Name: Three Effective Ways for Advisors to Reach More Women
Uploaded: 2026-01-22T20:11:00Z
Duration: 2 min 8 s
Description: Emily Green, head of wealth management at Ellevest, says advisors should “show up” where women are, be sensitive about how they are showing up, and focus on helping clients achieve their goals.

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"We're trying to build an infrastructure at a pace the world has never seen before," Said Mike Intrator, CEO of CoreWeave. This interview was recorded on Jan. 21, 2026, at the World Economic Forum meeting in Davos, Switzerland.

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CoreWeave CEO on the Company's Relationship With Nvidia

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CoreWeave CEO on the Company's Data Centers

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CoreWeave CEO on Nvidia, AI, and Building the Cloud

Joseph Dominguez, President and CEO of Constellation, discussed global aspects of the energy business. This interview was recorded on Jan. 20, 2026, at the World Economic Forum meeting in Davos, Switzerland.

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Constellation CEO on Transmitting Energy Globally

Joseph Dominguez, President and CEO of Constellation, discussed the future of the electric vehicle industry. This interview was recorded on Jan. 20, 2026, at the World Economic Forum meeting in Davos, Switzerland.

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Constellation CEO Sees Steady Growth for EV Demand

Joseph Dominguez, President and CEO of Constellation, discussed President Donald Trump's call for an emergency power auction. This interview was recorded on Jan. 20, 2026, at the World Economic Forum meeting in Davos, Switzerland.

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Constellation CEO on Trump's Plan to Cut Mid-Atlantic Electrical Bills

This level of energy demand has not been seen "in a long period of time," said Joseph Dominguez, President and CEO of Constellation. This interview was recorded on Jan. 20, 2026, at the World Economic Forum meeting in Davos, Switzerland.

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Constellation CEO on What Hyperscalers Mean For the Energy System

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"Your 9-5...is just not going to do it," Nick Magguilli, personal finance expert, said on Barron's Streetwise podcast.

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How to Scale Your Net Worth

TJ Thornton, Head of Global Research Product Marketing at BofA Securities, talks to Jack Hough about his favorite stocks outside of AI.

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BofA’s Favorite Non-AI Stocks

Jack Hough talks to TJ Thornton, Head of Global Research Product Marketing at BofA Securities about diversifying stocks to hedge AI risks.

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Evaluating Investing Opportunities Beyond AI

Steve Quirk, chief brokerage officer at Robinhood, breaks down the value of tokenizing stocks in different markets.

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Unpacking Tokenization for Everyday Investors

Jack Hough talks to Steve Quirk, chief brokerage officer at Robinhood, about trends in retail investing.

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How Robinhood Reshaped the Trading Landscape for an Entire Generation

Streetwise host Jack Hough sat down with strategist Scott Wren to discuss how the AI-fueled market run stacks up against the dot-com boom.

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AI vs. The Dot Com Bubble

Bank of America’s Haim Israel shares what’s next for Nuclear Energy development.

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Dividends and Capital Appreciation

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Advisors Should Share ‘Multiple Versions of Reality’ With Clients

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‘Three Magic Words’ That Advisors Should Say to Clients

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Relevance, Empathy, and Trust

Bill Cates, founder of Referral Coach International, describes how financial advisors can distinguish themselves from competitors.

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What’s Your Differentiator?

Although the northeast is still a “very strong market,” advisors and wealthy clients have been moving to the Southeast since Covid, says Jeff Gonyo, head of Wealth Management at Steward Partners.

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Advisors and Wealth Are Shifting to the Southeast

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Emily Green, head of wealth management at Ellevest, discusses the company’s intensive approach to training advisors on alternative investments.

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How Ellevest Works With Advisors and Alternative Investments

Clients are concerned with the timing of distributions and the after-tax return of a fund and focus more on the value they receive than a fund’s fees, says Emily Green, head of wealth management at Ellevest.

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The Things That Clients Care Most About

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Emily Green: Women, Investing, and the Great Wealth Transfer

The Ameriprise Financial Services private wealth advisor discusses the centrality of the advisor-client relationship, the shift to holistic planning, and reasons why the financial planning process should be simplified.

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‘You Have to Be Able to Connect With People’

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Sustainable Investing and the Wealth Transfer

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Emily Green, head of wealth management at Ellevest, says advisors should “show up” where women are, be sensitive about how they are showing up, and focus on helping clients achieve their goals.

https://m.wsj.net/video/20260122/33e77af3-1032-4891-9284-c455d900f9d2/1/hls/manifest-hd-wifi.m3u8

Three Effective Ways for Advisors to Reach More Women

So for advisors that are looking to expand sort of their reach to women specifically. What are some of the top, I'd say three things that you would advise them what to do.

Yeah. So I always think about from a marketing perspective, I think when you're looking at an upcoming advisor, there's the old school one-to-one approach and then there's the one-to-many within there. And where are women? Where are they reading? What are they looking at? And they're on social media, they're on, even before we film, you and I are talking about Instagram within here. And so that's where they are. And so showing up in these places, we show up in these places, you'd be amazed at how many women, and I'm talking about women with like tens of millions of dollars. Like, "I saw your Instagram post on these types of things." And so showing up where women are, number one, to just find them within here. Second, I'd really look at just how are you showing up in the world within there? I'm not telling you the woman only wants a female advisor, but I am telling you that she doesn't wanna go on your site and see only men too, within that, that is intimidating to her within that. And so thinking about what does your team look like? How are you showing up? If you bring the junior woman, are you actually letting her talk within that? Is she actually have a role? It's really easy to give every single person on your team a role. Literally takes a two minute pre-meeting.

I was just about to say. That is one of my most bothers me so much when someone says, "I bring a woman to a meeting and they just sit there taking notes the entire time." It's almost worse in some facts. 'Cause you're like, "You're not giving her a moment to speak in a place and making space for her in that way."

Yeah. It's really easy to do. And then I go back to what we talked about, it's really focusing on goals. And so instead of sitting there and talking about being worried about the markets and all these different things, let's bring it back to what are you trying to achieve and always working with women in that way. So what is your goal? And it's not your best friend's goal within here, is your goal to retire early and maybe consult and let's build you what that life looks like.