Empowering Women in Finance: Insights from Claire Limon episode artwork

EPISODE · Apr 2, 2026 · 44 MIN

Empowering Women in Finance: Insights from Claire Limon

from The Priority Lane · host Lawrence Dauncey, Claire Limon

Summary In this insightful interview, Claire Limon shares her journey from aspiring mounted police officer to managing director of 2 Plan Wealth. She discusses leadership, gender diversity, work-life balance, and strategies to attract more women into financial advising. Key topics Claire's career transition from fashion retail to finance Leadership and team management strategies Gender bias and diversity in financial services Work-life balance and mental health management Mentorship's role in career development Sound bites "Women often doubt their abilities more than men." "More female advisors could increase trust in finance." "Find a mentor and believe in your potential." Chapters 00:00 Introduction to Claire Lyman's Journey 03:04 Transition from Fashion to Financial Services 05:59 Leadership Challenges and Growth 09:11 Mentorship and Support in Career Development 11:47 Navigating Gender Bias in Financial Services 14:52 The Importance of Communication and Team Dynamics 17:54 Balancing Gender Representation in Leadership 20:55 Confidence and Imposter Syndrome in Women 23:54 Navigating Work-Life Balance: A Personal Journey 26:53 Supporting Team Members: Communication and Understanding 30:39 The Evolution of Workplace Flexibility 33:20 Trust and Accessibility in Financial Advice 36:12 The Gender Gap in Financial Services 38:24 Attracting Women to Financial Advisory Roles 41:54 Encouraging Young Women: Advice for Future Advisors You’re listening to The Priority Lane, fueled by MyBrokers App.Get ahead, move fast - go to MyBrokers.app and download right now!Purpose built for the financial services industry.Provisional Patent Application Number: 2025905501  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

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In this insightful interview, Claire Limon shares her journey from aspiring mounted police officer to managing director of 2Plan Wealth. She discusses leadership, gender diversity, work-life balance, and strategies to attract more women into financial advising.

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