December 10, 2021 – Brands Don’t Win Dr. Stan Bernard, Bank of America on the Great Resignation and Women in Financial Industry by Cetera

Stan Bernard

December 10, 2021 – Brands Don’t Win Dr. Stan Bernard, Bank of America on the Great Resignation and Women in Financial Industry by Cetera


 
 
Stan Bernard – President at Bernard Associates and Author of Brands Don’t Win: How Transcenders Change the Game 

Transcenders do not have a mission statement.
They are on a mission! 

Stan Bernard

Stan Bernard, MD, MBA is an internationally-recognized, award-winning Global Competition consultant, keynote speaker, and published author. He is the President of Bernard Associates, LLC and the creator of The Transcender System™. He has been featured on television and in leading publications, including the Wall Street JournalBusiness 2.0, and Bloomberg Businessweek. Dr. Bernard has published over 75 book chapters, syndicated reports, and articles.

 
 
Kevin Crain – Head of Retirement Research & Insights at Bank of America 

The employer needs to ask the employees, ‘What are the
needs and demands of working here?’  And you need to
look at that by different segments, like age and gender.

Kevin Crain

Between balancing working from and living at home and battling burnout, the “great resignation” is sweeping the country. As employees reevaluate priorities and consider alternate job opportunities, now is the time for employers to take another look at benefit offerings and workplace perks to best retain and attract top talent. In fact, based on Bank of America’s recent Workplace Benefits Report, workplace benefits programs must go beyond financial topics. Kevin Crain is the Head of Retirement Research & Insights at Bank of America. In this position, he leads a team of experienced professionals, who create and deliver research focused on workforce aging, longevity, benefits diversity and inclusion, employee financial wellness and other workplace trends. The team shares their research through research pieces and national/local market events for the Bank’s associates, advisors, individual investors, institutional clients and their employees.
 
 
Michele Dillon – Head of Business Consulting for Cetera

Only 20% of financial advisors are women! 

Michele Dillon

In 2021, women are choosing careers in every professional industry imaginable. However, they are still underrepresented in the financial planning and advice industry. In fact, a recent study by McKinsey has found that only 15% of financial advisors are women. Michele Dillon is the Head of Business Consulting for Cetera, where she focuses on providing financial professionals with a growth framework that meets them where they are to help them optimize their businesses and enhance efficiency. She leads her team in providing coaching, practice management, succession planning, advisor business development and growth programs that enable Cetera’s financial professionals to deliver an Advice-Centric Experience® to clients. Michele is an accomplished senior-level leader in the investment and wealth management industry who has worked across learning enablement, leadership development, growth strategy, business development and marketing for nearly three decades. She has a proven track record growing and transitioning financial professionals’ practices to more sustainable, growth-oriented business models with keen attention to training.