The Invest In Women podcast series continues the mission of the industry's leading national conference by exploring and discussing the most important issues that impact women financial advisors and their female clients.
 
Joined by the leading voices in wealth and practice management, this podcast series reveals the examples, education and empowerment opportunities available today that help female advisors scale their practices.
 

It’s Not About Math. It’s About People: Female Leadership In Finance With Erinn Ford, Dimple Shah & Cammie Sorensen Banks (Ep. 17)

About the Episode:

It’s Not About Math. It’s About People: Female Leadership In Finance With Erinn Ford, Dimple Shah & Cammie Sorensen Banks

When it comes to financial conversations, there is a common misconception that women do not know the ins and outs as well as their male counterparts do. 

 

But, some statistics prove quite the opposite. That’s right. Statistics say that women will control over 30 trillion dollars in assets over the next 10 to 20 years.

 

In this episode, Melissa Carter is joined by Erinn Ford and Dimple Shah from Advisor Group, as well as Cammie Sorensen Banks from Legacy Advisor Network, to unveil everything you need to know about female leadership in the financial space. Listen in as they talk about their experiences while detailing their approach to standing their ground in a predominantly male-dominated field. 

 

Erinn, Dimple, and Cammie discuss: 
• Some new services, solutions, and communities have come from women seeking their spot within the industry
• Their own stories: Ways they got started in finances
• Some advice for female leaders and entrepreneurs to excel in this arena
• And more!

 
About Our Guest:

Erinn Ford is Executive Vice President of Advisor Engagement at Advisor Group, the nation’s largest network of independent wealth management firms, which oversees approximately $515 billion in client assets. In this role, Erinn directs enterprise efforts to ensure consistency and accountability and drive desired metrics to manage the overall financial professional experience for its six wealth management firms and 10,000+ financial professionals. She provides executive oversight for the National Advisory Board, Business Coaching & Consulting, and Wealth Management Marketing.

 

Dimple Shah serves as Executive Vice President of Corporate Strategy at Advisor Group, the nation’s largest network of independent wealth management firms. As head of Corporate Strategy, Dimple is responsible for the formulation of AG’s longer-term growth strategy in collaboration with the CEO, Executive Committee, and Board of Directors. In this capacity, Dimple develops AG’s rolling 3-year strategy based on industry and competitive dynamics, AG’s positioning in the marketplace, and new sources of innovation. Dimple also works across the executive and senior leadership team to align business strategies to AG’s Corporate Strategy and to activate strategy operationalization.

 

Cammie Sorensen Banks is the Senior Vice President and Investment Advisor Representative at Legacy Advisor Network. Shortly after graduated from the University of Wisconsin – Madison, Cammie joined her father in business. When she isn’t at the office crafting financial plans, she is passionate about giving back to her community by volunteering with her church and philanthropic organizations, such as the Past President of the Junior League of Madison. Cammie was featured in InBusiness Magazine as one of Madison’s 40 Under 40 in 2015, was featured in a 2018 Securities America Connect Magazine Special Edition story on four advisors under 40 at Securities America, and is a nominee for the 2019 Investment News 40 Under 40.

 

About Our Host:
Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy. 

 

As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist." For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.

 

Other Episodes in the Series: