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The Future of Financial Services: Training, Talent, & Personal Development with Lindsey Lewis
On this episode of Pathways e3, Lindsey Lewis joins Amber Stitt to discuss the urgent need for new talent in financial services, as up to 40% of the workforce plans to retire in the next decade. They explore The American College’s innovative programs, the challenges of industry retention, and the importance of leadership and succession planning for long-term success.
Jan 63 min read


Financial Planning Retirement Myths: Sanjay Tolani on Crystralizing Multi-Generational Wealth
In this episode of Pathways e3, Sanjay Tolani challenges conventional financial wisdom by urging listeners to "stop thinking diversification" and focus on concentration for wealth creation. Sharing his journey from selling his first policy as a young advisor to building generational wealth, he offers actionable insights on legacy, succession, and protecting family and income for the future.
Dec 23, 20253 min read
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