Women Leading the Way in Finance: Erin Voisin on Team Building and Empowerment

About this episode

Erin Voisin discusses her journey in financial planning, team growth, and the importance of empathy in the industry.

Welcome back to Don’t Retire… Graduate! In today’s episode, we’re diving deep into the path to purposeful financial planning, how the industry is evolving, and the pivotal role empathy and advocacy play in our profession. I’m thrilled to be joined by Erin Voisin, a powerhouse in the wealth management space. As a financial advisor at EP Wealth and a leader who's grown her team from three to over 60 in less than a decade, Erin brings a wealth of real-world experience. She’s also devoted to pro bono work, particularly through the Financial Planning Association’s initiatives and volunteer work supporting cancer patients. In our conversation, Erin and I explored the unpredictable roads that lead so many of us into financial planning—often “falling into” the profession unexpectedly—and why that non-linear journey matters. We discussed her remarkable leadership journey, growing a department and cultivating a culture that values both technical expertise and the human side of finance. Erin shared how her team’s growth has been fueled by a commitment to providing clients with not just planning, but an entire suite of hands-on, multi-disciplinary services—from tax and estate planning to…

People in this episode

Guest: Erin Voisin

Topics covered

• financial planning
• team building
• empowerment
• wealth management
• leadership

Keywords

• empathy
• advocacy
• pro bono work
• client experience
• multi-disciplinary services

Mentioned in this episode

Products: EP Wealth

Books & works: The Wolf of Wall Street

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