The Most Lucrative Demographic Since the Onset of the Baby Boomers

The Most Lucrative Demographic Since the Onset of the Baby Boomers

Marketing to women is not only the most lucrative demographic since the onset of the baby boomers, but the transformation you’ll undergo as you develop a female-friendly practice will bring unbelievable focus, clarity, and conviction, all of which have the power to draw better, more highly qualified clients to your business.

Using The Keys to the Ladies Room model as your guide, everything you do will become synergistic. Your process will reinforce your message, and your personal story will lay the groundwork for an amazing client experience. Every aspect of your business will work together harmoniously, and the process for attracting new clients will become effortless.

Earning The Keys to the Ladies Room is not a campaign. It’s a transformational experience that totally elevates your practice to a whole new level, a place where you are not just an advisor, but you’re also an agent of change.

It doesn’t matter if you are a male or female advisor, the impact is the same. Both male and female advisors can use this model to develop a fresh, new approach, plan, and process that delivers better results.

The greatest impact your program provided was clarity around who I am. It gave me a greater insight into my real calling. You exceeded my expectations, and I have very high expectations! I am not even sure if I can articulate the real value of this program. It has had a much more profound effect than you could ever imagine. I have begun sharing my new strategy, and I’ve received very positive feedback. I would recommend The Masters of Women’s Advisory Program to anyone who wants to market to women.

-Amy Cole, Financial Advisor, Morgan Stanley

Even male advisors are embracing this new model and generating immediate results:

It’s the first time that I can proudly say “This is what I do…” Every time someone asks me what I do they are intrigued and inspired, and they always ask me for more information. This process works exactly how you said it would, Adri.  And when I wrote my story and began to share it with others, it had a compelling impact on everyone I shared it with! There is an immediate emotional connection; one that initiates a natural feeling of respect and trust and inspires immediate conversations that lead to more purposeful engagement. The women I speak to are immediately interested, and the men I share this with are already thinking about women they know who need me.

I’ve worked with MANY coaches from the industry, but I have gained the most focus, clarity, and direction from your program. I LOVE serving my tribal market.

-Bill Cummings, President and Owner (CFO), Concierge Financial  

This model is not just about appealing to women. At its heart, The Keys to the Ladies Room is really about building relationships, inspiring interest, and motivating clients, so this model works for both men and millennials. This model is geared toward the future of the financial advisory industry, and this is the path to great success in a world looking for greater authenticity and transparency.

Women Wealth Specialists around the country are thriving in the women’s market! Read a few of their stories below:

  • George, Managing Partner at The Arky Miller Financial Group, shared his story ‘why women’ to a new couple and in his amazement the wife leaned in and became fully engaged. This lead to a $10MM account 
  • Monica, $800,000 producer, presented a woman's topic to an audience of 80%, which ended up generating more leads, appointments and interest than ever before
  • Renee, Independent Wealth Advisor, tried her new female focused message at a networking event and the results were immediate and amazing. This moment of truth sealed her full commitment to the women’s market
  • Ray, Estate Planning Attorney, opened his usual seminar by sharing his story ‘why women’ and got a record of appointments at all three of his events.
  • Rene, Independent Wealth Advisor, increased her focus on women by hosting more consistent events and even launched webinars where she discussed topics tailored to women. In her first conference call she had 40 women sign up
     

Join the MWA, Masters of Women’s Advisory Certificate Program, today and Adri will help you create your personal story and a female-friendly practice that engages, inspires, and motivates women to become your client. Click here to learn more about this 8-week training program today!

Adri Miller-Heckman
Marketing to Women
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Adri Miller-Heckman is an expert at helping financial professionals market to and engage women more effectively. Adri is a highly passionate and motivational coach and speaker ... Click for full bio

How We're Investing in the Search for a Cancer Cure

How We're Investing in the Search for a Cancer Cure

Written by: Frank Jennings, Ph.D., Portfolio Manager

I hate cancer.


I’ve lost one too many friends to this insidious disease and I’ve made it a priority to be part of the effort to find a cure for it. Every day, I draw motivation from the people I’ve lost in my work as Portfolio Manager of Oppenheimer Global Opportunities Fund.

I may not be a doctor or medical industry professional, but the work my team and I do has brought us to the front lines of the ongoing fight against cancer. The Fund’s guiding philosophy is to invest in emergent growth companies that we believe have the potential to grow into large, highly profitable businesses.

Our search for these types of companies has given me renewed hope that we are closer than ever to finding a cure for one of the deadliest scourges humanity has ever known.

OppenheimerFunds’ Role in the Fight


Oppenheimer Global Opportunities Fund invests in a number of pharmaceutical and biotechnology companies that are developing breakthrough drugs that can potentially treat the disease more effectively without debilitating side effects, make it easier for patients to manage pain, and possibly even lower the cost of treatment.

The cutting-edge therapies that are in development may even pave the way to the ultimate goal – a cure for all forms of the disease. Of course, one glance at the National Cancer Institute (NCI) website is all it takes to remind us we’re in a fight that often feels like an uphill race against time.

At some point in their lifetime, nearly 40% of the population will be diagnosed with cancer, according to the NCI. Last year in the United States alone, 1.7 million people received this dreaded news from their doctor, while nearly 600,000 people succumbed to the disease.1

These statistics certainly make it fair to ask why I’m so optimistic about the future of cancer treatment and the potential for a cure.

Well for starters, just consider that geneticists have finally mapped the entire human genome. Today, 100 million people have had their genomes mapped, which has enabled us to confirm, for example, that there is a particular gene mutation that places some women at a high risk of developing breast or ovarian cancer at some point in their life.

This is important on several fronts. First, it allows doctors to know beforehand whether or not a cancer drug will work on a patient due to the genetic makeup of the cancer. This means fewer drugs will be prescribed inappropriately. It may even help bring promising new treatments to market faster.

By knowing a cancer’s genetic makeup, drug trials can be conducted only on people with a high probability of success. In turn, this will result in less money wasted, better outcomes for patients, and ultimately, faster approvals by the U.S. Food and Drug Administration (FDA) and other international regulatory bodies.

The Biotechnology and Pharmaceutical Companies We Believe In


One of the largest holdings in the portfolio is in a company that develops and markets therapies that mimic a person’s own immune system to fight cancer. This particular company, which is headquartered in the U.S., recently developed a new antibody-drug conjugate (ADC) technology that allows its medications to attack cancer cells with fewer side effects than chemotherapy.

This firm has a number of innovative cancer medications at its disposal – including therapies for treating various types of lymphoma. The company continues to sign partners onto its proprietary ADC technology, and we believe it is well-positioned to earn millions in royalties over the long term, making it an attractive acquisition target for larger drug makers. 

There are a number of European pharmaceutical and biotech firms in the portfolio as well, including another company that specializes in immunotherapy – which seeks to boost the body’s immune system to fight off cancer.

Analysts have predicted this company’s treatment for multiple myeloma has blockbuster potential. And although the drug is primarily used to fight blood cancer, there are signs that it could also work against solid tumors as well. Now beyond the “cash-burning stage” that afflicts most drug makers at some point, this company is on track to becoming a mature biotech firm that’s positioned for strong overall sales and steady royalty income in the near future.

Over the last five years, shares of this company have climbed more than 2,000% and we see potential for continued strong future growth.

How the Cancer Fight Aligns with My Investment Philosophy


I believe companies have a lifecycle – just like people do. There’s a beginning, adolescence, prime years, and an eventual decline phase. Companies usually begin as entrepreneurial ventures powered by the spirit of a startup. If they’re successful, they gradually mature into corporate entities and can enjoy an extended run of success. The decline phase typically takes root when companies get too big and bogged down by bureaucracy, regulation and saturated markets.

The Fund seeks to invest in businesses that still have exponential growth ahead of them. I’ve been excited to discover that there are quite a few companies like this at the forefront of the fight against cancer. Investing in these types of companies within the Oppenheimer Global Opportunities Fund can help clients achieve their desired investment outcomes, which is my top priority as a portfolio manager.

Combining this core mission with my personal desire to see cancer eradicated is one of the most gratifying parts of my job.

Learn more about how we think about investments differently, visit challengetheindex.com



Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes, regulatory and geopolitical risks. Emerging and developing market investments may be especially volatile. Eurozone investments may be subject to volatility and liquidity issues. Investments in securities of growth companies may be volatile. Mid-sized company stock is typically more volatile than that of larger company stock. It may take a substantial period of time to realize a gain on an investment in a mid-sized company, if any gain is realized at all. Fixed income investing entails credit and interest rate risks. When interest rates rise, bond prices generally fall, and the Fund’s share prices can fall. Below-investment-grade (“high yield” or “junk”) bonds are more at risk of default and are subject to liquidity risk. Diversification does not guarantee profit or protect against loss.

Mutual funds and exchange traded funds are subject to market risk and volatility. Shares may gain or lose value.

These views represent the opinions of OppenheimerFunds, Inc. and are not intended as investment advice or to predict or depict the performance of any investment. These views are as of the publication date, and are subject to change based on subsequent developments.

Carefully consider fund investment objectives, risks, charges, and expenses. Visit oppenheimerfunds.com or call your advisor for a prospectus with this and other fund information. Read it carefully before investing. 

OppenheimerFunds is not affiliated with IRIS.xyz.

©2017 OppenheimerFunds Distributor, Inc.

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OppenheimerFunds, Inc., a leader in global asset management, is dedicated to providing solutions for its partners and end investors. OppenheimerFunds, including its subsidiari ... Click for full bio