Don't pitch the bitch. “Don't pitch the bitch” is a phrase popularized by the movie Boiler Room (2000), advising stockbrokers not to try to sell to women. 👛 Tomorrow I'll be keynoting at Wealth Management EDGE - I'll walk through why women are the largest growth market for the financial services industry. It's 2024 - and I still see the bias of the financial services industry avoiding women. I'll tell the crowd the story of my Morgan Stanley PWM that did not always get my name right 😜. I'll show the power of community building for women. Shelley Zalis is a pioneer. I'll introduce the Bradford Rule with a guaranteed ROI for gaining women as clients and employees. I'll share research from the The Female Quotient that most women don't have financial advisors. It's a green field for the industry. 💚 Let's not pink wash the industry - let's make it equal. The industry is overrun with M&A activity - inorganic growth is expensive - building a community, a strong referral base is a fraction of the cost. By 2030, American women are expected to control much of the $30 trillion in financial assets...that it’s almost equal to the annual GDP of the United States.” As Laura Dern said in Big Little Lies - I will not, not be rich. But I'm going to say it for women - We will not, not be rich. We will control our financial futures. PS - Thanks to Wealth.com and Rafael Loureiro Tim White for getting me involved in this industry and Shannon Rosic 🏆 for reaching out!
Hi Joanne: I Just wanted to drop a quick note to say how much I enjoyed your recent chat with Barry on the "Masters in Business" podcast. Your journey through tech, marketing, and finance is mesmerizing. I found your perspective on every role being both a challenge and an opportunity resonated with me. You've made a significant impact wherever you've been. 👏 I was so captivated I ended up listening to the interview twice in traffic! Your insights not only educated me but also reignited my passions and entrepreneurship. Thanks for sharing your organic wisdom with us all. Your new fan & follower Michael Achillas
THIS B*TCH WANTS TO BE PITCHED. Me. I'm speaking of me. Women make 90% of the financial decisions in the family. LETS GO.
Listen to Joanne. I certainly do 😘
You make me laugh Joanne. I love you!!!! #PTB
Yes!!!! They need to get pitching! 🙌
“The industry is overrun with M&A activity - inorganic growth is expensive - building a community, a strong referral base is a fraction of the cost. “ Spot on! And, the relentless M&A kills customer and product innovation.
I didn’t know this bias existed in the financial sector. Sounds close minded and foolish to leave women out of the equation of building a clientele. Congratulations on being keynote speaker and thank you for sharing your wealth of knowledge in the financial services industry with us!
Loved the presentation! Well done! Would love to connect about the WCEO ETF investing in American public companies with female CEOs for performance, diversification and impact! LMK!!
Love this!! Really appreciated your “mic drop” talk at Wealth Management EDGE. We are bad ass women, hear us roar! 🦁 Thank you joanne bradford!
We are looking to do an episode featuring a financial advisor that can provide recommendations to women at whatever entry of their financial success they are - whether just getting started or looking for advanced financial planning. Love seeing the importance of women owning and understanding their finances more!