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Being Courageous with CEO of Vestia Advisors Lauren Oschman, CFP, CDFA
Manage episode 444736258 series 3565060
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In this episode of the Kick It Open podcast, host Shelby Nicholl sits down with Lauren Oschman, the CEO of Vestia Wealth Advisors. Lauren shares her journey into the wealth management industry, detailing her experience as a mom of three and a leader in a male-dominated field. From establishing a niche in serving physician clients to becoming CEO, Lauren discusses the challenges she faced and the strategies she used to balance her professional and personal life. This conversation offers insights into the significance of having a niche, the balance of work and family, and the importance of redefining success and leadership.
Produced by Shelby Nicholl. Edited by Aaron Sherman. Marketing by Sabrina Portnoy. Graphic Design by John Gallagher.
Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU
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Chapters
1. Daughter's giving confidence (00:00:00)
2. Meet Lauren Oshman: CEO and Mom (00:00:25)
3. Lauren's Early Career and First Steps in Wealth Management (00:02:15)
4. Founding a Firm and Embracing a Niche (00:03:43)
5. Challenges and Triumphs in a Male-Dominated Industry (00:06:11)
6. The Power of Niching Down (00:07:30)
7. Building Trust and Connection with Female Clients (00:13:18)
8. Success and Growth at Vestia Wealth Advisors (00:20:55)
9. Journey to Becoming CEO (00:25:29)
10. Embracing the Visionary Role (00:28:03)
11. Support and Belief from Male Colleagues (00:33:34)
12. Balancing Work and Family Life (00:35:10)
13. Success List vs. To-Do List (00:39:21)
14. Glass Balls and Rubber Balls (00:43:36)
15. Final Thoughts and Reflections (00:45:53)
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