In this compelling episode of Women Behind the Millions, host Jessica Weaver welcomes back the dynamic Leslie Lipscomb, a senior vice president at the Financial Independence Group. Together, they delve into the liberating theme "RIP Captive Life," which emphasizes the shift towards greater independence for women in the financial industry. Leslie, known for her mentorship and advocacy for women, shares her passion for guiding women as they break free from the confines of traditional, captive corporate roles and embrace their independent paths.

Throughout the conversation, Leslie talks about her own career journey, including her experiences in a male-dominated industry, and how she balances a thriving career with family life thanks to a supportive partnership with her husband. They discuss the challenges many women face, such as ageism, lack of confidence, and the daunting statistics of failure within the first years of financial advising. Leslie and Jessica offer encouragement and strategies for navigating these hurdles, focusing on the power of education, relationship-building, and having a robust support system like that at FIG.

Moreover, this episode sheds light on the importance of being in the right environment that encourages growth and independence. Jessica and Leslie explore the intricacies of the transition from a captive firm to an independent practice, outlining practical steps and highlighting the freedom and personal growth that comes with betting on oneself. They also touch on the evolving role of technology in the industry and its impact on efficiency and client transparency.

Listeners will gain valuable insights on how to embrace independence, overcome industry biases, and utilize their unique backgrounds to thrive in financial advising.

Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.

New episodes release every week: https://www.womenswealthboutique.com/women-behind-the-millions-podcast

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In this episode, we’re thrilled to introduce Susan Danzig. With over two decades of dedication to empowering financial advisors, Susan has honed her craft in helping professionals define their brand, attract ideal clients, and propel themselves to greater financial success.

We dive into Susan’s experience as a co-author of, "Beyond the Broker." She opens up about the courage and determination it takes for women to break free from traditional roles, tapping into their full potential and achieving independence in their career paths. Susan emphasizes the role of having a clear brand vision and the importance of innovative marketing strategies in standing out in a crowded industry.

Susan also shares her journey from working within a company that faced significant challenges during the market downturn to launching her successful business coaching practice for financial advisors. Her insights into the power of mindset, supported by her Master Certified NLP Practitioner background, reveal how belief systems can significantly impact professional growth and client relationships.

Whether you’re an advisor considering the leap to independence or seeking to refine your business strategies, Susan's invaluable advice will guide you on your path to success. Join us for a conversation filled with motivation, practical tips, and stories of transformation that will inspire your next steps.

Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.

New episodes release every week: https://www.womenswealthboutique.com/women-behind-the-millions-podcast

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In this episode we are joined by Kari Ellis. She is an experienced recruiter, career consultant, and industry transition expert who’s on a mission to guide seasoned financial professionals to find their true path. In this episode, Kari opens up about her deeply personal journey into the financial industry, spurred by the tragic loss of loved ones and a desire to help others avoid financial hardship during life's unexpected turns.

We’ll explore how Kari transformed her personal pain into her professional purpose, discovering boundless opportunities beyond just selling life insurance. She details the significant role that mentors have played in her success, shedding light on the importance of guidance, whether it came from seasoned men in the industry or the vibrant network of women she later built around herself.

Kari also shares valuable insights about the leap of faith she took when transitioning from corporate life to entrepreneurship, fueled by her husband’s unwavering support. She’ll take us through her meticulous process of helping financial advisors make career transitions, emphasizing the importance of aligning with one’s core values, understanding the diverse financial channels, and making decisions that benefit both advisors and their clients.

Finally, we dive into the empowerment and collaboration among women in finance, fostering a community where each woman has the opportunity to follow her passion and find her true place. Join us as we explore the emotional, spiritual, and practical sides of wealth with Kari Ellis, a true woman behind the millions.

Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.

New episodes release every week: https://www.womenswealthboutique.com/women-behind-the-millions-podcast

Follow us on Instagram & Facebook