A Woman's Clarity®

C2P
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Host Kirsten Schlumbohm teams up with C2P's network of institutional and carrier partners, as well as subject matter experts to bring you advice, tips, and insights to better serve women clients. Tune in to hear from talented leaders, professionals, and practitioners in the finance sector!

  1. 11/06/2024

    Advising Women on Social Security: Essential Strategies Every Financial Advisor Should Know

    For many women, Social Security represents their largest retirement asset. Join host Kirsten Schlumbohm and guests Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, head of Security Planning at OneTeam Financial, and Julie Manning, RICP®, CFF, a top advisor at C2P and the founder and CEO of Keystone Wealth Management, as they unveil essential strategies for maximizing Social Security benefits for women. Learn practical approaches for incorporating Social Security planning into your practice, discover valuable resources for mastering this specialty, and gain insights into marketing these services to women clients. Whether your female clients are married, divorced, or widowed, this episode provides the knowledge you need to enhance your retirement planning services and grow your practice. Resources: Software Referenced: Social Security SolutionsCertification Mentioned: NSSA (National Social Security AdvisorGovernment Resources: Social Security AdministrationStatistics: Middle-income couples can receive approximately $1.4 million from Social Security over a 20-year retirementSingle women can potentially receive $700,000 to $1 million in lifetime benefits80% of Social Security benefits come from tax receipts, not the trust fund

    40 min

  2. 07/24/2024

    Creating change for Females in Finance: Sheryl Hickerson on Advancement and Allyship

    70% of women prefer to work with female advisors. * Learn how to serve your female clients and their complex needs by creating a supportive and welcoming environment where female advisors can thrive. Join host Kirsten Schlumbohm and guest Sheryl Hickerson, CEO of Females and Finance and a pioneer in promoting diversity in financial services. Together they explore Sheryl's unexpected journey into the industry and her mission to empower women in finance and fintech. Throughout their engaging conversation, Sheryl offers valuable insights on building inclusive communities, effective strategies for engaging women in finance, and the future of the industry. She also shares her perspective on marketing to women clients and the importance of allyship in advancing diversity. Tune in to hear Sheryl's unique insights on creating change, embracing discomfort, and the bright future for women in financial services. *Source Resources: Bowling Alone: The Collapse and Revival of American Community by Robert D. PutnamFemales and Finance websiteStatistics: Women and Wealth: How Advisors Can Address a $30 Trillion OpportunityDeloitte study: More women are reaching the C-suite in financial services, but progress is slow

    39 min

  3. 07/11/2024

    Be Your Own Advocate: An Advisor's Journey to $42M AUM

    How did an aspiring physical education teacher become a top-performing financial advisor with a thriving practice? Join host Kirsten Schlumbohm and guest Julie Manning, RICP®, CFF, a top advisor at C2P and founder and CEO of Keystone Wealth Management. Together they discuss Julie’s unexpected journey into financial services and how she built a successful practice focused on empowering women clients. Throughout their engaging conversation, Julie offers valuable insights on building client relationships, the power of empathy in financial advising, and the rewards of helping women achieve financial clarity. She also shares insights on maintaining work-life balance and advice for the next generation of women in the financial industry. Tune in to hear Julie's unique perspective on success, work-life balance, and the bright future for women in financial services. Resources: Die With Zero: Getting All You Can from Your Money and Your LifeStatistics: Advisorpedia: Why 80% of Women Leave Their Advisors When They Lose Their HusbandStatista: Share of women in leadership positions in the financial services industry in the United States in 2021, with forecast for 2030

    30 min

  4. 06/26/2024

    Divorce Made Simple: Financial & Practical Advice from Amy Colton

    Description:   Divorce made simple sounds like an oxymoron but it’s possible with financial and emotional guidance! Host Kirsten Schlumbohm lets special guest, Amy Colton, MBA, CDFA, financial advisor and CEO and founder of Your Divorce Made Simple, explain how in this comprehensive episode. Amy shares her journey from the technology and aesthetics industries to becoming a financial advisor and divorce mediator. Passionate about advocating for women, she discusses the unique challenges women face during major life transitions such as divorce, and how her innovative approach helps them navigate these changes efficiently and amicably. Tune into this compelling conversation that also covers the importance of financial planning, tax implications, and emotional support during a divorce.  Resources:  Your Divorce Made Simple

    36 min

  5. 06/05/2024

    From Actuary To CFO: Lessons and Insights from Wendy Young

    Supporting the advancement of women is crucial for making jobs in finance more accessible to women and being able to better serve the evolving needs of female clients. Join host Kirsten Schlumbohm and special guest, Wendy Young, Executive Vice President and Chief Financial Officer at F&G, for an inspiring conversation about championing women's success in financial services. From aspiring genetic counselor to Chief Risk Officer and eventual CFO, Wendy shares her unique leadership perspective on mentorship and fostering an inclusive culture that empowers women to thrive. She reveals strategies implemented at F&G to promote women into leadership, build supportive communities, and drive industry-wide diversity initiatives. Don't miss Wendy's empowering insights and advice for creating a more equitable future for women in this male-dominated field. Resources: F&G Life Insurance

    27 min

  6. 05/22/2024

    Not your Grandma's Annuities: Insights from Annuity Rockstar Sheryl Moore

    Learn about the evolution of annuities from the "Annuity Rockstar" herself — Sheryl Moore, founder, creator, & CEO of Wink, Inc. and Moore Market Intelligence. Join Kirsten Schlumbohm, VP Head of Annuity Sales at C2P, as she interviews Sheryl, who draws from her trailblazing career in competitive intelligence to reveal how annuities transformed from restrictive policies in ‘grandma’s’ day into flexible retirement income vehicles for many today. Sheryl also dispels outdated myths, discusses how to navigate the new DOL fiduciary rules, and providers predictions on taxation and portability trends. Don't miss these annuity insights and more from one of the industry's most respected thought leaders. Resources: Wink, Inc. Life Insurance & Annuity IntelligenceMoore Market Intelligence DOL’s Proposed Retirement Security Rule blog by C2P National Annuity Awareness MonthStatistics: https://finance.yahoo.com/news/woman-world-survey-finds-women-150013815.html https://www.annuity.org/annuities/fees-and-commissions/#:~:text=Commissions%20can%20vary%20depending%20on,from%201%25%20to%203%25. https://www.limra.com/en/newsroom/industry-trends/2024/limra-why-fixed-rate-deferred-annuity-sales-tripled-in-two-years/

    40 min

  7. 05/01/2024

    Coaching Female Clients: Lisa Chenet's Top Tips for Women's Financial Planning

    Women being more likely to outlive their husbands1 but less likely to be in charge of the finances in the relationship2, is a recipe for disaster. Help your female clients better plan for their future and well-being by empowering them to become active, informed participants in their financial lives. Join host Kirsten Schlumbohm, and special guest, Lisa Chenet , CFF®, BPC®, Vice President of Operations at CLP Financial Group, as they discuss Lisa’s holistic approach to coaching female clients with candor and real examples from her practice, Lisa strongly recommends factoring in retirement, health costs, legacy planning and more when developing comprehensive financial plans. She provides strategies for overcoming challenges like the gender pay gap and the need for women's money to last longer in retirement. Lisa also offers savvy tips for finding the right financial coach and getting the whole family on board with financial literacy. Listen in to help your clients get proactive about securing their financial present and future. Resources: The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free RetirementProsperity Capital Advisors  National Association of Certified Financial Fiduciaries Statistics: https://www.ncbi.nlm.nih.gov/pmc/articles/PMC1523476/ https://www.ncbi.nlm.nih.gov/pmc/articles/PMC5279946/#:~:text=In%20American%20households%2C%20men%20are%20usually%20primarily%20responsible%20for%20household%20finances.&text=In%20the%20Cognitive%20Economics%20Study,knowledgeable%20person%20in%20the%20household.

    38 min

  8. 04/10/2024

    Creating a More Inclusive Financial Services Industry Part 2

    Trying to move up the ladder as a woman in financial services or offer support to those who are by fostering a more inclusive environment? Join Kirsten Schlumbohm and Lindsey Lewis, MBA, CHFC®, CFP®, Executive Director and Chair at The American College for the Center of Women in Financial Services, as they continue their insightful conversation about empowering women and minorities in the financial industry. In part two of this episode, she emphasizes the importance of education, mentorship, and understanding the diverse landscape of financial services roles. Lindsey also discusses her personal definition of success, which involves balancing different aspects of life and surrounding herself with a supportive "village." With wisdom and authenticity, she offers advice for women considering a career in financial services - know yourself, find a mentor, and claim your seat at the table. Resources: The American College of Financial ServicesState of Women in Wealth Management Report 2023Statistics: Buy Back Your Time by Dan MartellThe Book of Boundaries by Melissa UrbanFour Thousand Weeks: Time Management for Mortals by Oliver Burkeman

    21 min
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Ratings & Reviews

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About

Host Kirsten Schlumbohm teams up with C2P's network of institutional and carrier partners, as well as subject matter experts to bring you advice, tips, and insights to better serve women clients. Tune in to hear from talented leaders, professionals, and practitioners in the finance sector!

Information

  • Creator
    C2P
  • Years Active
    2023 - 2024
  • Episodes
    30
  • Rating
    Clean
  • Copyright
    © Copyright 2026 A Woman's Clarity®
  • Show Website
    A Woman's Clarity®