Being Courageous with CEO of Vestia Advisors Lauren Oschman, CFP, CDFA
In this episode of the Kick It Open podcast, host Shelby Nicholl sits down with Lauren Oschman, the CEO of Vestia Wealth Advisors. Lauren shares her journey into the wealth management industry, detailing her experience as a mom of three and a leader in a male-dominated field. From establishing a niche in serving physician clients to becoming CEO, Lauren discusses the challenges she faced and the strategies she used to balance her professional and personal life. This conversation offers insights into the significance of having a niche, the balance of work and family, and the importance of redefining success and leadership.
0:00 Daughter's giving confidence
1:02 Meet Lauren Oshman: CEO and Mom
2:52 Lauren's Early Career and First Steps in Wealth Management
4:20 Founding a Firm and Embracing a Niche
6:48 Challenges and Triumphs in a Male-Dominated Industry
8:07 The Power of Niching Down
13:55 Building Trust and Connection with Female Clients
21:32 Success and Growth at Vestia Wealth Advisors
26:06 Journey to Becoming CEO
28:40 Embracing the Visionary Role
34:11 Support and Belief from Male Colleagues
35:47 Balancing Work and Family Life
39:58 Success List vs. To-Do List
44:13 Glass Balls and Rubber Balls
46:30 Final Thoughts and Reflections
About this podcast:
If you're a woman in wealth management (or any male-dominated industry), this podcast is for you. Muriel Siebert (first woman member of the NYSE ) said, "When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open.” After decades of sluggish progress, it’s time for us to kick the door open on women’s success.
Produced by Shelby Nicholl.
Edited by Aaron Sherman.
Marketing by Sabrina Portnoy.
Graphic Design by John Gallagher.
Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll
License code: EV5ON7Y3CSESDSEU