Creating a More Inclusive Financial Services Industry Part 2

06/02/2025 21 min Episodio 157
Creating a More Inclusive Financial Services Industry Part 2

Listen "Creating a More Inclusive Financial Services Industry Part 2"

Episode Synopsis

Trying to move up the ladder as a woman in financial services or offer support to 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 insightful conversation about empowering women and minorities in the financial industry. In part two of this episode, she emphasizes the importance of education, mentorship, and understanding the diverse landscape of financial services roles. Lindsey also discusses her personal definition of success, which involves balancing different aspects of life and surrounding herself with a supportive "village." With wisdom and authenticity, she offers advice for women considering a career in financial services - know yourself, find a mentor, and claim your seat at the table.Resources:The American College of Financial ServicesState of Women in Wealth Management Report 2023Statistics:Buy Back Your Time by Dan MartellThe Book of Boundaries by Melissa UrbanFour Thousand Weeks: Time Management for Mortals by Oliver Burkeman

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