Tag Archives: #Advisors

Ep 59: DE&I as a Strategic Imperative — With Connie Lindsey



Diversity isn’t the end game in DE&I. To create powerful outcomes, leaders need to understand how to create Equity and Inclusion within their firms, which takes strategy, commitment and accountability.  

In this episode, Laura Gregg and David Partain welcome back Connie Lindsey, Head of Corporate Social Responsibility and Global Diversity, Equity, and Inclusion for Northern Trust. Connie discusses why she views DE&I as a strategic imperative. She also shares some misunderstood aspects of DE&I and how leaders can sidestep common pitfalls in order to create powerful outcomes.

Connie Lindsey discusses: 

  • What diversity really means
  • How to apply Diversity, Equity and Inclusion as a strategic imperative
  • Understanding equity and how it differs from equality 
  • The Future of Work and its impact on our industry
  • Building an intentional culture of inclusivity
  • Consumers’ growing demand for DE&I
  • And more

Resources: 

Connect With Connie Lindsey:

Connect With  Laura Gregg: 

Connect With  David Partain: 

About Our Guest:

Connie L. Lindsey is Executive Vice President and Head of Corporate Social Responsibility (CSR) and Global Diversity, Equity & Inclusion (DE&I) at Northern Trust. She is responsible for the design and implementation of the global Corporate Social Responsibility, Community Development and Investments, and Diversity, Equity and Inclusion strategy at Northern Trust. In addition to strategic oversight, she provides leadership to the firm’s response to environmental matters and social issues, within the marketplace, workplace, and community.   

Prior to becoming the Head of CSR and Global DE&I, Ms. Lindsey led client servicing teams in the Corporate & Institutional Services business, serving public fund and not-for-profit clients.  Over the course of her Northern Trust career, she has held a number of leadership roles, including Deputy Business Head in Operations and Technology, Group Head in Wealth Management, Director of Enterprise Relationship Management, and Manager in Treasury Management Consulting and Product Management and holds the Certified Treasury Professional designation.

Ms. Lindsey is a former National Board President of Girl Scouts of the USA, the highest-ranking volunteer of this 2.5 million-member organization. In this role she provided guidance in three vital areas—policy, fund-raising, and leadership.  She was an integral part of the Girl Scout transformation, committed to building and sustaining membership growth and ensuring girls receive a premier leadership development experience.  

Ms. Lindsey serves on several civic and charitable boards to include Leadership Greater Chicago (Board President, 2001 Fellow); McCormick Theological Seminary (Chair of the Board of Trustees); Obama Foundation Inclusion Council (Co-Chair); Chicago Urban League; Executives’ Club of Chicago; and YMCA of Metropolitan Chicago.

Ms. Lindsey received her BA in Finance at University of Wisconsin-Milwaukee, completed the Harvard Business School Executive Education Corporate Social Responsibility program, and is also a licensed Qualified Administrator of The Intercultural Development Inventory®.  She is a public and motivational speaker on topics of diversity and inclusion, corporate responsibility, leadership, and personal and professional empowerment.


Ep 58: Disrupting With Purpose — With Dana Wilson



Consumers want to work with advisors like them!  That’s according to FlexShares’ most recent DE&I research. But in an advisory industry that is primarily white and male, finding a Black or LatinX advisor can be difficult.  Dana Wilson, Founder and CEO of CHIP (Changing How Individuals Prosper) is working to change that! In this episode, Laura Gregg and David Partain welcome Dana back to the show to check in on the progress of her fintech firm that matches consumers and advisors of color and the new resources CHIP is providing to build a vibrant new community.

Dana Wilson discusses: 

  • Why building a community of black and brown advisors and consumers is necessary
  • How CHIP matches consumers to advisors who share key cultural characteristics
  • Why trust matters –  and how to build it in communities of color
  • Getting comfortable in sharing your money story
  • And more

Resources: 

Connect With Dana Wilson:

Connect With Laura Gregg: 

Connect With David Partain:

About Our Guest:

Dana L. Wilson is the CEO and founder of CHIP (Changing How Individuals Prosper). She has 15+ years of industry experience as a customer-focused financial professional and has received many awards and recognitions, including Inspiring Fintech Females 2020. She demonstrates the ability to build long-lasting client relationships, fosters successful collaborative partnerships, and drives social impact through emerging technologies. 

 


Ep 51: Conquering Stress with Productivity — With Patty Kreamer, CPO®



Is work getting the best of you? Do you wish you had more control over your life and time?

In this third episode of our advisor wellness series, Laura Gregg and David Partain talk with Productivity Coach, Patty Kreamer. Patty helps financial advisors develop personalized systems to get more done in less time while clearing the brain clutter that blocks success through her firm Productivity Uncorked, LLC. 

Everyone has a vision of what life was supposed to look like but not everyone has made it happen. Patty shares actionable steps for creating efficiency with work space, email, time, and attention that can help free up time for the things that bring you joy. 

In this episode, you will learn:

  • Simple steps that can lead to more efficiency and less stress
  • The new look of business development
  • What’s behind the stress advisors are (still) feeling
  • Productivity coaching strategies that work
  • What to look out for if you are adopting a hybrid work schedule
  • And more!

Tune in to learn about Patty Kreamer’s tips for building and maintaining an efficient business so that you can spend more time on the what brings you joy! 

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Patty Kreamer | Productivity Uncorked | Productivity Quiz | Your Ideal Day | Ep 48: Conquering Stress and Coming Back Stronger — with Dr. Jack Singer | Ep 49: Conquering Stress: Harnessing the Power of Your Anxiety — With Dr. Chloe Carmichael