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Shaping the Future of Women’s Leadership
In this episode, Tricia Carter Wood and Lindsey Hanley share personal insights and discuss the latest group comprising Osaic’s Women’s Advisory Board (WAB) and their action-driven agenda designed to empower the next generation of women in the financial industry. Tricia discusses how the Board is breaking down barriers to inspire young women, while Lindsey outlines a bold vision to increase Osaic’s female financial advisor population from 16% to 25%, emphasizing accessibility, leadership, and collaboration. They highlight the importance of mentorship, tailored resources, and the flexibility of a financial planning career, discussing how the industry is evolving to provide women with opportunities for professional growth while fostering a supportive, relationship-driven environment.
Episode Highlights:
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Lindsey and Tricia reveal some fun, little-known facts about themselves.
-
Tricia discusses the Women's Advisory Board's relaunch as an action-driven platform that builds on past leadership to empower and inspire young women in the financial industry by breaking down the barriers she and others once faced.
-
Lindsey stresses the importance of accessibility, leadership, and collaboration to foster progress and inclusivity, with a bold vision to increase women financial advisors from 16% to 25% and open doors for the next generation.
-
Lindsey emphasizes the importance of visibility, mentorship, and tailored resources to inspire and empower women in the financial industry, ensuring accessible pathways for growth and advancement at every stage of their careers.
-
Tricia highlights the flexibility and fulfillment of a career in financial planning, emphasizing its ability to support work-life integration, empower women as professionals and parents, and redefine outdated perceptions of the industry by showcasing its relationship-driven and rewarding nature.
Resources Mentioned:
Tricia Carter Wood
Haber Wealth Management
Lindsey Hanley, LUTCF, CFP®
Blue Pacific Advisors
Osaic’s Women’s Advisory Board
- - -
Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., and Osaic FS, Inc. broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
AdTrax: 7377515
View all episodes
By OsaicIn this episode, Tricia Carter Wood and Lindsey Hanley share personal insights and discuss the latest group comprising Osaic’s Women’s Advisory Board (WAB) and their action-driven agenda designed to empower the next generation of women in the financial industry. Tricia discusses how the Board is breaking down barriers to inspire young women, while Lindsey outlines a bold vision to increase Osaic’s female financial advisor population from 16% to 25%, emphasizing accessibility, leadership, and collaboration. They highlight the importance of mentorship, tailored resources, and the flexibility of a financial planning career, discussing how the industry is evolving to provide women with opportunities for professional growth while fostering a supportive, relationship-driven environment.
Episode Highlights:
-
Lindsey and Tricia reveal some fun, little-known facts about themselves.
-
Tricia discusses the Women's Advisory Board's relaunch as an action-driven platform that builds on past leadership to empower and inspire young women in the financial industry by breaking down the barriers she and others once faced.
-
Lindsey stresses the importance of accessibility, leadership, and collaboration to foster progress and inclusivity, with a bold vision to increase women financial advisors from 16% to 25% and open doors for the next generation.
-
Lindsey emphasizes the importance of visibility, mentorship, and tailored resources to inspire and empower women in the financial industry, ensuring accessible pathways for growth and advancement at every stage of their careers.
-
Tricia highlights the flexibility and fulfillment of a career in financial planning, emphasizing its ability to support work-life integration, empower women as professionals and parents, and redefine outdated perceptions of the industry by showcasing its relationship-driven and rewarding nature.
Resources Mentioned:
Tricia Carter Wood
Haber Wealth Management
Lindsey Hanley, LUTCF, CFP®
Blue Pacific Advisors
Osaic’s Women’s Advisory Board
- - -
Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Osaic Institutions, Inc., Osaic FA, Inc., and Osaic FS, Inc. broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.
AdTrax: 7377515