Insights

Join us live from the SER Summit for Latin@s in FinServ as we interview Lacy Garcia founder and CEO of Willow. Topics of Discussion: Discuss Lacy’s journey into the industry How she came to found Willow Her take on our State of Women in Wealth Management Research Why it’s important to serve women and how …

Join Ana Trujillo Limon as she interviews Dr. Lisa Toppin, Carson’s VP of Workforce and Market Expansion. The two will talk about Lisa’s impressive background in the industry and what brought her to Carson. Topics of Discussion: Quick overview of Lisa’s background and journey to Carson Dive into what her role is here at Carson …

Join us live from Excell as we interview Yan Zhao, the co-founder and president of Stone Ridge. We’ll talk about Yan’s journey to becoming a successful entrepreneur, her advice to women in the industry, and her proudest accomplishments. We’ll also dive into what’s new at Stone Ridge. Topics of Discussion: Discuss Yan’s career journey: she …

Join Ana Trujillo Limon as she interviews Dr. Patricia Villarreal, chief clinical officer for Expressive Wealth, about the Queen Bee Syndrome and how we can go on journeys of transformation to attempt to eradicate it—both within ourselves and from others. Or, at the very least, learn how to navigate it when we experience it.

Discussion with industry mentorship expert Kellan Brown to discuss the importance of mentorship and sponsorship in advancing women, as well as how people can be successful mentors. We’d also like to get Kellan’s perspective on things we should address in the 2024 State of Women in Wealth Management Research.

Discussion with next-gen professional Amanda Bearden, Partnership Development Associate, to get her perspective on how mentorship and sponsorship have helped her in her success during her short time in the industry. Plus, to get a next-gen perspective on what things we should address in the 2024 State of Women in Wealth Management Research. Host: Ana …