B2B wealth and finance industry white papers, case studies, reported stories, blog posts on finance HR, institutional finance, business growth, corporate communications. USC doctoral student.
High net worth and ultra-high net worth executive women often get overlooked by wealth management advisors as viable clients. But, this multi-trillion dollar market is a growing—and lucrative—investor segment. From this white paper, advisors learn why this important investor segment has value to them and how to reach this market.
(Inclusion of this writing sample in my portfolio does not represent an endorsement of me or my work by FlexShares or Northern Trust.)
White Paper--Women Are Driving Healthcare: How Recent Trends are Changing Healthcare Delivery for Women
To provide the best possible care experience, healthcare providers need to adapt to changing social and demographic trends for the #1 healthcare consumer: women.
In the United States, women are the most active healthcare decision-makers and users. Significant data supports the need for healthcare providers to recognize their value and transform their practices to serve them.
Today’s inflation is pandemic-related and temporary—but maybe not short-lived.
Understanding how inflation works can help you maintain the right mindset.
You can take steps to hedge against inflation and avoid long-term harm when prices rise.
Learn what you can do to adapt your finances to this inflationary period and potentially come out ahead.
In response to 2020's civil rights movement, and before President Biden made it a national holiday, some companies began honoring Juneteenth. They've created authentic programing around the holiday. Learn why celebrating the holiday this way is equity signaling, not just "virtue" signaling in your workplace.
It's well established that corporate America, including the financial services industry, lacks diversity in management. People of Color are hired less frequently, experience lower promotion rates and voluntarily leave at higher rates in most financial institutions. And, when organizations do engage in diversity initiatives, they often focus on “fixing People of Color” as if they are the primary problem. The Hartford has long had a distinct culture that supports employees at all levels. Here's how their EMPOWER program helps.
You have many things to consider as a hair or nail salon contractor working under a salon booth rental agreement. You only get paid based on the number of clients you service as an independent contractor, so making your revenue stream consistent is important. But there are plenty of other aspects of business operations to think through, too, and business insurance is one of them. Here's what to consider.
(Editor's Note: In this story, Dahna Chandler profiles OneUnited Bank and E. Napoletano profiles the Daylight financial platform; Mitch Strohm wrote the introduction and conclusion.) Someday soon, if not today, you may be able to find a banking platform that’s designed specifically for you and those like you. A growing number of banks and fintechs are using digital banking platforms to meet the unique challenges and needs of individual communities. This article tells the story of two of them.
Investment management is becoming increasingly commoditized. The rise of robo-advisors, increased regulations, fee evolution, and investor expectations are pressuring financial professionals to differentiate themselves and deliver enhanced value to their clients. To do that, they must humanize their services by offering more holistic financial guidance.
No matter what your business does, it’s essential you build relationships with a dedicated network of financial advisors. They help you operate, develop, and grow your business so you can focus on serving your customers, while avoiding financial missteps. But which do you need and when do you need them? Use the guidance in this blog post to learn the right way to build your financial advisor network.
Crowdfunding combines crowdsourcing and microfinancing. It does that by allowing individuals to invest small amounts in businesses that interest them. Sometimes, funders may outright donate money to your business. In others, they expect something in return, like equity, loan repayment, products or services. It is a way a small business owner can finance a new or existing enterprise without going to the bank. Here's how to find the best crowdfunding sites for your enterprise.
The client’s experience is more important than ever. It’s vital during times of disruption to retain clients, and it’s imperative for the future of your business as technology gives firms fresh capacity to engage and delight clients. Research by eMoney isolated a group of firms that offered exceptional client experiences and found that they saw impressive results over the past five years. Learn more about how perfecting their client services model lead to this outcome in this ghostwritten blog post.
A high volume of sales may make you feel profitable, but that’s not the same as having strong cash flow. After all, you can appear profitable at certain times, but be in the red in others. It’s only by proactively balancing how you manage your cash flow—revenue, expenditures and profits—that you have cash to maintain business operations consistently. That, then, allows you to take advantage of opportunities to invest in growth. Here's how to achieve that balance.
The Hartford’s innovative leadership development program helps both participants and managers enhance their leadership skills and create an inclusive environment for all. It's well established that corporate America, including the financial services industry, lacks diversity in management. Learn here one thing The Hartford is doing to address the problem.
Increasingly, investors are interested in aligning their investment portfolios around their
environmental, social, and governance (ESG) values. Savvy financial professionals are taking the necessary steps to identify their clients' interests and values to help them meet their investing goals. This research-backed eBook shows financial professionals how to provide customized client experiences that meet their ESG investing requirements.
When working with any investor, financial advisors must excel at client communication. Clients generally want to feel that their financial advisors hear, respect, and value them—especially women investors. Women now control more than half of personal wealth in the US, roughly $22 trillion. As wealth is transferred to more women over the next four decades, that number is projected to rise to nearly $29 trillion. Financial advisors must shift their client communication strategies to meet women investors' needs. Here's how.