Regional Director, Charles Schwab
EdTalk 1: Meeting the Needs of Women Investors
Women control more than half the personal wealth in the United States1 and about 80 percent of spending decisions.2 That makes them a financial force to be reckoned with. But for many financial advisors, unconscious blind spots and biases can make it harder to connect with women as prospects and clients. Meeting the Needs of Women Investors gives you best practices, strategies, and tools for building success with women investors. This 30-minute education session reviews the basics of women as a financial force, lays out key steps to meeting women’s needs, and outlines practice strategies to use in your firm.
Laura McDowell is a Regional Director supporting Schwab Asset Management Solutions. She is responsible for supporting the sales and distribution of the Schwab Funds®, Laudus Funds®, and Schwab ETFsTM to registered investment advisers, broker-dealers, and bank trusts in the Western Region. Prior to moving to support CSIM in 2015. McDowell was with the Schwab Center for Financial Research as a senior research manager working with the asset allocation and alternative beta strategist team. There she was responsible for researching, analyzing, and creating content to help advisers and clients understand alternative beta strategies. Before joining Schwab in 2013, McDowell was a regional director at IndexIQ, responsible for sales and distribution, specializing in alternative ETF discussions with registered investment advisers, family offices, and financial advisers. Prior to IndexIQ, she was an internal analyst with Morgan Stanley’s consulting services group responsible for assisting financial advisers with asset allocation and investment strategy selection, conducting portfolio analysis reviews, and constructing diversified portfolios for current and prospective clients.