Bridging the Confidence Gap in Women’s Investing
In this episode of Zephyr’s Adjusted for Risk Podcast, hosted by Ryan Nauman, we discuss the emerging trend of women controlling the majority of financial assets and the resulting challenges and opportunities for financial advisors. Leslie Thompson, Senior Wealth Advisor at Focus Partners Wealth, shares her journey in the wealth management industry, the importance of early investing for women, and strategies for financial advisors to help women transition into primary financial decision-makers. Leslie also provides valuable insights on misconceptions about the wealth management industry and tips for those looking to enter this field. Don’t miss this engaging conversation packed with insights and advice for both financial professionals and aspiring investors. Sponsored by Zephyr, the award-winning tool for investment professionals.
00:00 Introduction and Welcome
01:13 Guest Introduction: Leslie Thompson
02:39 Leslie’s Journey into Wealth Management
04:42 Challenges and Opportunities for Women in Investing
07:29 Advising Women on Financial Management
10:04 Misconceptions and Building Confidence
21:03 Getting Started in Wealth Management
23:52 Conclusion and Contact Information
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Learn more about Focus Partners Wealth here.