Welcome to episode 53 of The Innovating Advice Show.
I’m joined by Olga Miler, co-founder of SmartPurse which is empowering women from all over the world to build each other up and reach new heights of financial independence.
In this episode, Olga, who co-founded and developed UBS Wealth Management’s award-winning global female program and the Gender ETF, shares why she co-founded SmartPurse, the global impact they’re seeking to make and how financial advisers around the world can leverage the platform to grow their own businesses.
We also chat about Olga’s current research around women and money which, despite being a highly researched topic has had really slow progress, and how she’s hoping to change that.
And finally, as an expert in gender-smart investing, we chat about what that means and why advisers should be more knowledgeable in this area.
Humans Under Management virtual event happening 8th September: https://bit.ly/IAHUM2020
Tickets: R500, US$30, £23, AU$42.
Olga Miler is an award-winning innovation architect and marketing executive. She is a specialist in complex business transformation and digital innovation. Olga co-founded and developed UBS Wealth Management award-winning global female programme and the Gender ETF and until recently was the programme’s global architect. She is passionate about diversity in business and finance.
Olga is also a marketing and innovation expert, recognised as one of the Senior Leaders in Fintech (Innovte Finance); Inspirational Woman of the Year (CityWealth); Top 50 Marketing & Advertising Leaders (Madcon); Financial services change maker - building new solutions to innovate financial services, specialising in financial education, customer experience and gender-smart investing.
01:12 - Introducing Olga Miler
03:15 - The why behind creating SmartPurse
06:33 - New research to understand how people search for financial education
11:37 - The financial health test
13:10 - The difference between financial education and financial literacy
16:23 - The process of signing onto SmartPurse
18:50 - Men are welcome too
21:05 - Becoming listed on the platform as an advisor
24:54 - Going global
26:35 - The ultimate goal for SmartPurse
27:36 - The result of previous research on women and money
32:04 - Gender lens investing
33:47 - Sustainable investment
34:55 - Impact investing
36:40 - Some final thoughts