How can female leaders in financial services be better mentors to their fellow women working in wealth and build strong teams of advisors and professionals? We speak with Sanya Rizvi, WMCP®, about the keys to successful team-building and how women can balance work and life in the industry. Sanya is a market director for J.P. Morgan Wealth Management, based in Manhattan, and is responsible for managing financial advisors. Sanya started in the wealth management industry 22 years ago as a financial advisor, moving into management in 2008. Early on in her career, she learned the importance of grea ..read more

How can advisors enrich not just their clients in wealth, but in their lives as well? We’re joined by Ka’Neda Bullock for a conversation on how to serve both individual and institutional clients and help those financial professionals work with leave a legacy. Ka’Neda is the founder and CEO of Master Plan Investment Group, a financial advisor, and a financial speaker. As a retirement plan advisor, she specializes in managing workplace retirement planning and works to help employees develop healthy money management practices. She has a passion for helping clients clarify their financial goals an ..read more

Who should consider a career in the financial services industry, and what are the secrets to success? We speak with Bina Patel about her success strategies and how women looking to become more independent can find satisfying and profitable careers in the business. Bina is a Financial Representative and Managing Associate with Wealth Advisory Group LLC, a General Agency of The Guardian Life Insurance Company of America. In addition to helping clients acquire the appropriate life, disability, long-term care, and health insurance, she leads all client relationship efforts for her partner, Joe Sci ..read more

How can your “money mindset” affect your decisions, especially as an entrepreneur? We’re joined by Kathleen Burns Kingsbury for a discussion on how a person’s relationship with money influences their life–and how understanding yours can improve your professional advice as well as your personal growth. As an expert on financial psychology, Kathleen Burns Kingsbury has appeared on television and written for consumer and trade publications. Her work has been featured in The New York Times, The Wall Street Journal, PBS News Hour, Real Simple, Money Magazine, TODAY Money, Forbes, and CNBC. She serv ..read more

In this special episode, host Lindsey Lewis, CFP®, ChFC® is joined by Sloane Ortel, founder of Invest Vegan, for a Pride Month-focused conversation on the unique challenges of working as a trans person in financial services and how financial professionals can promote investing meaningfully, and successfully, in ways that speak to clients’ values. Sloane Ortel is the founder of Invest Vegan, an ethics-first registered investment advisor (RIA) that manages distinctive discretionary portfolios of public equities on behalf of aligned individuals and institutions. She is also a co-host of Free Mone ..read more

Lindsey wraps up Season 1 of our podcast by speaking with Akeiva M. Ellis, MSFP, CPA/PFS, CFP®, ChSNC®, a financial planner and educator, about how to choose the right learning path for yourself in the financial services industry, as well as how financial professionals today are connecting with clients and the general public through personal ventures. Akeiva M. Ellis is the Financial Education Specialist at Ballentine Partners, a wealth management firm in the Greater Boston area serving ultra-high-net-worth individuals and families. She is also the founder of The Bemused, a financial education ..read more

Lindsey is joined by Leah Davis, FFC, Founder of Leah Davis Coaching. Leah is a dedicated Wealth and Wellness Coach for Black, Indigenous, women of color and she is committed to supporting women with achieving economic stability. Prior to discovering her passion for coaching, Leah enjoyed a career as a Financial Advisor and Investment Adviser Representative. Leah is also a certified Domestic Violence Advocate and brings a healing-centered approach to her coaching and financial education programs. She fully supports the unique needs of women that have experienced childhood domestic violence and ..read more

Lindsey hosts Sarah Williams, Vice President of Marketing Communications at CreativeOne, for a discussion of what financial professionals and firms, and especially women, can accomplish through branding, lead generation, social media, and other creative ventures. Sarah Williams is a marketing professional with more than 20 years of experience in sales, marketing, advertising, and public relations. As CreativeOne’s chief ambassador, she communicates how marketing and practice management can help agents and advisors expand their practices. She became a member of the Women in Insurance and Financ ..read more

Lindsey welcomes Penny Phillips, Co-Founder & President of Journey Strategic Wealth, for a conversation on training, coaching, and consulting with financial professionals and institutions and the challenges and rewards of striking out on your own in the industry. Prior to founding Journey, a Registered Investment Adviser, Penny Phillips founded Thrivos Consulting, a practice management coaching and consulting company. She has worked in various leadership positions across the financial services industry and has created multiple practice management training programs. She regularly speaks on ..read more

Lindsey is joined by Chia-Li Chien, PhD, CFP®, PMP®, CPBC, an expert on business succession planning, for a discussion on how strategic succession planning allows your clients to smoothly sail into the sunset after a successful career.  Dr. Chia-Li Chien is a Succession Program Director at the Value Growth Institute. Before her consulting practice, she held several senior management positions in Fortune 500 companies, including Diageo, ABB, CIGNA, and RSA Insurance Group. She is a frequent speaker about succession planning at national conferences and has published three award-winning book ..read more