Brie Williams of SPDR Exchange Traded Funds - The Power of Women in Economic Development

Dec 28, 2021

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In today’s episode, Rusty and Robyn talk with Brie Williams, Vice President and Head of Practice Management at SPDR Exchange Traded Funds.

Women make up half of the population, but they are vastly underrepresented in the investment industry. Traditionally, they have been economically disadvantaged relative to their male counterparts. In recent years, however, there has been a changing role for women as financial decision-makers. How can financial advisors help women break through the barrier of navigating into the investing world?

Rusty and Robyn talk with Brie about the SHEconomy, the changing role of women as financial decision-makers, and how to encourage women to be part of the investment industry.

Key Takeaways

[3:16] - What attracted Brie to the marketing field.
[5:59] - How advertising contributed to her early success.
[7:35] - Her role at SPDR Exchange Traded Funds.
[10:33] - What the statue of the fearless girl represents.
[13:13] - The impact of the fearless girl after four years.
[16:06] - How the dynamic is shifting to make women the new face of wealth.
[19:12] - Why women's overall experience in the investment industry is less than positive.
[25:24] - The unique challenges women investors face.
[27:26] - How financial advisors recognize and overcome gender bias.
[29:33] - The things advisors should take into account when working with women investors.
[33:37] - How traditional male-female partnerships work to make important financial decisions.
[36:18] - The impact of the pandemic on women's financial and investment goals.
[41:17] - Strategies to attract more women to careers in investment and financial advice.

Quotes

[18:34] - "When you have an affluent woman taking over financial decisions in her household, she typically is going to be seeking out a new wealth management relationship to better suit her needs. We currently have a gap in advice when it comes to how we connect with women and we need to close that gap." - Brie Williams

[35:34] - "When you can talk about money productively as a couple and truly work together as a team, then you can have a better handle on owning your own worth, owning your family's worth, and are in a much better position to tackle the curveball when life throws it to you." - Brie Williams

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3106-OPS-12/14/2021