Inspiring Women by Partnering in their Financial Growth – NYL Investments – 9.15.23


Title: Inspiring Women by Partnering in their Financial Growth
Date: Friday, September 15, 2023
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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To commemorate the five-year anniversary of our inaugural research on building ideal client relationships with women clients, New York Life Investments commissioned a new study with a focus on “progress made-to-date” and “identifying new areas of opportunity” to help financial professionals continue to grow their practice.

What we’ve learned is that:

  • Women clients continue to be more inclined to refer their financial professional 2.5x more than male clients – when satisfied with overall service and their business relationship.

  • Over the past five years, not only has progress not been made to foster better business relationships with women clients it appears that the industry has taken several steps backward.

  • Even though women investors control significant wealth, and are important financial decision makers, confidence in their knowledge and ability to make investment decisions has dropped to all-time lows of 20% – meaning that women investors crave more investor education and connectivity/engagement with their financial professional.

The disconnect between the financial professional and their women clients has grown significantly wider over the last five years – leaving much room for improvement. So, the question is: Why are women investors more disappointed, disengaged, and leaving their financial professionals today?

Join us for a live webcast to learn more about:

  • Strategies designed to help gain a greater understanding of women investors.
  • The tools needed to enhance relationships with women clients and continue to grow business.

Accepted for 1 CFP® / IWI / CFA CE Credit


Janet Koh Janet Koh Director – Advisor Advancement Institute New York Life Investments

Janet 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. She is a CE Certified Speaker and earned her Bachelor of Arts degree in Psychology from Barnard College of Columbia University.

This presentation is intended to be educational and informative in nature and is subject to change. It is not intended to be a forecast of future events or a guarantee of future results. The featured speaker appearing in this seminar is solely responsible for the content of this presentation, which may not necessarily represent the opinions of New York Life Insurance Company or its subsidiaries.

The Advisor Advancement Institute is a program within New York Life Investments. “New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company.