Whether you’re a woman trying to find your footing in the financial space or a firm looking to become more inclusive to female clients and employees, consider this: small changes lead to big results! Host Kirsten Schlumbohm engages with Lindsey Lewis, MBA, CHFC®, CFP®, Executive Director and Chair at The American College for the Center of Women in Financial Services, to shed light on enhancing diversity, equity, and inclusion in the financial sector. They explore Lindsey's journey from a finance professional to an academic leader, her innovative work at The American College, and the pressing need for more women in financial services. The discussion offers insights into overcoming systemic barriers and fostering a more inclusive environment. They also touch on Lindsey's contributions to curriculum development aimed at representing diverse financial needs. Don’t miss this episode on the future of financial services and the role of women in shaping it!

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