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Rethink How to Win Executives

Rethink How to Win Executives

March 11, 2020 | 2 p.m. EST 
Complimentary to Investments & Wealth Institute Members! Not yet a member?

Many advisors take gender differences into account when adjusting their financial planning approach to an individual client. Are you jeopardizing your client outcomes because you adjust based on outdated assumptions about gender differences in areas like financial goals, family pressures, risk tolerance, and advisor expectations?

In 2019 FlexShares Exchange Traded Funds, managed by Northern Trust, commissioned a study to learn about gender nuances in the money perspectives of HNW executives who are the primary breadwinners of their households – individuals who contributed at least half of their household's annual income. 

The results may surprise you. Would you have assumed the following:

  • executive women are half as likely to identify as a conservative investor as compared to their male counterparts
  • executive men have twice the guilt when they are at work instead of at home as compared to their female counterparts
  • top investment goals are quite different: executive men are currently focused on dependents and future generations, while executive women are focused on planning for the worst, retirement, and philanthropy

On March 11, 2020, join us in the one-hour webinar Rethink How to Win Executives to examine data that may help you understand the new-age differences in investment perspectives and expectations between executive men and executive women wealth creators. 

Get a sneak peek of some of the common gender stereotypes challenged by the FlexShares study, and register below to learn how to apply their findings to build better relationships and achieve better outcomes for HNW executive clients.

Speaker

Laura Gregg, Director of Practice Management and Advisor Research, FlexShares Exchange Traded Funds, managed by Northern Trust
Laura Gregg is Director of Practice Management and Advisor Research at FlexShares Exchange Traded Funds, managed by Northern Trust. She is focused on leading the firm’s proprietary advisor and investor research and building programs to engage advisors and asset managers through industry intelligence and best practices to help them grow their businesses. She speaks regularly at industry events on a range
of business building strategies.

Laura has more than 20 years of asset management experience in a variety of roles including conducting industry research, as a relationship manager, marketing and communications director, leader of sales enablement team and as an investment product specialist. She has expertise in a broad range of investment products and has worked closely with financial professionals and financial institutions throughout her career focusing on distribution and marketing strategies.

Laura joined Northern Trust in 2008, and has previously worked for Claymore Securities (now part of Invesco) and Deutsche Asset Manage- ment. She graduated from Saint Mary’s College, Notre Dame, IN and holds FINRA 7 and 63 licenses. Laura is a member of Women Investment Professionals, Women in ETFs and sits on a membership committee with the Money Management Institute.

Registration & Fees (USD)

  • $0 Member
  • $75 Nonmember

Register

Note: After registering, you will receive an email that will include a link to additionally register in the GoToWebinar platform and an option to add the event to your calendar. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you do not receive this email within one hour of registering on the Institute website.

Continuing Education 

Learners must be logged in to the webinar delivery platform on March 11, 2020 for the entire webinar to receive the corresponding continuing education (CE) credit. Pending approval, the following entities will accept it for CE credit:

Investments & Wealth Institute®

  • 1 hour of CE credit for CIMA®, CPWA®, and RMA® certifications, pending approval
  • Automatically added to certification record within 2 weeks of the event 

Note: In order for CE reporting to take place, you must enter your Institute ID number in the GoToWebinar platform when you join the webinar.

Access Instructions

After registering on this website, you will receive an email that will include a link to additionally register in the GoToWebinar platform and an option to add the event to your calendar. Please monitor your inbox and spam folders for this communication and contact education@i-w.org if you do not receive this email within one hour of registering on the Institute website. We highly recommend that you test the GoToWebinar platform on your device the day before the event to ensure your participation.

Recording

If you miss the live event, or just want to watch it again, you can access a recording. Instructions for accessing the recording will be emailed within two weeks of the event, and it will be available for viewing for one year. Please note: you can only receive credit one time for viewing this program (live or recorded).

Special Thanks