Many women-owned businesses aren’t working with a financial professional and could benefit from professional guidance. Just 77% of women business owners said they work with a financial professional for business goals, in the Allianz 2023 Women-Owned Business Study.* That leaves many women-owned businesses without financial guidance.
Women-owned businesses could benefit from personalized guidance and are unique clients for financial professionals. And the vast majority of owners (92%) said it is important for an advisor to have experience and knowledge in issues specifically related to women-owned businesses.
Here are four ways you could help them.