About the Episode:
You may say your firm serves everyone, but you could be overlooking your female client experiences without realizing it. In this episode, host Kirsten Schlumbohm, sits down with Lisa M. Hinz, founder of CORNHERSTONE and a former LPL Financial leader, who helps advisory firms build scalable marketing systems for the next generation of wealth owners.
Together they discuss what women clients notice, where firms tend to lose them, and what it looks like to build a practice they seek out and stay in.
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About the Host:
Kirsten Schlumbohm, BPC, SVP, Head of Sales Support & Relationship Management at Prosperity Capital Advisors, has over 15 years of industry experience in which she has 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 people and helping them reach the retirement finish line. She believes in optimizing processes to build strategies out of silos and encourage tighter collaboration.
About the Guest:
Lisa M. Hinz is the founder and architect of CORNHERSTONE, a strategic movement dedicated to helping financial advisory firms build infrastructure that reflects the real lives of modern investors with clarity, discernment, and aligned action.
Over the past 18 years, Lisa has developed and scaled advisor-responsive infrastructure across RIAs, corporate platforms, and startups. Her work is informed by nearly two decades alongside advisors championing progress for women and next-gen investors. She brings founder-level clarity, startup agility, and operational rigor to every engagement, always with an emphasis on legacy, not just growth.