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.

Takeaways

Leadership 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

"We are our biggest asset."

"I have time for what's important."

"Women love talking about goals and values."

Chapters

00:00 Introduction to Leadership and Women in Finance

02:57 Defining Leadership and Servant Leadership

05:57 Challenges Women Face in Financial Services

09:13 Navigating Gender Dynamics in Financial Planning

12:02 Empowering Women Through Financial Education

14:48 Overcoming Self-Imposed Limitations

17:55 Taking Control of Your Financial Future

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Podcast Host: Karen Gray

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Guest: Amanda Neely

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