Empowering Women in Financial Services

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

• Lindsey Lewis on LinkedIn
• Lindsey Lewis on Instagram
• The Center for Women in Financial Services
• Women Working in Wealth Podcast

Connect with Us

• Meet Dr. Daniel Crosby
• Check Out All of Orion’s Podcasts
• Power Your Growth with Orion

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