SlideShare a Scribd company logo
1 of 2
Download to read offline
Perfect match 60 percent of women say they would
rather work with a female advisor.1
Trusting relationships – Women excel at developing
rapport which is needed in the financial advisor profession.
•	 Effective communication – Women would like
their advisors to do a better job of asking the right
questions, understanding their needs, avoiding
stereotypical assumptions and explaining risks clearly
without condescension.1
•	 Lasting loyalty – Women are more likely to share their
experiences with others. Women can also be some of
the most loyal clients.2
Significant opportunity Women tend to be underserved
in the financial services industry.
•	 Estate planning – 48 percent of estates worth more
than $5 million are controlled by women. 3
•	 Investment advice – Women account for more than
40 percent of all Americans with gross investable
assets above $600,000.3
•	 Retirement needs – Women tend to outlive men and
may need a larger retirement nest egg.4
As a woman, you nurture relationships in your life. Because relationship building
is one of a financial advisor’s most valued skills – female advisors are uniquely
positioned to serve a growing market – other women.
?WHY
WOMENA natural ability to serve a growing market
TO LEARN MORE, visit us at securianadvisors.com
Find your fit as a financial advisor
Securian Financial Services, Inc.
www.securian.com
Securities Dealer, Member FINRA/SIPC. • 400 Robert Street North, St. Paul, MN 55101-2098 • 1-800-820-4205
©2014 Securian Financial Group, Inc. All rights reserved.
F73937-3 8-2014 DOFU 8-2014
A04362-0814
	
1
Pershing, The 30% Solution: Growing Your Business by Winning and Keeping Women Advisors, March 2013.
2
AdviceNT, Catering to Female Clients, February 2014.
3
Virginia Tech, Women in Leadership and Philanthropy, Posted August 2013.
4
Financial Finesse, Gender Gap in Financial Literacy, June 2014.
For More Information Contact:
Anna-Marie Parker
Director of Recruiting
210.477.7153 annamarie.parker@plantoroe.com
Securities and investment advisory services offered through Securian Financial Services, Inc.Member FINRA/SIPC. Planto Roe Financial Services, Inc.
is independently owned and operated.

More Related Content

What's hot

Intro To Gssem Kickoff
Intro To Gssem KickoffIntro To Gssem Kickoff
Intro To Gssem Kickoffmcwflint
 
2016 Fundraising & Friendraising
2016 Fundraising & Friendraising2016 Fundraising & Friendraising
2016 Fundraising & FriendraisingDuron Jones
 
She BUSINESS - Australia's only business club for women
She BUSINESS - Australia's only business club for womenShe BUSINESS - Australia's only business club for women
She BUSINESS - Australia's only business club for womenSuzy Jacobs
 
Finding your voice - recognising the value of communications in a service-ori...
Finding your voice - recognising the value of communications in a service-ori...Finding your voice - recognising the value of communications in a service-ori...
Finding your voice - recognising the value of communications in a service-ori...CharityComms
 
2014 networkforgood
2014 networkforgood2014 networkforgood
2014 networkforgoodLynne Wester
 
Major Donor Stewardship – Strategies That Build Lasting Relationships With Yo...
Major Donor Stewardship – Strategies That Build Lasting Relationships With Yo...Major Donor Stewardship – Strategies That Build Lasting Relationships With Yo...
Major Donor Stewardship – Strategies That Build Lasting Relationships With Yo...Bloomerang
 
How to Raise 25% More from the Right Funders in 2022 and Beyond
How to Raise 25% More from the Right Funders in 2022 and BeyondHow to Raise 25% More from the Right Funders in 2022 and Beyond
How to Raise 25% More from the Right Funders in 2022 and BeyondBloomerang
 
BNI Information - How to have an unpaid sales team
BNI Information - How to have an unpaid sales teamBNI Information - How to have an unpaid sales team
BNI Information - How to have an unpaid sales teamThat Referral Guy
 
2014 individualstewardshipcasei
2014 individualstewardshipcasei2014 individualstewardshipcasei
2014 individualstewardshipcaseiLynne Wester
 
Why You Should Hire Kelly Lynn Masterson
Why You Should Hire Kelly Lynn MastersonWhy You Should Hire Kelly Lynn Masterson
Why You Should Hire Kelly Lynn MastersonKelly Lynn Masterson
 
Bathurst Women's Network White Ribbon Day Morning Tea 25th November 2016
Bathurst Women's Network White Ribbon Day Morning Tea 25th November 2016Bathurst Women's Network White Ribbon Day Morning Tea 25th November 2016
Bathurst Women's Network White Ribbon Day Morning Tea 25th November 2016Steve Semmens - The Persuader
 
True Beauty Power Point
True Beauty Power PointTrue Beauty Power Point
True Beauty Power Pointdavestemptress
 
2015 TCE Career & Business Summit and Awards Luncheon (Sponsorship Information)
2015 TCE Career & Business Summit and Awards Luncheon (Sponsorship Information)2015 TCE Career & Business Summit and Awards Luncheon (Sponsorship Information)
2015 TCE Career & Business Summit and Awards Luncheon (Sponsorship Information)Francina Harrison
 
CTA Roadshow 2017 - Recruiting and Retaining Volunteers
CTA Roadshow 2017 - Recruiting and Retaining VolunteersCTA Roadshow 2017 - Recruiting and Retaining Volunteers
CTA Roadshow 2017 - Recruiting and Retaining VolunteersTom Jeffery
 
Recommendation
RecommendationRecommendation
RecommendationTai Gamble
 
Donor Relations and Campaigns
Donor Relations and CampaignsDonor Relations and Campaigns
Donor Relations and CampaignsLynne Wester
 
Stakeholder Engagement Platform
Stakeholder Engagement PlatformStakeholder Engagement Platform
Stakeholder Engagement PlatformOptimice
 

What's hot (20)

Intro To Gssem Kickoff
Intro To Gssem KickoffIntro To Gssem Kickoff
Intro To Gssem Kickoff
 
2016 Fundraising & Friendraising
2016 Fundraising & Friendraising2016 Fundraising & Friendraising
2016 Fundraising & Friendraising
 
She BUSINESS - Australia's only business club for women
She BUSINESS - Australia's only business club for womenShe BUSINESS - Australia's only business club for women
She BUSINESS - Australia's only business club for women
 
Finding your voice - recognising the value of communications in a service-ori...
Finding your voice - recognising the value of communications in a service-ori...Finding your voice - recognising the value of communications in a service-ori...
Finding your voice - recognising the value of communications in a service-ori...
 
Prefessionstar
PrefessionstarPrefessionstar
Prefessionstar
 
2014 networkforgood
2014 networkforgood2014 networkforgood
2014 networkforgood
 
Major Donor Stewardship – Strategies That Build Lasting Relationships With Yo...
Major Donor Stewardship – Strategies That Build Lasting Relationships With Yo...Major Donor Stewardship – Strategies That Build Lasting Relationships With Yo...
Major Donor Stewardship – Strategies That Build Lasting Relationships With Yo...
 
Whose job is it anyway? Getting the balance right between governing and managing
Whose job is it anyway? Getting the balance right between governing and managingWhose job is it anyway? Getting the balance right between governing and managing
Whose job is it anyway? Getting the balance right between governing and managing
 
How to Raise 25% More from the Right Funders in 2022 and Beyond
How to Raise 25% More from the Right Funders in 2022 and BeyondHow to Raise 25% More from the Right Funders in 2022 and Beyond
How to Raise 25% More from the Right Funders in 2022 and Beyond
 
BNI Information - How to have an unpaid sales team
BNI Information - How to have an unpaid sales teamBNI Information - How to have an unpaid sales team
BNI Information - How to have an unpaid sales team
 
Volunteers
VolunteersVolunteers
Volunteers
 
2014 individualstewardshipcasei
2014 individualstewardshipcasei2014 individualstewardshipcasei
2014 individualstewardshipcasei
 
Why You Should Hire Kelly Lynn Masterson
Why You Should Hire Kelly Lynn MastersonWhy You Should Hire Kelly Lynn Masterson
Why You Should Hire Kelly Lynn Masterson
 
Bathurst Women's Network White Ribbon Day Morning Tea 25th November 2016
Bathurst Women's Network White Ribbon Day Morning Tea 25th November 2016Bathurst Women's Network White Ribbon Day Morning Tea 25th November 2016
Bathurst Women's Network White Ribbon Day Morning Tea 25th November 2016
 
True Beauty Power Point
True Beauty Power PointTrue Beauty Power Point
True Beauty Power Point
 
2015 TCE Career & Business Summit and Awards Luncheon (Sponsorship Information)
2015 TCE Career & Business Summit and Awards Luncheon (Sponsorship Information)2015 TCE Career & Business Summit and Awards Luncheon (Sponsorship Information)
2015 TCE Career & Business Summit and Awards Luncheon (Sponsorship Information)
 
CTA Roadshow 2017 - Recruiting and Retaining Volunteers
CTA Roadshow 2017 - Recruiting and Retaining VolunteersCTA Roadshow 2017 - Recruiting and Retaining Volunteers
CTA Roadshow 2017 - Recruiting and Retaining Volunteers
 
Recommendation
RecommendationRecommendation
Recommendation
 
Donor Relations and Campaigns
Donor Relations and CampaignsDonor Relations and Campaigns
Donor Relations and Campaigns
 
Stakeholder Engagement Platform
Stakeholder Engagement PlatformStakeholder Engagement Platform
Stakeholder Engagement Platform
 

Similar to F73937-3 Why Women PRFS

Empowering Women Through Financial Advice
Empowering Women Through Financial AdviceEmpowering Women Through Financial Advice
Empowering Women Through Financial AdviceCount Financial
 
Women, Wealth and Philanthropy - The Re-gendering of money in North America
Women, Wealth and Philanthropy - The Re-gendering of money in North AmericaWomen, Wealth and Philanthropy - The Re-gendering of money in North America
Women, Wealth and Philanthropy - The Re-gendering of money in North AmericaPlace2Give Foundation/Karma & Cents Inc.
 
Why we need more women investors
Why we need more women investorsWhy we need more women investors
Why we need more women investorsShiftbalance
 
Mistakes women busienss owners make with money
Mistakes women busienss owners make with moneyMistakes women busienss owners make with money
Mistakes women busienss owners make with moneyAnamaria Contreras
 
Attracting, Retaining and Managing the Wealth of Women
Attracting, Retaining and Managing the Wealth of WomenAttracting, Retaining and Managing the Wealth of Women
Attracting, Retaining and Managing the Wealth of WomenWomenkind
 
Behind Every Strong Man...A Family Of Strong Women
Behind Every Strong Man...A Family Of Strong WomenBehind Every Strong Man...A Family Of Strong Women
Behind Every Strong Man...A Family Of Strong Womenmhakerem
 
Tu Bui – Proactive Advisor Magazine – Volume 4, Issue 2
Tu Bui – Proactive Advisor Magazine – Volume 4, Issue 2Tu Bui – Proactive Advisor Magazine – Volume 4, Issue 2
Tu Bui – Proactive Advisor Magazine – Volume 4, Issue 2Proactive Advisor Magazine
 
Women and investing_guidebook_whitepaper 640ca
Women and investing_guidebook_whitepaper 640caWomen and investing_guidebook_whitepaper 640ca
Women and investing_guidebook_whitepaper 640caH.B. Smart II (L.I.O.N)
 
Millennials money-happiness-factor-ss-nonlit-fass389
Millennials money-happiness-factor-ss-nonlit-fass389Millennials money-happiness-factor-ss-nonlit-fass389
Millennials money-happiness-factor-ss-nonlit-fass389Chris Skinner
 
Women's Event Takeaways
Women's Event TakeawaysWomen's Event Takeaways
Women's Event TakeawaysBoyarMiller
 
Playing It Safe: Women, financial services and advertising
Playing It Safe: Women, financial services and advertisingPlaying It Safe: Women, financial services and advertising
Playing It Safe: Women, financial services and advertisingMRS
 
#WIBN Passion to Profit Conference brochure - October 20th, 2014 Vancouver
#WIBN Passion to Profit Conference brochure - October 20th, 2014 Vancouver#WIBN Passion to Profit Conference brochure - October 20th, 2014 Vancouver
#WIBN Passion to Profit Conference brochure - October 20th, 2014 VancouverHer Community Inc. Women in Biz Network
 

Similar to F73937-3 Why Women PRFS (20)

Sofia Overview
Sofia OverviewSofia Overview
Sofia Overview
 
Women-and-Retirement
Women-and-RetirementWomen-and-Retirement
Women-and-Retirement
 
Empowering Women Through Financial Advice
Empowering Women Through Financial AdviceEmpowering Women Through Financial Advice
Empowering Women Through Financial Advice
 
Women, Wealth and Philanthropy - The Re-gendering of money in North America
Women, Wealth and Philanthropy - The Re-gendering of money in North AmericaWomen, Wealth and Philanthropy - The Re-gendering of money in North America
Women, Wealth and Philanthropy - The Re-gendering of money in North America
 
Why we need more women investors
Why we need more women investorsWhy we need more women investors
Why we need more women investors
 
Lori Gervais - A Real Discussion about You and Your Money
Lori Gervais - A Real Discussion about You and Your MoneyLori Gervais - A Real Discussion about You and Your Money
Lori Gervais - A Real Discussion about You and Your Money
 
Mistakes women busienss owners make with money
Mistakes women busienss owners make with moneyMistakes women busienss owners make with money
Mistakes women busienss owners make with money
 
Attracting, Retaining and Managing the Wealth of Women
Attracting, Retaining and Managing the Wealth of WomenAttracting, Retaining and Managing the Wealth of Women
Attracting, Retaining and Managing the Wealth of Women
 
Behind Every Strong Man...A Family Of Strong Women
Behind Every Strong Man...A Family Of Strong WomenBehind Every Strong Man...A Family Of Strong Women
Behind Every Strong Man...A Family Of Strong Women
 
Tu Bui – Proactive Advisor Magazine – Volume 4, Issue 2
Tu Bui – Proactive Advisor Magazine – Volume 4, Issue 2Tu Bui – Proactive Advisor Magazine – Volume 4, Issue 2
Tu Bui – Proactive Advisor Magazine – Volume 4, Issue 2
 
Women and investing_guidebook_whitepaper 640ca
Women and investing_guidebook_whitepaper 640caWomen and investing_guidebook_whitepaper 640ca
Women and investing_guidebook_whitepaper 640ca
 
presentation127
presentation127presentation127
presentation127
 
National Study: Women Business Leaders are not Prepared for Retirement
National Study: Women Business Leaders are not Prepared for RetirementNational Study: Women Business Leaders are not Prepared for Retirement
National Study: Women Business Leaders are not Prepared for Retirement
 
Millennials money-happiness-factor-ss-nonlit-fass389
Millennials money-happiness-factor-ss-nonlit-fass389Millennials money-happiness-factor-ss-nonlit-fass389
Millennials money-happiness-factor-ss-nonlit-fass389
 
Women's Event Takeaways
Women's Event TakeawaysWomen's Event Takeaways
Women's Event Takeaways
 
5 Personal Finance Tips for Women
5 Personal Finance Tips for Women5 Personal Finance Tips for Women
5 Personal Finance Tips for Women
 
Playing It Safe: Women, financial services and advertising
Playing It Safe: Women, financial services and advertisingPlaying It Safe: Women, financial services and advertising
Playing It Safe: Women, financial services and advertising
 
#WIBN Passion to Profit Conference brochure - October 20th, 2014 Vancouver
#WIBN Passion to Profit Conference brochure - October 20th, 2014 Vancouver#WIBN Passion to Profit Conference brochure - October 20th, 2014 Vancouver
#WIBN Passion to Profit Conference brochure - October 20th, 2014 Vancouver
 
Bio, May 2015
Bio, May 2015Bio, May 2015
Bio, May 2015
 
Bio, May 2015
Bio, May 2015Bio, May 2015
Bio, May 2015
 

F73937-3 Why Women PRFS

  • 1. Perfect match 60 percent of women say they would rather work with a female advisor.1 Trusting relationships – Women excel at developing rapport which is needed in the financial advisor profession. • Effective communication – Women would like their advisors to do a better job of asking the right questions, understanding their needs, avoiding stereotypical assumptions and explaining risks clearly without condescension.1 • Lasting loyalty – Women are more likely to share their experiences with others. Women can also be some of the most loyal clients.2 Significant opportunity Women tend to be underserved in the financial services industry. • Estate planning – 48 percent of estates worth more than $5 million are controlled by women. 3 • Investment advice – Women account for more than 40 percent of all Americans with gross investable assets above $600,000.3 • Retirement needs – Women tend to outlive men and may need a larger retirement nest egg.4 As a woman, you nurture relationships in your life. Because relationship building is one of a financial advisor’s most valued skills – female advisors are uniquely positioned to serve a growing market – other women. ?WHY WOMENA natural ability to serve a growing market TO LEARN MORE, visit us at securianadvisors.com Find your fit as a financial advisor
  • 2. Securian Financial Services, Inc. www.securian.com Securities Dealer, Member FINRA/SIPC. • 400 Robert Street North, St. Paul, MN 55101-2098 • 1-800-820-4205 ©2014 Securian Financial Group, Inc. All rights reserved. F73937-3 8-2014 DOFU 8-2014 A04362-0814 1 Pershing, The 30% Solution: Growing Your Business by Winning and Keeping Women Advisors, March 2013. 2 AdviceNT, Catering to Female Clients, February 2014. 3 Virginia Tech, Women in Leadership and Philanthropy, Posted August 2013. 4 Financial Finesse, Gender Gap in Financial Literacy, June 2014. For More Information Contact: Anna-Marie Parker Director of Recruiting 210.477.7153 annamarie.parker@plantoroe.com Securities and investment advisory services offered through Securian Financial Services, Inc.Member FINRA/SIPC. Planto Roe Financial Services, Inc. is independently owned and operated.