Building the Ideal Relationship with Women Clients – New York Life Investments – 3.28.19

Summary:

Now On Demand.

According to a New York Life Investments study, most female investors switch financial advisors for reasons other than investment performance. However, women represent a significant opportunity. Today, women control a substantial amount of wealth, $14 trillion, in the U.S. according to Forbes, and control 70-80% of all consumer purchasing. However, while women control more than 60% of all personal wealth in the country, they invest 40% less than men. The actionable insights delivered through this in-depth research are therefore designed to help advisors benefit from these industry dynamics through client acquisition, retention and referrals.

Join us for a live webcast to discuss:

• Why women investors matter in your business
• Our research methodology
• Client segmentation
• Five attributes of the ideal relationship with women
• Relationship best practices
• Incorporating our research into your investment process

Speakers:

Jac McLean is the Head of U.S. Distribution at New York Life Investments. He is responsible for building and leading distribution and strategy across intermediary channels in the U.S. He oversees Agency Relationship Management, Retail Distribution, Global Relationship Management, and the Advisory Consulting Group.

Jennifer Tarsney is the Director of Practice Management at New York Life Investments. In her role, Jen is responsible for the development and delivery of practice management thought leadership to assist both senior management and advisors in understanding key trends and best practices in asset and wealth management.

Lauren is an economist and strategist for New York Life’s Multi-Asset Solutions team, which manages over $11 billion in client solutions. Her work focuses on mapping global economic and geopolitical trends to actionable investment insights.