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Thursday Email: Lindsey Lewis Podcast

Bridging the Gap is a weekly podcast focused on evolving the wealth management industry.

Each week we look to inspire innovation and continued progression to serve more families via these transformative conversations with leaders both in and out of our industry.

Breaking Barriers with Lindsey Lewis on Revolutionizing the Financial Industry

In this episode of 'Bridging the Gap,' hosts Lindsey Lewis and Matt Reiner navigate the dynamic world of financial advising, highlighting the pressing need for diversity and inclusivity in the industry. They underscore the importance of mentorship, proactive recruitment strategies, and cultivating a culture that embraces diverse talent. With actionable insights on mentorship, recruitment, and fostering inclusive workplaces, this episode offers valuable guidance for both aspiring and established advisors navigating the evolving landscape of financial services.

Jump to this:

[11:55] Financial professionals struggle with trust and understanding as there is a disconnect between their technical expertise and the needs of their clients. Despite many entering the industry to help and serve people, job descriptions often do not emphasize assisting with financial wellness and understanding clients' goals. This leads to a lack of alignment between the recommendations and the specific needs of the clients.

[33:11] Perception and diversity in financial services stagnate. The industry needs rebranding to reflect the real world. Women's representation in CFP profession remains unchanged. Efforts are needed for progress and inclusivity.

The best is ahead!

-Matt