Tag: financial advisor technology
Building a Career with Purpose: Leslie Lipscomb on Women in Financial Services (Ep. 11)

Building a Career with Purpose: Leslie Lipscomb on Women in Financial Services (Ep. 11)

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Career paths rarely follow a straight line and sometimes the best opportunities come from unexpected places.

What happens when you find yourself in a role that doesn’t align with your values? How do you discover work that truly matters?

In this episode, Andrew Evans interviews Leslie Lipscomb, Senior Vice President at Financial Independence Group, about her journey from hating her first insurance job to building a nearly 20-year career she loves. She shares how FIG’s technology platform helps advisors simplify their legacy business, the growth of women in financial services, and the meaningful “why” that drives her work every day. Leslie also discusses the challenges women advisors face and how organizations can better support them.

Leslie discusses:

  • Her path from a $30,000 millionaire at a big box insurance company to senior leadership at FIG
  • How advisors miss opportunities by not connecting their legacy book of business to technology platforms
  • The acceleration of women entering financial services and the confidence gap many still experience
  • The story behind FIG’s founding and the personal legacy that motivates her work after nearly two decades
  • Why women advisors are more likely to build sustainable succession plans than their male counterparts
  • And more!

Connect with Rossby Financial: 

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Connect with Leslie Lipscomb: 

About our Guest: 

Leslie Lipscomb joined Financial Independence Group in 2006 as a Sales Consultant in the annuity division. During her 10 years as a consultant, Leslie was recognized as one of the most successful insurance Sales Consultants in the country.

In 2017, Leslie was promoted to Senior Vice President and currently leads a private client group that supports independent financial professionals across the country. Her private client group focuses heavily on comprehensive and holistic planning using life insurance, annuity and long term care products. In an ever-changing industry, Leslie plays a vital role in helping her agents build a business and marketing plan unique to each individual practice. Once a plan has been developed, Leslie and her team take a hands-on approach to ensure the plan is fully implemented.

Working for a family owned and operated company, Leslie prides herself on the fact that Financial Independence Group is truly an independent marketing organization which allows her to offer her agents and their clients an unbiased opinion when recommending insurance products. Leslie strives to work with her agents daily to assist them in fulfilling their client’s specific retirement or legacy needs. Leslie currently holds her Life and Health license as well as Medicare Supplement and Long Term Care license.

Leslie grew up in Charlotte, NC and graduated from Methodist University in 2005 with a Bachelor of Science in Business and Marketing. When she isn’t working with her agents, you can find her paddle boarding or boating on Lake Norman and spending time with her family. Leslie and her husband David reside in Cornelius, NC with their two dogs Jackson and Savannah.

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From WealthTech Chaos to Clarity with Larry Shumbres (Ep. 6)

From WealthTech Chaos to Clarity with Larry Shumbres (Ep. 6)

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The WealthTech space is bursting with options, but more choices don’t always mean better solutions.

Why are so many firms building one-off tools without considering the full advisor experience? And how can entrepreneurs design, grow, and even sell companies in this crowded market?

In this episode of The Outstanding Shift, Andrew Evans talks with Larry Shumbres, CEO and Founder of Archive Intel, about the state of WealthTech, the power of user stories, and the steps to successfully grow and exit a tech company. Larry also shares insights on AI adoption and the importance of iterative product development.

Larry discusses:

  • The evolution of WealthTech and why too many disconnected tools frustrate advisors and firms
  • How the lack of user stories and persona mapping leads to gaps in product functionality
  • The importance of building for smaller firms first, iterating, and scaling up to enterprise clients
  • Why advisory firms risk falling behind if they avoid AI and how to integrate it effectively
  • Key metrics, processes, and readiness steps for selling a tech company at a strong valuation
  • And more!

Connect with Rossby Financial: 

Connect with Andrew Evans: 

Connect with Larry Shumbres: 

About our Guest: 

Larry Shumbres is a seasoned entrepreneur and prominent figure in the FinTech sector, is dedicated to elevating the investment journey for both advisors and institutions through innovative and regulatory-compliant technology. With a wealth of experience spanning over 20 years and affiliations with industry giants like Charles Schwab, Morningstar, and New York Life Investments, Larry’s expertise is widely acknowledged. He recently founded, developed, and successfully exited Totum Risk, a pioneering risk tolerance platform, to TIFIN. Prior achievements include building SmartVision by eVestment, acquired by Nasdaq, and leading the sales team at eMoney, culminating in their acquisition by Fidelity. A sought-after advisor, Larry sits on multiple corporate boards, contributes to NASDAQ as a writer, publishes articles in industry journals, and has been featured in interviews on Bloomberg.

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