The Fiduciary U™ Podcast

Learn the essential steps toward the equality this industry needs.

Show Notes

Providing women with a voice and a seat at the table in the leadership of advisory firms is an essential step toward the equality this industry needs. Today’s guest, Leah Sylvester, knows this as well as anyone. A Partner and Director of Retirement Plan Services for Shepherd Financial, LLC., Leah joins the show today to share both her successes and failures with the kind of honesty that is incredibly powerful to hear.

Listen in as she shares her thoughts on mentors and the critical role they play in the next generation's development. You will learn the benefit of being vulnerable in the workplace (regardless of how hard it is), how Leah has recalibrated her life outlook both personally and professionally, and what men can do to lift women up within their organizations.

What is The Fiduciary U™ Podcast?

The Fiduciary U™ Podcast shares the latest information on corporate retirement plan trends, ideas, and best practices to assist decision-makers and others in this industry in being more effective at their jobs. The show features industry experts across multiple disciplines who share their unique perspectives and actionable insights about how to provide a great retirement plan for employees in a rapidly changing world.

Your host, Josh Itzoe, is the Founder & CEO of FiduciaryWorks and the author of The Fiduciary Formula and Fixing the 401(k). The goal of Fiduciary U™ is to build a community that helps all of us enhance our knowledge, sharpen our skills, and stay at the forefront of industry trends so we can do our jobs better and make a positive impact in the lives of real people whose financial futures depend on us.