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The Road to Seven

Humanizing The Finance Industry

“When I am here to fulfil my soul’s desire, I fulfil my human desire to serve others at the highest level.” - Libby Wildman My guest for this episode is changing the way that women work with — and grow! — their money. Libby Wildman is a speaker, wealth advisor, life coach, and the host of the curated Liminal Escapes retreats. Over her decades of serving clients, Libby has worked to bring the ‘human’ back into the finance industry. During our conversation, we dive deep into the emotions th...
Broadcast on:
21 Jun 2022

“When I am here to fulfil my soul’s desire, I fulfil my human desire to serve others at the highest level.”

- Libby Wildman


My guest for this episode is changing the way that women work with — and grow! — their money. Libby Wildman is a speaker, wealth advisor, life coach, and the host of the curated Liminal Escapes retreats. Over her decades of serving clients, Libby has worked to bring the ‘human’ back into the finance industry.


During our conversation, we dive deep into the emotions that drive us to make big, bold moves in our businesses, the value of hearing an interesting story, and why Libby rejects the conventional advice when it comes to identifying her own point of genius. 


In‌ ‌this‌ ‌episode of the Road to Seven podcast,‌ ‌you’ll discover:‌ ‌

  • The link between the craving for adrenaline and the call to entrepreneurship
  • How Libby has kept things fresh and juicy over the course of her career 
  • How the finance industry has (and hasn’t) shifted from the 1980s to post-#MeToo


About Libby Wildman: Libby Wildman has over 35 years of financial services and life planning experience. She was the founder of the highly successful wealth management firm Wildman and Associates and is now Head of Wealth Advisory at Davis Rea Ltd.

  

Highlights:‌ ‌

00:01  Intro

02:50  Meet Libby Wildman

06:06  Adrenaline & bold moves

09:40  Finding stories

10:11  Keeping things fresh

11:57  Money, scarcity & fear

13:36  The Soul of Money

16:34  Affirmations & contributions

18:33  Women & finance

22:21  Sexism in business

24:33  What she knows now

25:13  Liminal Escapes


Links:‌

Libby Wildman

https://www.libbywildman.com 

https://ca.linkedin.com/in/libbywildman

https://davisrea.com 

Instagram: @libbywildman 


The Soul Of Money: Reclaiming The Wealth Of Our Inner Resources by Lynne Twist

https://www.chapters.indigo.ca/en-ca/books/the-soul-of-money-reclaiming/9780393353976-item.html 


To work with me and make your next power move, visit:

https://theroadtoseven.com

“When I am here to fulfil my soul’s desire, I fulfil my human desire to serve others at the highest level.” - Libby Wildman My guest for this episode is changing the way that women work with — and grow! — their money. Libby Wildman is a speaker, wealth advisor, life coach, and the host of the curated Liminal Escapes retreats. Over her decades of serving clients, Libby has worked to bring the ‘human’ back into the finance industry. During our conversation, we dive deep into the emotions th...