The financial services industry has been a predominantly male-led field. In recent years, more and more women have entered the industry and are earning leadership positions in the ever-coveted C-suite. In this episode, Christine Shaw speaks wi

Erin Botsford, Founder & CEO, The Advisor Authority — Part 3

Dec 17th, 2020 30m 55s

As 2021 quickly approaches, it’s important to keep in mind what worked in the past for your practice, and how you would like to improve as you move forward into the new year. In the third and final part of this mini-series, Erin Botsford retur

Erin Botsford, Founder & CEO, The Advisor Authority — Part 1

Dec 3rd, 2020 27m 52s

Building a successful business starts with establishing goals and understanding what it takes to make it happen. In part one of this mini-series, Christine Shaw speaks with Erin Botsford, founder and CEO of The Advisor Authority, founder of Bo

Ann Senne, Head of Advice & Solutions, RBC Wealth Management – U.S.

Nov 12th, 2020 29m 4s

In financial services, the client base is diverse in economic status, gender, and background, and it’s important to remember that the workforce should represent that as well. In this episode, Christine Shaw spoke with Ann Senne, head of advice

Wendy Hartman, President, Buckingham Strategic Wealth

Nov 5th, 2020 32m 10s

It’s important to remember that there is no perfect playbook for female leadership. Instead, drive yourself and your career forward with grit and perseverance, and the mindset of intentionality and empowerment. In this episode, Christine Shaw

Tiffanie Gray, First Vice President, Branch Manager, Greenwich, CT, Wells Fargo Advisors

Oct 29th, 2020 24m 46s

One of the best mindsets to have is to discover how your uniqueness can become a competitive advantage in moving up the ladder as a female leader in financial services. In this episode, Christine Shaw speaks with Tiffanie Gray, first vice presi

Mimi Nguyen, Co-Founder, Mana Search

Oct 22nd, 2020 24m 27s

Finding the perfect work-life balance was difficult even before people were working from home. Now, more than ever, employees are walking a fine line to balance their work with their families, education, and home life. In this episode, Christi

Michelle McDonough, Chief Operating Officer, Trillium Asset Management

Oct 15th, 2020 24m 41s

Having the right mentor (or mentors) is crucial for cultivating successful female leadership. In this episode, Christine Shaw speaks with Michelle McDonough, Chief Operating Officer at Trillium Asset Management. With 10 years of leadership exp

Ida Liu, Head of Citi Private Bank North America

Oct 8th, 2020 24m 46s

The most successful female leaders are those who are unafraid to take risks and showcase their passion in their life and career. In this episode, Christine Shaw speaks with Ida Liu, Head of Citi Private Bank North America, as Ida shares the pa

Special Episode – A Tribute to Ruth Bader Ginsburg

Oct 6th, 2020 16m 12s

In the words of InvestmentNews Special Projects Editor Liz Skinner, “Ruth Bader Ginsburg lived her life shattering glass ceilings, but the “notorious” academic, lawyer, and U.S. Supreme Court Justice spent the balance of her career trying to eq

Lisa Kirchenbauer, Founder and President, Omega Wealth Management and Raef Lee, Managing Director, SEI

Sep 24th, 2020 28m 10s

Collaboration in the industry is absolutely critical in order to increase the number of females who join — and stay in — financial services. In this episode, Christine Shaw dives into the topic of collaboration with two special guests: Lisa Ki

Andina Anderson, Executive Managing Director, Envestnet Tamarac

Sep 17th, 2020 21m 35s

Incorporating a culturally diverse workforce is critical for firms to have different perspectives and hard questions brought to the table by executives and employees that have widely disparate life experiences. In this episode, Christine Shaw s

Monica O’Reilly, Vice Chair, U.S. Financial Services Industry Leader, Deloitte

Sep 10th, 2020 28m 1s

The experiences that have shaped your life and career will also shape your leadership style. In this episode, Christine Shaw speaks with Monica O’Reilly, the Vice Chair, U.S. Financial Services Industry Leader at Deloitte. Monica is the first

Renée Baker, Head of Private Client Group Advisor Inclusion Networks, Raymond James

Sep 3rd, 2020 25m 5s

In order to create a truly diverse financial industry, companies must implement programs and hold themselves accountable for creating an environment that appeals to women, people of color, and the LGBTQ+ community. In part two of this mini-ser

George Nichols III, President and CEO, The American College of Financial Services

Aug 27th, 2020 25m 13s

If you want to create a workplace environment that allows females to flourish, it starts with equality-driven core values of the employees within your business, even before hiring takes place. In part one of this mini-series about racial equal

Mindy Diamond, Founder, President and CEO, Diamond Consultants

Aug 13th, 2020 29m 54s

Recruiting and consulting powerhouse Mindy Diamond joins Christine Shaw on this episode of Her Success Matters to discuss how female CEOs can empower the next generation of women advisers to step into leadership roles. To start, Mindy and Chri

Angela Pecoraro, CEO, Advicent

Jul 30th, 2020 30m 5s

Advicent, an independent company based in Milwaukee, provides financial planning tools to the wealth management industry. It’s CEO, Angela Pecoraro, shares the story of her 17-year career, and how her curiosity, her confidence, paying it forwar

Amy Webber, CEO, Cambridge Investment Research

Jul 10th, 2020 34m 29s

In a male-dominated financial services industry, Amy Webber has carved a path built on intelligence, energy and teamwork. The CEO of Cambridge Investment Research, a financial solutions firm focused on serving independent financial professional

Sonya Dreizler, Founder, Solutions With Sonya

Jun 9th, 2020 32m 25s

What’s next for women leaders in financial services? Christine Shaw sits down with Sonya Dreizler of Solutions with Sonya to discuss leadership, mentorship, ESG and how we can all do better. Sonya Dreizler of Solutions with Sonya is a true rena

Cheryl Nash, CEO, Tegra 118

May 13th, 2020 25m 8s

Cheryl Nash, the CEO of Tegra 118, is a respected veteran executive in fintech. How did her career begin and how has it soared over the past three decades? Ms. Nash sits down with Christine Shaw to discuss why her success matters. Cheryl Nash o

Mellody Hobson, Co-CEO, Ariel Investments

Apr 8th, 2020 38m 18s

Finding inspiration is critical in this new normal. Christine Shaw speaks with Mellody Hobson, the co-CEO of Ariel Investments, about standing out in the C-Suite. She also talks about covid-19 and how we as individuals – and an industry – will

Kate Healy, Managing Director for Generation Next, TD Ameritrade Institutional

Mar 27th, 2020 34m 18s

In this episode, on International Women’s Day, Christine speaks with Kate Healy of TD Ameritrade about concrete steps firms can take to improve their workforce by bringing in an influx of talent from ‘Generation Next.’ This includes not only yo

Mike Durbin, Head of Fidelity Institutional

Feb 27th, 2020 24m 6s

For today’s inaugural episode, we welcome Mike Durbin of Fidelity Investments to the show. Mike is the executive sponsor of the Women’s Leadership Group at Fidelity and has really embraced being an advocate for women. Her Success Matters explor

Rate