In this episode of Winning Through Culture, we chat with Lindsey Lewis, who’s all about shaking up the finance world by bringing in more women and making the field more welcoming for everyone. Lindsey doesn’t just talk about change; she’s doing the work, making it easier for women to get ahead in finance. She tells us about her path and how she’s helping others find their way too. This conversation with Lindsey Lewis highlights three main topics: the significant wealth transfer to women, the changing demographics of financial advisors, and the importance of diversity and inclusivity in financial planning. Lindsey’s dedication to empowering women and underrepresented groups shines through, offering valuable lessons on leadership, resilience, and the power of advocacy.

Lindsey Lewis’s story is one of determination and grit, showcasing her journey from a competitive pole vaulter to a leading advocate for women in finance. Her work with the American College Center for Women in Financial Services and as the host of the Women Working in Wealth Podcast illustrates her commitment to creating pathways for success in the financial industry.

Topics Discussed in “Empowering Women in Finance with Lindsey Lewis”:

• The significant wealth transfer to women and its implications for the financial services industry.
  
• The evolving demographics of financial advisors and the urgent need for more diversity and inclusivity.
  
• Strategies for attracting and retaining women and underrepresented groups in financial services.
  
• The role of mentorship, advocacy, and personal development in building a successful career.
  
• Lindsey’s personal journey and how it informs her approach to leadership and empowerment.
  
• The importance of work-life integration and building a supportive community or “village.”
  
• Insights into the future of financial services and how to foster a culture of innovation and inclusivity.
  
• Related episodes to “Empowering Women in Finance with Lindsey Lewis”: The Winning Women Series Starts Here | Honoring Hispanic Heritage Month with Leaders of ALPFA
  

More about Lindsey Lewis:

Lindsey Lewis has built a career around women and money. She not only helps women take charge of their finances as a Chartered Financial Consultant® (ChFC®) and CFP® Professional, but she also stands as a champion for diverse women in the financial services industry in her role as Executive Director and chair of the American College Center for Women in Financial Services, a premier Center of Excellence focused on research and advocacy within The American College of Financial Services. At the forefront of industry transformation, she co-chairs The College’s Next Gen Advisory Taskforce, attracting new talent and fostering inclusivity.

Lewis leads the Women Working in Wealth® social media channels, podcasts, and exclusive events. Because of her efforts, Lewis has been honored with 2023 Investment News Hot List and 2021’s Investment News 40 Under 40 list. Lewis was also recognized as the recipient of Excell Represents Rising Star Woman in Wealth Management. She also volunteers with $AVVY Ladies, which is a pro-bono financial planning nonprofit, and holds two degrees from Utah Valley University: Personal Financial Planning and MBA.

In her free time, she enjoys practicing yoga, working out, and spending time with her family as a mom of two kids.

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• Tim Flanagan: LinkedIn | Instagram
  
• Amanda Kramer: LinkedIn
  
• Lindsey Lewis, MBA, ChFC®, CFP®: LinkedIn | NextGen Advisory Task Force | Women Working in Wealth Podcast
  

• The Pelora Group
  

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