{"id":128,"date":"2015-07-24T13:29:59","date_gmt":"2015-07-24T13:29:59","guid":{"rendered":"https:\/\/www.pamkrueger.com\/?p=128"},"modified":"2018-12-19T15:46:25","modified_gmt":"2018-12-19T15:46:25","slug":"mass-affluent-women-deserve-good-professional-financial-advice","status":"publish","type":"post","link":"https:\/\/www.pamkrueger.com\/mass-affluent-women-deserve-good-professional-financial-advice\/","title":{"rendered":"Mass-affluent Women Deserve Good, Professional Financial Advice"},"content":{"rendered":"

We used to be called the middle class. We\u2019re not exactly rich women but now we go by our much cooler name, mass-affluent. Our average net worth somewhere between $250k and $1 million. We\u2019re also a pretty powerful group\u2014 all totaled worth at least $1.5 trillion. We clearly have influence. Retirement planning is our number one challenge. Yet with all this spending power and such need for guidance, fewer than one in five mass-affluent women use a professional financial advisor.<\/p>\n

Elizabeth is a typical 50+ woman who just inherited $750k. She tells me she\u2019s been asking her questions online, on the phone and had appointments with reps at lower cost brokerage firms including Schwab. She says each time she asked the same question, she got a different answer. She\u2019s ready for an advisor relationship she just didn\u2019t have a clue where to start. The web was a lot of noisy clutter with no clear cut answers that fit her situation. She says a real investment advisor wouldn’t bother with her\u2014 after all, she\u2019s not wealthy.<\/p>\n

Just like tens of millions of others, what Elizabeth doesn\u2019t realize is she matters greatly. She can afford a hands-on, qualified financial advisor. Good advisors typically charge 1% or less in total fees (all in) and would be happy to manage her size investment account.<\/p>\n

I helped Elizabeth find and vet the advisor who understands her priorities. He\u2019s an independent advisor (RIA) and his firm recognizes women as decision-makers when it comes to investing. Here\u2019s the punch line\u2014 just one year ago, his advisory firm wouldn\u2019t accept a client worth less than $1million in investable assets. Not anymore. Today this same advisor (who manages close to $1billion) is actively looking for mass-affluent women. He says it\u2019s because he\u2019s figured out he can run his business more efficiently using software of his own, which in turn, saves his firm time and money. This is a big deal to me because I\u2019m now rolling out a brand new advisor matching technology. Elizabeth was my very first real user. There are thousands of advisors just like the one I described who value mass-affluent women just like Elizabeth. My job is to connect those dots.<\/p>\n

Ask an investment advisor a question\u2014 Free<\/h4>\n

We\u2019re operating in stealth mode for the next few months. Once we debut to the public, you\u2019ll find our advisor matching service at WealthRamp.com<\/a>. We have professional investment advisors on the WealthRamp platform and I\u2019m inviting you to participate in our pilot at no cost. Please reach me at pam@financialadvisorconnection.com<\/a> if you\u2019re interested in finding, vetting and connecting with a credentialed, professional financial advisor.<\/p>\n","protected":false},"excerpt":{"rendered":"

We used to be called the middle class. We\u2019re not exactly rich women but now we go by our much cooler name, mass-affluent. Our average net [\u2026]<\/span><\/p>\n","protected":false},"author":2,"featured_media":458,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[1],"tags":[],"yoast_head":"\nWomen Deserve Good, Professional Financial Advice - Pam Krueger<\/title>\n<meta name=\"description\" content=\"We used to be called the middle class. 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