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Stifel Independent Advisors Holds Inaugural Women Owners' Network Event

Stifel Independent Advisors Holds Inaugural Women Owners' Network Event

Stifel獨立顧問舉辦首屆女性業主網絡活動
PR Newswire ·  07/02 06:00

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(女性業主網絡)活動彙集了來自網絡各地的女性,其中包括近10億美元的新附屬機構的多位女性。

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日聖路易斯 / PRNewswire / - St. Louis Financial Corp. (NYSE: SF) 宣佈,其獨立承包券商子公司Stifel Independent Advisors,LLC結束了其首屆Women Owners' Network(WON)活動,爲公司各地的女性理財顧問和高管提供了一個教育和交流的機會。該活動不僅吸引了Stofan Agazzi Investments和Columbia Crest Financial Advisors等最近加盟的機構的女性顧問和高管,這兩家機構的客戶資產總量近10億美元。

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.

女性業主網絡(WON)是由Stifel Financial的女性倡議網絡(WIN)啓發和模仿的,但專門設計了女性獨立業主所面臨的獨特挑戰的活動。WIN和WON都旨在通過建立社交關係、提供指導和教育等方式,賦予公司中的女性認識自己的價值,發掘她們的個人和專業潛力的機會。

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是該機構最新的一個與前述活動相關的項目,當Stifel Independent Advisors的一小群高級女性顧問,包括總裁Cindy Boyle,開始合作分享最佳實踐和鼓勵成功時,WON就自發地啓動了。

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的首席運營官Tim Boostrom表示:“我們致力於促進理財行業中的女性專業成長,不僅是因爲此舉支持我們作爲公司的使命,更重要的是,這是正確的事情。 WON活動非常成功,我要感謝Cindy和她的同伴們,他們抽出時間來幫助我們規劃、推廣和執行活動。我們期待每年都能聚在一起。”

Bringing Women Advisors Together to Strengthen Practices

聚集女性理財顧問,加強實踐

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.

除了活動的教育、分享想法和建立人脈的方面,參與者還聽取了來自前PBS電視節目“A Chef's Life”的名人廚師Vivian Howard和暢銷書作家Mary Alice Monroe的演講。然而,格羅斯菲爾德表示:"在10至15年前,我們認爲免費卡是帶入年輕客戶參與公司的入門點,"我們發現這不是千禧一代和Z世代的正確策略。他們喜歡品牌聯繫。他們喜歡旅遊和外出吃飯,他們喜歡我們的高級卡所帶來的特殊通道和體驗。"Mary Alice Monroe是一位有27部小說暢銷的作家。

"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:“參加Stifel Independent Advisors首屆WON活動真是令人興奮,讓我們和一群非常有啓發性的女性一起享受了一天的學習、社區建設和思想分享。Tim和Stifel Independent Advisors的領袖對這個活動給予了全力支持,讓我們擁有了使活動成功和令人愉悅所需的一切。在我們在一起的時間裏,我們提出了若干可行的想法,我們將與管理層一起推進它們,包括創建女性繼任、收購和業務連續性計劃,以匹配想要退出業務的女性和正在成長的女性。”

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先生總結道:“作爲金融公司的領導者,我們可以做的最明智的事情之一就是傾聽我們理財顧問合作伙伴的意見,併爲他們創造有價值和被聽到的環境。這種方法激發了創意,最終可以產生像WON和我們最近的活動那樣的好想法。”

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. (紐交所:SF)是一家總部位於密蘇里州聖路易斯的金融服務控股公司,通過數家全資子公司開展銀行、證券和金融服務業務。Stifel的券商客戶在美國通過Stifel,Nicolaus&Company,Incorporated,包括其Eaton Partners業務部門; Keefe、Bruyette&Woods, Inc .; Miller Buckfire&Co.,LLC; 和Stifel Independent Advisors,LLC; 在加拿大通過Stifel Nicolaus Canada Inc.在英國和歐洲通過Stifel Nicolaus Europe有限公司。該公司的券商關聯方向個人投資者、專業資產管理者、企業和政府提供證券經紀、投資銀行、交易、投資諮詢和相關金融服務。Stifel Bank和Stifel Bank&Trust提供全面的消費者和商業借貸解決方案。Stifel Trust Company,N.A.和Stifel Trust Company Delaware,N.A. 提供信託和相關服務。有關Stifel的更多信息,請訪問該公司的網站;有關全球披露,請訪問全球披露。

For further information,
contact Brian Spellecy
(314) 342-2000

如需更多信息,請聯繫Brian Spellecy(314)342-2000。
聯繫布賴恩·斯派利西
(314) 342-2000

SOURCE Stifel Independent Advisors

來源:Stifel Independent Advisors

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