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Jul 10, 2020

Sheila Jelinek and Suzanne Norman join us today from Milliman to discuss a recent paper they wrote entitled, "The Case for More Female Advisors". Advisors are serving a more diverse client base than ever before and, as more women control assets, there is an increasing demand for advisors who can help them with their goals. By working together to inspire more women to join our ranks, we can create inclusive workplaces and potentially better outcomes for clients. 

 

Check out The case for more female financial advisors

 

Connect with Sheila & Suzanne:

LinkedIn: https://www.linkedin.com/in/sheilawilliams1/

https://www.linkedin.com/in/suzanne-norman-cima%C2%AE-19079846/

 

Sponsored Message:

head to https://age-up.com/thatannuityshow to get started and see how AgeUp can help you guarantee supplemental income for yourself or a loved one living past the ripe age of 90.

 

Connect with That Annuity Show at https://twitter.com/ThatAnnuityShow, https://www.facebook.com/thatannuityshow, https://www.instagram.com/thatannuityshow/. Visit our website at https://thatannuityshow.com. Visit Nassau Financial Group on the web at http://www.nfg.com.

Connect with Ramsey Smith on https://www.linkedin.com/in/ramseydsmith or https://twitter.com/RamseyDSmith1. Visit https://alex.fyi on the web. This podcast is intended for general informational purposes only and is not a solicitation of any insurance product.

The discussion is not meant to provide any legal, tax, or investment advice with respect to the purchase of an insurance product. A comprehensive evaluation of a consumer’s needs and financial situation should always occur in order to help determine if an insurance product may be appropriate for each unique situation.