• Lindsey Lewis - Women and Money

  • Apr 11 2024
  • Length: 56 mins
  • Podcast
Lindsey Lewis - Women and Money cover art

Lindsey Lewis - Women and Money

  • Summary

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

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