This group offers you an opportunity to network and share ideas with Women Advisors from across the nation. We will also update you on plans for our live Women Advisors Forum meetings in New York, Dallas, Chicago and California. LinkedIn
BREAKOUT B: POWER OF THE PURSE—FEMALE INVESTORS AND GLOBAL OPPORTUNITIES IN THE FINANCIAL SECTOR—CE CREDIT
Andrea Turner Moffitt Senior Managing Director, CENTER FOR TALENT INNOVATION
Discussing the Center for Talent Innovation’s report written from global research and studies, Andrea’s presentation will cover:
Female investment behavior differences (inheritors vs creators of wealth) There female investor market is nuanced: women who have created their wealth and the wives/widows/daughters who inherited their wealth. These two female markets differ in many ways including in how they define wealth and how they invest their money. Both segments of this market, female creators in particular, represent a great and growing market opportunity, one which is vastly untapped and misunderstood.
Diversity Matters: Advisor behaviors that actually drive trust, satisfaction and loyalty Diversity matters: women do not necessarily prefer a female advisor but they do expect their wealth management firm to have diversity, particularly in senior leadership. In terms of advisor behaviors, CTI – through its “Power of the Purse: Financial Services” research findings - has been able to isolate and quantify a set of inclusive behaviors that are the prime drivers of trust, satisfaction and loyalty for female clients.