The Rebuilding Retirement podcast

Episode 1.02 Sallie Krawcheck on reaching more diverse clients

Published: December 7, 2023

Sallie Krawcheck is the CEO and co-founder of Ellevest, a digital financial platform for women that has over 3 million clients and $1.5+ billion in assets under management. She has valuable insights into how we can expand our reach to a more diverse generation of clients.

Sallie discusses her journey to founding Ellevest, why we need greater diversity in the financial industry, the impacts of technology on the business of giving financial guidance, and why she hates the word “empowered.” 

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The Allianz consumer study referenced in this episode is the Allianz 2023 Annual Retirement Study, an online survey conducted in February and March 2023 with a nationally representative sample of 1,000 individuals age 25+ in the contiguous U.S. with an annual household income of $50K+ (single) / $75K+ (married/partnered) OR investable assets of $150K+.


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