Transforming

The Traditional Ecosystem

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The Lotus Triangle of Women

When it comes to the financial landscape, Lotus sees opportunities for three interdependent groups of women:

  • Investors: Women are expected to control close to $30 trillion in private wealth by the year 2030. They will need help managing this money—preferably by women advisors.
     

  • Advisors: Today, only about a third of all advisors are women, and even fewer hold the prestigious CFP (Certified Financial Planner) designation.
     

  • Leaders: The best way to bring on more women advisors is to promote more women into leadership roles so that they can recruit more women into the industry. We need young women entering the workforce to see role models who look like them in C-Suite positions.  

Here's what this means for