Why Prudential Needed Real Data on Women’s Financial Lives

Women’s Financial Survey: After the success of the Stepping Out Conference, Prudential realized that educating women was only part of the equation. To lead the industry and better serve this audience, they needed to understand women’s financial habits, challenges, and goals at scale.

Thus, the Prudential Women’s Financial Survey was born—a biennial national research effort aimed at exploring how women think about money, investing, and long-term financial security.

To help guide and promote the campaign, Prudential partnered again with TheMoneyCoach.net.

How TheMoneyCoach.net Turned Research Into Reach

Lynnette Khalfani-Cox advised Prudential on both the strategy and execution of the survey—offering guidance on:

• What financial questions women actually want answered 
• How to craft messaging that avoids jargon or corporate speak 
• How to translate research findings into media-ready talking points 
• How to use the survey as a gateway to broader brand trust and visibility 

Together, the teams created an engaging, repeatable campaign that would become a signature piece of Prudential’s thought leadership.

Turning Data Into Dialogue and National Headlines

The survey uncovered key findings about:

• Women’s retirement savings gaps 
• Underinvestment in the stock market 
• Debt burdens tied to caregiving 
• Growing interest in entrepreneurship and wealth-building 

With these insights in hand, Lynnette helped Prudential turn the data into:

• TV appearances and press coverage 
• Social campaigns with key stats and quotes 
• Internal trainings and advisor talking points 
• A tool to shape future product development and messaging 

Prudential wasn’t just sharing facts—they were leading the conversation.

Long-Term Impact and Industry Influence

The Prudential Women’s Financial Survey:

• Ran every two years for over a decade 
• Was cited by other institutions, media outlets, and financial bloggers 
• Helped inform other companies’ DEI and marketing strategies 
• Cemented Prudential’s status as a champion for women in finance 

It also became a repeat collaboration between Prudential and TheMoneyCoach.net, blending research, media strategy, and authentic storytelling.

Frequently Asked Questions

What was the purpose of the Women’s Financial Survey?

To gather data about women’s financial habits, beliefs, challenges, and aspirations—and use that data to inform both the public and Prudential’s offerings.

What role did TheMoneyCoach.net play?

Lynnette helped craft the questions, advised on tone and messaging, and translated the data into national media coverage and public engagement.

What topics did the survey explore?

Everything from retirement readiness and credit use to investment behavior, financial stress, income sources, and decision-making trends.

Did the survey generate media attention?

Yes—extensive press coverage followed each release, with Lynnette often appearing in interviews to break down the findings.

Is this model replicable for other financial institutions?

Absolutely. It’s a proven strategy to build brand authority while creating actionable insights—and TheMoneyCoach.net can help develop similar research-based campaigns.

Final Takeaway

With the Women’s Financial Survey, Prudential turned data into influence. And with TheMoneyCoach.net’s support, they didn’t just learn more about their audience—they amplified those voices across the country.