Photo of women investors participating in a workshop.
ENGAGING WOMEN INVESTORS

Outreach Toolkit

Put it into practice: Establish and deepen client relationships with these tools designed for outreach and engagement.

Finding and Funding Your “Why”

Help women identify their financial beliefs and motivations in a customizable workshop format.

Get the Workshop

“Finding and Funding” worksheet

Help workshop attendees determine their financial decision-making role with this printable, interactive worksheet.

Download the Worksheet

Women’s Monthly Meetup

Create opportunities for engagement and community by offering financial education through a casual, fun event series.

Get the Start Up Guide

Women as Money Mentors

Empower women to become financial mentors. Includes 12 lessons with corresponding guide and social posts.

Access the Program

Investor presentation library

Build your own event series or financial literacy boot camp from our comprehensive collection of turnkey, client-ready content.

Explore the Library

Want more? Contact a sales representative today to access free, customizable marketing materials—including social posts and email templates—to promote your presentations and events.

Engaging Women Investors: Foundational toolkit

Understand and empathize. Use these resources to gain insight and develop skills for authentically connecting with women investors.

Access the Toolkit

Engaging Women Investors: Client Resource toolkit

Educate and empower. Help your clients achieve their goals with printable and customizable resources.

Access the Toolkit
Return to Engaging Women Investors overview page

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Learn more about how we can help you, your clients, and your practice succeed.

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202403-3374741

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