About the episode:

Explore the crucial role of women in finance and how to better serve female clients from one successful businesswoman to the next.

Join host Kirsten Schlumbohm, VP of Annuity Sales at C2P, and 2023 Philadelphia Business Journal Woman of Influence winner, Amber Williams, CFA®, SVP, Chief Sustainability Officer and Head of Client Investment Strategies from Lincoln Financial Group, as they share empowering advice for women entering or navigating the financial industry.

Tune in to learn how personal growth and professional evolution converge to create impactful careers in financial services.

Key topics discussed include:

• Amber Williams’ Multifaceted Career: From her childhood aspirations to her prominent position at Lincoln Financial Group, Amber shares how her roles as Chief Sustainability Officer and investment strategist drive both personal fulfillment and business success.
• Journey into Financial Services: Amber discusses her unexpected entry into the financial industry, highlighting the twists and turns that led her from accounting to a significant role in investments and insurance.
• Advocacy and Mentorship: Having advocates and mentors throughout Amber’s has shaped her experiences, both as a mentor and a mentee, which she dives into.
• Personal Growth and Professional Development: Amber emphasizes the critical role of continuous learning, self-care, and spiritual exploration in achieving career milestones and maintaining balance.
• Building Relationships in Financial Services: The episode delves into strategies for fostering strong relationships with clients, particularly women, to ensure they are integral to financial conversations, supported by Lincoln’s partnership with author Bridget Brennan.
• Advice for Women in Financial Services: Amber stresses the significance of building a supportive network and recognizing the unique strengths women bring to the field.

Listen in to learn how diverse experiences and a commitment to growth can shape a rewarding career in financial services, and how advocating for inclusion and mentorship enriches the industry for everyone involved.

Statistic:

https://www.advisorpedia.com/advisor-tools/why-80-of-women-leave-their-advisors-when-they-lose-their-husband/#:~:text=In%20fact%2090%25%20of%20women,year%20of%20their%20husband’s%20death

Lincoln Financial Group is the marketing name for Lincoln National Corporation and insurance company affiliates, including The Lincoln National Life Insurance Company, Fort Wayne, IN, and in New York, Lincoln Life & Annuity Company of New York, Syracuse, NY. Variable products distributed by broker-dealer/affiliate Lincoln Financial Distributors, Inc., Radnor, PA. Securities and investment advisory services offered through other affiliates.