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Knowing Women:
An Introduction to
Your Best Clients
Advisor Value
Propositions
Engaging Clients
Through Discovery

Knowing Women:

A Retirement Approach as Unique as You

AUDIENCE

Clients and Prospects

Description

Women’s economic influence and power continue to build — yet, less than one-third of women partner with a financial advisor.* Our client-facing presentation and materials help advisors connect with women clients and prospects.

 

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 who best suits their needs.

 

Delivery Formats

Large Groups
Dinners
Luncheons
and other events

 

Program Collateral

Presentation
Retirement Planning for Women Booklet

 

Requests and Additional Information:

For more information on any of these programs, advisors should contact their Regional Investment Consultant 1-800-334-6899

* Prudential Research 2014-2015.

BNY Mellon Investment Management encompasses BNY Mellon’s affiliated investment firms, wealth management services and global distribution companies, including BNY Mellon Securities Corporation and The Bank of New York Mellon. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. This material has been distributed for informational purposes only and should not be considered as investment advice or a recommendation of any particular investment, strategy, investment manager or account arrangement. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Please consult a legal, tax or investment advisor in order to determine whether an investment product or service is appropriate for a particular situation. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission. BNY Mellon Investment Adviser, Inc. and BNY Mellon Securities Corporation are subsidiaries of BNY Mellon.

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