October 5, 2010

According to Registered Rep, most women are happy with their wealth managers. The big exception are those with $1 to $5 million in assets. For the $500,000 – $1M only 2% are Very Dissatisfied and for the $5M to $50 million it’s 14% but for the $1M – $5M it’s a whopping 32%! If you have women clients in that segment you might want to circle back to be sure you’re not in that 32%. If you’re looking for new clients, it might be a segment worth exploring.


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