Lorie Konish
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  • New York, NY
  • United States
  • Managing Editor, On Wall Street…
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Jun 12
Lorie Konish posted a blog post

Is There a Glass Ceiling for Female Advisors?

A new survey confirms that many women who are looking to break into financial services are worried about a glass ceiling, said an executive at Edward Jones, which conduct the survey. Is there a glass ceiling for female financial advisors? What advice do you have for women looking to get started in this field?Glass Ceiling for Women in Financial Services?By Mason BraswellThe financial services industry has one of the hardest glass ceilings for women to break through according to a recent survey…See More
Jun 7
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Lorie Konish posted a blog post

Getting Ahead of Client Expectations

The Women Advisors Forum in Dallas on Thursday opened with a session from Deena Katz, a wealth management professional and professor, on how financial advisors can steer expectations from the start of a new client relationship. The key to managing those relationships is having very specific conversations, according to Katz. Read on to find out what questions you may want to be asking your clients.Managing Client ExpectationsBy Miriam RozenDALLAS - Most clients enter a financial planner’s office…See More
May 30
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Lorie Konish posted a blog post

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
May 23
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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 25
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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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Managing Editor, On Wall Street magazine/ Editor, Women Advisors Forum

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Lorie Konish's Blog

Is There a Glass Ceiling for Female Advisors?

Posted on June 7, 2013 at 3:00pm 0 Comments

A new survey confirms that many women who are looking to break into financial services are worried about a glass ceiling, said an executive at Edward Jones, which conduct the survey. Is there a glass ceiling for female financial advisors? What advice do you have for women looking to get started in this field?

Glass Ceiling for Women in Financial…

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Getting Ahead of Client Expectations

Posted on May 30, 2013 at 2:30pm 0 Comments

The Women Advisors Forum in Dallas on Thursday opened with a session from Deena Katz, a wealth management professional and professor, on how financial advisors can steer expectations from the start of a new client relationship. The key to managing those relationships is having very specific conversations, according to Katz. Read on to find out what questions you may want to be asking your clients.…

Continue

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…

Continue

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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