Lauren Adams: Financials with Heart episode artwork

EPISODE · Jan 29, 2023 · 40 MIN

Lauren Adams: Financials with Heart

from Growing with Purpose · host Paul Spiegelman

On this episode of the Growing with Purpose podcast, host Paul Spiegelman speaks with Lauren Adams, the Director of Operations at the Center for Financial Planning, a privately held wealth management firm. Lauren has always had a strong work ethic that combines with a passion for working towards a greater good. Even as she pursued education, and then a career, in financials, she wasn’t interested in the large public firms and the Wall Street culture. Rather, she focused on finding a work environment that fit her mission of working towards a greater purpose. And in the two companies she’s worked for since graduating - Morningstar and the Center for Financial Planning - she’s found just that.  Tune in for this episode as Lauren and Paul discuss why Lauren shifted from being a stock analyst to a personal financial planner, how the Center for Financial Planning is unique in its industry, and what helped Lauren to get through the early days of the pandemic - all while she was creating new company policies, going through the Small Giants Leadership Academy, and raising a newborn. 

Episode metadata supplied by the publisher feed · Published Jan 29, 2023

Embed this episode

NOW PLAYING

Lauren Adams: Financials with Heart

0:00 40:32

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

Frequently Asked Questions

How long is this episode of Growing with Purpose?

This episode is 40 minutes long.

When was this Growing with Purpose episode published?

This episode was published on January 29, 2023.

Can I download this Growing with Purpose episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!