Whether you're shaping the future of financial products or guiding clients through life’s biggest decisions, this podcast is for you. I sit down with pioneering women across the financial services industry to explore how they entered the profession, the challenges we face, the progress we’re making, and the realities of balancing ambition with life outside the office. We’ll share stories, swap insights, and sip tea - because real conversations deserve a warm cup and a welcoming space.
Women in Finance - Let's Talk: Women's Wealth Alliance
The conversation focuses on the Women's Wealth Alliance, its mission to improve representation of women in finance, and the positive outcomes of their research on women's experiences in the financial sector. The participants discuss the importance of mentorship, visibility of roles, and the need for a career guide to inspire more women to enter the profession. The conversation explores the importance of women in financial services, emphasizing the need for inclusivity and understanding in client relationships. It highlights the challenges women face in the industry and the opportunities for growth and change through initiatives like the Women's Wealth Alliance.
Takeaways
Improving women's representation in finance
Positive job satisfaction among women Empowering women in finance
Importance of client-centric approaches
Chapters
00:00 Introduction to Women's Wealth Alliance
01:48 Background and Inspiration for the Alliance
05:54 Research Insights on Women's Experiences
10:09 Career Opportunities in Finance
12:18 The Importance of a Career Guide
17:29 Breaking Down Misconceptions in Financial Planning
19:51 Inspiring Future Generations of Women
21:33 Inspiring Women to Join Finance
23:31 Understanding Compliance and Problem Solving
24:42 Consumer Duty and Client Outcomes
27:52 The Emotional Aspect of Financial Planning
30:17 Addressing Women's Financial Needs
32:29 The Unique Perspective of Women Advisors
35:06 Best Practices in Client Communication
39:17 The Role of Financial Advisors in Life Stages
40:19 Future Goals of the Women's Wealth Alliance
45:34 Getting Involved and Making a Difference
8 Oct 2026
Women in Finance - Let's Talk: Romany Youell, Ep. 3 Part 2
In this episode of the Women in Finance podcast, Siobhán andRomany discuss the importance of encouraging the next generation of financial advisers, particularly women, and the need for greater representation in the industry. They share personal experiences and insights on how to attract youngtalent to financial services and the impact of visibility and mentorship.
Takeaways
Encouraging representation in finance
Importance of visibility for young talent
14 Sept 2026
Women in Finance - Let's Talk: Romany Youell, Ep. 3 Part 1
Romany Youell shares her journey into the financial services industry, highlighting the lack of women financial advisors and the need for more support and acceptance within the profession. She also discusses her experience, challenges, and the importance of empathy in financial advising. The conversation concludes with a focus on mentoring and encouraging the next generation of advisors.
31 Aug 2026
Women in Finance - Let's Talk: Emma Boardwell, Ep. 2 Part 2
We're back for part 2 of my catch up with Emma Boardwell and we discuss what we believe the profession could do better, how to be more self-aware and to remind yourself that it is okay to say 'no'!
17 Aug 2026
Women in Finance - Let's Talk: Emma Boardwell, Ep. 2 Part 1
Join Emma and I as we talk about her journey from psychotherapy to financial services, highlighting the need for a human-centered approach in the profession. We discuss the challenges faced by advisors and the importance of emotional support for both clients and advisers.
3 Aug 2026
Women in Finance - Let's Talk: Kerry Burgess, Ep.1 Part 2
We're back for part two of my conversation with Kerry Burgess.
Join us to hear Kerry's insights on empowering advisors, nurturing talent, and achieving success in the financial services industry. We also highlight the importance of supporting women in the profession and balancing work and family life.
Are you just as tenacious as Kerry and I? Let us know in the comments!
17 Jul 2026
Women in Finance - Let's Talk: Kerry Burgess, Ep. 1 Part 1
Join Kerry and I as we talk about careers in finance, some of the challenges we face and how to encourage the next generation of professionals to enter the world of finance.
4 May 2026
Women in Finance - Let's Talk: Welcome to the Podcast!
In this opening episode, I share a brief story being the mic - the unexpected twists, career detours and personal moments that led me into financial services, compliance and ultimately to launching this podcast.
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Spotify
5.0 / 5
2 ratings
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