of widows switch advisors within a year of their spouse's death2. Dunham’s program ensures you’re ready to retain these clients and build lasting relationships.

Ready to serve this powerful market?

What We Offer:

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Themed Marketing Packages:

Ready-to-use tools for impactful events.

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Custom Content Library:

Tailored resources for women clients.

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Discussion Tools:

Engage both spouses in planning

Want to learn more about how we can help you support women clients?

Unlock Our Free Marketing Materials

Sources:

https://www.mckinsey.com/industries/financial-services/our-insights/women-as-the-next-wave-of-growth-in-us-wealth-management

https://fred.stlouisfed.org/series/LNS11300002

https://luisazhou.com/blog/women-in-business-statistics/

https://www.ml.com/articles/great-wealth-transfer-impact.html

https://www.goodcapitalinvestmentgroup.com/learn/women-and-wealth

Links:
Contact us:
(858) 964-0500
www.dunham.com

1 https://www.mckinsey.com/industries/financial-services/our-insights/women-as-the-next-wave-of-growth-in-us-wealth-management

2 Blair Duquesnay, “Women shall inherit the power of the purse, “Financial Advisor, April 11, 2019, fa-mag.com

3 McKinsey PriceMetrix, 2019. PriceMetrix is an integrated data and business intelligence platform for the wealth management industry. This analysis includes US industry surveyed households with $100,000 to $10 million in personal investable assets.

 

Disclosures:
This communication is general in nature and provided for educational and informational purposes only. It should not be considered or relied upon as legal, tax or investment advice or an investment recommendation, or as a substitute for legal or tax counsel. Any investment products or services named herein are for illustrative purposes only, and should not be considered an offer to buy or sell, or an investment recommendation for, any specific security, strategy or investment product or service. Always consult a qualified professional or your own independent financial professional for personalized advice or investment recommendations tailored to your specific goals, individual situation, and risk tolerance. 

Information contained in these materials are believed to be from reliable sources, but no representations or guarantees are made as to the accuracy or completeness of information.

All materials should be reviewed by a Financial Advisor’s Compliance Department prior to dissemination or private label branding. Dunham & Associates Investment Counsel, Inc. (“Dunham”) is not responsible for sharing materials that have not received compliance review. 

Dunham & Associates Investment Counsel, Inc. is a Registered Investment Adviser and Broker/Dealer. Member FINRA / SIPC.
Advisory services and securities offered through Dunham & Associates Investment Counsel, Inc. Trust services offered through Dunham Trust Company, an affiliated Nevada Trust Company.