Heads Talk
A Fly on the Boardroom Wall
Weekly, in-depth dialogues with industry titans and top executives. From FTSE and S&P CEOs to C-suite leaders of renowned institutions, ๐๐๐๐๐จ ๐๐๐ก๐ offers "๐ผ ๐๐ก๐ฎ ๐ค๐ฃ ๐ฉ๐๐ ๐ฝ๐ค๐๐ง๐๐ง๐ค๐ค๐ข ๐๐๐ก๐ก" insights into the pressing topics shaping today's business, finance, and technology landscape.
The Heads of the world's biggest corporations discuss current and future industry matters with ๐๐๐๐๐จ ๐๐๐ก๐ , providing a unique perspective on the pulse of global commerce. ๐๐ ๐๐๐๐ ๐ฅ๐ ๐ค๐ฅ๐๐ฃ๐ฅ ๐ฅ๐๐ ๐๐ ๐๐ง๐๐ฃ๐ค๐๐ฅ๐๐ ๐๐ค!
Our distinguished guest list includes C-suite board executives from Alphabet Inc., AWS, Boeing, Deloitte & Touche, EY, Geely, GM, Google, HSBC, IBM, KPMG, McKinsey & Company, Microsoft, O2, Oracle, Pfizer, PwC, Roche, Salesforce, Shell, Siemens, Swiss Re, UBS, Verizon, Zurich Insurance, and many more industry giants.
Join us on this top 0.5% podcast in management & business, where conversations reign supreme.
๐๐ฎ๐ข๐๐ค ๐๐ข๐ฉ: Tune in to our 100th episode for a sneak peek at the exceptional guests featured on the show.
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Heads Talk
241 - Lisa Cregan, RD: Fintech Series, Morgan Stanley - Change the Face of Wealth Management
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Episode Title:๐บ๐ธChange the Face of Wealth Management๐บ๐ธ
Kicking off the๐ต โ๐ ๐จ๐๐ฃ๐๐ฆ๐ ๐๐ ๐๐๐ ๐๐ ๐๐๐๐๐ค๐ฅ๐ฃ๐๐๐ฅ & ๐๐ ๐๐๐ช๐ต series is the formidable Lisa Cregan, the recently retired (January 2025) Morgan Stanley executive with over four decades of leadership at Morgan Stanley and UBS.
In this insightful conversation, Lisa shares her perspective on wealth management, the evolving brokerage landscape, and why sheโs now focused on guiding a select group into the industry through her foundation Climb Pause Lift . Having spent much of her early career in this role, she knows firsthand why itโs a natural fit.
As Regional Director, she was the firmโs only female leader in that position for nearly a decade, showing resilience and vision in a highly competitive field. Beyond finance, sheโs an accomplished author, board member, and speaker.
Lisa is a Trustee Emerita of the Womenโs Sports Foundation, she continues to champion equitable opportunities, guided by her โmindfully fearlessโ philosophy.
Topics Covered:
โฝ๏ธMechanics & Future of Wealth Management
โฝ๏ธHigh Performance Teams
โฝ๏ธStockbrokers to Financial Advisors
โฝ๏ธPerfect Mix of Female Athletic Discipline to Wealth Management
โฝ๏ธSheconomy
โฝ๏ธFocus on Asset Management
โฝ๏ธGen Z in the Business
โฝ๏ธOperatives and Leaders
โฝ๏ธTalent Development
โฝ๏ธClimb Pause Lift - Lisa's Foundation
So downloadโณgrab a cup of Bird & Blend Tea Co. - Little Miss Sunshine Tea โ๏ธ& have a listen๐
Episode Sponsored by
โฝ๏ธAccxia - ๐ผ๐ฆ๐ฃ๐ ๐ก๐'๐ค ๐๐๐ฃ๐๐๐ค๐ฅ โ๐ฃ๐๐ง๐๐ฅ๐ โ๐๐ ๐ฆ๐ ๐๐ ๐ฃ ๐ธ๐ฅ๐๐๐ค๐ค๐๐๐
In Partnership with
โฝ๏ธMoney 2020 Europe - Heads Talk Discount code HDT200
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