Creating a More Inclusive Financial Services Industry Part 2

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 Services
• State of Women in Wealth Management Report 2023

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