Create a More Inclusive Financial Services Industry

A Woman's Clarity Podcast

Creating a More Inclusive Financial Services Industry Part 2

In This Episode

About the episode:

Trying to move up the ladder as a woman in financial services or support those who are by fostering a more inclusive environment?

Join Kirsten Schlumbohm and Lindsey Lewis, MBA, CHFC®, CFP®, Executive Director and Chair at The American College for the Center of Women in Financial Services, as they continue their discussion on empowering women and minorities in the financial services industry.

In part two of this episode, Lindsey and Kirsten share crucial strategies for fostering an inclusive environment and the significant role of education and mentorship.

Key Topics Discussed:

The Changing Landscape of Financial Services: Insights into the evolving demographics of advisors and clients, highlighting the urgent need for fresh talent.
Education as Empowerment: The direct correlation between confidence and credentials, emphasizing the value of financial education.
The Power of Mentorship: The impact of mentor-mentee relationships on retention rates and the importance of advocacy within the industry.
Understanding the Industry: Navigating the complexities of various financial services roles to retain talent and improve success rates.
Personal Success and Time Autonomy: Lindsey shares her personal journey towards understanding success, emphasizing time autonomy and self-awareness.

Listen to learn how you can contribute to a more diverse, equitable, and inclusive financial services industry and “claim your seat at the table.”

Resources:

Statistics:

Buy Back Your Time by Dan Martell
The Book of Boundaries by Melissa Urban
Four Thousand Weeks: Time Management for Mortals by Oliver Burkeman

About the guest

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.