In this episode, Escala Partners CIO, Tracey McNaughton, celebrates IWD with a conversation with Lorna Kapusta, Fidelity’s Head of Women & Engagement. How can wealth managers help women achieve their financial goals and become more confident investors? How can the skills learned by a motorcycle rider help ease financial anxiety? (1:20) Maybe we could start with you telling us a little bit about yourself, your journey, and how did you find yourself in the role of head of women and engagement at Fidelity Investments? (3:23) So what is Fidelity doing then to help women in improving their financial situation? You've been in this role for several years, haven't you? (5:51) What other things have you found that tends to hold women back from feeling more confident about stepping out there and managing their financial situation? (7:42) In your research, have you identified any issues that seem to be unique to women? (9:36) Have you noticed if that caregiving role has increased post Covid? (10:53) Having that plan almost acts like an anchor. It just calms you down when you're feeling anxious about your financial future. So just how important is that? (13:54) I think getting the message out there, that sitting down and having a plan, actually does the opposite. It calms you down and it just makes you see clearer, doesn't it? (16:29) You mentioned earlier about women, they think differently about investing and they can ride the ups and downs of investing better than men. Can you talk a bit about that? Why is that? (18:28) Are women more likely to seek out advice? (20:42) So a final question then, Lorna, from your sort of past, your previous experience, what's the best piece of financial advice that you've ever been given?