The Power of Women in Economic Development with Brie Williams

In today’s episode, Rusty and Robyn talk with Brie Williams, Vice President and Head of Practice Management at SPDR Exchange Traded Funds.
Women make up half of the population, but they are vastly underrepresented in the investment industry.  Traditionally, they have been economically disadvantaged relative to their male counterparts.  In recent years, however, there has been a changing role for women as financial decision-makers. How can financial advisors help women break through the barrier of navigating into the investing world?
Rusty and Robyn talk with Brie about the SHEconomy, the changing role of women as financial decision-makers, and how to encourage women to be part of the investment industry.

Key Takeaways

[3:16] - What attracted Brie to the marketing field.

[5:59] - How advertising contributed to her early success.

[7:35] - Her role at SPDR Exchange Traded Funds.

[10:33] - What the statue of the fearless girl represents.

[13:13] - The impact of the fearless girl after four years.

[16:06] - How the dynamic is shifting to make women the new face of wealth.

[19:12] - Why women's overall experience in the investment industry is less than positive.

[25:24] - The unique challenges women investors face.

[27:26] - How financial advisors recognize and overcome gender bias.

[29:33] - The things advisors should take into account when working with women investors.

[33:37] - How traditional male-female partnerships work to make important financial decisions.

[36:18] - The impact of the pandemic on women's financial and investment goals.

[41:17] -  Strategies to attract more women to careers in investment and financial advice.

Quotes
[18:34] - "When you have an affluent woman taking over financial decisions in her household, she typically is going to be seeking out a new wealth management relationship to better suit her needs. We currently have a gap in advice when it comes to how we connect with women and we need to close that gap." - Brie Williams

[35:34] - "When you can talk about money productively as a couple and truly work together as a team, then you can have a better handle on owning your own worth, owning your family's worth, and are in a much better position to tackle the curveball when life throws it to you." - Brie Williams

Links 

Brie Williams on LinkedIn

Lizzo

The Beatles

Girl on Fire

Southern Methodist University

Emerson College

Frito-Lay

McDonald’s Corporation

SPDR Exchange Traded Funds

State Street Corporation

Arnold Worldwide

Putnam Investments

Money Smart Resources

Women’s Worth: Finding  Your Financial Confidence

Get a Financial Life: Personal Finance in Your Twenties and Thirties

The Business of Family: How to Stay Rich for Generations

Practice Made (More) Perfect

Connect with our hosts

Rusty Vanneman

Robyn Murray

Subscribe and stay in touch

Apple Podcasts

Spotify

Google Podcasts

3106-OPS-12/14/2021

In today’s episode, Rusty and Robyn talk with Brie Williams, Vice President and Head of Practice Management at SPDR Exchange Traded Funds.

Women make up half of the population, but they are vastly underrepresented in the investment industry.  Traditionally, they have been economically disadvantaged relative to their male counterparts.  In recent years, however, there has been a changing role for women as financial decision-makers. How can financial advisors help women break through the barrier of navigating into the investing world?

Rusty and Robyn talk with Brie about the SHEconomy, the changing role of women as financial decision-makers, and how to encourage women to be part of the investment industry.

Key Takeaways

[3:16] - What attracted Brie to the marketing field.
[5:59] - How advertising contributed to her early success.
[7:35] - Her role at SPDR Exchange Traded Funds.
[10:33] - What the statue of the fearless girl represents.
[13:13] - The impact of the fearless girl after four years.
[16:06] - How the dynamic is shifting to make women the new face of wealth.
[19:12] - Why women's overall experience in the investment industry is less than positive.
[25:24] - The unique challenges women investors face.
[27:26] - How financial advisors recognize and overcome gender bias.
[29:33] - The things advisors should take into account when working with women investors.
[33:37] - How traditional male-female partnerships work to make important financial decisions.
[36:18] - The impact of the pandemic on women's financial and investment goals.
[41:17] -  Strategies to attract more women to careers in investment and financial advice.

Quotes

[18:34] - "When you have an affluent woman taking over financial decisions in her household, she typically is going to be seeking out a new wealth management relationship to better suit her needs. We currently have a gap in advice when it comes to how we connect with women and we need to close that gap." - Brie Williams

[35:34] - "When you can talk about money productively as a couple and truly work together as a team, then you can have a better handle on owning your own worth, owning your family's worth, and are in a much better position to tackle the curveball when life throws it to you." - Brie Williams

Links 

Brie Williams on LinkedIn
Lizzo
The Beatles
Girl on Fire
Southern Methodist University
Emerson College
Frito-Lay
McDonald’s Corporation
SPDR Exchange Traded Funds
State Street Corporation
Arnold Worldwide
Putnam Investments
Money Smart Resources
Women’s Worth: Finding  Your Financial Confidence
Get a Financial Life: Personal Finance in Your Twenties and Thirties
The Business of Family: How to Stay Rich for Generations
Practice Made (More) Perfect

Connect with our hosts

Rusty Vanneman
Robyn Murray

Subscribe and stay in touch

Apple Podcasts
Spotify
Google Podcasts

3106-OPS-12/14/2021