Redefining Aging: Women as CCO

About this episode

This episode explores the role of women as Chief Consumer Officers in their households and its implications for financial professionals.

In this episode of the BISA Portfolio Podcast, LeAnn Rummel returns with Lisa D’Ambrosio of MIT AgeLab and Alex Samoila of MassMutual Strategic Distributors to explore why women are becoming the “Chief Consumer Officers” of their households — and what that means for financial professionals. Tune in to learn: Why 70% of widows change financial professionals — and how empathy and inclusion can prevent attrition.How women’s growing financial influence and caregiving roles are reshaping ret...

People in this episode

Host: LeAnn Rummel

Guests: Lisa D’Ambrosio, Alex Samoila

Topics covered

• women's financial influence
• Chief Consumer Officers
• financial professionals
• caregiving roles
• empathy in finance

Keywords

• women
• financial influence
• Chief Consumer Officers
• financial professionals
• caregiving

Mentioned in this episode

Organizations: MIT AgeLab, MassMutual Strategic Distributors

More episodes of BISA Portfolio Podcast

• What Sports Teams Teach Us About Financial Leadership · May 13, 2026 · 21 min
• BISA's Impact and Vision Committee: Yesterday, Today and Tomorrow · April 28, 2026 · 16 min
• What Brought Us Into Financial Services · April 3, 2026 · 16 min
• Building a Steady Pipeline of Incoming Advisor Talent, Featuring BISA President Jane‑ellen Porter · March 24, 2026 · 13 min
• Redefining Aging: Why Words Matter · December 9, 2025 · 32 min
• The 'White Lotus' Financial Market With Gene Goldman and John Olerio · September 9, 2025 · 18 min