This podcast explores how we can work together to break down internal barriers, create programs around diversity and inclusion and build a pathway for women to succeed in financial service. This podcast gives us a rare insider view to the executives of this industry who are forging the way by taking action or supporting programs within their organization to make change a reality.
Judith Lu, Founder & CEO, Blue Zone Wealth Advisors
In this episode, Christine Shaw speaks with Judith Lu, founder and CEO of Blue Zone Wealth Advisors about Judith’s unconventional path to financial services. Judith shares her passion for giving back and helping people and how she has applied this to every aspect of her financial services career.
Danielle Burns, Vice President, Head of Business Development, CNote
In this episode, Christine Shaw speaks with Danielle Burns, vice president, head of business development at CNote. Danielle shares the important work that CNote does to elevate and amplify the voices of women and people of color in financial services, and shares why it is both her professional and personal passion to ensure that Black women are accurately represented at the table and in the diversity and inclusion conversation.
Pam Stross, CEO, TruClarity Management Solutions
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 of female advisors to aspire for those C-suite roles. Pam shares her own experience in leadership in the financial services industry as well as her advice for those just entering the field.
Erin Botsford, Founder & CEO, The Advisor Authority — Part 3
In the third and final part of this mini-series, Erin Botsford returns to discuss key takeaways for advisors in 2021 with Christine Shaw and Nicole Casperson. Erin shares her tips for success, ways to ensure clients don’t expect you to be in every meeting, and the ways that Erin gives back to children in need.
Erin Botsford, Founder & CEO, The Advisor Authority — Part 2
In part two of this mini-series, Erin Botsford returns to speak with Christine Shaw about her secrets to building a seven-figure financial services firm. Erin explains her Elite Advisor Success System, discusses her book “Seven Figure Firm”, and shares her process when it comes to helping advisors grow their practice.
Erin Botsford, Founder & CEO, The Advisor Authority — Part 1
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 business, the goals that she set for herself, and how she has exceeded and surpassed those goals throughout her 30+ years in the industry.