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Diversify Your Team Portfolio with DiversityModerator: Martin K. Powell,
Panelists: Melissa Finocchio, Liz Mellor & Jacinda Norvell
Agenda
■ Introductions■ Best Practices in Recruitment■ Best Practices in Retention
Diversify Your Team Portfolio with Diversity
■ Facilitator:
• Martin K. Powell , Vice President, Senior Account Manager, Lincoln Financial Distributors, Inc.
■ Panelists:
• Liz Mellor, Senior Talent Acquisition Leader, Capital One Bank
• Jacinda Norvell, National Sales Manager, SunTrust
• Melissa Finocchio, Senior Recruiter, U.S. Bank
Hard-wired with soft skills that translate into results2: Affluent female clients select advisors based on their
listening skills and ability to understand their unique financial planning
and retirement challenges
■ 45% of female advisors say they target female investors, compared with 15% of male advisors1
■ Women advisors oversee more AUM than male advisors –an average of $63MM for women and $62MM for men1
1 BISA Magazine, Women on the Move in Bank Brokerage, 1Q 20142 Source: Investment News, May 30, 2014
The Competitive Advantage
Differentiation
Collaborate
Listen
Details
Patient
Comfortable
Diversify Your Team Portfolio with Diversity
■ Retention of Diverse Team Members
• Women’s Mentorship Program - U.S. Bancorp
> Ensuring proper onboarding of new hires
> Connecting female financial advisors to provide support to increase success:
– Practice management
– Address challenges/ opportunities
– How to leverage the culture/ strength of the organization
Diversify Your Team Portfolio with Diversity
■ Wealth Management and Securities Services Military Talent Rotation Program at U.S. Bank
• Program provides a robust development experience for newly hired military hires with leadership
potential.
• Through cross-functional experiences, participants will gain critical skills and a broad understanding
of businesses within our division. Participants will have opportunities to learn about various
products, customers, business processes and organizational structures.
• Program Details:
• Service Academy Graduate: U.S. Air Force Academy, U.S. Coast Guard Academy, U.S. Merchant
Marine Academy, U.S. Military Academy and U.S. Naval Academy.
• Following completion, participant is placed into a position within appropriate business.
• Program is designed to be completed in approximately 27 months.
Question and Answer Session
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