Host Kirsten Schlumbohm teams up with C2P's network of institutional and carrier partners, as well as subject matter experts to bring you advice, tips, and insights to better serve women clients. Tune in to hear from talented leaders, professionals, and practitioners in the finance sector!
Advising Women on Social Security: Essential Strategies Every Financial Advisor Should Know
For many women, Social Security represents their largest retirement asset. Join host Kirsten Schlumbohm and guests Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, head of Security Planning at OneTeam Financial, and Julie Manning, RICP®, CFF, a top advisor at C2P and the founder and CEO of Keystone Wealth Management, as they unveil essential strategies for maximizing Social Security benefits for women. Learn practical approaches for incorporating Social Security planning into your practice, discover valuable resources for mastering this specialty, and gain insights into marketing these services to women clients. Whether your female clients are married, divorced, or widowed, this episode provides the knowledge you need to enhance your retirement planning services and grow your practice.Resources:* Software Referenced: Social Security Solutions (https://www.socialsecuritysolutions.com/)* Certification Mentioned: NSSA (National Social Security Advisor (https://nationalsocialsecurityassociation.com/)* Government Resources: Social Security Administration (https://www.ssa.gov/)Statistics:* Middle-income couples can receive approximately $1.4 million from Social Security over a 20-year retirement (https://www.cnbc.com/select/when-should-you-collect-social-security/)* Single women can potentially receive $700,000 to $1 million in lifetime benefits (https://www.cnbc.com/select/when-should-you-collect-social-security/)* 80% of Social Security benefits come from tax receipts, not the trust fund (https://www.pgpf.org/blog/2024/08/9-facts-about-social-security-and-the-need-to-strengthen-it#:~:text=Employers%20and%20employees%20each%20pay,more%20than%20it%20takes%20in.)
24 Jul 2024
Creating change for Females in Finance: Sheryl Hickerson on Advancement and Allyship
70% of women prefer to work with female advisors. * Learn how to serve your female clients and their complex needs by creating a supportive and welcoming environment where female advisors can thrive. Join host Kirsten Schlumbohm and guest Sheryl Hickerson, CEO of Females and Finance and a pioneer in promoting diversity in financial services. Together they explore Sheryl's unexpected journey into the industry and her mission to empower women in finance and fintech. Throughout their engaging conversation, Sheryl offers valuable insights on building inclusive communities, effective strategies for engaging women in finance, and the future of the industry. She also shares her perspective on marketing to women clients and the importance of allyship in advancing diversity. Tune in to hear Sheryl's unique insights on creating change, embracing discomfort, and the bright future for women in financial services.
*Source (https://c2pe.info/4cQI9F7)
Resources:
Bowling Alone: The Collapse and Revival of American Community (https://www.amazon.com/Bowling-Alone-Collapse-American-Community/dp/0743203046) by Robert D. Putnam
Females and Finance website (https://femalesandfinance.com/)
Statistics:
Women and Wealth: How Advisors Can Address a $30 Trillion Opportunity (https://c2pe.info/3WAATXW)
Deloitte study: More women are reaching the C-suite in financial services, but progress is slow (https://c2pe.info/4bQbE8A)
11 Jul 2024
Be Your Own Advocate: An Advisor's Journey to $42M AUM
How did an aspiring physical education teacher become a top-performing financial advisor with a thriving practice? Join host Kirsten Schlumbohm and guest Julie Manning, RICP®, CFF, a top advisor at C2P and founder and CEO of Keystone Wealth Management. Together they discuss Julie’s unexpected journey into financial services and how she built a successful practice focused on empowering women clients. Throughout their engaging conversation, Julie offers valuable insights on building client relationships, the power of empathy in financial advising, and the rewards of helping women achieve financial clarity. She also shares insights on maintaining work-life balance and advice for the next generation of women in the financial industry. Tune in to hear Julie's unique perspective on success, work-life balance, and the bright future for women in financial services.
Resources:
Die With Zero: Getting All You Can from Your Money and Your Life (https://www.amazon.com/Die-Zero-Getting-Your-Money/dp/0358099765)
Statistics:
Advisorpedia: Why 80% of Women Leave Their Advisors When They Lose Their Husband (https://c2pe.info/3zCMtZI)
Statista: Share of women in leadership positions in the financial services industry in the United States in 2021, with forecast for 2030 (https://c2pe.info/3S3hmNo)
Reach and audience
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Apple Podcasts (US)
5.0 / 5
5 ratings
Spotify
5.0 / 5
1 ratings
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