WELCOME TO LEADHERFINANCIAL

This mentorship program is the beginning of a lifelong sisterhood. Our Mentees, Mentors and expert Hosts will share their stories and learn
from one another.

We are thrilled to invite you into our community of empowering women!

LeadHERfinancial

IS A 5-MONTH MENTORSHIP PROGRAM FOR WOMEN IN THE FINANCIAL INDUSTRY.

This mentorship program is comprised of monthly virtual one-on-one meetings between Matches, as well as a monthly virtual session covering a carefully selected list of topics. These sessions will be facilitated by women who are experts in their fields, participating as LeadHERHosts.

The Participants
- Mentors: Professional women, with diverse experience in financial services and related industries, will lend their time and expertise to their assigned Mentee.
- Mentees: Women who are starting a career in the financial services industry who seek professional and personal development and growth.
The Structure
- This mentorship program is comprised of monthly one-on-one meetings between Matches.
- In addition, there are monthly Zoominars, facilitated by LeadHERhosts; women who are experts in their fields. These sessions offer Essential Skills learning.
- There are additional Workshops, covering industry-specific in-depth learning and discussion.
- Rounding out the program are regular Connect &Conversation Meet Ups, where all participants in all the various streams are invited to join an informal Zoom call and network with each other. This builds invaluable connections for a lifetime!
- The goal of the content for LeadHERfinancial is to give the Mentor-Mentee Matches substantive content to encourage a fulsome discussion about important and relevant topics.
The Application Process
- Mentees will be required to submit an application for a place in this program. Completing this questionnaire to helps us to make the best possible match between Mentee and Mentor.
- Mentors will be recruited based on their experience, passion and commitment to the benefit of mentoring and empowering entry-level professional females. Each will complete a Mentor Profile to ensure we make the best possible match.
- Both Mentor and Mentee will sign an understanding of engagement outlining the roles and responsibilities of each participant.

JOIN OUR COMMUNITY OF MENTEES

Join LeadHERfinancial and find your success by belonging to a wide network of women in the financial industry. Take this opportunity to be matched with your own personal female Mentor, and let her advice and experience help you grow your career.

YOUR NAME

COULD BE HERE

Join this group of like-minded women who seek personal and professional growth

Join Us!

MEET OUR MENTORS

Our Mentors are accomplished women from the financial industry. They have remarkable work and life experience and want to give back to the community by sharing their knowledge and expertise. They realize the importance of women lifting each other up. They are adept at balancing family or personal life with professional life. Sharing career and life skills is both rewarding and a learning experience for them.

Do you see yourself here?

Help to recruit, retain and support females new to the financial industry by sharing your invaluable experience as a Mentor. Your advice and support can make a difference in the success of a female
starting to build her career in the financial sector.

Join Us

Message from LeadHERalliance Founder

CYNTHIA O'NEILL

I have always been passionate about mentoring; I received immense benefits from my own mentors over my lifetime and also have been privileged to mentor many aspiring young people.

I am confident that a one-to-one mentorship program can have an outsized effect: women who are mentees will continue to apply what they have learned across their careers, creating a global Impact over time.

Let’s continue this momentum, and as women let’s mentor and lift up other women, helping them to grow, excel and advance more effectively. Mentorship can also, when done right, create an invaluable close-knit network for women, across all ages and industries.

LeadHERalliance will be transformative. Together we can break the cycle that continues to exclude women from professional growth and success, and create greater social access and business opportunities by investing our time and talent into our future leaders.

Let’s do this today.

Cynthia O'Neill

Founder, LeadHERalliance

Message from LeadHERfinancial Co-Founder

CLAUDIA PLAYFORD

My idea to create a mentorship program for women in male populated fields came to me in 2020 after twenty years in the financial services industry, having gained experience in several areas of the banking and investment industry. Through trial and error, my resume became extensive. In such an industry, this turned out to be an advantage. The financial industry isn’t easy to navigate. There are many different avenues that a young woman can engage in. Unfortunately, if you don’t know what questions to ask, and which areas within the industry match up with your personal strengths, you can easily end up taking detours and face career-devastating roadblocks along your path to success.

My motivation for creating the financial-work related arm of LeadHERalliance is to help guide my younger and newer female counterparts as they begin navigating these roads and detours like many of us have in the past. Feelings of loneliness, isolation, and confusion often follow young women as they enter the financial services industry. I want them to know that they are not the first individuals to experience these feelings and to understand that there is freedom in following their instincts. I want these young women to feel brave enough to leave or fight for change in a position that no longer serves their career and personal interests. I want young women to dare to create their own tables to sit at – especially if the seat isn’t made for them at a traditional "table”.

I want the women coming behind me in this journey to know that there is more than one way to get where they want and that it’s okay to voice their doubts, fears, and frustrations in a safe space. My greatest goal is to show these young women that there is strength in numbers. By aligning with other women who have already navigated similar career decisions, faced the same roadblocks, but who made them work, they will see, much sooner than I did, that there are ways for them to gain fulfillment in the financial services industry - an industry which often pigeonholes women into roles that allow for limited growth.

May we all be loud, unapologetic and most of all fearless, to create our own way. Let’s grow our tribe

Claudia Playford, PFP CFP

Co-Founder, LeadHERfinancial

Financial Planner, Investment Retirement Planning