This week on Framework, we address how sponsorship and inclusion can empower women in wealth management.

In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, and co-host JaQ Campbell, Founder and CEO of Alexander Legacy Private Wealth Management, speak with Julie Ragatz, Ph.D., Vice President, Next Gen and Advisor Development Programs at Carson Group, about women in wealth management. They talk about the critical role of sponsorship and inclusion in the workplace for women in wealth management and explore the impact of inclusive environments and strategies for building cultures that retain women in the industry. The conversation covers the importance of DEI roles, overcoming the “queen bee” phenomenon, and the necessity of shifting from a scarcity mindset to one of abundance to promote collaboration and success for everyone.

Key talking points include:

  • Carson Group’s State of Women in Wealth Management Report 2023
  • The significance of sponsors and inclusive environments
  • Strategies for building inclusive cultures to retain women in the industry
  • Creating a supportive and empowering environment for women in the workplace
  • The role sponsors play in advocating for individuals
  • Facilitating open dialogue and exploration of the emotional impact of inclusion in the workplace
  • Challenges and opportunities related to sponsorship and inclusion in the workplace
  • Reframing thinking around scarcity to one of abundance
  • Creating inclusive cultures and supporting and uplifting one another in the workplace
  • And more

Resources:

Connect with Ana Trujillo Limón: 

Connect with JaQ Campbell: 

Connect with Julie Ragatz:

About Our Guest: 

Julie Ragatz, Ph.D. is the Vice President, Next Gen and Advisor Development Programs at Carson Group and Executive Director at FinServ Foundation. Julie has just over 23 years of experience in the financial services industry. Julie received her Ph.D. in Philosophy from Temple University after an MA in Social and Political Philosophy from Marquette University.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

 

Carson Group is committed to advancing financial literacy. Our coaches work with thousands of FPA members. Schedule a consultation to learn how Carson can help you help your clients and grow your business.

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