If you are a female financial advisor who is not leveraging technology to help build your clientele, you might want to rethink your strategies. Carson’s 2025 State of Women in Wealth Management report reveals an overwhelming 89% of female wealth managers acknowledge technology played a significant role in their success—both in the office and at home.
Top Advisors Use Tech Tools to Scale Without Sacrificing Service
We surveyed 151 female financial advisors—51 with over $100M assets under management (AUM) each—and conducted in-depth interviews with 17 of the 51 top producers. Our research uncovered a recurring theme: Technology was almost universally identified as a key factor these advisors used to scale their practices without sacrificing quality of service.
Among the women surveyed:
- 36% credit the right technology tools as having been pivotal to early career success
- 29% identify technology as one of the most important keys to scaling their businesses
- 41% of high-AUM advisors consider finding the right technology solutions crucial to operational efficiency
One survey respondent said, “Embracing technology early was a game changer. Our customer relationship management (CRM), automation tools, and client portals allow us to focus on advising rather than administrative work.”
Any savvy female financial advisor may find these key insights about the intentional, strategic use of technology helpful. Technology has the potential to enable you to serve more clients while maintaining the depth and quality of relationships most advisors agree is pivotal to maintaining successful practices.
The best tech tools assist in creating assets advisors may turn around and use for their entire client list. For example, one email can be designed in an automated email CRM, which then automatically customizes that email to appear as though it has been individually written to every client. With one click, advisors are able to deploy one tailored asset to hundreds (or even thousands) of clients simultaneously.
Beyond Efficiency: Technology Helps Build Loyalty & Trust
The most prosperous women we studied for our new report set themselves apart through their early adoption of technology. They utilized tech to strengthen client relationships while creating more time for meaningful connections both in the office and at home.
The data tells a clear story: 64.71% of high-performing advisors name CRM systems as their most valued technological asset. These systems served to help advisors remember each client’s individual story, track important dates, and ensure relationships never fall through the cracks.
Social media provides the potential opportunity to stay top-of-mind, create a wide variety of touch points, and establish yourself as the go-to professional in your space. Building trust in this way is called “the mere exposure effect” in psychology.
Robert Cialdini, the famous psychologist and author of Influence: The Psychology of Persuasion, said, “Often we don’t realize that our attitude toward something has been influenced by the number of times we have been exposed to it in the past.”1 In other words, being exposed to a person, image, message, or brand can easily penetrate into our subconscious by flying under our radar.
While the mere exposure effect is often associated with traditional advertising and marketing tactics, social media has changed the game. Every female financial advisor has the opportunity to put the mere exposure effect to work—to build their own brand through repeatedly exposing their followers to their personal images, brand images (such as a logo), and organization’s culture and core values.
How to Use Tech as a Differentiator
The advantage, for any female financial advisor who becomes an early adopter of technology, is the potential to gain an enduring competitive edge. Your strategic tech adoption may help you to:
- Build practices that align with your values
- Achieve better work-life balance through operational efficiency
- Focus on cultivating authentic client connections
- Scale your businesses without compromising personalized service
The message is clear. Technology makes it possible to provide services to more clients, while ensuring each one feels valued. When used properly, it’s a scalable tool for creating a variety of touch points outside of one-on-one consultations. With each micro-interaction, you have the potential to build trust with your clients while simultaneously staying top of mind. Technology, like social media, may be used to differentiate your practices and to establish you as your local community’s authority in the wealth management sector. If you fail to own your space, another advisor is bound to come along and fill that vacuum.
Technology Roadmap: Build Practices & Put Clients First
Are you ready to learn how to use technology to grow your practices without sacrificing a client-first philosophy? Our researchers have compiled actionable insights and an easy-to-follow roadmap advisors may find helpful.
Carson’s 2025 State of Women in Wealth Management report was created to help you further your career in the financial advisory sector. It assembles data from surveys and interviews with top female financial advisors—many with AUM over $100 million each—to reveal the habits and practices that paved their way to success at work and at home. These phenoms want to empower every female financial advisor to follow in their footsteps. They understand the challenges you face. By sharing the importance technology played in growing their client base, developing a positive work-life balance, and delivering exceptional services, these ladies hope to help the next generation achieve their goals.
The Chinese philosopher Lao Tzu said, “The journey of a thousand miles begins with one step.” Will you choose to put their insights into action?
