Episodes

For many women, Social Security represents their largest retirement asset. Join host Kirsten Schlumbohm and guests Ash Ahluwalia, CFP®, MBA, NSSA®, CSSCS, head of Security Planning at OneTeam Financial, and Julie Manning, RICP®, CFF, a top advisor at C2P and the founder and CEO of Keystone Wealth Management, as they unveil essential strategies for maximizing Social Security benefits for women. Learn practical approaches for incorporating Social Security planning into your practice, discover valu...

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 welcoming environment where female advisors can thrive. Join host Kirsten Schlumbohm and guest Sheryl Hickerson, CEO of Females and Finance and a pioneer in promoting diversity in financial services. Together they explore Sheryl's unexpected journey into the industry and her mission to empower women in finance and fintech. Throughout their engaging conve...

How did an aspiring physical education teacher become a top-performing financial advisor with a thriving practice? Join host Kirsten Schlumbohm and guest Julie Manning, RICP®, CFF, a top advisor at C2P and founder and CEO of Keystone Wealth Management. Together they discuss Julie’s unexpected journey into financial services and how she built a successful practice focused on empowering women clients. Throughout their engaging conversation, Julie offers valuable insights on building client relatio...

Description: Divorce made simple sounds like an oxymoron but it’s possible with financial and emotional guidance! Host Kirsten Schlumbohm lets special guest, Amy Colton, MBA, CDFA, financial advisor and CEO and founder of Your Divorce Made Simple, explain how in this comprehensive episode. Amy shares her journey from the technology and aesthetics industries to becoming a financial advisor and divorce mediator. Passionate about advocating for women, she discusses the unique challenges women face...

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 of female clients. Join host Kirsten Schlumbohm and special guest, Wendy Young, Executive Vice President and Chief Financial Officer at F&G, for an inspiring conversation about championing women's success in financial services. From aspiring genetic counselor to Chief Risk Officer and eventual CFO, Wendy shares her unique leadership perspective on m...

Learn about the evolution of annuities from the "Annuity Rockstar" herself — Sheryl Moore, founder, creator, & CEO of Wink, Inc. and Moore Market Intelligence. Join Kirsten Schlumbohm, VP Head of Annuity Sales at C2P, as she interviews Sheryl, who draws from her trailblazing career in competitive intelligence to reveal how annuities transformed from restrictive policies in ‘grandma’s’ day into flexible retirement income vehicles for many today. Sheryl also dispels outdated myths, discusses how t...

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. Help your female clients better plan for their future and well-being by empowering them to become active, informed participants in their financial lives. Join host Kirsten Schlumbohm, and special guest, Lisa Chenet , CFF®, BPC®, Vice President of Operations at CLP Financial Group, as they discuss Lisa’s holistic approach to coaching female clients wit...

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 Kirsten Schlumbohm and Lindsey Lewis, MBA, CHFC®, CFP®, Executive Director and Chair at The American College for the Center of Women in Financial Services, as they continue their insightful conversation about empowering women and minorities in the financial industry. In part two of this episode, she emphasizes the importance of education, mentorship, and...

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, consider this: small changes lead to big results! Host Kirsten Schlumbohm engages with Lindsey Lewis, MBA, CHFC®, CFP®, Executive Director and Chair at The American College for the Center of Women in Financial Services, to shed light on enhancing diversity, equity, and inclusion in the financial sector. They explore Lindsey's journey from a finance...

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 Schlumbohm, VP of Annuity Sales at C2P, and 2023 Philadelphia Business Journal Woman of Influence winner, Amber Williams, CFA®, SVP. Williams, the Senior Vice President, Chief Sustainability Officer, and Head of Client Investment Strategies at Lincoln Financial Group, as they share empowering advice for women entering or navigating the financial ind...

Women have made significant contributions to the financial services industry, and we hope that through increased recognition and support, even more women will follow. In celebration of International Women’s Day, host Kirsten Schlumbohm, VP of Annuity Sales at C2P, chats with Mary Sterk, CFP® CPFA, CEO, owner, and founder of Sterk Financial Services. Together they discuss Mary's journey from facing personal and financial challenges to founding Sterk Financial Services and getting where she is tod...

Imposter syndrome definition: The pattern of doubting one's own skills, talents, or accomplishments. In this episode of A Woman's Clarity, host Kirsten Schlumbohm is joined by Kelly Barnard, Life coach and recovering workaholic to discuss Imposter Syndrome, specifically, is it real and can we overcome it? Tune in as Kirsten and Kelly uncover the layers of this mental phenomenon for a real conversation on how it can affect our mindset and self-esteem as a working professional.

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 mixer and collecting business cards! Join Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, and special guest Julie Pinkerton, CLU, ChFC, LUTCF®, Chief Executive Officer & Managing Member of Evozen. They discuss the importance of networking, becoming referable, and the unique challenges within the industry, particularly for women and minorities...

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 this milestone was to go back to the beginning. Kirsten Schlumbohm, VP of Annuity Sales at C2P, is joined by Mary Sterk, CFP® CPFA, CEO and owner of Sterk Financial Services, and Karin Alvarado, CFS, CPFA, Managing Partner at New Aspect Financial Services. Listen to discover how these guests found their unexpected paths to success in the industry an...

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 never measure up enough. Host Kirsten Schlumbohm, BPC, , is joined by Manisha Thakor, MBA, CFA, CFP®, founder and author of MoneyZen: The Secret to Finding Your “Enough," to challenge this problematic mindset and offer a liberating solution. Sharing insights from her book, Thakor emphasizes the importance of financial health and emotional wealth and how ...

Most financial advisory firm owners plan on an internal succession, but many delay the planning process, losing out on substantial profits and time saved both immediately and in the long run. Host Kirsten Schlumbohm, BPC, Vice President of Annuity Sales at C2P, and special guest, Kathryn, “Kem” Taylor, CBEC™, consultant at FP Transitions, team up to discuss the critical topic of timely succession planning. From G1 (founders) to G2 (next-generation owners) and even G3 advisors, they cover the cha...

Although women live longer than men on average* meaning they have more retirement years to fund, they remain a significantly underserved group for financial advisors. Additionally, widows or divorcees have unique personal and financial circumstances that require a different approach. Host Kirsten Schlumbohm is joined by skilled professionals, Jeannette Bajalia, President, and Founder of Woman's Worth®, Sarah Soria, MBA, CFP®, Financial Planner and Managing Partner at Encompass Financial Planning...

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 widows? Life insurance is key to protecting those we love and preserving their legacy. In this episode, host Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, is joined by Tamara “Tammy” Taylor, Insurance Specialist at Hammer Financial Group, to discuss the importance of proactively purchasing life insurance. Together, they discuss how holisti...

So many lives are touched by someone with special needs. These families require advanced financial plans and considerations to ensure their affected loved ones will remain well cared for and financially supported through the unique challenges they may face. In this coffee break episode, Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, and guest Betsy Larson, WMCP®, of Special Needs Advanced Planning, discuss how to help financial advisors approach and navigate this sensitive topic wit...

Conversation Circles are a powerful tool any financial advisor can leverage to uncover the values of their clients and prospects to offer a more personalized experience. When you host one of these small-group events featuring a structured conversation, you can build years’ worth of rapport in a short period of time. Having held over 100 Conversation Circles, Ashley Ilardo, Regional Director & Vice President of Dimensional Fund Advisors (DFA), and Mia Hanson, Associate at DFA’s Global Client Grou...

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. Join A Woman’s Clarity host, Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, to find out how advisors can join the conversation and improve the client and investment experience of women everywhere. Ashley Ilardo, Regional Director & Vice President of Dimensional Fund Advisors (DFA); and Mia Hanson, Associate at DFA’s Global Client Group; ...

In this episode of A Woman’s Clarity, listen as host Kirsten Schlumbohm, BPC, talks with Anthony “Tony” Engrassia, ChFC, LUTCF, CFF, President and CEO at Wealth Management Strategies; about his unique approach to asset-based long-term care planning, particularly as it relates to dementia and Alzheimer’s Disease. Tony has turned his personal experience with his father’s dementia and mother’s health troubles to inform his process when working with clients. His strategy? Have a human conversation t...

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 some of the pain and uncertainty. Kirsten Schlumbohm, Vice President of Annuity Sales at C2P, sits down with Bill Cohen, CSA®, founder of Cohen Caregiving Support Consultants, to talk about her own family’s personal experience as Bill shares how to navigate Alzheimer’s and dementia. From caregiving to finances to self-care, listen as Bill offers invalua...

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 clients want and how to help. Enter behavioral finance — a way of understanding and thinking about the way people invest, spend, and plan for their financial future. Daniel Crosby, Ph. D., Chief Behavioral Officer at Orion Advisor Solutions, sits down with C2P’s Kirsten Schlumbohm to discuss how advisors can better empower women clients and prepare them f...