Lorie Konish
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  • New York, NY
  • United States
  • Managing Editor, On Wall Street…
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REMINDER: Women Advisors Forum in Dallas on Thurs., May 30

I just wanted to thank all of you who made it to the Women Advisors Forum New York.  We had nearly 200 advisors in attendance, a record for this series! But what’s even more important are the ideas shared, lessons learned and exciting network that develops from each event.  I personally am more fulfilled from chairing the New York Forum and having the opportunity to meet such inspiring advisors who are leading the industry to new heights.If you haven’t already made your plans, I strongly…See More
22 hours ago
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Lorie Konish posted blog posts
May 16
Lorie Konish posted a blog post

Women Bear Brunt of Long-Term-Care Worries, Survey Says

A new survey from UBS Wealth Management Americas shows that a majority of high net worth and affluent investors feel less financially prepared for their long-term-care needs than their retirement goals. And what's more: Women feel even less prepared to cover their health and other care needs into their old age. The reason? Women are acutely aware that they will likely live longer.Long-Term-Care Top Concern Among Investors: UBSBy Lorie KonishLong-term care is a top worry among high net worth and…See More
Apr 19
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Women Advisors Forum 2012 - Newport Beach, Calif.

Mar 7
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Women Advisors Forum 2012 Chicago Conference

Feb 12
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Jan 23
Ann B Ruane liked Lorie Konish's blog post The Female Path to Success on Wall Street
Jan 12
Ann B Ruane liked Lorie Konish's blog post Crafting a Multi-Million Dollar Strategy
Jan 12
Ann B Ruane liked Lorie Konish's blog post Lessons From Successful Female Advisors On the Clients They Lost
Jan 12
Lorie Konish posted a blog post

The Female Path to Success on Wall Street

Harvard Business School professor Boris Groysberg is scheduled to start teaching a new course this month on how women succeed, based on extensive research of the financial services industry. That research found that women more often cultivate success individually, consider a move to another firm more carefully and develop more connections outside of their workplace. Does this hold true for you and your career?How Women Succeed on Wall StreetBy Heather LandyA Harvard Business School professor…See More
Jan 2
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Lorie Konish posted a blog post

How Advisors Can Embrace Younger Generations Now

BOSTON - With the transfer of wealth from baby boomers to the younger generations already underway, financial advisors need to adjust or risk getting left behind.That wealth transfer is estimated at $18 billion, and Generations X and Y already control about $10 billion, Kristin North, vice president of institutional sales at TD Ameritrade Institutional, said at the Women Advisors Forum in Boston on Monday.“You’re going to have new clients than you’ve had before, younger clients,” North told the…See More
Dec 19, 2012
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Lorie Konish posted a blog post

Lessons From Successful Female Advisors On the Clients They Lost

Successful financial advisors who have managed millions in client assets often also share one story – the client who got away.Four successful, multi-million dollar female financial advisors shared their stories of elusive clients at the Women Advisors Forum in Boston on Monday. Here are some of the lessons they said that those experiences taught them:It’s About the RelationshipShelly Church, senior vice president of investments at Raymond James & Associates remembers the prospective client…See More
Dec 18, 2012
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James Gladney liked Lorie Konish's profile
Dec 16, 2012
Lorie Konish posted a blog post

Embracing Minority Women As Clients

The latest State Farm Center for Women and Financial Services survey shows there is a new and growing client niche for financial advisors: minority women. Read on to find out why. Advisors Should Aim Services at Minority WomenBy Donald Jay KornOnly 31% of women feel “extremely” or “very” secure about their current financial situation, according to a study by the State Farm Center for Women and Financial Services at The American College of Financial Services.This widespread sense of insecurity…See More
Dec 12, 2012
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Lorie Konish posted a blog post

When To Discuss Philanthropy With Clients

A life-changing event can be the perfect way for a financial advisor to broach the subject of philanthropy, Eileen Heisman, president and CEO of National Philanthropic Trust, said at the recent Women Advisors Forum event in California.“One of the things about talking about philanthropy is it enables you to get into more meaningful conversations” that can touch on estate plans, tax plans and family situations. Heisman said. “The other thing you get to do is ask people what’s really important to…See More
Nov 30, 2012
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Managing Editor, On Wall Street magazine/ Editor, Women Advisors Forum

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Lorie Konish's Blog

REMINDER: Women Advisors Forum in Dallas on Thurs., May 30

Posted on May 23, 2013 at 5:00pm 0 Comments

I just wanted to thank all of you who made it to the Women Advisors Forum New York.  We had nearly 200 advisors in attendance, a record for this series! 

But what’s even more important are the ideas shared, lessons learned and exciting…

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Sallie Krawcheck Talks Plans for 85 Broads

Posted on May 16, 2013 at 4:30pm 0 Comments

Sallie Krawcheck's surprise news that she will take the helm of the women's network 85 Broads came together after what she calls a "meeting of the minds" with founder Janet Hanson. Read on to find out more about what she plans for the organization, as told to American Banker Magazine Editor-in-Chief Heather Landy.…

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Luring the High Net Worth Investor

Posted on May 16, 2013 at 2:00pm 0 Comments

Attracting high net worth investors was a big topic of conversation at this week's Women Advisors Forum in New York. See what Christine Gaze, director of practice management had to say about how advisors can better reel in these clients.

How Advisors Can Stand Out From the Crowd…

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Women Bear Brunt of Long-Term-Care Worries, Survey Says

Posted on April 19, 2013 at 1:30pm 0 Comments

A new survey from UBS Wealth Management Americas shows that a majority of high net worth and affluent investors feel less financially prepared for their long-term-care needs than their retirement goals. And what's more: Women feel even less prepared to cover their health and other care needs into their old age. The reason? Women are acutely aware that they will likely live longer.…

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