Women and Wealth
Dimensional communities bring financial professionals together to share expertise around investment solutions, client messaging, and business strategy.
The Women and Wealth Community started with a simple question: Is serving women different? Whether we are talking about common hurdles women may face or what contributes to their financial peace of mind, our efforts are built on real-world experience from hundreds of advisers globally.
Financial professionals interested in joining Dimensional’s Women and Wealth Community can contact [email protected].
— KARA DUCKWORTH, MERCER ADVISORS
Leading financial advisers share their thoughts on how to enhance the client experience for women in the following videos:
Building Trust Through Connections
Becoming An Empathetic Adviser
Insights from the Women and Wealth Community
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Women and Work: Meeting the Needs of Professional Women
Many professional women need expert advice—not only to help achieve financial goals but also to support them in leading richer, more successful lives.
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Giving Her Values a Starring Role
Incorporating a woman’s values into her financial plan can give money positive meaning and build trust.
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