cover of episode IA 013: USA, Olympic Medalist to Financial Planner with Lauryn Williams, CFP®

IA 013: USA, Olympic Medalist to Financial Planner with Lauryn Williams, CFP®

2020/3/12
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The Innovating Advice Show

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Shownotes Transcript

Lauryn Williams, CFP® is a 4-time Olympian, 3-time Olympic medalist and the first American woman to medal in both the Summer and Winter Olympic Games. Lauryn retired from professional sports in 2015 and launched Worth Winning, a virtual financial planning practice.

Lauryn discusses her career transition, her complete dedication to making financial planning accessible and affordable and building a profession where her race and gender are no longer a topic of conversation.

You’ll Learn

  • The skills from being a professional athlete that have translated to becoming a financial planner, and the one that hasn’t.
  • How Lauryn has grappled with the fact that her race and gender are a topic in financial services.
  • Why we shouldn’t assume that wealthy, successful clients understand the basics of personal finance.
  • How integrity and trust are built when you admit that you don’t know something and commit to finding the answer.
  • Lauryn’s views on conflicts of interest.

Guest Bio Lauryn Williams, CFP® is a 4-time Olympian, 3-time Olympic medalist and the first American woman to medal in both the Summer and Winter Olympic Games. Her company, Worth Winning, offers virtual services to help young professionals get the answers to the financial questions that matter most to them.

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