Female Frontline Leaders


Lotus Financial Literacy  

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Do you want to be a part of the ripple effect that Lotus is creating by contributing to meaningful change in our society?
Let's do this!

The Lotus Learning Plan

These flexible one-to-one development programs tap into the lessons typically learned through years of trial and error, giving you an inside track for accelerated recognition and career growth. The programs are designed to give you the option of taking both series (recommended) or selecting only the series or modules you need for a boost of straight-talk and inspiration. It's always your decision. Available in-person or online.

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  • Financial Health

  • Investing 101

  • Wealth Management Landscape

  • Asset Allocation Basics

  • Behavioral Finance

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For women seeking a new career in financial services as an Advisor.

  • Tackling Self-Doubt & Managing Imposter Syndrome

  • Developing Executive Presence

  • Interview Skills

  • Negotiation (Salary, Promotion)

  • Finding a Mentor/Networking

  • Self-Advocacy

  • Developing Your Personal Brand

  • Having Difficult Conversations

  • Taking Risk


For women already in the financial industry and ready for a Leadership role.

After your initial coaching through the Lotus Learning Plan, we can determine if additional sessions are needed and design a plan to prepare you to take full control of your future and claim your seat at any table. Offered in 6-month packages of monthly sessions.


I have spent years trying to dispel the myths when it comes to the accessibility of our industry. For starters, you do NOT have to be great in 'sales' and 'math' to succeed in financial services.​
You can become very successful in financial services and wealth management if you:
  • Are good at relationship-building

  • Have empathy

  • Are curious

  • Listen


Sure, math smarts are a plus – but certainly not a deal-breaker.

- Anita Knotts