About the Episode:
Discover why traditional planning approaches often fall short for women who earn less yet face longer, more expensive retirements. Join host Kirsten Schlumbohm from C2P, and special guests, Ashley Ilardo, Regional Director and Vice President at Dimensional Fund Advisors, and Tiya Stanley, VP of National Accounts at F&G for a meaningful discussion.
The panelists discuss practical frameworks for structuring client conversations that uncover what money truly means to women and strategies for addressing the concerns that prevent many female clients from confidently enjoying their wealth.
Key Topics Discussed:
Statistics:
About the Host:
Kirsten Schlumbohm is the vice president, head of annuity sales at C2P. She has over 15 years of industry experience in which she’s served as an insurance and annuity wholesaler, sales trainer and leader, and financial advisor. In addition to her life and health insurance licenses, she holds her Series 66 and a degree from Iowa State University.
Kirsten is committed to empowering you and helping you reach the retirement finish line. She believes in optimizing processes to build strategies out of silos and encourage tighter collaboration.
About the Guests:
Regional Director and Vice President Ashley Ilardo works with teams across the Global Client Group to deliver outstanding client experiences through Dimensional’s specialty groups and communities. Ashley is the leader of the Women & Wealth Community, Dimensional’s largest client community, which brings together advisors to better support women investors across different demographics and life stages.
During her career at Dimensional, Ashley has worked in roles with the Enterprise and Bank Trust Groups on some of the firm’s largest and most complex client relationships. She also helped launch and lead Dimensional’s Women’s Inclusion Network and currently serves on the board of 3rd Decade, a nonprofit founded to provide financial education and mentorship to young adults.
Prior to joining Dimensional, Ashley was an investment executive at National Securities, where she established and maintained relationships with high-net-worth individuals. She holds an MS in finance from the University of Texas at Austin and a BS in mathematics and economics from Adelphi University.
Tiya Stanley brings 14+ years of industry expertise as Vice President of National Accounts at F&G, where she specializes in creating income solutions for women’s extended longevity needs. From sales to issues, she has a broad range of experience in the financial services arena. Tiya has worked as an independent insurance agent, trainer at a top carrier, and recruiter at a leading IMO. Her high-energy approach to developing relationships and presenting sales concepts has consistently led to significant sales increases. Known for her creative analogies that make complex financial concepts relatable (like comparing retirement planning to building the perfect fried chicken sandwich), Tiya focuses on helping advisors communicate effectively with female clients.