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