Women in Wealth - Terri Kallsen

In this episode, Phil sits down with Terri Kallsen, Board Chair of the CFP Board and a titan of the wealth management industry, to discuss the essential role of agility in leadership. From her early days at 3M to leading retail at Charles Schwab, Terri shares how a "growth mindset" and strict adherence to client-centered values have guided her through a high-stakes career. She breaks down the "endurance game" of business, drawing parallels between her experience running 21 marathons and the discipline required to scale an RIA in 2026.

The conversation also tackles the modern tech landscape, including Terri’s stance on why AI would be "fired" if it were a human employee due to its current lack of accountability and nuance. Beyond technology, Terri offers a powerful call to action for the next generation of women in finance, emphasizing the importance of sponsorship and the courage to ask for a seat at the table. It is a deep dive into balancing high-tech tools with the irreplaceable human touch of coaching and behavioral finance.

Resources:

Phil on LinkedIn

Terri on LinkedIn

View the Transcript

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