In today’s episode of Framework, Jamie talks with Theodora Lau, Founder of Unconventional Ventures.

Theodora is a public speaker, writer, and advisor who sparks innovation and drives difficult conversations about discrimination across different industries. With her experience in IT and financial services, Theodora is also keen on helping financial institutions, entrepreneurs, startups, and venture capitalists be strategic when meeting their customers’ needs.

Theodora talks with Jamie about the importance of transferable skills, the challenges of ageism in the workforce, and the need for diversity of genders and voices in firms. 

“We need diversity and not just diversity of gender, but a diversity of voices. I am so tired of going to conference after conference, reading report after report, that always features the same faces, the same voices, the same opinion. There are so many bright and smart people within financial services and within the startup ecosystem. We need to not only give them a seat at the table but also give them a voice.” ~ Theodora Lau 

Main Takeaways

  • Most start-ups are notorious for having a toxic work culture. Start-ups need to reassess, streamline certain processes, and add more stability to their structure.
  • Identify and leverage your transferable skills to impact customer experience. For example, merging emerging technologies and telecommunications has brought in 5G, artificial intelligence (AI), the internet of things (IoT), etc.
  • Utilize technology to extend your resources. As we grow old, living standards become more complex. Promote conversation about future finances, retirement, and ageism in the workplace.
  • The best ideas come from the most diverse teams. Everyone should speak, regardless of gender, ethnicity, education, background, sexual orientation, etc.

Links and Important Mentions

Transform the Way You Grow Your Firm at Excell 2021

Whether you’re just starting in the industry or you manage a billion-dollar firm, Excell 2021 is for you.  As one of the largest conferences in the industry, we have a full slate of development opportunities for you and your entire team. Hear from Carson Founder and CEO Ron Carson, best-selling author John DiJulius, Nerd’s Eye View’s Michael Kitces, Framework Host Jamie Hopkins, and plenty more. 

Join us October 12-14, 2021, in Las Vegas, or register for our digital-only conference. Register today at

Subscribe and Stay in Touch

facebook twitter linkedin mail print
Share Post: facebook twitter linkedin mail print
Recent Posts

Jessica Golson, CIPM & Erin Wood, CFP®, CRPC, FBS®: Empowering Women in Wealth – Unpacking the Trends in Investment

By: Ana Trujillo Limon
Want to learn how female entrepreneurs are reshaping the investment landscape? In this episode, Ana Trujillo Limón, Director, Coaching and Advisor Content, speaks with Jessica Golson, CIPM, SVP, Investments …

The Tools for Success: How Carson Helped One Advisor Level Up His Client Experience

By: Cory Gilinsky
As a Carson Coaching member, Joel Worsfold reached new levels of success as a financial advisor. He was named a “Premier Advisor” at his broker-dealer from 2012-2018, and was …

ReFrame | Amanda Bearden

By: Ana Trujillo Limon
Discussion with next-gen professional Amanda Bearden, Partnership Development Associate, to get her perspective on how mentorship and sponsorship have helped her in her success during her short time in …

From the Mailroom to the Corner Office: 5 Lessons from Franklin Templeton’s Jenny Johnson to Enrich Financial Services

By: Ana Trujillo Limon
Once, Franklin Templeton CEO Jenny Johnson’s CEO update to the board of directors included a slide depicting where Johnson thought the business was going and leading indicators for what …
1 2 3 147