The INVEST IN WOMEN podcast series continues the mission of the industry's leading national conference by exploring and discussing the most important issues that impact women financial advisors and their female clients.


Joined by the leading voices in wealth and practice management, this podcast series reveals the examples, education and empowerment opportunities available today that help female advisors scale their practices.



Becoming A Financial Professional To Help Others With Lisa Brown (Ep. 12)


About the Episode:

Becoming A Financial Professional To Help Others With Lisa Brown

What made you get into the financial industry? How much do you value the relationship you have built with your clients?


This week, Lisa Brown unpacks what it means to her to be a woman in the financial industry. She unveils why client-advisor relationships are so important to her while detailing her approach to leadership and ways she helps women like her pave their way through the financial arena.


Lisa Discusses:
• The truth about money and reasons it's crucial to plan our finances
• Ways women can support each other in the workplace besides partnering up based on gender
• Reasons trust is so important in any relationship
• Her books and their power to form financially confident women
• And more!


About Our Guest(s):

For the past 20 years, Lisa Brown has been providing financial advice to corporate executives and high-net-worth individuals across the United States. Currently a Partner at a wealth management firm in Atlanta, Georgia, Lisa speaks to audiences throughout the country on financial planning and money empowerment topics.


Her financial advice is regularly featured in national and local media, including The Wall Street Journal, The New York Times, Yahoo! Finance, Kiplinger,, Atlanta television, and many more.


Although Brown’s clients are affluent, her own upbringing was far more modest.


Raised by two schoolteachers in a rural farming town in upstate New York, Brown learned at the age of twelve how hard work translated into money, rising at six o’clock in the morning during her summer breaks to pick strawberries on a farm for twenty-five cents per quart. This perspective laid the foundation for the appreciation she has for money today.


A wife, a mother to three children including a set of twins, a community advocate for homeless families, a running coach, marathoner, adventure racer, MBA graduate, author, and speaker, Lisa has a “get things done well” attitude.


About Our Host:
Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy.


As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist." For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.

Other Episodes in the Series: