Tag: Women in Finance
The Healthy Advisor: When Pressure, Setbacks and Life Transitions Collide With Terri Kallsen

The Healthy Advisor: When Pressure, Setbacks and Life Transitions Collide With Terri Kallsen

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Terri Kallsen has had an outstanding career in financial services over the last 30 years. During her tenure at Charles Schwab, she led 7,000 employees and managed $1.6 trillion in assets, played a key role in transforming Wealth Enhancement Group as COO and over the last two years, she has been instrumental in building Rise Growth Partners, the RIA investing company started by former United Capital CEO Joe Duran. And this year, she’s serving as chair of the CFP Board, a huge undertaking.

Terri has done this all while raising three children, moving three times and being a mentor to many women and young professionals in the industry. The path was not always easy. Through it all, running has been a constant for Terri, and a form of therapy through stressful times. She has completed 21 marathons, 50 half-marathons and numerous triathlons, and she brings the same endurance, discipline and vision from the course to her approach in wealth management.

In this episode of The Healthy Advisor, host Diana Britton interviews Terri Kallsen, managing partner and head of partnerships at Rise Growth Partners and chair of the CFP Board, about her journey through leadership, ethical crossroads, and personal resilience. Terri reflects on integrity, fiduciary duty and building a career aligned with her true north.

She discusses:

  • Balancing executive leadership, motherhood and earning the CFP through intense life transitions
  • Choosing integrity over trends when fiduciary concerns conflicted with firm strategy
  • Building a wealth management culture grounded in planning, ethics and client focus
  • Using marathon training to develop discipline, resilience and long-term thinking
  • Finding clarity by defining your true north during high-pressure career moments

Resources:

Connect With Terri Kallsen:

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About Our Guest:

Terri Kallsen, CFP, is an accomplished wealth management executive known for leading strategic initiatives and driving innovative solutions across both large institutions and rapidly growing RIAs. As Managing Partner and Head of Partnerships at Rise Growth Partners, a minority investor and strategic advisor to leading firms, she leads enterprise transformation for partner firms—supporting strategic planning, organic growth initiatives, client experience innovation, and platform and performance reporting enhancements. 

Before joining Rise, she served as Chief Operating Officer at Wealth Enhancement Group (WEG), where she oversaw advisor teams, platform and digital strategy, high-net-worth offerings, and trust services. Prior to WEG, she was Executive Vice President of Investor Services at Charles Schwab, where she led 7,000 employees and $1.6 trillion in assets under management. 

Known for her innovative thinking and commitment to advisor advocacy, Terri is a respected speaker and writer who has been featured in Bloomberg, The Wall Street Journal, Barron’s, MSNBC, CNN, and other leading outlets. 

She has been recognized numerous times for her dedication to mentorship, empowering women in the workplace, and advisor advocacy:

– San Francisco’s Financial Woman of the Year in 2019

– InvestmentNews Women to Watch 2024 Female Trailblazer of the Year Finalist

– Named by Financial Planning as one of 20 People who will shape wealth management in 2025

– InvestmentNews Top Financial Professionals in the US | Hot List 2025

Terri currently serves as Chair of the CFP Board of Directors. She also sits on the Hollins University Board of Trustees. 

She earned a Bachelor of Science degree from College of Saint Benedict/Saint John’s University in Minnesota and a Master of Science degree from the University of Wisconsin-Oshkosh. Terri earned her CFP certification in 2005 and is also a Certified Wealth Strategist. She received her Finance CFO Certificate at the University of Chicago Executive Education Program.

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The Healthy Advisor: How Vulnerability Transforms Leadership with Stacie Calder

The Healthy Advisor: How Vulnerability Transforms Leadership with Stacie Calder

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When Stacie Calder first joined the financial services industry, she pounded the pavement and quickly climbed the corporate ladder. But her rise came with a cost. 

In this episode, she opens up about the persona she adopted to fit a traditional mold of leadership, one that silenced her authentic voice in favor of external approval.

A turning point came when a close friend called out her lack of vulnerability, sparking a profound shift in how she showed up, not just as a leader, but as a person. That insight became a catalyst for embracing authenticity, building deeper connections, and redefining success on her terms.

In this episode, WealthManagement.com Executive Editor Diana Britton speaks with Stacie Calder, executive vice president of North American distribution and marketing at Conquest Planning, about her personal and professional evolution. The episode highlights the power of daily habits, intentional goal-setting, and community support in navigating adversity.

Stacie discusses: 

  • Her passion for fitness and nutrition, and how it shaped her early life and career
  • The pressures faced as a woman in financial services and the challenge of proving herself
  • The turbulent times of restructuring at Manulife and her eventual departure
  • Her personal experience of going through a divorce and how it altered her perspective
  • The healthy coping mechanisms that kept her grounded during challenging life transitions
  • The power of embracing vulnerability and authenticity at work

Resources: 

Connect with WealthManagement.com:

Connect With Stacie Calder:

About Our Guest:

Stacie Calder is dedicated to creating meaningful connections and inspiring boldness in those around her every day. She is passionate about eliminating obstacles, driving efficiency, and serving her colleagues and clients with purpose. Drawn to frictionless experiences and motivated by gritty, resilient individuals, Stacie brings energy and intention to everything she does.

If you have a struggle and wish to share your experiences and help others in similar situations, please reach out to Diana at diana.britton@informa.com.

The Healthy Advisor podcast is available on Apple Podcasts, Android, Stitcher, Spotify, and wherever podcasts are found.

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