What Women Want: Strategies to Gain and Retain Female Clients – New York Life – 3.21.18

Summary:

Now On Demand.

According to a recent study, only 10% of women believe that financial advisors pay equal attention to men and women.1 And, when we consider that women live longer and are projected to control $22 trillion of personal wealth by 2020, the need for financial advisors to develop meaningful connections with women clients becomes clear. Financial advisors who demonstrate an understanding of a woman’s personal situation and unique financial planning needs are well-positioned to grow their business and maximize the long term sustainability of their practice.

Join us for an in-depth conversation to:

  • Better understand women’s expectations when it comes to their financial advisor
  • Gain proven strategies around how to deepen relationships with women clients
  • Understand the importance of guarantees for women when it comes to retirement

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:

Stephen Rathford
Corporate Vice President, Retirement Income Solutions
New York Life

Stephen is responsible for helping National Brokerage firms and Banks build a well thought-out retirement distribution strategy for clients. With over thirty years experience in personal finance, Steve has been educating financial professionals and their clients about ways to build a solid retirement and overcome the challenges associated with transitioning from “saver” to “spender.” Prior to joining New York Life, Steve was with Fidelity Investments, where he was responsible for sales in their national retail distribution system, and he also worked with their institutional sales group, FIIS.

Mary Taliaferro
Retirement Income Wholesaler, Retail Annuities
New York Life

Mary Taliaferro is a New York-based Retirement Income Wholesaler covering the United States with a focus on third party distribution in Indiana, Ohio, Oklahoma, Mississippi, and Texas. Mary joined New York Life in 2014 and holds a Retirement Income Certified Professional (RICP) designation from The American College. Prior to joining New York Life, Mary was a consultant for investment banks. Mary holds a Bachelor of Arts in Economics and French from Trinity College in Connecticut.

Overview:

Title: What Women Want: Strategies to Gain and Retain Female Clients
Date: Wednesday, March 21, 2018
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

Register Now:

Already Registered?
*First Name
*Last Name
*Email
*Work Phone
*Company
*Title
*State
Accepted for one hour of CFP®, CFA® & CIMA®, CIMC® or CPWA® CE Credit for webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Chartholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below.
CFP #
IMCA (CIMA, CIMC or CPWA) #
Zip Code for IMCA Submission

CFA Institute ID
Please submit any questions for our speakers



1Source: Forbes 2016

SHARE