Her Success Matters

In this episode, Christine Shaw speaks with Danielle Burns, vice president, head of business development at CNote. Danielle shares the important work that CNote does to elevate and amplify the voices of women and people of color in financial services, and shares why it is both her professional and personal passion to ensure that Black women are accurately represented at the table and in the diversity and inclusion conversation.

In this episode, Christine Shaw speaks with Pam Stross, CEO of TruClarity Management Solutions about how female leaders can establish pathways for the next generation of female advisors to aspire for those C-suite roles. Pam shares her own experience in leadership in the financial services industry as well as her advice for those just entering the field.

In the third and final part of this mini-series, Erin Botsford returns to discuss key takeaways for advisors in 2021 with Christine Shaw and Nicole Casperson. Erin shares her tips for success, ways to ensure clients don’t expect you to be in every meeting, and the ways that Erin gives back to children in need.

In part two of this mini-series, Erin Botsford returns to speak with Christine Shaw about her secrets to building a seven-figure financial services firm. Erin explains her Elite Advisor Success System, discusses her book “Seven Figure Firm”, and shares her process when it comes to helping advisors grow their practice.

In part one of this mini-series, Christine Shaw speaks with Erin Botsford, founder and CEO of The Advisor Authority, founder of Botsford Financial Group and a Barron’s Top 100 Advisor. Erin shares how she got her start in business, the goals that she set for herself, and how she has exceeded and surpassed those goals throughout her 30+ years in the industry.

In this episode, Christine Shaw spoke with Ann Senne, head of advice and solutions, about her experience with economic and gender diversity in financial services. Ann shares her path to leadership at RBC Wealth Management - U.S. and explains why she is passionate about educating future generations about the importance of female representation in the industry.

In this episode, Christine Shaw speaks with Wendy Hartman, president of Buckingham Strategic Wealth, one of the largest RIAs in financial services. Wendy shares her path to holding a role in the company that is most typically held by a man and explains the importance of work/life balance as a leader in business, but also as a wife and mother of two boys.

One of the best mindsets to have is to discover how your uniqueness can become a competitive advantage in moving up the ladder as a female leader in financial services.

In this episode, Christine Shaw speaks with Mimi Nguyen, co-founder of Mana Search, about how Mimi balances her career in FinTech with parenting, pursuing a PhD and teaching in a MA program at Central Saint Martins University in London, England.

In this episode, Christine Shaw speaks with Michelle McDonough, Chief Operating Officer at Trillium Asset Management.

With 10 years of leadership experience in the financial services industry, Michelle explains the importance of having strong mentors and allies in your corner, and how she gives back as a mentor to others in the field (and on the football field).