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  • Pam Stross, CEO, TruClarity Management Solutions

    Pam Stross, CEO, TruClarity Management Solutions
    2021/01/07
    The financial services industry has been a predominantly male-led field. In recent years, more and more women have entered the industry and are earning leadership positions in the ever-coveted C-suite.  In this episode, Christine Shaw speaks with Pam Stross, CEO of TruClarity Management Solutions about how female leaders can establish pathways for the next generation … Continue reading Pam Stross, CEO, TruClarity Management Solutions →
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    23 分
  • Erin Botsford, Founder & CEO, The Advisor Authority — Part 3

    Erin Botsford, Founder & CEO, The Advisor Authority — Part 3
    2020/12/17
    As 2021 quickly approaches, it’s important to keep in mind what worked in the past for your practice, and how you would like to improve as you move forward into the new year.  In the third and final part of this mini-series, Erin Botsford returns to discuss key takeaways for advisors in 2021 with Christine … Continue reading Erin Botsford, Founder & CEO, The Advisor Authority — Part 3 →
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    31 分
  • Erin Botsford, Founder & CEO, The Advisor Authority — Part 1

    Erin Botsford, Founder & CEO, The Advisor Authority — Part 1
    2020/12/03
    Building a successful business starts with establishing goals and understanding what it takes to make it happen.  In part one of this mini-series, Christine Shaw speaks with Erin Botsford, founder and CEO of The Advisor Authority, founder of Botsford Financial Group and a Barron’s Top 100 Advisor. Erin shares how she got her start in … Continue reading Erin Botsford, Founder & CEO, The Advisor Authority — Part 1 →
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    28 分
  • Ann Senne, Head of Advice & Solutions, RBC Wealth Management – U.S.

    Ann Senne, Head of Advice & Solutions, RBC Wealth Management – U.S.
    2020/11/12
    In financial services, the client base is diverse in economic status, gender, and background, and it’s important to remember that the workforce should represent that as well.  In this episode, Christine Shaw spoke with Ann Senne, head of advice and solutions, about her experience with economic and gender diversity in financial services. Ann shares her … Continue reading Ann Senne, Head of Advice & Solutions, RBC Wealth Management – U.S. →
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    29 分
  • Wendy Hartman, President, Buckingham Strategic Wealth

    Wendy Hartman, President, Buckingham Strategic Wealth
    2020/11/05
    It’s important to remember that there is no perfect playbook for female leadership. Instead, drive yourself and your career forward with grit and perseverance, and the mindset of intentionality and empowerment.  In this episode, Christine Shaw speaks with Wendy Hartman, president of Buckingham Strategic Wealth, one of the largest RIAs in financial services. Wendy shares … Continue reading Wendy Hartman, President, Buckingham Strategic Wealth →
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    32 分
  • Tiffanie Gray, First Vice President, Branch Manager, Greenwich, CT, Wells Fargo Advisors

    Tiffanie Gray, First Vice President, Branch Manager, Greenwich, CT, Wells Fargo Advisors
    2020/10/29
    One of the best mindsets to have is to discover how your uniqueness can become a competitive advantage in moving up the ladder as a female leader in financial services. In this episode, Christine Shaw speaks with Tiffanie Gray, first vice president and branch manager in Greenwich, CT for Wells Fargo Advisors. Tiffanie shares her … Continue reading Tiffanie Gray, First Vice President, Branch Manager, Greenwich, CT, Wells Fargo Advisors →
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    25 分
  • Mimi Nguyen, Co-Founder, Mana Search

    Mimi Nguyen, Co-Founder, Mana Search
    2020/10/22
    Finding the perfect work-life balance was difficult even before people were working from home.  Now, more than ever, employees are walking a fine line to balance their work with their families, education, and home life. In this episode, Christine Shaw speaks with Mimi Nguyen, co-founder of Mana Search, about how Mimi balances her career in … Continue reading Mimi Nguyen, Co-Founder, Mana Search →
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    24 分
  • Michelle McDonough, Chief Operating Officer, Trillium Asset Management

    Michelle McDonough, Chief Operating Officer, Trillium Asset Management
    2020/10/15
    Having the right mentor (or mentors) is crucial for cultivating successful female leadership. In this episode, Christine Shaw speaks with Michelle McDonough, Chief Operating Officer at Trillium Asset Management.  With 10 years of leadership experience in the financial services industry, Michelle explains the importance of having strong mentors and allies in your corner, and how … Continue reading Michelle McDonough, Chief Operating Officer, Trillium Asset Management →
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    25 分