Videos

View presentations by our talented faculty members and leading industry professionals on issues relevant to women in today’s changing financial services industry.

Women & Worth

Professor Gerry Herbison speaks with Gary Melnick, a Senior Partner at Capital Financial Partners, about Penn Mutual’s “Worth for Women” program and effective ways for financial advisors to consult with female clients.

Is Financial Services Female Friendly

Professor Gerry Herbison speaks with Gary Melnick, a Senior Partner at Capital Financial Partners, about why the financial services industry continues to be male-dominated.

Will Your Female Clients Stay With You?

Professor Gerry Herbison speaks with Gary Melnick, a Senior Partner at Capital Financial Partners, about the unlikely probability of a female client staying with her advisor, especially after becoming a widow, and his advice on treating male and female clients equally.

Misconceptions of Women & Finance

Professor Gerry Herbison speaks with Gary Melnick, a Senior Partner at Capital Financial Partners, about why the traditional view surrounding women and financial decisions is incorrect.

What Should Financial Professionals Know About the Unique Needs of Women Clients?

A review of the unique risk factors women face in retirement. We learn that Social Security and long-term care can have different meanings for women and men.

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