• Account Access
  • Contact Us

    Pre-Sales Support

    Mutual Funds and ETFs - 800-456-7526
    Monday-Thursday: 8:00 a.m. – 6:00 p.m. ET
    Friday: 8:00 a.m. – 5:00 p.m. ET

    ETF Trading Support - 415-315-6600
    Monday-Friday: 9:30 a.m. – 5:00 p.m. ET

    Post-Sales and Website Support
    Monday-Friday: 9:00 a.m. - 6:00 p.m. ET

  • Advisor Log In

Celebrating the Female Financial Advisor

March 2018 
by Jill T. Slomski

Usually, the world of investing is focused on return, numbers, or transactions. For the female financial advisor, it’s all about the relationship.

When I ask female financial advisors why they love their careers, the answer is always, “I love helping people and making a difference in their lives.”  That’s not a statement that you might expect from someone in this industry.  Usually, the world of investing is focused on return, numbers, or transactions.  For the female financial advisor, it’s all about the relationship.

Female financial advisors have distinctive characteristics that make them uniquely valuable in their work.  These distinguishing features are founded both in the difference in how women think and process information (their physiological wiring) and in the gender-based life experiences that many women have faced that their male counterparts have not.

Here are some factors that differentiate the female financial advisor:

  • They are attentive to the connectivity and ripple effect of any given decision.  Therefore, they analyze situations thoroughly and ask clients questions that help to get the whole picture in their clients' lives.
  • They focus more on their relationships with clients, as opposed to the typical "transaction" based approach that has historically been the method of male financial advisors.
  • They are born nurturers.  They coach, cheer, listen, and guide clients as they work together to accomplish financial goals.
  • They communicate differently, often using expanded conversations to fully explain planning and strategies.
  • They are keenly aware of the challenges and celebrations of people throughout their lives.  Changes in careers, marriage, children, divorce, caring for aging family members, and many other life events impact clients' lives.  The female advisor who shares and/or acknowledges these life events deepens the relationship with her clients.
  • They get things done!  Female financial advisors keep their eyes on their clients' goals while adeptly managing all the accompanying details.
  • They masterfully balance and integrate work life and home life.  These two lives often overlap, and women are used to managing the whirlwind.

Statistics support the continued impact that women have on our society.  Growing opportunities in education, business, and leadership and an unprecedented transition of wealth to women will further position women as a powerful economic and social force in the next decade.  Fortunately for investors, female financial advisors are there to guide them every step of the way.

For more from Jill T. Slomski, check out Personal Branding for Women Advisors.

Jill T. Slomski
MBA President of Niche Team, LLC

Jill T. Slomski, President of Niche Team, LLC, has over twenty-five years of experience helping people achieve exceptional results. Specializing in the areas of Personal Branding, Marketing, Team Building, and Human Resources, Jill has served as a catalyst for dynamic change within her clients’ careers. Those clients are top-performers in the fields of Finance, Education, Healthcare, Manufacturing, and Government. Jill is a sought-after speaker whose topics have included Personal Branding, Confidence to Succeed, Reducing Hesitancy with the Affluent Client, and Branding Your Branch. Most recently, her audiences have included attendees of The Drucker Conference, WHOW and Mini-WHOW Conferences, Diversity Summits, and Regional Meetings.

Using her proven processes, Jill coaches Financial Advisors, many from Edward Jones and Raymond James, by assisting in identifying and creating strategies to accomplish their goals. In addition to coaching and speaking, Jill has been a contributing writer for FA Magazine.

Prior to launching Niche Team, LLC full time, Jill served as an Educational Director for an organization which supported the nation’s healthcare system. In that role, she created programming, trained speakers, and coordinated and moderated conferences throughout the East Coast and the Caribbean. Jill also held professorships at regional universities for over twenty years.

A native of Pittsburgh, Pennsylvania, Jill attended Indiana University of Pennsylvania, where she earned a Bachelor’s Degree in Education with a minor in Educational Psychology and went on to earn an MBA from Gannon University.

Jill Slomski and Niche Team, LLC, are not affiliates or subsidiaries of Hartford Funds.

Check the background of this firm/individual on FINRA's BrokerCheck.