EP09 - Game Film: Lindsey Lewis on Redefining What's Possible in Financial Services

At RFG Advisory, we believe Advisors should have the freedom to own their future and the support to build a business that truly reflects their vision. That’s why we created the Game Film Podcast: to share stories from leaders who are challenging the status quo and redefining what’s possible in financial services. In this episode, host Dr. Jordan Hutchison welcomes Lindsey Lewis, Managing Director at The American College of Financial Services and Chair of the Center for Women in Financial Services, for an energizing conversation that pushes our industry forward. This episode serves as a playbook for anyone seeking to build a more diverse and dynamic financial industry. Whether you're an Independent Advisor, a firm leader, or just passionate about creating meaningful change, Lindsey's story will fuel your fire. Why You'll Love This Episode: Discover a blueprint for launching an advisory career with speed, clarity, and confidence Understand why firms must evolve to support a more diverse and inclusive talent pipeline Explore the realities of the gender gap, confidence crisis, and the power of representation Learn how Catalyst and Advisor Launch Lab are reshaping the next-gen Advisor journey See what Advisors and firms can do today to be stronger advocates and allies About Our Guest: Lindsey Lewis is the Managing Director of The American College of Financial Services and Chair of its Center for Women in Financial Services. She is also the co-founder of Catalyst and Advisor Launch Lab. These two groundbreaking initiatives aim to empower next-generation and underrepresented talent in the financial services industry. A former CFP and advisor herself, Lindsey brings a unique lens on advisor development, DEI strategy, and the future of wealth management. --------------------------------- Please reach out to your advisor or visit our website if you have any questions! RFG Advisory is an innovator in the wealth management industry that serves independent financial advisors and their clients. Founded in 2003, RFG Advisory provides advisors with a turn-key platform to maximize independence, including innovative technology, institutional-caliber investment management, marketing, compliance, business consulting, and operational support. We strive for excellence because Your Future is Our Priority! RFG Advisory 1400 Urban Center Drive, Suite 475 Vestavia Hills, AL 35242 (205) 397-2450 https://www.rfgadvisory.com/ [email protected] Full Disclosure: Nothing on this YouTube video should be considered advice, research, or an invitation to buy or sell securities. For a full disclaimer, please refer to the terms and conditions in our firm brochure. This commentary reflects the personal opinions, viewpoints and analyses of RFG Advisory, LLC employees and should not be regarded as a description of advisory services provided by RFG Advisory, LLC or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. RFG Advisory, LLC manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results. Securities offered by Registered Representatives of Private Client Services (“PCS”). Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment Advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No Advisory services may be rendered by RFG Advisory unless a Client agreement is in place.