Advisor Institute

Knowing Women:

An Introduction to Your Best Clients

AUDIENCE

Financial Advisors

Description

Women’s economic influence and power continue to build — yet, less than one-third of women partner with a financial advisor.* Our speakers and our comprehensive materials help advisors evaluate and fine-tune their approach to working with women clients.

 

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.

 

Delivery Formats

Large Group Presentation

 

Program Collateral

Presentation
Advisor reference guide

 

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 2014-15.

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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