Dimensional communities bring financial advisors together to share expertise around investment solutions, client messaging, and business strategy.
The Women & 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 advisors globally.
Know someone who might benefit from the Women & Wealth Community? Reach out to firstname.lastname@example.org.
“How do we make their money make sense in their lives—and what their lives may look like in the future?”
— KARA DUCKWORTH, MERCER ADVISORS
Leading financial advisors share their thoughts on how to enhance the client experience for women in the following videos: