Lindsey Lewis - Women and Money

This week on Standard Deviations with Dr. Daniel Crosby, Dr. Crosby is joined by 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 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. Lewis spearheads the Women Working in Wealth® social media channels, podcasts and exclusive events. Because of her efforts, Lewis has been honored with 2021’s Investment News 40 Under 40 list and 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.

Tune in to hear:

  • What makes women so uniquely good as behavioral investors?

  • Why have many thought of women as particularly risk averse for so many years and what systems, on the trading floor and elsewhere, have perpetuated this misconception?

  • Some book recommendations on women in investing and its history.

  • Examples of how insidious the bias against women in finance can be.

  • What can we do to attract more women to financial services when we know they are so well suited for the field?

  • What can we be doing better, as an industry, around how we treat and communicate with our clients who are women?

  • Why is the financial services industry seeing fewer and fewer new recruits and how can we get young talent interested in this work? Might career changers play a big role here?

  • If Lindsey were to design a training and hiring program for new advisors, what changes might she make to improve the terrible attrition rate the industry currently has?

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