Knowing Women

PROGRAM 101

An Introduction to Your Best Clients

Be more effective communicating with female clients and prospects by recognizing differences between how women and men approach financial planning, and factors that may make financial situations different for women.

Objectives and Outcomes

Audiences will be enlightened on the differences we’ve observed between how women and men approach financial planning, and what makes financial situations different for women. Advisors will learn potentially more effective methods of communication with their female clients and prospects.

PROGRAM 102

A Retirement Approach as Unique as You

For clients and prospects, we discuss the unique needs of women and how advisors can best connect to meet those needs. We debunk the myth that our industry doesn’t address these needs. We demonstrate that their advisor is well-equipped to help them.

Objectives and Outcomes

Audiences will be enlightened on the differences we’ve observed between how women and men approach financial planning, and what makes financial situations different for women. For clients and prospects, we debunk the myth that our industry doesn’t recognize the differences. And we provide women with the tools and confidence to seek out the advisor that best suits their needs.

Janet Kelly is a Vice President for BNY Mellon | Pershing, and leads Pershing’s Practice Management Consulting team. With over 30 years in the financial services industry, Janet has successfully engaged and inspired hundreds of individuals and teams, including financial advisors, private bankers, institutional salespeople and senior executives. These professionals look to her for guidance and advice across critical areas of managing a successful practice, client acquisition and retention strategies. Janet is known for her sales and communication skills coaching. She is passionate about making a difference by sharing the best practices, allowing financial professionals to leverage her expertise for greater confidence.

Prior to joining Pershing, Janet was a director and senior program manager for UBS, where she designed, developed and delivered programs for financial advisors, from large scale conferences and local market workshops. Janet has worked for Merrill Lynch, Shearson Lehman Brothers and several financial consulting firms. She began her career as a financial advisor at Merrill Lynch and later with Shearson Lehman Brothers.

Janet earned a Bachelor of Business Administration from The University of Texas at Austin with a concentration in Marketing.