A Woman's Clarity®
Activity Overview
Episode publication activity over the past year
Episodes
Advising Women on Social Security: Essential Strategies Every Financial Advisor Should Know
06 Nov 2024
Contributed by Lukas
For many women, Social Security represents their largest retirement asset. Join host Kirsten Schlumbohm and guests Ash Ahluwalia, CFP®, MBA, NSSA®, ...
Creating change for Females in Finance: Sheryl Hickerson on Advancement and Allyship
24 Jul 2024
Contributed by Lukas
70% of women prefer to work with female advisors. * Learn how to serve your female clients and their complex needs by creating a supportive and welcom...
Be Your Own Advocate: An Advisor's Journey to $42M AUM
11 Jul 2024
Contributed by Lukas
How did an aspiring physical education teacher become a top-performing financial advisor with a thriving practice? Join host Kirsten Schlumbohm and gu...
Divorce Made Simple: Financial & Practical Advice from Amy Colton
26 Jun 2024
Contributed by Lukas
Description: Divorce made simple sounds like an oxymoron but it’s possible with financial and emotional guidance! Host Kirsten Schlumbohm lets sp...
From Actuary To CFO: Lessons and Insights from Wendy Young
05 Jun 2024
Contributed by Lukas
Supporting the advancement of women is crucial for making jobs in finance more accessible to women and being able to better serve the evolving needs o...
Not your Grandma's Annuities: Insights from Annuity Rockstar Sheryl Moore
22 May 2024
Contributed by Lukas
Learn about the evolution of annuities from the "Annuity Rockstar" herself — Sheryl Moore, founder, creator, & CEO of Wink, Inc. and Moore Marke...
Coaching Female Clients: Lisa Chenet's Top Tips for Women's Financial Planning
01 May 2024
Contributed by Lukas
Women being more likely to outlive their husbands1 but less likely to be in charge of the finances in the relationship2, is a recipe for disaster. Hel...
Creating a More Inclusive Financial Services Industry Part 2
10 Apr 2024
Contributed by Lukas
Trying to move up the ladder as a woman in financial services or offer support to those who are by fostering a more inclusive environment? Join Kirste...
Creating a More Inclusive Financial Services Industry Part 1
03 Apr 2024
Contributed by Lukas
Whether you’re a woman trying to find your footing in the financial space or a firm looking to become more inclusive to female clients and employees...
Be Your Own Advocate: Shaping a Successful Career in Finance
20 Mar 2024
Contributed by Lukas
Explore the crucial role of women in finance and how to better serve female clients from one successful businesswoman to the next! Join host Kirsten S...
Coffee Break with C2P: Mary Sterk’s Journey to Becoming a Forbes Top Advisor
04 Mar 2024
Contributed by Lukas
Women have made significant contributions to the financial services industry, and we hope that through increased recognition and support, even more wo...
AWC Reflections: Overcoming Imposter Syndrome with Kelly Barnard
20 Feb 2024
Contributed by Lukas
Imposter syndrome definition: The pattern of doubting one's own skills, talents, or accomplishments.In this episode of A Woman's Clarity, host Kirsten...
The Art of Connection: Networking Strategies for Financial Rainmakers
09 Feb 2024
Contributed by Lukas
What does successful networking look like for those in the financial services industry, and why does it matter? It’s more than just attending a mixe...
1-Year Anniversary of A Woman’s Clarity: Empowerment Through Mentorship
30 Jan 2024
Contributed by Lukas
It’s been one year of A Woman's Clarity and while there have been many esteemed guests sharing their expertise, we thought the best way to celebrate...
Redefining Self-Worth: The Path to MoneyZen with Manisha Thakor
03 Jan 2024
Contributed by Lukas
In a world of constant comparison and where many believe their self-worth is determined only by their net worth, it’s easy to feel like you can neve...
Succession Planning: Empowering the Next Generation of Financial Advisors
12 Dec 2023
Contributed by Lukas
Most financial advisory firm owners plan on an internal succession, but many delay the planning process, losing out on substantial profits and time sa...
Coffee Break with C2P: Strategies to Financially Empower Divorcees and Widows
06 Nov 2023
Contributed by Lukas
Although women live longer than men on average* meaning they have more retirement years to fund, they remain a significantly underserved group for fi...
Protecting Her Legacy: The Role of Life Insurance for Women
24 Oct 2023
Contributed by Lukas
Most women will outlive their husbands, usually by the average age of 59.* Who is left to care for these primary caretakers when they need it as widow...
Demystifying Financial Planning for Families With Special Needs
03 Oct 2023
Contributed by Lukas
So many lives are touched by someone with special needs. These families require advanced financial plans and considerations to ensure their affected l...
Conversation Circles & Leveraging Your Centers of Influence
26 Sep 2023
Contributed by Lukas
Conversation Circles are a powerful tool any financial advisor can leverage to uncover the values of their clients and prospects to offer a more perso...
Women & Wealth: How Community and Conversation Improves the Client Experience
08 Aug 2023
Contributed by Lukas
All financial advisors serve women, and ensuring a top-tier experience for these investors is as simple as it is important, with the right support. Jo...
Long-Term Care Planning: Better Ways to Have the Talk and Engage Your Clients
25 Jul 2023
Contributed by Lukas
In this episode of A Woman’s Clarity, listen as host Kirsten Schlumbohm, BPC, talks with Anthony “Tony” Engrassia, ChFC, LUTCF, CFF, President a...
How to Build a Dementia Care Plan & Team with Bill Cohen
18 Jul 2023
Contributed by Lukas
It’s often not a question of if a loved one will be touched somehow by Alzheimer’s or dementia, but when, and creating a care team can help ease s...
Using Behavioral Finance to Support Women Investors
28 Jun 2023
Contributed by Lukas
In the coming years, women may be poised to become the biggest beneficiaries of wealth, meaning it’s past time advisors know what their female clien...
A Case for Mentorship
17 May 2023
Contributed by Lukas
In this episode of A Woman's Clarity, host Kirsten Schlumbohm is joined by Kellan Brown, Senior Vice President Growth & Strategic Partnerships at ...
Imposter Syndrome
03 May 2023
Contributed by Lukas
Imposter syndrome: The pattern of doubting one's own skills, talents, or accomplishments.In this episode of A Woman's Clarity, host Kirsten Schlumbohm...
Women, Money and Power
05 Apr 2023
Contributed by Lukas
In this episode of A Woman's Clarity, host Kirsten Schlumbohm, VP of Insurance Sales at C2P, is joined by two representatives from Allianz, Natasha Sc...
The Power of a Mastermind Group
16 Mar 2023
Contributed by Lukas
In this special episode of A Woman's Clarity, we're throwing it back and sharing a prior Clarity 2 Prosperity podcast, The Power of a Mastermind Group...
Celebrating International Women's Day
09 Mar 2023
Contributed by Lukas
In this episode of A Woman's Clarity, we're celebrating International Women's Day! Our host Kirsten Schlumbohm, VP of Insurance Sales at C2P, is joine...
Empathy, Education & Empowerment: Strategies for Engaging More Female Investors
13 Feb 2023
Contributed by Lukas
In this episode of A Woman's Clarity, host Kirsten Schlumbohm, VP of Insurance Sales at C2P, is joined by two representatives from BlackRock, Jennifer...
Empowerment Through Mentorship
31 Jan 2023
Contributed by Lukas
In the inaugural episode of A Woman's Clarity, a new podcast by C2P, host Kirsten Schlumbohm, VP of Insurance Sales at C2P, is joined by Mary Sterk, C...