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Diversify Your Team Portfolio with DiversityModerator: Martin K. Powell,

Panelists: Melissa Finocchio, Liz Mellor & Jacinda Norvell

Agenda

■ Introductions■ Best Practices in Recruitment■ Best Practices in Retention

Diversify Your Team Portfolio with Diversity

■ Facilitator:

• Martin K. Powell , Vice President, Senior Account Manager, Lincoln Financial Distributors, Inc.

■ Panelists:

• Liz Mellor, Senior Talent Acquisition Leader, Capital One Bank

• Jacinda Norvell, National Sales Manager, SunTrust

• Melissa Finocchio, Senior Recruiter, U.S. Bank

Hard-wired with soft skills that translate into results2: Affluent female clients select advisors based on their

listening skills and ability to understand their unique financial planning

and retirement challenges

■ 45% of female advisors say they target female investors, compared with 15% of male advisors1

■ Women advisors oversee more AUM than male advisors –an average of $63MM for women and $62MM for men1

1 BISA Magazine, Women on the Move in Bank Brokerage, 1Q 20142 Source: Investment News, May 30, 2014

The Competitive Advantage

Differentiation

Collaborate

Listen

Details

Patient

Comfortable

Diversify Your Team Portfolio with Diversity

■ Retention of Diverse Team Members

• Women’s Mentorship Program - U.S. Bancorp

> Ensuring proper onboarding of new hires

> Connecting female financial advisors to provide support to increase success:

– Practice management

– Address challenges/ opportunities

– How to leverage the culture/ strength of the organization

Diversify Your Team Portfolio with Diversity

■ Wealth Management and Securities Services Military Talent Rotation Program at U.S. Bank

• Program provides a robust development experience for newly hired military hires with leadership

potential.

• Through cross-functional experiences, participants will gain critical skills and a broad understanding

of businesses within our division. Participants will have opportunities to learn about various

products, customers, business processes and organizational structures.

• Program Details:

• Service Academy Graduate: U.S. Air Force Academy, U.S. Coast Guard Academy, U.S. Merchant

Marine Academy, U.S. Military Academy and U.S. Naval Academy.

• Following completion, participant is placed into a position within appropriate business.

• Program is designed to be completed in approximately 27 months.

Question and Answer Session

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