Tag Archives: POC

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 49: Conquering Stress: Harnessing the Power of Your Anxiety — With Dr. Chloe Carmichael



Advisors are stressed, and female advisors report the higher levels of stress. But is that necessarily bad?

This is the second in a series of episodes focused on Advisor Wellness where we talk with experts who provide tips to help you manage your health and wellbeing. In this episode we speak with Dr. Chloe Carmichael, a clinical psychologist whose private practice in New York City focuses on stress management, relationship issues, self-esteem and coaching.  Dr. Chloe is the author of the recently published book, Nervous Energy: Harness the Power of Your Anxiety. 

Laura Gregg, David Partain and Dr. Chloe explore what’s behind advisor stress and anxiety and why reporting being stressed may actually be a sign of good mental health. Dr. Chloe offers tips for women – and all advisors feeling overwhelmed — on how to ask for help and get it.

In this episode, you will learn:

  • You’re stressed out.  Now what?
  • Are women really more stressed than men?
  • Powerful words to use when asking for help.
  • How to harness the power of your anxiety.
  • Tips for leaders to help teams navigate uncertainty.
  • And more!

Tune in today to discover how to effectively channel your stress and anxiety in ways that will help your business and relationships!

_____

Dr. Chloe Carmichael holds a doctorate in Clinical Psychology from Long Island University. Her private practice focuses on stress management, relationship issues, self esteem, and coaching. Dr. Carmichael sees clients in her Manhattan office or via video. She is the author of Nervous Energy: Harness the Power of  Your Anxiety (in press, Macmillan, 2021)

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Dr. Chloe | Connect with Dr. Chloe Carmichael on LinkedIn | Nervous Energy: Harness the Power of Your Anxiety


Ep 48: Conquering Stress and Coming Back Stronger — with Dr. Jack Singer



As an advisor, you work hard to lessen your clients’ financial stress. But, how can you reduce and manage your own stress to prevent burnout? 

This is the first in a series of episodes focused on Advisor Wellness where we talk with experts who provide tips to help you manage your health and wellbeing. In this episode we speak with Dr. Jack Singer, PhD., a clinical/sports and organizational psychologist who authored The Financial Advisor’s Ultimate Stress Mastery Guide. Listen for his easy-to-implement behavioral changes that can help advisors boost their psychological immunity.  

In this episode, you will learn:

  • How financial advisors are similar to professional athletes
  • Ways Dr. Jack coaches advisors around their unique stressors
  • Tips for adjusting your mindset and behavioral patterns 
  • How to recognize toxic self-talk — and what you can do to prevent it
  • And more!

Tune in today for tips and strategies on preventing stress and burnout! 

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Resources on Advisor Wellness | Connect with Dr .Jack Singer on LinkedIn | The Financial Advisor’s Ultimate Stress Mastery Guide | Dr. Jack Singer Email


Ep 47: Growing the Practice of Your Dreams — With Rita Robbins



Build the business of your dreams while serving clients with integrity, creativity, and compassion!

In this exciting episode, Laura Gregg and David Partain sit down with Rita Robbins, Founder of Affiliated Advisors. As one of the first women to launch an Super OSJ (Office of Supervisory Jurisdiction) and a consultant who leads more than 85 advisors across the country, Rita shares how she’s helping advisors better grow their business using social media strategies, succession planning, forward-thinking problem solving, and more.

In this episode, you will learn:

  • Success stories of advisors who Rita has helped fine-tune and grow their business
  • Advisor characteristics that lead to success
  • How Rita’s unexpected lavender farm purchase is helping a new crop of small business owners 
  • Why the advisory industry lacks women — and what we can do to change this 
  • And more!

Listen in to learn about Affiliated Advisors and Rita’s mission to help you grow your business! 

Resources: FlexShares Exchange Traded Funds | Laura Gregg | David Partain | Connect with Rita Robbins on LinkedIn | Affiliated Advisors