In this conversation Karen Gray and Amanda Neely discuss the unique challenges and opportunities women face in the financial services industry They explore the concept of leadership particularly servant leadership and how it applies to women in finance Amanda shares her experiences and insights on overcoming gender dynamics empowering women through financial education and the importance of aligning financial decisions with personal values The discussion emphasizes the need for women to take control of their financial futures and the significance of self-awareness in achieving financial goals Bio Amanda Neely is a CFP CERTIFIED FINANCIAL PLANNER professional and CEO of Wealth Wisdom Financial She makes financial planning more accessible through podcasting and through developing personalized financial strategies for individuals and couples as well as profitability strategies for small businesses She works virtually to help every day Americans all over the United States to create smart stable financial futures TakeawaysLeadership is about doing things with others not just directing them Servant leadership can be a natural way for women to lead The financial system is often set up in a way that disadvantages women Women enjoy discussing their goals and values in financial planning Risk does not always equate to reward in financial decisions Values-based investing resonates more with female investors Women often need a larger safety net than their male counterparts Self-imposed limitations often stem from the belief of not having enough time Aligning time and money with personal values is crucial for success Empowering women financially can lead to better outcomes in their lives Quotable Sound Bites from Amanda 34 We are our biggest asset 34 34 I have time for what 39 s important 34 34 Women love talking about goals and values 34 Chapters00 00 Introduction to Leadership and Women in Finance02 57 Defining Leadership and Servant Leadership05 57 Challenges Women Face in Financial Services09 13 Navigating Gender Dynamics in Financial Planning12 02 Empowering Women Through Financial Education14 48 Overcoming Self-Imposed Limitations17 55 Taking Control of Your Financial Future Download our FREE book The 3-Pillar System to Scale Your Business to 7 Figures International best-selling book Be Good Be Brief Be Gone available for free at https bit ly 3X2vWaO Subscribe To Our Channel https www youtube com strategicadvisorboard to get daily new videos Leave a comment on which types of videos you 39 d like to learn more of Connect With Us On Social Media – Official LinksInstagram – Send Us A DM 34 SAB 34 https instagram com strategicadvisorboardYouTube https www youtube com UC6pqm8BJ1QsQWcMwjNJakEA LinkedIn https www linkedin com in jasontmiller-sab Podcast https www strategicadvisorboard com sab-podcastsFollow On TikTok https www tiktok com strategicadvisorboardPodcast Host Karen GrayWebsite www CoachKarenGray comFacebook https Facebook com KarenGrayCoachInstagram https Instagram com CoachKarenGrayLinkedIn https www linkedin com in coachkarengray-intuitive-energy-coach Podcast Rock Movers wherever you watch or listen to your favorite shows YOUTUBE https www youtube com coachkarengrayGuest Amanda NeelyFacebook https www facebook com WealthWisdomFinancialInstagram https www instagram com wealthwisdomfp YouTube Channel https www youtube com WealthWisdomFinancialLinkedIn https www linkedin com company wealth-wisdom-financial Click here to visit this podcast episode
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