Ep 53: Finding and Retaining Women Advisors — With Jana Gregorek, Visionary Wealth Advisors

Ep 53: Finding and Retaining Women Advisors — With Jana Gregorek, Visionary Wealth Advisors

By |

FlexShares research continues to confirm that high-net-worth clients prefer advisors with a similar culture and gender and whom they feel will understand their unique needs.

In this episode, Laura Gregg and David Partain speak about the growing importance of women advisors with Jana Gregorek, Chief Growth Officer at Visionary Wealth Advisors. They discuss how firms can attract and better retain women advisors. 

In this episode, you will learn about:

  • The power of teaching financial literacy at an early age 
  • Breaking down barriers of entry to financial advisory for women 
  • Rethinking the idea of work/life balance 
  • How an advisory team can support retention of women in the industry
  • Enabling your team members to be their authentic selves at work
  • And more!

Listen to learn ways that your firm can recruit and retain women advisors!

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Visionary Wealth Advisors  | Jana Gregorek | FlexShares Research Studies on Diversity

Podcast: Play in new window | Download | Embed

Subscribe: Spotify | iHeartRadio | TuneIn | RSS | More

Comments are closed.

Archives

Categories

Important Information

Before investing, carefully consider the FlexShares® investment objectives, risks, charges and expenses.  This and other information is in the prospectus and a summary prospectus, copies of which may be obtained by visiting http://www.flexshares.com.  Read the prospectus carefully before you invest.

Foreside Funds Services, LLC, distributor.

Investing involves risk including possible loss of principal. There is no guarantee that specific strategy will be successful. ETF’s are subject to specific risks, depending on the nature of the underlying strategy of the fund. These risks could include liquidity risk, sector risk, as well as risks associated with fixed income securities, real estate investments, and commodities, to name a few.

The information covered and posted represents the views and opinions of the guests and does not necessarily represent the views or opinions of Northern Trust.

The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investing. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.

Although we attempt to keep the information complete and current, we do not warrant that the content here is accurate, complete, or current. We make no commitment to update the content and it is your responsibility to verify any information before relying on it. The content of this podcast may include technical inaccuracies.

We may make changes in the products and or services described herein at any time. We provide you this information with the understanding that we are not rendering accounting, legal or tax advice; please consult your legal or tax advisor concerning such matters.