See Original Post Here ; November 7, 2025
I recently joined a podcast to talk about something that has shaped my entire career: refusing to accept “the way it’s always been.” Wealth management has long been a male-dominated industry, and from the start, I knew I wanted to change that—not just for myself, but for every woman trying to find her place, her voice, and her power in this profession.
On the episode, I shared why I’m so passionate about elevating women in wealth—whether as clients, advisors, or leaders—and how my experiences as a CFP Board Ambassador, author of Women and Wealth, and the first female member of the Nasdaq Advisor Council have fueled that mission. Titles matter, but what matters more to me is using them to open doors for others.
We discussed the slow pace of progress in the industry and why simply getting more women in the room isn’t enough. Empathy, education, and communication are the real forces that reshape how financial advice is delivered. I also opened up about navigating a difficult corporate chapter, reclaiming my voice, and learning to lead with authenticity—even when it isn’t the easy path.
If you’ve ever felt underestimated or outnumbered, you’ll appreciate this conversation. Nothing has ever been handed to me in this field; every bit of influence I have today was built through perseverance and showing up again and again. I hope my story reminds other women that they can—and should—take the mic.
Below are a few of the highlights from the episode:
Episode Highlights
- Challenges and progress in the financial industry
- My experience serving on the Nasdaq Advisor Council
- How I navigated professional challenges and stayed aligned with my values
- The difference between being a finder and a minder
- Why finding your niche as an advisor matters
- Organic growth, client acquisition, and building trust
- Navigating firm affiliations and client ownership
- My vision for the future of women in wealth management
