Humanizing The Finance Industry
“When I am here to fulfil my soul’s desire, I fulfil my human desire to serve others at the highest level.”
- Libby Wildman
My guest for this episode is changing the way that women work with — and grow! — their money. Libby Wildman is a speaker, wealth advisor, life coach, and the host of the curated Liminal Escapes retreats. Over her decades of serving clients, Libby has worked to bring the ‘human’ back into the finance industry.
During our conversation, we dive deep into the emotions that drive us to make big, bold moves in our businesses, the value of hearing an interesting story, and why Libby rejects the conventional advice when it comes to identifying her own point of genius.
In this episode of the Road to Seven podcast, you’ll discover:
The link between the craving for adrenaline and the call to entrepreneurship
How Libby has kept things fresh and juicy over the course of her career
How the finance industry has (and hasn’t) shifted from the 1980s to post-#MeToo
About Libby Wildman: Libby Wildman has over 35 years of financial services and life planning experience. She was the founder of the highly successful wealth management firm Wildman and Associates and is now Head of Wealth Advisory at Davis Rea Ltd.
Highlights:
00:01 Intro
02:50 Meet Libby Wildman
06:06 Adrenaline & bold moves
09:40 Finding stories
10:11 Keeping things fresh
11:57 Money, scarcity & fear
13:36 The Soul of Money
16:34 Affirmations & contributions
18:33 Women & finance
22:21 Sexism in business
24:33 What she knows now
25:13 Liminal Escapes
Links:
Libby Wildman
https://ca.linkedin.com/in/libbywildman
Instagram: @libbywildman
The Soul Of Money: Reclaiming The Wealth Of Our Inner Resources by Lynne Twist
https://www.chapters.indigo.ca/en-ca/books/the-soul-of-money-reclaiming/9780393353976-item.html
To work with me and make your next power move, visit:
https://theroadtoseven.com
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