Marketing to Women

When:  Jun 9, 2022 from 14:00 to 15:00 (ET)
The June 2022 Women & Finance Knowledge Circle will be held on Thursday, June 9th at 2 pm ET.

Knowledge Circle Host Grecthen Halpin will be presenting, "Marketing to Women."

The facts: A little over 51% of the population are women. Women are different than men. Women behave differently when making buying decisions. Women influence about 80% of all household spending. So, why are financial advisors so slow to consider the focusing their marketing efforts on this segment. This webcast will share key insights and lessons learned around marketing to women. We will explore the common dos and don'ts and present ways you can hone your marketing efforts to this demographic.

Gretchen Halpin is a strategic visionary with over 25 years of leadership and marketing experience. In her work with financial professionals and teams, Gretchen's primary focus is to accelerate and guide organizational growth in a positive, sustainable way. From successful entrepreneur to jack-of-all-trades, Gretchen's career path and journey to success have been guided by one true passion: to help people create the life and business they want, even when that means challenging the status quo.

Gretchen specializes in pioneering strategy and growth initiatives that drive success across every aspect of a business — from vision and objectives, to marketing and business development, to the overall client experience. Her top priority is to ensure that all decisions and initiatives are aligned with the mission and values of the firms in which she works. Gretchen has helped firms achieve success by elevating their brand identity and story to internal and external audiences, seizing new business opportunities, driving organizational change and translating strategy into action across all levels of the business.

But her ability to morph big-picture ideas into action and results goes beyond her current focus; it derives from her experience as the driving force behind several successful business ventures. As a co-founder of Beyond AUM, Gretchen and her team created and implemented a growth, marketing and technology plans for independent financial advisors across the country.  Gretchen believes in working directly with advisors and their teams in order to cultivate a deep understanding of the importance and impact of their service and help support their client relationships. These experiences drive Beyond AUM's passion to see the RIA industry continue to thrive into the future. 

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