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The InvestmentNews PodcastEpisode 146: Niche advisory practice has unusual focusEpisode Notes
Jeff takes the pod solo this week to talk to Lindsey Swanson, who founded and runs a niche advisory practice, Stripper Financial Planning. Lindsey takes us through how she identified her niche working with sex workers, and how she used tools like SEO and her desire to serve an underserved demographic to help define and grow her business.
Guest Bio:
Lindsey Swanson CFP® has worked in financial planning for the better part of the last decade. She is passionate about bringing education and advice to every corner of society. She noticed a severe lack of financial advice targeted t...2023-08-1733 min
Minority MoneyStripper Financial Planning with Lindsey Swanson, CFP®Adult entertainment is one of the oldest industries in history. Whether we recognize it as a part of society or not, it exists, and so do the sex workers who earn income through this. Being in this profession raises stigma, discrimination, and disrespect. And this is why there are very few who cater to their financial planning needs.In this episode, we go back to California and its stigmatized ecosystem, with Lindsey Swanson who made it her mission to create an incredible financial support system specifically for sex workers. As the CEO of Stripper Financial Planning, Lindsey...2022-07-2534 min
A Scoop of VanillaLindsey talks Transparency & Self-Care with AkeivaIn this episode we're talking to Akeiva! She has her masters, CPA, and CFP which is so impressive to me. Along with other things, she is the founder of The Bumused, a financial literacy site. You can find her at https://www.thebemusedtv.com/.
Check out her blog, podcast, and hire her to speak! 2022-06-1638 minA Scoop of VanillaLindsey Talks Being a Jack of All Trades with AnnieIn this episode we talk about Annie's journey into the financial industry and how varied skills are an asset to advisors and business owners.
You can find Annie Son on LinkedIn and working at https://www.moneypositive.com/
2022-05-1142 minA Scoop of VanillaLindsey Talks Anti-Capitalism with RiverIn this episode we're talking about why we started our firms during the pandemic, how we approach capitalism, and what our responsibilities are given our skills and privilege.
You can find River Nice on instagram and on their website at https://www.beintentionalfinancial.com/
As always you can find Lindsey on Twitter @striprfinplan and at her website at `https://www.stripperfinancialplanning.com/2022-04-1237 min
Financial PlanningThis CFP says helping strippers, prostitutes and porn stars manage their money has business and moral benefitsLindsey Swanson’s career as a CFP was on the traditional path until her desire to help the underserved took her from retirement plans to porn stars.2022-04-0624 minA Scoop of VanillaLindsey Talks Creating Equity with DasarteToday we're talking today Dasarte about his work with Onxy Advisor Network, running his firm Berknell Financial Group, and creating equity for yourself and your community.
You can follow Dasarte on Twitter @DasarteYarnway
As always follow me on Twitter @striprfinplan2022-03-3137 minA Scoop of VanillaLindsey Talks Advisor Deception with JessicaHonestly, this episode is really chaotic so buckle up! Jessica and I are talking about how privilege causes dishonesty in business, specifically in wealth management.
You can find Jessica at https://www.pavilionfp.com/about/ and on Twitter at @jessicagoedtel
You can find Lindsey on Twitter @striprfinplan2022-03-0432 minA Scoop of VanillaLindsey Talks Planning with Intention with BrianWell it took 9 episodes, but I finally caved and brought a man on the show! Completely worth it to ruin my streak talking to Brian Thompson. He's a Forbes contributor, tax attorney, and runs his own financial firms that caters to LGBTQ+ business owners. In today's episode we talk about what success looks like for each of us, fan girl about Profit First, what we're building towards, and the importance of being intentional with your business. And unexpectedly, Brian also managed to get me to open up about my disability (which I rarely speak on) and how it impacts...2022-02-2339 minA Scoop of VanillaLindsey Talks Lip-Service Diversity in Finance with DanikaIn this week's episode, fellow advisor, Danika Waddell and I discuss all the diversity, equity, and inclusions conversations that are happening in the wealth management space. Is it good? Is it bad? Is it ugly? Yes to all.
You can find Danika on Twitter at @danikaw and check out her website at https://xenafp.com/.
As always you can follow Lindsey on Twitter at @striprfinplan and check out her website at https://www.stripperfinancialplanning.com/.
Our BRAND NEW intro song is courtesy of my friend Geoff's fantastic band, Dude Won't Die. They are bes...2022-02-1838 min
A Scoop of VanillaLindsey Sh*ts on Purity Culture with KarissaIn honor of my 29th birthday (woo-freaking-hoo) we're chatting with one of my favorite people, Karissa Bettendorf. She's a wonderful watercolor artist and my former roommate. We've been friends for ten years and in this episode we're talking about essentially changing all of our beliefs over the last decade. We're talking trauma, we're talking purity culture, we're talking suicide & depression. It's a party!
To follow Karissa, you can visit her facebook page at Karis Fine Arts or follow her on Instagram @karisfinearts1
And as always, you can follow Lindsey on Instagram @stripperfinancialplanning 2022-02-0940 min
A Scoop of VanillaLindsey Talks Dating as a Sex Worker with ChelseyThis week we're talking to Chelsey Sterling an entrepreneur and dating strategy consultant. Our big focus in this talk was how and when you tell a romantic interest about sensitive parts of your life. If you're a sex worker wondering when to disclose this information, this chat is for you!
Chelsey spends her time teaching intellectually curious people to create authentic & aligned relationships & to reclaim their power in dating. You can find her on instagram @chelseysterlingconsulting. If you're looking for a dating coach, she's your woman!
You can follow along with Lindsey on...2022-02-0432 min
A Scoop of VanillaLindsey Talks Pre-Nups with Kaylin DillonIn this week's episode we're talking to fellow CFP® Kaylin Dillon. Kaylin runs her own firm and specializes in working with blended families and couples with prenups.
To check out Kaylin's free guide, Marry Your Finances, click here: https://kaylindillonfinancial.com/instagram/
To follow along with Lindsey check out her instagram @stripperfinancialplanning2022-01-2729 min
A Scoop of VanillaLindsey Talks Immigration with Adina AppelbaumImmigration attorney, Adina Appelbaum, guests in this episode talking about the financial needs of immigrant families, generational wealth, and the importance of support for first gen families.
To learn more about Adina, check out her podcast, Immigrant Finance or follow her instagram @immigrant.finance
To learn more about Lindsey, you can visit her website at Stripper Financial Planning or follow her on instagram @stripperfinancialplanning2022-01-2031 min
A Scoop of VanillaLindsey Talks Entrepreneurship with Anna N'Jie-KonteIn this week's show we're talking to Anna N'Jie-Konte - advisor, speaker, and a host of The Financial Powerhouse Podcast.
We talk dress codes, invisible labor, and the freedoms that come with being your own boss.
To follow Anna, check out her instagram @anjiekonte
You can find Lindsey on insta as well @stripperfinancialplanning 2022-01-1330 min
A Scoop of VanillaHow Our Communities Shape Our FinancesThis week we're visiting with Lea Landaverde a financial coach, activist, and host of the podcast @miriquezapodcast. Your host, Lindsey Swanson CFP®, and Lea visit about differing financial perspectives how different communities experience money.
To learn more about Lea's work you can find her at @lealandaverde on instagram.
To follow allow with Lindsey you visit her instagram at @stripperfinancialplanning and www.stripperfinancialplanning.com.2022-01-0545 min
A Scoop of VanillaCatering to Your Audience as an AdvisorIn our maiden launch episode Lindsey Swanson CFP® chats with Millie Gormely, a fellow CFP® and all around great Canadian. During the show we talk about working in the wealth management industry as a woman, finding our niches, and the value of working with an advisor that doesn't just accept your choices but champions them.
You can find Lindsey Swanson at https://www.stripperfinancialplanning.com/ and follow along on Instagram @stripperfinancialplanning.
To learn more about Millie visit https://advisor.investorsgroup.com/en/millie_gormely. 2021-12-3128 min