Silhouette of anonymous woman(Photo: Shutterstock)

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A woman in the investmentbusiness who was present when advisor Ken Fisher made lewd remarks at an industryevent last week is speaking out on what she says is the"unchecked bad behavior[that] runs rampant at many financial servicesconferences." 

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Sonya Dreizler, a certifiedfinancial planner and head of the consultancy Solutions with Sonya,has started sharing "realstories of sexual harassment, assault and discrimination" in theindustry in a series of blog posts.

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Her aim is for members of theindustry "to first continue listening to women's experiencesto better understand the problem" before moving to addressthem. 

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These incidents were told to herby 40 women, most of whom wish to remainanonymous. 

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However, one of the women, MaryMoore of AdvicePay, has explained her story on Facebook. Herhusband, Alan Moore, co-founder of XY Planning Network, alsosaid on Twitter that she is the womandescribed in the second story of Dreizler's Friday blog post. Mary"was raped at her boss' house" four years ago, he told ThinkAdvisorin a phone interview.

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Mary Moore says she is speakingout out now after "processing it" and discussing it with atherapist and others: "I'm now empowered … to bring awareness thatthis [type of behavior] exists and for us all to be allies [againstit]. So now when others see something [untoward], they will standup."

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The first time Mary Mooredescribed what happened to her to another person, "She did notbelieve me. And if a victim gets a negative reaction immediatelythen they will not share [the truth] with others. I want those whohear [about these incidents] to know how important it is to believe[the victims]. And I hope those who have had this experience knowthat they are not alone and that they are supported."

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Alan Moore said he and his wifeboth believe the media should be willing to "publish stories fromanonymous sources," since many victims are not comfortable sharingtheir names and their stories "then do not gettold." He and hiswife want women "to be aware and empowered" by suchaccounts. 

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Dreizler says conferenceorganizers "have a responsibility to create and maintain a safe andwelcoming environment for all participants." Plus, they should havecodes of conduct that attendees, sponsors, speakers and staff mustagree to.

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(XY Planning Network has an anti-harassment policy at itsconferences, a decision Alan Moore said was prompted by his wife'sexperience.)

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Dreizler is asking anyone who sees "sexual harassment, assault or any othertype of degrading behavior" to speak up. "A phrase that works inmany situations is, 'Hey, we don't do that here,' " sheadded.

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Janet Levaux

Janet Levaux, MA/MBA, is Editor in Chief of ThinkAdvisor & Investment Advisor. She's covered the financial markets since 1991 and advisors since 2005. Janet studied at Yale, Johns Hopkins SAIS and St. Mary's College of California. She's also lived and worked in Asia, Europe and Latin America, raised two sons, and won a Neal Award for top news coverage in 2020.