Mentorship, Allyship, and Making Strides: Redefining the Narrative of the Financial Planning Industry

Welcome to WomenShare: a marketing guide for women in financial services. In this episode of the podcast, Joanna Ehresman and Leah Alter are joined by Lena Nebel, CFP®, Chief Operating Officer of BFG Financial Advisors.

BFG Financial Advisors stands out in the industry with 66% of its leaders being women, along with 45% of its CFP®s. 

In this episode, Lena shares her excitement about empowering families through financial planning. We learned how she works with different generations, helping them with wealth transfer, legacy planning, and so much more.

Lena also highlights the progress being made in the industry, thanks to movements like #MeToo. Companies are becoming more inclusive, developing diversity plans, and providing education for underrepresented demographics. We also dive into the importance of mentorship, self-care, and prioritizing our own needs in the business world. Lena’s dedication to promoting financial literacy among high schoolers and supporting the growth of young women in finance is truly inspiring.

Progress has been made in empowering women and achieving balance in the industry, but there is still work to be done. Listen to this episode for a much-needed dose of optimism for the next generation.