Tag: women in financial services
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!

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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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Building Representation and Openness in Financial Services with Melissa Reaktenwalt (Ep. 7)

Building Representation and Openness in Financial Services with Melissa Reaktenwalt (Ep. 7)

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Representation in financial services isn’t just about numbers. It’s about visibility, mentorship, and meaningful change.

In this episode, Andrew Evans talks with Melissa Reaktenwalt, MBA, CSRIC™, AIF®, Founder and CEO of EViE Financial Group, about her mission to bring more diversity and authenticity into the advisory space. Melissa shares how intentional visibility, openness to new talent, and personal practices for balance have shaped her firm and her life.

What to expect in this episode:

  • Melissa’s intentional efforts to create representation by showing up on stages, conferences, and podcasts
  • Why openness is key when bringing in younger talent and new voices into firms
  • The challenges smaller and younger firms face compared to “OG” legacy firms
  • The ongoing push for diversity, equity, and inclusion in financial services and why awareness isn’t enough
  • How Melissa balances leadership with personal wellbeing through intentional rest, rage runs, and trusting her team
  • And more!

Connect with Rossby Financial: 

Connect with Andrew Evans: 

Connect with Melissa Reaktenwalt:

About Our Guest: 

As the Founder and CEO of EViE Financial Group, Melissa Reaktenwalt leverages nearly 20 years of experience in financial services along with credentials as a Chartered SRI Counselor (CSRIC™) and an Accredited Investment Fiduciary (AIF®) to help individuals and small businesses achieve financial wellness and sustainability. She specializes in socially responsible investing (SRI), aligning clients’ values and goals with their investment strategies and decisions, as well as whole-self financial planning.

Melissa is passionate about empowering clients with actionable education and guidance on managing their investments, planning for their financial future, and reaching meaningful milestones. She frequently shares her insights through public speaking, educational workshops, and writing, covering topics such as financial planning, wealth literacy, business ownership, firm growth, marketing, and diversity, equity, and inclusion (DEI).

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