Invest In Women Podcast Series: Recent Episodes
Financial Advisor Magazine
Presented by Financial Advisor Magazine, INVEST IN WOMEN: The Podcast Series continues the mission of the industry\\’s leading national conference to explore and discuss the most important issues impacting women financial advisors and their female clients. Joined by the leading voices in wealth and practice management, this podcast reveals the examples, education, and empowerment opportunities available today that help female advisors scale their practices. Together, we discover what happens when you INVEST IN WOMEN.
How much do you know about inheritance? Do you know how to handle it properly? You might be wondering what to do with this sudden gift. Do you save it? Do you spend it on something you’ve always wanted? In this episode, Melissa Carter is joined by Christie Whitney from Rebalance to talk about the … Continue reading Inheritance: Navigating the Complexities with Christie Whitney, CFP® (Ep. 18) →
When it comes to financial conversations, there is a common misconception that women do not know its ins and outs as well as their male counterparts do.
But, some statistics prove quite the opposite.
That’s right. Statistics say that women will control over 30 trillion dollars in assets over the next 10 to 20 years.
In this episode, Melissa Carter is joined by Erinn Ford and Dimple Shah from Advisor Group, as well as Cammie Sorensen Banks from Legacy Advisor Network, to unveil everything you need to know about female leadership in the financial space.
Listen in as Erinn, Dimple, and Cammie talk about their experiences while detailing their approach to standing their ground in a predominantly male-dominated field.
Erinn, Dimple, and Cammie discuss:
- Some new services, solutions, and communities have come from women seeking their spot within the industry
- Their own stories: Ways they got started in finances
- Some advice for female leaders and entrepreneurs to excel in this arena
- And more!
Connect with Erinn Ford:
- LinkedIn: Erinn Ford
- erinn.ford@advisorgroup.com
- Advisor Group
Connect with Dimple Shah:
- LinkedIn: Dimple Shah
- dimple.shah@advisorgroup.com
- Advisor Group
Connect with Cammie Sorensen Banks:
- LinkedIn: Cammie Sorensen Banks
- cammieb@legacyadvisornetwork.com
- Legacy Advisor Network
Connect with Melissa Carter:
- LinkedIn: Melissa Carter
Connect with Financial Advisor Magazine:
- LinkedIn: Financial Advisor Magazine
- Facebook: Financial Advisor Magazine
- Twitter: Financial Advisor Magazine
About Erinn Ford:
Erinn Ford is Executive Vice President of Advisor Engagement at Advisor Group, the nation’s largest network of independent wealth management firms, which oversees approximately $515 billion in client assets. In this role, Erinn directs enterprise efforts to ensure consistency and accountability and drive desired metrics to manage the overall financial professional experience for its six wealth management firms and 10,000+ financial professionals. She provides executive oversight for the National Advisory Board, Business Coaching & Consulting, and Wealth Management Marketing.
About Dimple Shah:
Dimple Shah serves as EVP of Corporate Strategy at Advisor Group, the nation’s largest network of independent wealth management firms. As head of Corporate Strategy, Dimple is responsible for the formulation of AG’s longer-term growth strategy in collaboration with the CEO, Executive Committee, and Board of Directors. In this capacity, Dimple develops AG’s rolling 3-year strategy based on industry and competitive dynamics, AG’s positioning in the marketplace, and new sources of innovation. Dimple also works across the executive and senior leadership team to align business strategies to AG’s Corporate Strategy and to activate strategy operationalization.
About Cammie Sorensen Banks:
Cammie Sorensen Banks is the Senior Vice President and Investment Advisor Representative at Legacy Advisor Network.
Cammie is a graduate of the University of Wisconsin – Madison. She joined her dad in business shortly after graduation.
When she isn’t at the office crafting financial plans, she is passionate about giving back to her community by volunteering with her church and philanthropic organizations, such as the Past President of the Junior League of Madison.
Cammie was featured in InBusiness Magazine as one of Madison’s 40 Under 40 in 2015, was featured in a 2018 Securities America Connect Magazine Special Edition story on four advisors under 40 at Securities America, and is a nominee for the 2019 Investment News 40 Under 40.
About Our Host:
Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy.
As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist.” For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.
In a world where money can cause strained relationships, it’s important for couples to work with their financial advisors to build and understand each other’s money mindsets.
In this episode, Katie (Kathryn) Brown, the Co-Founder and Principal at Morton Brown Family Wealth, talks about the value of approaching finances as a couple and the role financial advisors play in helping you and your significant other plan and communicate effectively. Additionally, Katie also sheds light on philanthropy as a motivator for women to be more financially conscious.
Katie discusses:
- The importance of approaching finances from a couple’s standpoint rather than just an individually
- How financial advisors often have to act as psychologists to help couples financially communicate
- The “fiscalosophy” exercise that helps couples understand each other’s money mindsets
- The value of addressing money differences in relationships
- Ways she helps couples navigate philanthropy by exploring their passions, family principles, and societal responsibilities
- And more!
Resources:
- Invest In Women Ep. 10 – Estate Planning & Its Role Within Our Life Transitions with Michelle Cooper
Connect with Katie Brown:
- LinkedIn: Kathryn Brown
- Morton Brown Family Wealth
- LinkedIn: Morton Brown Family Wealth
- Facebook: Morton Brown Family Wealth
Connect with Melissa Carter:
- LinkedIn: Melissa Carter
Connect with Financial Advisor Magazine:
- LinkedIn: Financial Advisor Magazine
- Facebook: Financial Advisor Magazine
- Twitter: Financial Advisor Magazine
About Our Guest:
By striving for balance in her own life, Kathryn Brown (Katie) leads by example for everyone around her. As a married mother of two children, her drive to further her profession exists alongside her commitment to family, health, and community service.
In her role as the Co-Founder and Principal of Morton Brown Family Wealth, she is a steward of her clients’ financial lives as well as a leader for a firm that is changing the way advice is delivered in the Lehigh Valley.
After earning an Economics and Finance degree from York College, Katie’s career as a financial planner brought her to the Lehigh Valley in 2003. For 15 years, she helped to lead financial planning, operations, and compliance as a Partner at Concannon Wealth Management, later Corbenic Partners. Katie earned both her Certified Financial Planner and Chartered Financial Consultant designations, demonstrating her expertise in investments, retirement, taxation, insurance, and estate planning.
About Our Host:
Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy.
As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist.” For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.
Conversations around money are getting better. However, they are still taboo for many men and women of all ages.
Learn the strategies you need to discuss important topics surrounding finances, including money management, in this week’s episode of INVEST IN WOMEN: The Podcast Series with Holly Mazzocca, President of Wealth Advisor and Principal at Bartlett Wealth Management.
Sometimes, a step forward can be as simple as finding someone who extends a warm helping hand that you feel comfortable talking to regarding questions you may not have the answers to.
Holly talks about:
- The importance of introducing financial literacy into dinnertime conversations
- Ways to prepare and educate the younger generation when it comes to money and finances
- The emotional side of money
- What steps to take when you simply don’t know where to start, whether it comes to investing, saving, or spending
- And more!
Resources:
- “Blue Chip Kids: What Every Child (and Parent) Should Know About Money, Investing, and the Stock Market” by David W. Bianchi
- “How Women Decide” by Theresa Huston
- WEInvest Program
Connect with Holly Mazzocca:
- LinkedIn: Holly Mazzocca
- Bartlett Wealth Management
Connect with Melissa Carter:
- LinkedIn: Melissa Carter
Connect with Financial Advisor Magazine:
- LinkedIn: Financial Advisor Magazine
- Facebook: Financial Advisor Magazine
- Twitter: Financial Advisor Magazine
About our Guest:
Bartlett President, Wealth Advisor, and Principal Holly Mazzocca, serves as a guiding force for the company, the families and individuals she counsels, and the community she serves. As president, Holly guides the firm by establishing a strategic vision, building a growth culture, and enhancing the experience for every Bartlett client. Holly also serves as a wealth advisor. Her areas of focus include multi-generational families and women in transition.
About our Host:
Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy.
As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist.” For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.
Women are great candidates for sustainable investing. This approach to long-term trends and themes falls in line with how women inherently see the world. Women naturally tend to stay more disciplined and trade less, creating better long-term planning abilities.
So does that end the debate and honor women as better investors?
In this episode, Kiley Miller, the director of ESG Solutions at Envestnet, explains the ins and outs of sustainable female investing and the benefits to their overall portfolio. Kiley unpacks some long-term trends, such as climate change, developments in renewable energy, and regenerative agriculture, while detailing how women are more likely to play the waiting game to achieve results in these areas.
Kiley discusses:
- Why women are great candidates for sustainable investing
- How sustainable investing practices align with the way women perceive the world
- What you should know about personalization
- The truth about emotions when it comes to investing
- And more!
Resources:
- Are Women Better Investors Than Men? with Dana D’Auria (Ep. 8)
Connect with Kiley Miller:
- LinkedIn: Kiley Miller
- Envestnet
Connect with Melissa Carter:
- LinkedIn: Melissa Carter
Connect with Financial Advisor Magazine:
- LinkedIn: Financial Advisor Magazine
- Facebook: Financial Advisor Magazine
- Twitter: Financial Advisor Magazine
About Our Guest:
Kiley Miller leads Sustainable Investing at Envestnet. She is responsible for the strategic development of Envestnet’s sustainable investment offering, which includes the expansion of technology embedded into the Envestnet platform, as well as sustainable investment solutions, research, and data, and providing education and guidance on how to incorporate sustainable investing into advisor practices.
Before joining PMC in 2019, Kiley was a senior client advisor at Sustainalytics, an ESG research, ratings, and analytics firm. There she supported U.S. asset managers to integrate ESG research into the investment process. Kiley also previously worked at the UN-supported Principles for Responsible Investment.
Kiley holds an MS in Sustainability Management from Columbia University and a BS in Environmental Sustainability with a double minor in Business and Environmental Economics & Law from the University of Illinois at Urbana-Champaign.
About Our Host:
Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy.
As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist.” For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.
Business leaders, with a full new year ahead of us, it’s time to implement some new strategies that can aid in the success of your business.
With the ever-changing business world, it is more important than ever to adapt to current market conditions and brand standards that might be holding you back from great exposure.
In this episode, Melissa Carter is joined by Brenda O’Connor Juanas, Vice President of UBS, to explain some key processes to follow when dealing with a business in the current limbo of the economy. With the number of declines and uncertainty, there are a couple of actions you can take into your own hands to make sure your business is thriving, even if the worst is yet to come.
Brenda discusses:
- Ways she helps business owners and entrepreneurs take their businesses to the next level
- Why is it so important for financial professionals and their clients to stay positive, resilient, and flexible even in times of uncertainty
- Her thoughts on the current market and economic scenario and its impact on business owners and entrepreneurs
- Her take on her financial industry as a rewarding and meaningful career
- And more!
Connect with Brenda O’Connor Juanas:
- LinkedIn: Brenda O’Connor Juanas
Connect with Melissa Carter:
- LinkedIn: Melissa Carter
Connect with Financial Advisor Magazine:
- LinkedIn: Financial Advisor Magazine
- Facebook: Financial Advisor Magazine
- Twitter: Financial Advisor Magazine
About Our Guest:
Brenda O’Connor Juanas is an experienced relationship manager focused on the wealth management needs of entrepreneurs, top-level executives, and ultra-high-net-worth families. Brenda works with clients to address needs ranging from investment strategy and portfolio construction to lending, wealth planning, and philanthropy. With her partner, she was responsible for establishing and building out Credit Suisse’s private banking business in Canada in 2012.
About Our Host:
Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy.
As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist.” For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.
What made you get into the financial industry?
How much do you value the relationship you have built with your clients?
This week, Lisa Brown unpacks what it means to her to be a woman in the financial industry. She unveils why client-advisor relationships are so important to her while detailing her approach to leadership and ways she helps women like her pave their way through the financial arena.
Lisa discusses:
- The truth about money and reasons it’s crucial to plan our finances
- Ways women can support each other in the workplace besides partnering up based on gender
- Reasons trust is so important in any relationship
- Her books and their power to form financially confident women
- And more!
Resources:
- “Girl Talk, Money Talk” by Lisa Brown
- “Taking Stock with Lisa Brown”
Connect with Lisa Brown:
- Lisa Brown
- LinkedIn: Lisa Brown
- Facebook: Lisa Brown
Connect with Melissa Carter:
- LinkedIn: Melissa Carter
Connect with Financial Advisor Magazine:
- LinkedIn: Financial Advisor Magazine
- Facebook: Financial Advisor Magazine
- Twitter: Financial Advisor Magazine
About Our Guest:
For the past 20 years, Lisa Brown has been providing financial advice to corporate executives and high-net-worth individuals across the United States. Currently a Partner at a wealth management firm in Atlanta, Georgia, Lisa speaks to audiences throughout the country on financial planning and money empowerment topics.
Her financial advice is regularly featured in national and local media, including The Wall Street Journal, The New York Times, Yahoo! Finance, Kiplinger, CNBC.com, Atlanta television, and many more.
Although Brown’s clients are affluent, her own upbringing was far more modest.
Raised by two school teachers in a rural farming town in upstate New York, Brown learned at the age of twelve how hard work translated into money, rising at six o’clock in the morning during her summer breaks to pick strawberries on a farm for twenty-five cents per quart. This perspective laid the foundation for the appreciation she has for money today.
A wife, a mother to three children including a set of twins, a community advocate for homeless families, a running coach, marathoner, adventure racer, MBA graduate, author, and speaker, Lisa has a “get things done well” attitude.
About Our Host:
Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy.
As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist.” For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.
Our journey to success hasn’t always been linear. And for Susan Theder, this also holds true. From working as a financial advisor to her role as a chief marketing and experience officer at FMG Suite, her story is truly inspiring.
This week, Susan explains how she found a passion for marketing through working as a financial advisor. She unpacks how her current role has paved the way for her success while shedding light on the tips and tricks she uses to help financial professionals grow and market their businesses.
Susan Discusses:
- Her journey in the marketing arena
- The importance of marketers and advisors putting themselves in their customer’s shoes and understanding their needs
- Advice for current (and future) female marketers and advisors
- The value of networking and knowing your targeted audience
- What you should know about content marketing
- And more!
Connect with Susan Theder:
- LinkedIn: Susan Theder
- FMG Suite
Connect with Melissa Carter:
- LinkedIn: Melissa Carter
Connect with Financial Advisor Magazine:
- LinkedIn: Financial Advisor Magazine
- Facebook: Financial Advisor Magazine
- Twitter: Financial Advisor Magazine
About Our Guest:
Susan Theder is the Chief Marketing and Experience Officer at FMG Suite and a member of the company’s Senior Leadership Team. Susan emphasizes the importance of customer-focused strategies that leverage data and technology to deliver personalized and customized experiences that WOW.
She has a passion for helping financial professionals grow and market their businesses and is an active supporter of women and diversity initiatives. She was named CMO of the year by WealthManagement.com in 2019 and a Women to Watch by Investment News in 2019. Susan currently serves on the Board of Directors for SMARSH and ComplySci, both leading SaaS/RegTech companies serving the financial services industry.
Before joining FMG Suite, Susan served as Chief Marketing Officer at both Advisor Group and Cetera Financial Group, where she was responsible for all aspects of marketing and advisor marketing. Before that, she was a Managing Director at Pershing/BNY Mellon and held senior positions in marketing, product management, and practice management at Fidelity Investments.
About Our Host:
Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy.
As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist.” For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.
When looking to create an estate plan alongside a financial advisor, there are several things to consider:
For instance, who is named as either the executor or executrix? What’s going to happen when your client passes away? Are those assets going to another firm? Is it another corporate institution named as executor?
In this episode, Michelle Cooper from XML Financial Group sheds light on everything you need to know when helping your clients create a sound estate plan, especially when caught in the middle of a life transition such as a divorce, separation, birth of a child, etc. Michelle explains the number of strategies you can use through different account policies — all about easing the process for you and your client.
Michelle discusses:
- The difference between a will and an estate plan
- The documentation you should review before creating an estate plan for your client
- Some positive changes that come out of a separation
- Tips on overcoming sudden life changes and ways you can pick yourself back up, creating new financial plans
- And more!
Resources:
- “I’ve Still Got Me: A Widow’s Journey to Love, Happiness & Financial Independence” by Michelle Cooper
Connect with Michelle Cooper:
- XML Financial Group
Connect with Melissa Carter:
- LinkedIn: Melissa Carter
Connect with Financial Advisor Magazine:
- LinkedIn: Financial Advisor Magazine
- Facebook: Financial Advisor Magazine
- Twitter: Financial Advisor Magazine
About Our Guest:
Michelle Cooper is the Director and Co-founder of XML-W, a division of XML Financial Group that focuses on the planning and financial needs of women at all stages of their lives. She brings to XML-W over 25 years of experience in the estate planning, finance, and tax fields. Before joining the XML team, she worked for Merrill Lynch and U.S. Trust (both entities are now owned by Bank of America) as a Director, helping high-net-worth clients design and update their estate plans. She also had the responsibility of educating over 650 financial advisors on estate planning and trust services.
About Our Host:
Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy.
As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist.” For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.
When someone says you can’t achieve something, think of it as an initial push to prove them wrong.
In this episode, Barron’s Top 100 Advisor Erin Botsford, CPF®, details her experience in the financial services industry while mentioning what motivated her to keep striving for success. Erin details her passion for coaching and how she uses training as a tool to give back to the industry and help advisors grow their businesses and succeed.
Erin discusses:
- How creating goals and having an achievement-like mindset can contribute to your success
- Strategies financial advisors can use to support clients and prospects
- Her Spend The Day program and how it supports advisors with their business growth
- Advisor mentorship as a key to business success
- And more!
Resources:
- “Seven Figure Firm: How to Build a Financial Services Business that Grows Itself” by Erin Botsford
- Spend The Day Mastermind Program
Connect with Erin Botsford:
- erin@erinbotsford.com
- LinkedIn: Erin Botsford
- Erin Botsford
Connect with Melissa Carter:
- LinkedIn: Melissa Carter
Connect with Financial Advisor Magazine:
- LinkedIn: Financial Advisor Magazine
- Facebook: Financial Advisor Magazine
- Twitter: Financial Advisor Magazine
About our Guest:
Erin Botsford, CPF®, is driven to help financial advisors serve more clients, make more money, and have more freedom in their business with the right training and tools. Her passion is seeing other financial advisors grow their businesses and succeed. This is why she has created an accessible and easy-to-follow course, so you can condense decades into days with the right tools and systems to give you true freedom in your business.
About our Host:
Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy.
As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist.” For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.
As women in the financial industry, the gender ratio can often impact our trading skills and our ability to invest.
And here’s where the industry encourages us to get back out there and understand that there’s no perfect strategy to invest.
In this episode, Dana D’Auria talks about her journey in the financial industry and ways she’s able to guide women interested in investing without having to tweak their portfolios at every market shift.
Dana discusses:
- The difference between men and women when it comes to investing
- Advice for women looking to improve their investment skills
- The importance of incorporating discipline within your investment practices
- How to identify risk tolerance in your portfolio
- Ways to look at your assets when investing
- What you should know about sustainable investing
- And more!
Connect with Melissa Carter:
- LinkedIn: Melissa Carter
Connect with Dana D’Auria:
- LinkedIn: Dana D’Auria
Connect with Financial Advisor Magazine:
- LinkedIn: Financial Advisor Magazine
- Facebook: Financial Advisor Magazine
- Twitter: Financial Advisor Magazine
About our Guest:
In her role as Group President, Envestnet Solutions and Co-Chief Investment Officer, Dana D’Auria supports the ongoing growth and alignment of Envestnet’s fiduciary solutions, as well as its research, overlay, and portfolio management resources. Dana is a member of Envestnet | PMC’s Investment Committee and has more than 15 years of experience managing and implementing investment solutions for wealth managers.
About our Host:
Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy.
As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist.” For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.
Are you prepared for the unknown? How do you know?
With the constant change in our daily lives, it is never too late to prepare and educate yourself on preparing for the uncertain, whatever it may be…
In this episode, Susan Bradley from the Sudden Money® Institute unpacks the tips and tricks we, as women, need to prepare for life and some of its challenges. Whether it be a change in environment, the onset of a new illness, or even a global pandemic, you can never be too prepared.
Susan discusses:
- How financial planners can help their clients ease the stress that comes with big life transitions
- The benefits of creating a consistent routine for yourself
- The importance of finding structure in your everyday life
- Ways you can reconnect and learn about the different transitional life phases, such as widowhood and retirement
- Strategies to deal with the boredom life transitions may bring along
- And more!
Connect with Susan Bradley:
- Financial Transitionist
- Sudden Money® Institute
- LinkedIn: Susan Bradley
Connect with Melissa Carter:
- LinkedIn: Melissa Carter
Connect with Financial Advisor Magazine:
- LinkedIn: Financial Advisor Magazine
- Facebook: Financial Advisor Magazine
- Twitter: Financial Advisor Magazine
About Our Guest:
Susan Bradley, CFP®, CeFT®, is the Founder of the Sudden Money® Institute (SMI), a think tank that created the Certified Financial Transitionist® designation (and the Financial Transitionist® Institute, which now delivers the CeFT® training). For 16 years, Susan has been training financial advisors in the unique processes and tools SMI created for managing the human dynamics of financial change.
Susan has served on the FPA’s National Board of Directors, she currently sits on the National Football League’s Players Association’s Financial Education Advisory Board, and she serves as the Dean of Transitions for the Council of Deans of the Purposeful Planning Institute. She is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal, and The New York Times. She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000), and her TEDx Wilmington Women talk is called, “Change launches you into the next great chapter of your life, whether you like it or not.”
About Our Host:
Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy.
As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist.” For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.
Finances are not always an easy aspect to navigate, especially when it comes to planning, maintaining, and sticking to a plan. What some people don’t know is that there are two sides to investing: The financial side and the mental side, which can take a toll on your overall well-being if not appropriately monitored. In … Continue reading Here’s What You Should Know About Financial Therapy with Kimberly Foss, CFP®, CPWA® (Ep. 6) →
Searching for your ideal client can be a quick connection or a long waiting game. But now, regardless of your situation, you will get the empowerment you need to optimize your business according to your goals and objectives. With years of experience leading her own consulting business, this week on Invest In Women The Podcast … Continue reading Finding Your Ideal Client — The Long and Short Game with Kristin Andree (Ep. 5) →
Growing referrals in the ever-changing online landscape can be challenging. You might be stuck in the same loop, feeling like there is no solution. However, staying true to yourself and your business values can get you one step closer to gaining referrals who share similar interests, aligning you with the right people to join your … Continue reading Grow Your Business In Today’s Referral Environment with Stacey Brown-Randall (Ep. 4) →
Finding a space where women can be women is tough in a predominantly male-dominated industry, and the financial services field is not an exception. Thankfully, Sheryl Hickerson, the founder and CEO of Females and Finance, values the empowerment of being in a room with females on the same path. And that’s exactly why Sheryl started … Continue reading Working With Women — Here’s What’s Beyond This Empowering Feeling with Sheryl Hickerson (Ep. 3) →
Finding your purpose, persevering through the ups and downs, and trusting the process are keys to career success. And for Perth Tolle, the founder of Life + Liberty Indexes, investing in the stock market or building your own EFT marketing index is the definition of these three Ps. This week, Perth navigates her personal and … Continue reading Purpose, Perseverance & Process with Perth Tolle (Ep. 2) →
As a financial advisor, you play a role in your client’s overall well-being. However, when you’re focused on taking care of your clients, are you making sure you’re taking care of yourself as well? In this episode, Jean Edelman discusses the importance of taking time for self-care. Along with three strategies to help you become … Continue reading Emotional & Financial Wellness with Jean Edelman (Ep. 1) →