Stifel Independent Advisors Holds Inaugural Women Owners' Network Event
Stifel Independent Advisors Holds Inaugural Women Owners' Network Event
Women Owners' Network event brought together women from across the network, including several from newly affiliated firms with nearly $1 billion in client assets
Women Owners' Network(女性业主网络)活动汇集了来自网络各地的女性,其中包括近10亿美元的新附属机构的多位女性。
ST. LOUIS, July 2, 2024 /PRNewswire/ -- Stifel Financial Corp. (NYSE: SF) today announced that its independent contractor broker-dealer subsidiary, Stifel Independent Advisors, LLC, concluded its inaugural Women Owners' Network (WON) event, which brought together women from across the firm for a day of education and networking. Joining the event were women advisors and executives from recently affiliated Stofan Agazzi Investments and Columbia Crest Financial Advisors, two firms with combined client assets of nearly $1 billion.
2024年7月2日圣路易斯 / PRNewswire / - St. Louis Financial Corp. (NYSE: SF) 宣布,其独立承包券商子公司Stifel Independent Advisors,LLC结束了其首届Women Owners' Network(WON)活动,为公司各地的女性理财顾问和高管提供了一个教育和交流的机会。该活动不仅吸引了Stofan Agazzi Investments和Columbia Crest Financial Advisors等最近加盟的机构的女性顾问和高管,这两家机构的客户资产总量近10亿美元。
The Women Owners' Network is inspired by and modeled after Stifel Financial's Women's Initiative Network, or "WIN," but with activities specifically geared to the unique challenges faced by female independent owners. Both WIN and WON are designed to empower women throughout the firm to recognize their value and reach their full potential, personally and professionally, through networking, mentoring, and education.
女性业主网络(WON)是由Stifel Financial的女性倡议网络(WIN)启发和模仿的,但专门设计了女性独立业主所面临的独特挑战的活动。WIN和WON都旨在通过建立社交关系、提供指导和教育等方式,赋予公司中的女性认识自己的价值,发掘她们的个人和专业潜力的机会。
WON was spontaneously launched as the latest offshoot of the larger initiative when a small group of Stifel Independent Advisors' top women advisors, including Cindy Boyle, President of Freehold Wealth Management, began working together to share best practices and encourage success.
WON是该机构最新的一个与前述活动相关的项目,当Stifel Independent Advisors的一小群高级女性顾问,包括总裁Cindy Boyle,开始合作分享最佳实践和鼓励成功时,WON就自发地启动了。
Tim Boostrom, Chief Operating Officer of Stifel Independent Advisors, said, "We are dedicated to promoting the professional growth of women in wealth management, not only because it supports our mission as a company, but more importantly because it is the right thing to do. The WON event was terrific, and I'd like to thank Cindy and her peers, who took time out of their practices to help us with the planning, promotion, and execution of the event. We look forward to getting together every year."
Stifel Independent Advisors的首席运营官Tim Boostrom表示:“我们致力于促进理财行业中的女性专业成长,不仅是因为此举支持我们作为公司的使命,更重要的是,这是正确的事情。 WON活动非常成功,我要感谢Cindy和她的同伴们,他们抽出时间来帮助我们规划、推广和执行活动。我们期待每年都能聚在一起。”
Bringing Women Advisors Together to Strengthen Practices
聚集女性理财顾问,加强实践
In addition to the event's education, idea-sharing, and relationship-building aspects, attendees heard from celebrity chef Vivian Howard from the former PBS TV show "A Chef's Life" and Mary Alice Monroe, The New York Times bestselling author of 27 novels.
除了活动的教育、分享想法和建立人脉的方面,参与者还听取了来自前PBS电视节目“A Chef's Life”的名人厨师Vivian Howard和畅销书作家Mary Alice Monroe的演讲。然而,格罗斯菲尔德表示:"在10至15年前,我们认为免费卡是带入年轻客户参与公司的入门点,"我们发现这不是千禧一代和Z世代的正确策略。他们喜欢品牌联系。他们喜欢旅游和外出吃饭,他们喜欢我们的高级卡所带来的特殊通道和体验。"Mary Alice Monroe是一位有27部小说畅销的作家。
"It was exciting to be part of Stifel Independent Advisors' inaugural WON event, which brought a wonderful group of inspiring women together for a great day of learning, community building, and idea sharing," said Ms. Boyle. "This event was fully embraced by Tim and the leadership at Stifel Independent Advisors, who gave us everything we needed to make it successful and enjoyable. Several actionable ideas came out of our time together that we will pursue with management, including creating a women's succession, acquisition, and business continuity program to match women looking to exit the business with those in growth mode."
Boyle女士表示:“参加Stifel Independent Advisors首届WON活动真是令人兴奋,让我们和一群非常有启发性的女性一起享受了一天的学习、社区建设和思想分享。Tim和Stifel Independent Advisors的领袖对这个活动给予了全力支持,让我们拥有了使活动成功和令人愉悦所需的一切。在我们在一起的时间里,我们提出了若干可行的想法,我们将与管理层一起推进它们,包括创建女性继任、收购和业务连续性计划,以匹配想要退出业务的女性和正在成长的女性。”
Mr. Boostrom concluded, "One of the smartest things we can do as leaders of financial firms is to listen to our advisor partners and create environments for them to feel valued and heard. This approach fosters the creativity that can ultimately generate great ideas like WON and our recent event."
Boostrom先生总结道:“作为金融公司的领导者,我们可以做的最明智的事情之一就是倾听我们理财顾问合作伙伴的意见,并为他们创造有价值和被听到的环境。这种方法激发了创意,最终可以产生像WON和我们最近的活动那样的好想法。”
Stifel Company Information
Stifel公司信息
Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel's broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners business division; Keefe, Bruyette & Woods, Inc.; Miller Buckfire & Co., LLC; and Stifel Independent Advisors, LLC; in Canada through Stifel Nicolaus Canada Inc.; and in the United Kingdom and Europe through Stifel Nicolaus Europe Limited. The Company's broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities. Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions. Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. offer trust and related services. To learn more about Stifel, please visit the Company's website at . For global disclosures, please visit
Stifel Financial Corp. (纽交所:SF)是一家总部位于密苏里州圣路易斯的金融服务控股公司,通过数家全资子公司开展银行、证券和金融服务业务。Stifel的券商客户在美国通过Stifel,Nicolaus&Company,Incorporated,包括其Eaton Partners业务部门; Keefe、Bruyette&Woods, Inc .; Miller Buckfire&Co.,LLC; 和Stifel Independent Advisors,LLC; 在加拿大通过Stifel Nicolaus Canada Inc.在英国和欧洲通过Stifel Nicolaus Europe有限公司。该公司的券商关联方向个人投资者、专业资产管理者、企业和政府提供证券经纪、投资银行、交易、投资咨询和相关金融服务。Stifel Bank和Stifel Bank&Trust提供全面的消费者和商业借贷解决方案。Stifel Trust Company,N.A.和Stifel Trust Company Delaware,N.A. 提供信托和相关服务。有关Stifel的更多信息,请访问该公司的网站;有关全球披露,请访问全球披露。
For further information,
contact Brian Spellecy
(314) 342-2000
如需更多信息,请联系Brian Spellecy(314)342-2000。
联系布赖恩·斯派利西
(314) 342-2000
SOURCE Stifel Independent Advisors
来源:Stifel Independent Advisors