Women & Investing Lessons for Success: Strengthening Relationships and Transforming Your Business – New York Life Investments – 5.28.19

Summary:

Now On Demand.

A recent New York Life Investments research study found that:

• 70% of women with investable household assets above $250,000 have an existing advisor yet, 38% of women are less than completely satisfied with their financial advisor
• 67% of female investors change advisors for reasons other than financial performance
• 55% of women share their experiences with financial advisors amongst friends and family
• 62% of women believe that they have unique financial challenges

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. Our proprietary relationship masterclass on strengthening relationships, uncovers simple behaviors that ensure retention and drive acquisition with female clients.

Join us for a live webcast as we discuss how to improve retention and increase acquisition by:

• Breaking unconscious exclusion
• Rethinking roles
• Rescuing relationships
• Education is a passport
• Operating on her terms
• Results with relationships

Speakers:

Ian Forrest is the Global Chief Marketing Officer (CMO) of New York Life Investment Management (NYLIM). He is responsible for NYLIM’s marketing strategies across its entire business, including the firm’s U.S. intermediary and global alternatives and institutional efforts.

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.