Success Factors for Female Financial Advisors - Sandy (Sandra) McCarthy
Thanks so much for your interest in our survey and white paper, commissioned as a part of the OneAmerica Female Retirement
Professionals Program. This program is deeply personal to me, as a woman who has spent my 30-plus year career in the retirement and financial services industry. During that time, I’ve seen firsthand the value that female financial professionals bring — positively impacting the clients they serve and our industry as a whole. For that reason, it was important to me to create a program designed to examine, drive and amplify that impact.
The program is also significant for OneAmerica — a company that places relationships at the center ofeverything we do. In line with
this belief, the OneAmerica Female Retirement Professionals Program is centered on listening, learning and acting
— connecting with women in the industry to understand their strengths, motivations and obstacles, and in turn creating and tailoring a program that equips them to thrive. At its core, our program is about coming together to engage, empower and elevate women advisors. What we learned from the survey allows us to do just that — establishing a baseline
as we continue to advance this important discussion and translate our findings into action. As you read through our findings, you’ll discover key insights that show just how significant and formative an advisor’s first few
years can be. Being aware is the first step. From here, we can work
together as an industry — not only to attract women to our industry, but to support, retain and grow them throughout their careers. There’s incredible
opportunity here.
Finally, I’d like to express my sincere gratitude for the amazing group of industry professionals who have engaged with our program. It’s been a privilege to connect with women, and men, who are passionate about the
topic and committed to working together to make a difference. I’m especially grateful for the over 200 women who completed our survey and provided such honest and thoughtful feedback. It’s an exciting time for our
program and our industry, and I’m glad to have you with us on this meaningful journey.
Sandy McCarthy
#boarddirector #design #Female Retirement #Miami #NewYork #RealEstate #passion
