A 21st Century Business Model That Ends Your Prospecting Headaches. And That's Just The Beginning.
You already know that women are the future of wealth management. And that they will control an estimated $30 Trillion in wealth assets by the end of this decade. You also know that, historically, the wealth management industry has done a poor job of addressing women's differentiated needs and objectives.
What you didn't know, until now, is that Wealth2k has developed the business model that provides the actionable steps for capturing your share of $trillions in investment assets. The linchpin of that model is Women And Income®, America’s first retirement income planning solution specifically developed for “Boomer” women.
Incorporating nothing less than a career-defining business opportunity, Women & Income™ enables forward-thinking financial professionals to deliver more to their prospects and clients: appealing financial education, a risk-mitigating, outcome-focused investing strategy, a personally-tailored, confidence-building income plan, and a one-on-one relationship with a financial advisor who…
Asks her in-depth personal questions.
Listens to her priorities
Conveys knowledge that builds her confidence, and,
Designs the income strategy that best meets her retirement security goals.
216 Ultra-Qualified Prospects Brought To You, Annually
THE LEADING RETIREMENT INCOME SOLUTION
The Income for Life Model is the leading process-based retirement income solution. Award-winning planning software and unique business-development capabilities create a solution that helps thousands of advisory firms provide their clients better retirement income planning.
Relied upon by thousands of successful income planning professionals, it's the #1 solution for retirement income distribution.
The Income for Life Model attracts average investments of $754,000. It provides clarity and confidence to investors seeking reliable income.
THREE-TIME BANK & SECURITIES INDUSTRY TECHNOLOGY INNOVATION AWARD WINNER
The Income for Life Model is the ideal solution for institutionalizing your firm's approach to the retirement income market. It enhances compliance, delivers consistent client outcomes, and creates unmatched context for product recommendations.
A Revolutionary Business Model for Capitalizing on the Women's Retirement Income Market
By 2030, American women are expected to control much of the $30 trillion in financial assets that baby boomers will possess. Whether you are a male or female advisor, this unprecedented transitioning of $trillions to female control could be an equally unprecedented opportunity to revolutionize your practice.
For the financial advisor, Women & Income™ is a new business model that addresses the most important dynamics of a successful business: attracting customers, a timely product that is in the customer’s best interest, competitive advantage vis-à-vis other advisors, territorial protection, scalability, exclusivity, and enterprise value-enhancement. It addresses a financial opportunity so incredibly large it’s challenging to comprehend.
THE MOST ADVANCED FINANCIAL ADVISOR MARKETING PLATFORM
The first prospecting solution that integrates and coordinates "smart" direct mail, Facebook advertising, Google search advertising and telephone response with tracking. All manageable in real-time from a dashboard.