April 8, 2025

A Roadmap to Change: Diversity, Inclusion, and Women in Wealth Management

"I really love the idea of taking down the barrier that keeps people from getting to what we all need, and that's financial health and well-being." – Dr. Lisa Toppin

Welcome back to WomenShare, a celebration of women in financial services. In this episode, we had the privilege of talking with Dr. Lisa Toppin, a prominent figure in the HR and diversity landscape, who is currently redefining workforce strategies at the Carson Group. With her extensive experience in leadership roles at firms like Illumina and Charles Schwab, and as a fractional Chief People Officer, Dr. Toppin brings unmatched insight into how diversity can shape the future of financial services.

Dr. Toppin opens up about Carson Group's progressive research focused on women in wealth management, aimed at understanding their pathways to success. The initiative is set to launch findings in the second quarter, promising to shed light on effective strategies and inspire women advisors.

This conversation extends into broader themes across multiple industries, highlighting mentorship, sponsorship, and how shared experiences can dismantle barriers for women. Dr. Toppin shares her personal journey in navigating the financial world as a Black woman, observing the positive shifts in inclusivity, while also pinpointing areas needing further work. Her optimism and actionable insights offer a roadmap for cultivating a more supportive and diverse environment in wealth management.

Key takeaways:

  1. Research-Driven Support for Women: Dr. Toppin discusses Carson Group's commitment to understanding women's experiences in financial advisement to provide better support and pathways for success. The forthcoming report promises new insights into creating successful advisory practices for women.
  2. Mentorship and Community Building: The episode underscores the importance of mentorship and community among women in financial services. Dr. Toppin emphasizes that candid discussions can challenge and change industry norms, enhancing growth opportunities for women.
  3. Cultural Sensitivity in Client Relations: Dr. Toppin highlights the importance of understanding diverse client backgrounds and tailoring financial advice to fit cultural and individual needs, fostering trust and building long-lasting client relationships.
  4. Strategic Industry Positioning: With an imminent adviser shortage and a diversifying client base, Dr. Toppin's role at Carson Group exemplifies how firms can strategically position themselves for sustainable growth through inclusivity and proactive HR practices.
  5. Optimism in Diversity: Despite the challenges faced, Dr. Toppin remains optimistic about the evolving landscape of financial services. Her message is one of encouragement and action—enabling women to rise, mentor each other, and forge paths through traditionally male-dominated spaces.

 

Dr. Lisa Toppin is not just shaping the future of Carson Group but also inspiring women across financial services to break barriers and lead with empathy and expertise. Her approach demonstrates the power of inclusivity and strategic empowerment, setting a benchmark for the industry as a whole. Join us for this deep dive into the intricacies of diversity, support systems, and career growth for women in finance.

Lisa Toppin [00:00:00]:

Tend I tend to lead on the optimistic side. Not to not to be Pollyanna, but I do believe that there really is hope between us, that that we're that we're gonna create what we need to create to withstand headwinds that we might be facing.

 

Meredith Lambert [00:00:25]:

Hi there. Thanks for joining us. I'm Joanna Ehresman. And I'm Leah Alter. And this is WomenShare, a celebration of women in financial services. Today, we'd like to thank our presenting sponsor, axtella, the home for financial professionals who believe that people make

 

Joanna Ehresman [00:00:41]:

the greatest difference. So if you're looking for a network of firms that elevates every experience for their professionals and clients, check out axtella today at go.extella.com/womenshare. That's go.axtella.com/womenshare.

 

Meredith Lambert [00:01:00]:

Well, today's guest is doctor Lisa Toppin, a powerhouse in the HR and diversity space leading people and culture strategies. She's currently driving workforce and market expansion at Carson Group, helping the firm reach a broader and more diverse group of advisers, investors, and talent. Before Carson, Lisa held leadership roles at Illumina, Charles Schwab, and LPL Financial. She even had a brief stint as a producing adviser, which gives her such a unique view into wealth management. Outside of corporate roles, Lisa's built a successful consulting practice as a trainer, speaker, and fractional chief people officer. She also holds degrees from Howard, Rutgers, and a doctorate in education from George Washington University. So with all of that rich insight into leadership, diversity in the evolving workforce, we're just so thrilled to have you here. Lisa, welcome to WomenShare.

 

Lisa Toppin [00:01:52]:

Well, thank you so much. I'm so delighted to be with you.

 

Joanna Ehresman [00:01:56]:

Well, Lisa, we are just so excited to dig in with you. Your experience is just really inspiring and exciting. And we here at WomenShare have been following the work that Carson has been doing in regards to the research for women in wealth management. So for someone sort of unfamiliar with the work, could you give us a little bit of, kinda insight into the research and why this is so important for the Carson Group.

 

Lisa Toppin [00:02:27]:

Yes. Thank you. So I'm really, really excited to, to talk about it because joining not so long, I haven't been haven't been with the company for a year yet, but Carson has already been on this trajectory to do research specifically around women and their experience as financial advisers. And I think the intention as as we'll as we'll acknowledge is that so often, women are understudied in whatever field it is. Right? Whether it's in health or whatever it is. And so Carson says, listen. We really wanna understand the experience of women so that we are in great position to support women. So I've been excited to to, to jump in and take on this year's research.

 

Lisa Toppin [00:03:12]:

And, this year, we've really been working to understand what is the road map or the pathway for women advisers who are finding great success. And so really excited about, about what the the research is, is revealing. We're not quite we're we're gonna be launching this in q two, so I'm not quite ready to talk about sort of all of the insights insights as we're continuing to, to close that out and and prepare the report. But it does sort of, I think, gives us real insight into how women see themselves in the in this industry, the agency that they take in terms of their careers and their practices, and really what they're doing very specifically to drive the kind of, outcomes that they're trying to create. So I think it's gonna be interesting and compelling, at least I hope so. And I do I do hope it sort of adds to the to the understanding of of what one can do to be successful.

 

Joanna Ehresman [00:04:08]:

Well and and and being able to build on the study that you did the year before, right, just the additional findings. I mean, we Joanna and I refer back to that study all the time. I mean, almost every episode, there's something that pops up with one of our guests that reminds us of the the the last one. So we're really excited to see what comes about of this one as well. And, Joanne, I'm sorry. I didn't mean to interrupt you.

 

Meredith Lambert [00:04:36]:

No. No. No. But well, what's exciting about the focus for this year, it sounds like, is like, okay. We know the trends aren't great, and you'd I have I would imagine the themes can can be similar to year to year in terms of the barriers, but I love the lens of, so what are women doing about it? What's the path? Right? It's more of the Yeah. You know? How do we move forward?

 

Lisa Toppin [00:05:01]:

How do we move forward? That's exactly right. And so the un understanding, of course, the mentorship and the discussion about sponsorship and really even how women are interacting with each other and the queen bee syndrome and all of those things, really important to understand. But then we wanna turn the page and say, and then what else? Right? And and in this instance, what is working, and how do we lay that out so that we can so that so that as many as want to can jump on that train, and, and we can help each other move forward for sure.

 

Joanna Ehresman [00:05:33]:

Oh, I mean, that's so great. I mean, that's a lot of the reason why we started this podcast. Right? Which is like, if we can help other people avoid some of the things that we had to learn the hard way, why wouldn't we want to to give that to other women? Right? So it sounds like this is like, let's look at people who are doing really well and and give other people a blueprint for that as well.

 

Lisa Toppin [00:05:58]:

That that's exactly right. That's

 

Joanna Ehresman [00:05:59]:

That's awesome. Yeah. Awesome. Yeah.

 

Meredith Lambert [00:06:01]:

Well, we're excited, and we'll make sure to amplify, when their when their report is out. We are interested to dive in and share. Okay. So curious knowing that you have experience deep experience inside the industry, but also outside of financial services. Are there any trends, that are unique to the wealth management space for women that you've observed, or are things kinda similar industry to industry?

 

Lisa Toppin [00:06:26]:

You know, I would say they're more similar than they are different, because the conversation around mentorship and sponsorship, absolutely a common conversation that's happening. And I think the also the intention for women to look for ways in which they can lift other women, also a a a growing trend. So I've seen that in other spaces, and I think that that's I think that is is true. I think we're we're continuing to build momentum around those things. I always say, it it's the the things that go unspoken. If they're unspoken and they're not good, then they get to live in the silence. But when we talk about it, right, when we bring it forward, then it then it gets air. Right? And and if it's not good, then maybe the maybe the the air will help its demise, and we will get to what's what's good and and and figure out really how to heal that.

 

Lisa Toppin [00:07:23]:

So, I I really feel like women are doing more and more of that. We are coming forward, and we're talking with each other. Just just exactly what you what you all are doing with this podcast. I mean, just helping helping women share, and I think women are looking forward to looking for that. So I think that's that is the trend.

 

Joanna Ehresman [00:07:41]:

That's a great trend. Yeah. Definitely. And, very validating, like you said. I have a a follow-up question. You know, being that you spent time in other industries, what is it about financial services that, like, really attracted you and kinda keeps you in the space? Mhmm.

 

Lisa Toppin [00:08:03]:

Well, I you know, I really love the idea of creating, I'm gonna say taking down the barrier that keeps people from getting to what we all need, and that's financial health and well-being. And it it it's sort of, you know, I've I've just having been in the in the industry for some time, there's always this, I'm gonna say, this subtle drumbeat that women are hesitant to talk about it. They are not as confident entering into financial conversations. You know, we've talked about the fact that we use, we don't use language that's easy. So we're you you know, we're using, you know, we're calling something a a 5 20 9 plan. Well, that's the the tax code is not real is that's not helpful. Go ahead. Go ahead.

 

Lisa Toppin [00:08:51]:

Go ahead. Call it what it is. You know? But that makes it makes it much more difficult to enter because you think that everybody knows what that is and you don't. When in fact, it it's just not helpful. It's just not accurate language. I mean, it's accurate, but it's not helpful language. So there are ways in which it's defined that make it difficult for us to penetrate, and I don't think that's limited to women. I think that any group that hasn't had a lot of exposure finds that more difficult to hurdle.

 

Lisa Toppin [00:09:22]:

But this is the place where it touches every single life, where we where we need them to make it so that it is accessible and that people can can do well with it. So I it that that's the piece that continues to to drive me and pull me back.

 

Joanna Ehresman [00:09:38]:

Oh, I love that. Well and, you know, the research that's come out on kind of comparing, decision making, like, investment decision making between men and women, like, women outperform men on a lot of occasions. So it's like making it more accessible. It sort of sky's the limit of of you know, if you can marry the accessibility with the, maybe the even the natural inclination, who knows what's possible?

 

Lisa Toppin [00:10:09]:

That's right. That's right. And I I think it really is just sort of, again, giving the confidence and the courage and really creating the safety so that you can just enter. Like, you know, come on in. The water's warm. You're gonna be okay. So that means we're gonna we're gonna we're gonna explore this thing. So I think that's I think that's right.

 

Joanna Ehresman [00:10:26]:

Yeah. That's amazing. Yeah. Well, we, are gonna come right back to you. But for a moment, we're gonna just say we are so proud to be partnering with Axtella where exceptional service is the standard.

 

Meredith Lambert [00:10:40]:

Yes. Axtella elevates and empowers financial professionals to build a stellar practice and leave a lasting impact for their clients. Explore how axtella goes above and beyond for their professionals by visiting go dot Axtella dot com slash women share. That's go.axtella.com/womenshare.

 

Joanna Ehresman [00:11:00]:

Okay, Lisa. Back to you. So your role at Carson seems to be a really cool, unique blend of functions that might typically be split between, like, a humans human resources, practice management, marketing. So if we could go a little deeper on your role and how that's really shaping Carson today and and in the future.

 

Lisa Toppin [00:11:24]:

Yeah. No. I'm really excited about this role because this is probably the first time that I have, that I've really sat outside of the human resources function. And so it does it it it is bringing about all kinds of learning for me that, that is new and different and just sort of feels kinda fresh. But in in many respects, some of the pieces of what I'm doing are traditional in in the fact that we are trying to figure out how can we create the environment that invites people who have not necessarily had access or been a part of Carson, or who have leveraged Carson. How do we make this a place that they would like to come and partner and work with us? And so it's some using some of the principles that I've worked with and learned from human resources over the years, but now sitting in marketing and really helping that team think about how do we do this well. And it's just it's it's a lot of fun. It's a it's a it's a great group, and it and, again, it sort of is is bringing new principles to my practice, leveraging my old principles, and and we're sort of going at it.

 

Joanna Ehresman [00:12:32]:

I love that.

 

Meredith Lambert [00:12:33]:

Well, and it seems so responsive and strategically smart, right, given both there's the changing, like, population of clients that we serve and then also the adviser shortage, like this talent shortage. Right? So how it's just, like, to be out and working in front of that or, you know, trying to make sure you're positioned really smartly to navigate those challenges that are facing every firm in this industry, that has to be really challenging and interesting work, like you said. Yeah.

 

Lisa Toppin [00:13:02]:

Well, we What an opportunity. Doing. It's a great opportunity, and and what a necessity. We I mean, we you as you mentioned, the the the population of The US is evolving. Money is moving. And so we've gotta be positioned to meet the people who are going to not only hold those purse strings, but as as the pop as the population again continues to evolve, we wanna be able to meet them where they are, not just in, name, but in experience and understanding in terms of their culture, in terms of their the way in which they might think of things so that you're in position to really provide the right advice and you're, you're positioned to attract them. So I think it's it's sort of all of those things together. Like, how do we, create that kind of welcoming environment? And sometimes it's just saying, listen, we need to reflect back to the community who the community is.

 

Lisa Toppin [00:13:54]:

And so there's with there's clear and, direct effort around that, and that is, I'm just gonna say, going to the the traditional principles that I've I've practiced for many years. But then there's the idea of who is the client, who are the advisers, who do who will the advisers be, and how do we create the platform to attract that group and support them that this this gen two that's coming and, you know, all of the places in which there are, places that we have not yet penetrated but would like to. And so we're we're sort of looking at that. We're excited. We've got, an adviser coming who is known for her rainbow network, Laura Latourette, and so, you know, excited to have her join and sort of help us build up that, that platform for LGBTQ advisors as an example. And so that's I mean, that that's where we're that's where we're going, and that's what we're working on. And so it is interesting and fun.

 

Joanna Ehresman [00:14:58]:

I feel like too that is it's so smart because, as we know, especially younger generations, you mentioned g two as far as advisors go, but also the investors. Right? Younger investors are really looking for the perfect fit for them. Right? And they wanna see themselves reflected in their adviser. Yep. You know, even if, they themselves don't have a deep understanding of financial things like we were discussing.

 

Lisa Toppin [00:15:29]:

Yeah.

 

Joanna Ehresman [00:15:29]:

Being able to relate to somebody who just under like you said, understands their lived experience, that is taking financial advice to a whole different level, and being able to trust, you know, trust somebody, more than just, like, you know, here's my money. Like, I hope it stays invested well. But it's like, you're a you're a key part of my life now because you understand the the day in and day out lived experience.

 

Lisa Toppin [00:16:01]:

Yeah. Well, I mean and and you you just said it so well. Trust is the currency. And so if I'm gonna if I am gonna turn over my life savings to you, I have to trust you and you have to get, as an example, that if I'm an African American family that that college is a really important thing for my family and I'm interested in it it may be that we're first generation, and so that's a very big part of how I'm thinking about it. Now you might advise that I focus more on saving for my retirement than saving for college, but you need to come to the table at least appreciating why I've had the advent the the lens that I've had so that you could right? Because if you come in sort of with a judgment around that as that's wrong, then you lose me. Because from my lived experience, it isn't wrong. Education is the pathway. And so but there are other factors that a a person needs to or has to consider.

 

Lisa Toppin [00:17:01]:

And so how do you help me think about that, understand that need that need and the other needs as well? So it it really is having that that appreciation for wherever people are coming from and how do we how do we help the the next generation of advisers understand what they need to understand so that they can do it well to meet those those clients where they would like to, and then, you know, just ultimately being a place that reflects that so that advisors and clients alike say, yeah. That's a place for me, and that that's the work that we're doing.

 

Joanna Ehresman [00:17:36]:

It's so good. Yeah. Well, I mean, I think, like, Joanna and I are both career marketers. Meeting somebody where they're at is always the right marketing move. It just is. Right. You're you you know, talking down to somebody or, you know, shaming somebody for not understanding or not knowing something yet is never the right move. Right.

 

Joanna Ehresman [00:18:01]:

So, yeah, the accessibility and meeting them wherever they are kind of in the path or as they're learning is just, yeah, it's really smart.

 

Lisa Toppin [00:18:10]:

It's and it it it create it it requires a new openness, right, to learn and to say, you know, tell me about it. I don't you know, I'm not as familiar with your experience or lived experience or your background, and I'd like to know. So, you know, help me understand. I think if you show up with that, that's often enough to build that trust to be able to get where you're going. So it's it you know, there are lots of there are lots of ways in which you can build it, but it does sort of start with that understanding that trust is the currency, and then it's really the authenticity that's gonna that's gonna be the the pathway to get to it.

 

Meredith Lambert [00:18:47]:

Yeah. Yes. Alright. Okay. You'll Next topic, though. Well, related, though. Right? So you built an incredible career in this industry, and as both a woman and a black woman in financial services, like, how have those identities shaped your experience, and what positive changes have you seen over the years? And we'd love to hear, like, where is there still work for all of us to do.

 

Lisa Toppin [00:19:10]:

Yeah. So it's interesting. I'm always I'm I'm I'm always, happy to sort of have a conversation and share about it because I think that if how how would others know if you don't? Right? So as a as a as a black woman, as a Gen Xer, I have probably had all of the experiences that you would imagine in your mind that I've had. You know, I've gone to rooms and not felt so welcome. I've, you know, I've had all those kinds of experiences for sure. And I've also been very fortunate at to to work at companies where I did feel supported and welcomed, and I did have mentors and sponsors, that really saw me and lifted me and celebrated me. And not you know, it's it's it's never, you know, a %. And, you know, sometimes you just run into to difficult people, and they don't like you not because of of of the body that you inhabit because it just don't like you.

 

Joanna Ehresman [00:20:10]:

So that my cray right there.

 

Lisa Toppin [00:20:11]:

You know, that that happens. That's true. That's fair. And maybe that's a them issue, maybe it's your issue. Who knows? But that happens. But what I would say is, what I have seen and how it has evolved, I was very aware in my early career of being very often the only one or the one of a few. If I saw a senior executive that happened to be African American, it would be like, oh, look, you know, look there. You know? And so now it it it doesn't it doesn't, have that same feeling because we have made a lot of progress.

 

Lisa Toppin [00:20:45]:

People have that the, the talent has evolved. Companies have evolved in terms of of who and how they're who they're elevating and how they're doing it. So you're not alone. And so so that piece has changed. And in some in some instances, I'm now the executive that they go, oh. And so

 

Meredith Lambert [00:21:04]:

Yes. Uh-huh.

 

Lisa Toppin [00:21:04]:

And so I remember that, and I try to make sure that I avail myself to to the, you know, to the to the needs of that person because I remember what that was like. And so I think I think it has I think it has changed into the the I'm gonna say the, the environment has changed because there are so many more successful professionals of varying backgrounds that that make it up. And so it just depends on, you know, are you in consumer products, and maybe that looks a little different than financial services and you know? Right. But it it for sure has evolved, and I think that's the that's the the the good part. K.

 

Joanna Ehresman [00:21:43]:

Yeah. We had, we had someone on, who was telling us about the CFP board that was doing a program of you have to see it to be it. Mhmm. And that just really reminded me of that. It's, you know, for all of us, you know, seeing other women in decision making roles that are really affecting change within an organization, different different cultural backgrounds, things like that that it really is so important. And, it's fun that, yeah, you went from being seeing them and, you know, now you are them.

 

Lisa Toppin [00:22:20]:

Yes. Yeah.

 

Meredith Lambert [00:22:21]:

One being seen. Yeah.

 

Lisa Toppin [00:22:23]:

Well, it it it it's true. And you and and I I guess it you know, early on, you're not imagining that that's exactly what will happen, but it is. And I think, you know, for women broadly, I think that's the the piece that that we see happening. Right? So many women are reaching back and pulling others as they climb, and that that is for sure a, a a trend that I'm that I am seeing and appreciating and living, right, that that we're we are looking to to help each other. I saw something just the other day on LinkedIn where, a former colleague, you know, just tagged several women and just said, you know, you all are great. And the the the warmth that you felt just from that tag and the, the acknowledgment and the inclusion of that was just it was was just like a shot in the arm and, you know, that that we would not have had fifteen years ago. So it's, it is definitely it's it's happening, it's evolving, and I and I would say and so and so is my experience and my expectation. My expectation to, I'm I'm showing up with the expectation to to be included and I'm showing up with the expectation to do the work to make sure others are included.

 

Lisa Toppin [00:23:37]:

Like, that's that's different than how it it had been. So now that might be speaking to how how long I've been working. I don't know. I don't wanna I don't wanna touch that, ladies. I just put it down.

 

Joanna Ehresman [00:23:50]:

I mean, I'm I'm a gen x or two.

 

Lisa Toppin [00:23:52]:

You know, we're not a told truth. We gotta tell the truth. But yes. So we've seen some things. We've seen some things.

 

Joanna Ehresman [00:23:59]:

Yeah. Well and, I mean, the the you honestly, this conversation is sort of a shot in the arm. You're making, me feel really hopeful, and that is not something we feel a lot of these days. So

 

Lisa Toppin [00:24:12]:

Yeah.

 

Joanna Ehresman [00:24:13]:

Your your optimism is, infectious. So, thank you for that too.

 

Lisa Toppin [00:24:19]:

I appreciate that. I tend I tend to lead on the optimistic side. You know? Not not to not to be Pollyanna, but I do believe that, that that there really is hope between us, that that we're that we're gonna create what we need to create to withstand headwinds that we might be facing. And so, you know, with the and I and I always anchor back to, look, our ancestors have have have, endured worse. So right? So you gotta, you know, just let's let's get strong. Let's sit up on our seats. You know what I mean? Like, we can do this.

 

Meredith Lambert [00:24:54]:

I love that. That's been one of the biggest gifts of even this show is, you know, I think when we started out, it was a little bit like, okay. We're gonna start doing this thing. It feels we're, like, on an island a little bit, but it has become so apparent as we're having all these guests on and, you know, just the community that is coming together. It's like, oh, there's so much great work being done Yeah. To help all of us. And there's just it's like this community and helping each other is the superpower, of driving this change. So, anyway yeah.

 

Meredith Lambert [00:25:30]:

I Damn. I'll I'll share your optimism. It's some not every day to be clear, but in general. Right? Like, there's a lot of people linking arms to make things happen.

 

Lisa Toppin [00:25:40]:

That well, that's it. And I think that that you're leading a conversation like this on a regular basis gives us a regular shot in the arm, gives us a regular piece to anchor into so that we can continue the momentum. Because like you said, every day is not a good day. Well, philosophically, we could say that every day is a good day if you see the day because if you're not seeing the day, then that has other implications. And you're not Correct. To do it. You're ordering flowers, and there's a whole thing going on over there that we don't wanna be a part of. So every day is a good day, but we know we're not feeling great every day.

 

Lisa Toppin [00:26:16]:

And so Yeah. Having having this kind of discussion with all of the guests that you're hosting just means a lot, I think, to to, to women broadly, just to keep us encouraged and to hear other experiences and other other ways in which people are thinking about things. It's it matters.

 

Meredith Lambert [00:26:32]:

Are we an antidote to despair? You might

 

Lisa Toppin [00:26:35]:

get off.

 

Joanna Ehresman [00:26:36]:

Oh, I love that.

 

Meredith Lambert [00:26:37]:

I love it. A

 

Joanna Ehresman [00:26:39]:

new job.

 

Lisa Toppin [00:26:40]:

Are we

 

Joanna Ehresman [00:26:40]:

changing our tagline?

 

Lisa Toppin [00:26:42]:

That's good.

 

Joanna Ehresman [00:26:44]:

So, Lisa, we ask every guest who comes on the show, what is the best career advice that you've ever received?

 

Lisa Toppin [00:26:51]:

Yeah. I saw and so that is a real it it's a really great question. It's a hard one, probably because I've been working a long time. But but here's where I'm gonna go. Is this is device that I heard really from my on when I was on my very first job. And what the gentleman said was, you should be in position to update your resume every six months. So that meant be really intentional about what you're learning, about what you're contributing, and the outcomes that you're creating so that if you needed to, you could update your resume every six months. Now time is moving faster.

 

Lisa Toppin [00:27:29]:

Maybe it's every quarter. You know? But the but just the just I think the the the takeaway is that intention that it's not just, you know, you're in a role and you're working and you're contributing, but your intention to learn and your intention to contribute and that it should be something substantive that you can actually capture and that would be worthy of capturing on your resume.

 

Joanna Ehresman [00:27:51]:

Oh, that's great advice. Advice. Yeah. Yeah. Yeah. Yeah. Not that.

 

Meredith Lambert [00:27:56]:

Well, it's just a paradigm shift. Right? Like you said of I think people wanna do well and work hard and everything, but but there's a difference with that lens of what you'd prioritize or, you know, how you'd maybe build your skills differently. So, yeah,

 

Joanna Ehresman [00:28:13]:

being intentional.

 

Lisa Toppin [00:28:14]:

It's the I see intent. Right? Because what happens, you get promoted and you go, whoof. That was great. Yeah. And then you right? And then you lose the focus and the intention of the next six months because you're just riding high on what just happened. And what you were saying is don't ride high. Get right back in it and with with clear intention to continue to build.

 

Meredith Lambert [00:28:35]:

That's so good. Another question for you. So outside of what we've covered so far and even outside of your professional life, what can we celebrate with you today?

 

Lisa Toppin [00:28:45]:

Oh, well, if you don't mind a, a a little bit of a upcoming celebration Yeah. I would share that my son, who's a sophomore in college in majoring in musical theater, is going to be in a production of Love's Labour's Lost at Penn State University. So very excited for him, and that's, I I wanna say that opens next weekend. Maybe next week next week. We're going to the closing weekend. So excited for him about that, And my daughter is graduating from high school in May. So we have every it's all moving, and we're celebrating. And I guess on the back end of that, then we're celebrating the empty nest.

 

Lisa Toppin [00:29:29]:

So we'll get these people going. We'll keep them going, and, you know, we're we'll we'll me and hubby will hang out here and and, you know, and and chill for a minute, I guess.

 

Joanna Ehresman [00:29:40]:

So That's amazing. It sounds like I'm loving them well. Yeah. Yeah. I was a theater major in college. Oh. Ended up in financial services. So, you know, you never know.

 

Joanna Ehresman [00:29:51]:

Yeah. So

 

Lisa Toppin [00:29:53]:

How

 

Joanna Ehresman [00:29:53]:

was that? I was a double major. I did English lit and theater, but, yeah, I was a complete and total theater music theater. I mean, still am just a huge fan. So

 

Lisa Toppin [00:30:03]:

Yeah. Yeah.

 

Joanna Ehresman [00:30:04]:

That is so exciting. And it's such a great show. Y'all are gonna have so

 

Lisa Toppin [00:30:08]:

much fun. Oh, I've never seen it. Okay. Oh, good. Okay. Alright. I'm looking forward. I'm looking forward.

 

Joanna Ehresman [00:30:14]:

Awesome. Well, this has just been an amazing conversation. Lisa, thank you so much for coming on the show and sharing your story, sharing your experiences. If people wanna connect with you, what is the best way for them to do that?

 

Lisa Toppin [00:30:28]:

Oh, well, they can certainly find me on on LinkedIn with doctor Lisa Toppin, through LinkedIn. And, I've got a website, doctorlisa toppin Com, so they can certainly find some of the things that I'm doing there as well. So would would love to love to hear from you.

 

Meredith Lambert [00:30:44]:

Awesome. We'll make sure we've got all of those links in the show notes so folks can find Lisa and follow her work. And once again, we wanna thank our sponsor, Axtella, a network of firms that elevates every experience for their financial professionals. Visit go.axtella.com/womenshare. That's go.axtella.com/womenshare. With that, that is our show for today. If ours is a mission that you want to share in, please subscribe to WomenShare on your favorite podcast platform. That I'm Joanna Ehresman.

 

Joanna Ehresman [00:31:19]:

And I'm Leah Alter, and we will catch you on the next episode of Women

 

Lisa Toppin [00:31:31]:

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Lisa  Toppin Profile Photo

Lisa Toppin

VP, Workforce and Market Expansion

With more than two decades of experience as an HR executive, Lisa Toppin, Ed.D., leads workforce and market expansion for Carson Group. Holding accountability for establishing practices, policies, infrastructure, and internal alignment that will empower Carson to appeal to and effectively serve a broader and more diverse set of stakeholders, advisors, and investors, Dr. Toppin is leading the expansion of Carson's addressable market for talent and new business.
Most recently, Dr. Toppin served as the head of global diversity for the biotech firm Illumina. An award-winning diversity leader, she has held similar positions for Charles Schwab and LPL Financial, in addition to leading a wide range of HR and talent functions, including learning & development, talent management, and executive recruiting. Beyond her role leading people and culture practices, Lisa's experience in the wealth management industry also includes a brief stint as a producing financial advisor.
In addition, Dr. Toppin has led a successful practice as a consultant, trainer, and fractional Chief People Officer.
She is a graduate of Howard University, with a Master's from Rutgers and an Ed. D from George Washington University.