Women represent only 20-25% of financial professionals despite decades of diversity initiatives. In this special forum by A Women’s Clarity®, host Kirsten speaks with industry leaders about practical strategies to help change that and show how women can thrive in this environment. Hear from special guests: Lindsay Lewis, MBA, CHFC®, CFP®, Managing Director & Chair for Center for Women at The American College of Financial Services, and Alanah Phillips, founder of Advisor Launch Lab and Break Up With Your Broker Dealer.
Their conversation explores how mentorship can accelerate career development, why finding your professional “tribe” matters, and practical ways to build relationships that lead to greater professional opportunities. From leveraging designation programs to finding male allies who can advocate for you, the discussion provides actionable guidance for women at all career stages in our industry.
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About the Guest Host:
Kirsten Schlumbohm is the Vice President, Head of Annuity Sales at C2P. She 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 Guests:
Lindsey Lewis, MBA, CHFC®, CFP® is a distinguished figure in the financial services industry, dedicating her career to empowering women to take control of their financial futures. As the Executive Director and Chair of the American College Center for Women in Financial Services, she drives research and advocacy aiming to modernize the industry by promoting diversity and quality talent recruitment.
Beyond her professional duties, Lindsey leads the Women Working in Wealth® initiative, which includes managing social media channels, hosting podcasts, and holding exclusive events designed to inspire and educate women interested in financial careers. Her contributions have earned her spots on the 2021 Investment News 40 Under 40 list and the Excell Represents Rising Star Woman in Wealth Management award. Lindsey’s passion for financial education extends to volunteering with $AVVY Ladies, a nonprofit offering pro-bono financial planning services.
Alanah Phillips is not only a recruiter, speaker, she’s also the founder of Advisor Launch Lab and Break Up With Your Broker Dealer. She co-chairs The American College of Financial Services’ Next-Gen Advisory Taskforce and hosts the Nextgen in 10 podcast for up-and-coming financial professionals. Alanah focuses her time in the industry trying to make it a more transparent, colorful, and fun place for the next generation to work with the goal of helping her network make more money, have more fun, or both.