April 11, 2024

Lindsey Lewis - Empowering Women in Investing: Breaking Barriers and Shaping the Future of Finance

55 minutes

Tune in to hear:

What makes women so uniquely good as behavioral investors?
Why have many thought of women as particularly risk averse for so many years and what systems, on the trading floor and elsewhere, have perpetuated this misconception?
Some book recommendations on women in investing and its history.
Examples of how insidious the bias against women in finance can be.
What can we do to attract more women to financial services when we know they are so well suited for the field?
What can we be doing better, as an industry, around how we treat and communicate with our clients who are women?
Why is the financial services industry seeing fewer and fewer new recruits and how can we get young talent interested in this work? Might career changers play a big role here?
If Lindsey were to design a training and hiring program for new advisors, what changes might she make to improve the terrible attrition rate the industry currently has?

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Compliance Code: 0620-OAS-3/11/2024

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By Dr. Daniel Crosby

4.9

155155 ratings

April 11, 2024

55 minutes

Tune in to hear:

What makes women so uniquely good as behavioral investors?
Why have many thought of women as particularly risk averse for so many years and what systems, on the trading floor and elsewhere, have perpetuated this misconception?
Some book recommendations on women in investing and its history.
Examples of how insidious the bias against women in finance can be.
What can we do to attract more women to financial services when we know they are so well suited for the field?
What can we be doing better, as an industry, around how we treat and communicate with our clients who are women?
Why is the financial services industry seeing fewer and fewer new recruits and how can we get young talent interested in this work? Might career changers play a big role here?
If Lindsey were to design a training and hiring program for new advisors, what changes might she make to improve the terrible attrition rate the industry currently has?

Links