femXadvisor: Recent Episodes
Adri Miller-Heckman
Far too many female advisors are told they need to run their practice following a male-driven model. Not any more. Welcome to the femXadvisor podcast, a show designed to empower female financial advisors to fearlessly embrace their authentic selves. Adri Miller-Heckman, founder of femXadvisors will inspire and empower women to leverage their natural strengths creating more energy, passion and success. Follow along for female-driven inspirational and motivational strategies to help you create the extraordinary life you have always wanted.
Can energy work help successful women in finance achieve greater success?
It can!
Today, Adri hosts Holly Reimel and Beth Fitzgerald, experienced financial industry professionals, energy practitioners, and Co-Founders of AdviseHer Consulting, to discuss the importance of energy work in the financial sector, especially for women advisors. Holly and Beth explain how techniques like tapping can help uncover and address underlying emotional issues, such as imposter syndrome or anxiety about discussing wealth and raising the bar to help larger clients. Adri also relates energy work as an aid in embracing individual strengths and talks about the importance of marketing to women in finance.
Holly and Beth’s key takeaways are:
- What is energy work and what is its relevance to women in finance
- Examples of how tapping and energy coaching can uncover underlying issues
- Addressing imposter syndrome through tapping and energy coaching
- Embracing unique strengths and staying true to oneself
- The importance of self-awareness, positive energy, and vibrations
- The impact vibration, mindset, habits, and tasks have on success
- And more
Connect with Adri Miller-Heckman:
- femXadvisor.com
- Facebook: femXadvisor
- Twitter: femXadvisor
- YouTube: femXadvisor
- LinkedIn: femXadvisor
- LinkedIn: Adri Miller-Heckman
- Schedule a Strategy Session
About Adri Miller-Heckman: Adri Miller-Heckman is a powerful influencer in the world of women. As a former financial advisor and National Training Officer with Smith Barney, she learned firsthand what it takes to succeed as a woman in a male-dominated industry, and it’s not about working longer, harder, or sacrificing more. Adri’s femXadvisor business model provides new solutions, systems, and female-friendly tools fueled by a passion that drives growth.
As a globally recognized speaker, author, and consultant in the financial industry, Adri is highly motivational, challenging her audience to expand their vision of what is possible. Using humor and real-life experiences, Adri eloquently transforms thinking from linear to creative, traditional to innovative, conformers to disruptors, and redesigning long-held industry concepts.
Adri’s book, Keys to the Ladies Room, has empowered thousands of advisors to create a female-friendly business and marketing plan that appeals to women and attracts clients of both genders. Adri’s new podcast, femXadvisor, is quickly becoming a trusted resource for female financial advisors to embrace their authentic selves.
Connect with Holly Reimel & Beth Fitzgerald:
- AdviseHerConsulting.com
- LinkedIn: AdviseHer Consulting
- LinkedIn: Holly Reimel
- Holly@AdviseHerConsulting.com
- LinkedIn: Beth Fitzgerald
- Beth@AdviseHerConsulting.com
About Our Guests:
Holly Reimel, Co-Founder of AdviseHer Consulting
As a High-Performance coach and consultant, Holly’s goal is to help women in financial services achieve their peak performance both in and out of the workspace. Holly has spent over 20 years partnering with Financial Advisers and Entrepreneurs to help them grow their businesses and maintain a sustainable and happy lifestyle.
Holly has been a senior leader for major financial services companies where she has served as Head of Sales, and in National Account roles. She has also enjoyed being a successful entrepreneur currently running two fun businesses! Holly has presented internationally on topics including Women and Investing, The Mutual Fund Academy, and Using What You Have.
The latter part of her career has been spent working with Performance Development companies including Franklin Covey where she honed her skills in helping her corporate and individual clients succeed. Her expertise lies in helping others define and achieve their dream lives. Holly is a Master Energy Practitioner which is one tool she uses to help women achieve inner peace, outer success, and work-life harmony. Her current and favorite role couples her experience and her passion to help change the narrative between the Financial Services industry and women.
Beth Fitzgerald, Co-Founder of AdviseHer Consulting
Beth Fitzgerald is a High-Performance consultant and coach specializing in working with females in finance. Beth is a certified John Maxwell Coach and a member of the Forbes Coaches Council. As a Master EFT Practitioner, Beth works with clients to transform their lives.
Beth is an accomplished writer and author of The Wake Up Call, a career and daily success guide that is like having a coach in your back pocket every day for a year. She is also an international speaker and blogger where she offers eye-opening motivation and tools for participants to live their best lives.
Beth brings over 20 years of experience from her time working on Wall Street at a boutique hedge fund, at Prudential Financial, and at Oppenheimer Management. She has worked closely with large financial institutions as well as individual corporate clients. Her expertise lies in high performance, sales, leadership excellence, and personal and professional growth.
How can women financial advisors embrace their strengths and challenge the status quo?
One way is with Adri’s Savvy Women Seminar.
Adri Miller-Heckman brings Susan Washburn, a Senior Financial Planner at ProVise Management Group, back onto the show today to talk about how she’s done just that – overcome personal challenges to establish her focus on women with a purpose. Susan walks us through the process of arranging and hosting her Savvy Women Invest on Purpose Seminar to engage potential clients. She emphasizes the importance of in-person events, clear communication, understanding women’s unique financial challenges, and overcoming your fears.
Susan discusses:
- Her journey in the financial industry, including how she overcame personal challenges
- How she overcame her fear of the unknown and became fearless
- What made her Savvy Women Invest on Purpose Seminar successful
- The benefits of hosting in-person events over virtual events
- Why having a compelling message and genuine story to share with potential clients is essential
- And more
Resources:
- Savvy Women Seminar
- A Journey Through Unexpected Change with Susan Washburn
Connect with Adri Miller-Heckman:
- femXadvisor.com
- Facebook: femXadvisor
- Twitter: femXadvisor
- YouTube: femXadvisor
- LinkedIn: femXadvisor
- LinkedIn: Adri Miller-Heckman
- Schedule a Strategy Session
About Adri Miller-Heckman:
Adri Miller-Heckman is a powerful influencer in the world of women. As a former financial advisor and National Training Officer with Smith Barney, she learned firsthand what it takes to succeed as a woman in a male-dominated industry, and it’s not about working longer, harder, or sacrificing more. Adri’s femXadvisor business model provides new solutions, systems, and female-friendly tools fueled by a passion that drives growth.
As a globally recognized speaker, author, and consultant in the financial industry, Adri is highly motivational, challenging her audience to expand their vision of what is possible. Using humor and real-life experiences, Adri eloquently transforms thinking from linear to creative, traditional to innovative, conformers to disruptors, and redesigning long-held industry concepts.
Adri’s book, Keys to the Ladies Room, has empowered thousands of advisors to create a female-friendly business and marketing plan that appeals to women and attracts clients of both genders. Adri’s new podcast, femXadvisor, is quickly becoming a trusted resource for female financial advisors to embrace their authentic selves.
Connect with Susan Washburn:
- ProVise.com
- LinkedIn: Susan Washburn
About Our Guest:
Susan Washburn, CFP®, JD is a Senior Financial Planner at ProVise Management Group. Born and raised in New England, Susan ventured south to attend Goucher College in Towson, MD where she graduated with a Bachelor of Arts in English. Four years later she continued her trek south to New Orleans and graduated from Tulane Law School. After graduation, she called New Orleans home until Hurricane Katrina forced her evacuation to drier shores in Vero Beach, FL.
Prior to relocating to the Tampa Bay area and joining ProVise Management Group, LLC, Susan worked for ten years as an Investment Advisor Representative in a family wealth management firm on the east coast of Florida. During that time, she earned her CFP® designation. Susan is also a former femXadvisor and has been coached by Adri.
Susan is the proud mom of two sons: Max and Jake. She has had the privilege of serving as a trustee on several boards including the Herman-Grima and Gallier Historic Houses in New Orleans, Louisiana; St. Edward’s School and the Community Church of Vero Beach. In her spare time, Susan can be found in the yoga or ballet studio.
The financial industry has done a lousy job of making this industry more attractive and conducive for not just women advisors but for women clients too.
We need to make a change – but how?
In this episode, Adri confronts the persistent underrepresentation of women in the financial industry. Drawing from her own experiences, she discusses her endeavors to champion a more feminine approach to financial advising. Despite making strides, she acknowledges that the industry still has a long way to go.
To address this gap, Adri introduces her latest initiative, the “Marketing to Women on Purpose” program, designed to equip advisors with the tools to effectively serve and attract women clients. The program goes beyond surface-level changes, incorporating live coaching to instill sincerity, authenticity, and transparency into advisors’ practices.
Adri discusses:
- The lack of progress in making the financial industry more attractive for women advisors and clients
- Her personal experiences and motivation to focus on serving women
- The low percentage of female financial advisors and challenges faced by women clients
- Why we need a female-infused model in the industry that addresses the needs of women clients
- Introduction of the “Marketing to Women on Purpose” program for advisors and regional firms
- Why sincerity, authenticity, and transparency are essential in the financial advising practice
- And more
Resources:
- The Keys to the Ladies’ Room by Adri Miller-Heckman
- Join the Women On Purpose Waitlist
Connect with Adri Miller-Heckman:
- femXadvisor.com
- Facebook: femXadvisor
- Twitter: femXadvisor
- YouTube: femXadvisor
- LinkedIn: femXadvisor
- LinkedIn: Adri Miller-Heckman
- Schedule a Strategy Session
About Adri Miller-Heckman:
Adri Miller-Heckman is a powerful influencer in the world of women. As a former financial advisor and National Training Officer with Smith Barney, she learned firsthand what it takes to succeed as a woman in a male-dominated industry, and it’s not about working longer, harder, or sacrificing more. Adri’s femXadvisor business model provides new solutions, systems, and female-friendly tools fueled by a passion that drives growth.
As a globally recognized speaker, author, and consultant in the financial industry, Adri is highly motivational, challenging her audience to expand their vision of what is possible. Using humor and real-life experiences, Adri eloquently transforms thinking from linear to creative, traditional to innovative, conformers to disruptors, and redesigning long-held industry concepts.
Adri’s book, Keys to the Ladies Room, has empowered thousands of advisors to create a female-friendly business and marketing plan that appeals to women and attracts clients of both genders. Adri’s new podcast, femXadvisor, is quickly becoming a trusted resource for female financial advisors to embrace their authentic selves.
In the dynamic world of marketing, one thing prevails: Advisors need a compelling story to connect with their audience.
In this episode, Adri brings Niki Clark, the owner and president of Niki Clark Marketing, onto the show to discuss the critical role of marketing for financial advisors, centered around crafting a message that deeply resonates and forges emotional connections with clients. Niki shares her journey in the marketing landscape, overcoming obstacles with a focus on perseverance, mentorship, mindset, and gratitude. She also highlights the significance of finding your niche and maintaining an online presence.
Niki discusses:
- The importance of mindset and gratitude and the role it played in her journey to starting Niki Clark Marketing
- Why marketing is a growing big deal for financial advisors
- Why telling your story and not only finding but connecting with your niche audience plays such a huge role in marketing for advisors
- The importance of establishing an online presence and finding the right social media platforms for your niche
- Why consistency is just as important in marketing as it is in making investments
- And more
Resources:
- Mindset by Carol Dweck
Connect with Adri Miller-Heckman:
- femXadvisor.com
- Facebook: femXadvisor
- Twitter: femXadvisor
- YouTube: femXadvisor
- LinkedIn: femXadvisor
- LinkedIn: Adri Miller-Heckman
- Schedule a Strategy Session
About Adri Miller-Heckman:
Adri Miller-Heckman is a powerful influencer in the world of women. As a former financial advisor and National Training Officer with Smith Barney, she learned firsthand what it takes to succeed as a woman in a male-dominated industry, and it’s not about working longer, harder, or sacrificing more. Adri’s femXadvisor business model provides new solutions, systems, and female-friendly tools fueled by a passion that drives growth.
As a globally recognized speaker, author, and consultant in the financial industry, Adri is highly motivational, challenging her audience to expand their vision of what is possible. Using humor and real-life experiences, Adri eloquently transforms thinking from linear to creative, traditional to innovative, conformers to disruptors, and redesigning long-held industry concepts.
Adri’s book, Keys to the Ladies Room, has empowered thousands of advisors to create a female-friendly business and marketing plan that appeals to women and attracts clients of both genders. Adri’s new podcast, femXadvisor, is quickly becoming a trusted resource for female financial advisors to embrace their authentic selves.
Connect with Niki Clark:
- NikiClarkMarketing.com
- LinkedIn: Niki Clark
- Twitter: @nikicl
About our Guest:
Niki Clark, FPQP, is the Founder & CEO of Niki Clark Marketing, specializing in empowering financial advisors with impactful marketing strategies. Her FPQP designation obtained in 2016 amplifies her expertise in the field. She’s dedicated to crafting marketing solutions that build brand awareness, drive growth, and showcase advisors’ excellence. A fervent advocate for gender equality in finance, Niki is passionate about amplifying women’s voices in the industry. She finds fulfillment in supporting caring, client-focused advisors to elevate their businesses. Beyond her work, she cherishes family time, enjoys capturing moments through photography, and seeks spiritual growth by exploring the depths of the Bible. Nestled amidst mountains, she finds solace in nature, hiking, and discovering treasures in quaint mountain towns.
Imagine this; A potential new client comes in to meet with you for the first time and the minute he sees that you are a woman he asks the manager for a new advisor. How would you feel? How would this impact your future?
While today this seems extreme, imagine the same scenario as a woman of color in 1990.
Talk about challenging.
Today that same woman has built an amazing practice focused on women. How did she do it facing so much bias and more importantly why did she do it?
The industry says they support women yet so many women advisors still feel disregarded and unappreciated, it is still a toxic industry. Most women keep their heads down, do their jobs, and don’t expect any pats on the back.
René Nourse is a pioneer in financial services and paved the way for many women advisors. She cut through the toxicity, overcame a highly biased environment, and built an amazing practice that she is proud of. As the founder of Urban Wealth Management, she shares her journey as a woman of color in the financial advisory world in this episode of the femXadvisor podcast. Join Adri Miller-Heckman and René as they talk about the challenges she faced and how she persevered to create something she loves.
Share in René’s positivity as she emphasizes:
- The challenges she faced in the early days of her career as a female advisor of color
- How supportive managers impacted her journey in the industry
- The need for female advisors to advocate for themselves and their clients
- The value of networking and obtaining a Certifed Financial Planner designation
- Why it’s important for women financial advisors to embrace their natural strengths
- The founding principle of her company, Urban Wealth Management, and the meaning behind the name
- And more
Connect with Adri Miller-Heckman:
- femXadvisor.com
- Facebook: femXadvisor
- Twitter: femXadvisor
- YouTube: femXadvisor
- LinkedIn: femXadvisor
- LinkedIn: Adri Miller-Heckman
- Schedule a Strategy Session
About Adri Miller-Heckman:
Adri Miller-Heckman is a powerful influencer in the world of women. As a former financial advisor and National Training Officer with Smith Barney, she learned firsthand what it takes to succeed as a woman in a male-dominated industry, and it’s not about working longer, harder, or sacrificing more. Adri’s femXadvisor business model provides new solutions, systems, and female-friendly tools fueled by a passion that drives growth.
As a globally recognized speaker, author, and consultant in the financial industry, Adri is highly motivational, challenging her audience to expand their vision of what is possible. Using humor and real-life experiences, Adri eloquently transforms thinking from linear to creative, traditional to innovative, conformers to disruptors, and redesigning long-held industry concepts.
Adri’s book, Keys to the Ladies Room, has empowered thousands of advisors to create a female-friendly business and marketing plan that appeals to women and attracts clients of both genders. Adri’s new podcast, femXadvisor, is quickly becoming a trusted resource for female financial advisors to embrace their authentic selves.
Connect with René Nourse:
- urbanwm.com
- Smart Women/Savvy Money
- LinkedIn: René Nourse
About Our Guest:
After 25 years as a financial advisor with major Investment Management firms, René exited in June 2012 to launch her independent firm, Urban Wealth Management Group®. She acquired her CFP®, (Certified Financial Planning) designation in 2003. Sensing that a shift ought to take place in the financial services industry, her intention was to build a platform that focused primarily on strategic financial planning alongside investment management to better serve clients and help them build the lifestyle they desire and deserve. Also recognizing that women face unique and complex financial challenges, she created Smart Women/Savvy Money Club® in order to provide a supportive, secure environment where women are encouraged to learn, explore, and feel confident about making financial decisions. With a primary focus on building out one’s wealth, the firm’s imperative is sharing the significance of working with a financial planner in order to take the best steps to not only build out but protect their wealth. She has been a frequent guest speaker and contributor on the topics of financial planning, wealth management, and retirement. She has been recognized as a trailblazer, and financial expert and has received numerous awards. Between 2013 and 2019, she was a guest commentator for CNBC’s Closing Bell Report and has been a Five Star Wealth Manager Awardee since 2014. In 2017, she was recognized as a Woman to Watch by Investment News. In 2018 she was highlighted by the Los Angeles Business Journal as one of LA’s Most Influential Wealth Managers. In 2019, she was elected as the 10th President of the Association of African American Financial Advisors, known as QUAD-A, a national organization dedicated to advancing and supporting African Americans in the financial services industry. In 2019, she was inducted into Marquis Who’s Who Biographical Registry as well as the Who’s Who of Professional Women. Charles Schwab, who is her firm’s primary custodian, selected her to be in their National Ad campaign regarding Being a Fiduciary Matters – Why? From 2019-2020. In 2021, she was selected by the Los Angeles Times as one of the City’s Banking and Finance Visionary awardees.
It’s time to ditch the outdated belief that ‘more clients equals more money.’
There’s a better approach to increasing assets with fewer clients that feels natural, comfortable, and highly effective.
Join Adri Miller-Heckman as she presents her innovative and highly effective approach to attracting more high-net-worth clients organically.
It all starts with your vision client. This process is not about your minimum it’s about focusing on your vision or ideal client first and building out from there. This natural process has helped female advisors communicate their value more clearly while attracting more affluent clients without bragging or offending.
Gain actionable takeaways like:
- How to define your vision client
- How to describe your Wealth Strategy Clients creating stronger connections.
- How to implement this system immediately
- Why everyone must know who you are best suited to help
- How to design your service model starting with multi-millionaires
- And more
Connect with Adri Miller-Heckman:
- femXadvisor.com
- Facebook: femXadvisor
- Twitter: femXadvisor
- YouTube: femXadvisor
- LinkedIn: femXadvisor
- LinkedIn: Adri Miller-Heckman
- Schedule a Strategy Session
About Adri Miller-Heckman:
Adri Miller-Heckman is a powerful influencer in the world of women. As a former financial advisor and National Training Officer with Smith Barney, she learned firsthand what it takes to succeed as a woman in a male-dominated industry, and it’s not about working longer, harder, or sacrificing more. Adri’s femXadvisor business model provides new solutions, systems, and female-friendly tools fueled by a passion that drives growth.
As a globally recognized speaker, author, and consultant in the financial industry, Adri is highly motivational, challenging her audience to expand their vision of what is possible. Using humor and real-life experiences, Adri eloquently transforms thinking from linear to creative, traditional to innovative, conformers to disruptors, and redesigning long-held industry concepts.
Adri’s book, Keys to the Ladies Room, has empowered thousands of advisors to create a female-friendly business and marketing plan that appeals to women and attracts clients of both genders. Adri’s new podcast, femXadvisor, is quickly becoming a trusted resource for female financial advisors to embrace their authentic selves.
How are women financial advisors challenging the industry and upping their game?
In this episode, Adri speaks with Jessica Weaver, CFP®, CDFA, CFS, wealth advisor and founder of the Women’s Wealth Boutique about how women financial advisors are challenging the status quo in the industry by embracing their natural strengths and bringing a more authentic approach to their work. Jessica shares her journey of starting her own RIA firm focused on serving the needs of women as both advisors and clients. They also discuss the importance of focusing on women in the industry, and the lack of authenticity and vulnerability.
Adri and Jessica discuss:
- The challenges faced by women advisors in building a thriving practice
- How Jessica’s early exposure to the financial industry led her to create Women’s Wealth Boutique
- How she identified a gap in the industry and took the leap to fill it by creating her own RIA firm
- The importance of focusing on women in the financial industry
- Why there is a lack of authenticity and vulnerability in the industry
- And more
Resources:
- Strong Women Stronger Assets by Jessica Weaver
- Time to Refine by Jessica Weaver
- Confessions of a Money Queen by Jessica Weaver
- LinkedIn: Brittany Young
Connect with Adri Miller-Heckman:
- femXadvisor.com
- Facebook: femXadvisor
- Twitter: femXadvisor
- YouTube: femXadvisor
- LinkedIn: femXadvisor
- LinkedIn: Adri Miller-Heckman
- Schedule a Strategy Session
About Adri Miller-Heckman:
Adri Miller-Heckman is a powerful influencer in the world of women. As a former financial advisor and National Training Officer with Smith Barney, she learned firsthand what it takes to succeed as a woman in a male-dominated industry, and it’s not about working longer, harder, or sacrificing more. Adri’s femXadvisor business model provides new solutions, systems, and female-friendly tools fueled by a passion that drives growth.
As a globally recognized speaker, author, and consultant in the financial industry, Adri is highly motivational, challenging her audience to expand their vision of what is possible. Using humor and real-life experiences, Adri eloquently transforms thinking from linear to creative, traditional to innovative, conformers to disruptors, and redesigning long-held industry concepts.
Adri’s book, Keys to the Ladies Room, has empowered thousands of advisors to create a female-friendly business and marketing plan that appeals to women and attracts clients of both genders. Adri’s new podcast, femXadvisor, is quickly becoming a trusted resource for female financial advisors to embrace their authentic selves.
Connect with Jessica Weaver:
- Womenswealthboutique.com
- Women Behind The Millions Podcast
- Instagram: @pinkfixmymoney
- Facebook: Pink Fix My Money
- Facebook: The Money Lounge
- Facebook: WWBPartners
About our Guest:
Jessica Weaver, CFP®, CDFA, CFS is a Wealth Advisor, Best Selling Author, and author of the blog: Not Your Father’s Advisor. She is the founder of #pinkfix, a powerhouse community of women to grow their careers, build wealth, and form lasting relationships. Her #1 best-selling books include, “Confessions of a Money Queen”, “Strong Woman Stronger Assets” and “Time to Refine: a strong woman’s guide to retiring on her own terms.”
When making important business decisions which do you listen to more, your heart or your head?
In this empowering episode, Adri Miller-Heckman, founder of femXadvisor, sits down with Corrin Gibbs Burke, Owner, Certified Money Coach, and Women’s Wealth Advisor at Successful Wealth Strategies, LLC to discuss the importance of listening to your heart and embracing your authenticity. Join them as they explore Corrin’s journey to female empowerment, her evolving concept of success, and the challenges women face in the financial industry.
Throughout the episode, Adri and Corrin discuss:
- How the shift from commission-based earnings to Assets Under Management (AUM) shaped Corrin’s perception of success
- The challenges and societal pressures that women, particularly mothers, face in balancing a career and family life
- How the power of embracing mistakes can be used as learning opportunities and growth catalysts
- Why you shouldn’t ignore what your heart truly desires and be authentically yourself
- And more!
Connect with Adri Miller-Heckman:
- femXadvisor.com
- Facebook: femXadvisor
- Twitter: femXadvisor
- YouTube: femXadvisor
- LinkedIn: femXadvisor
- LinkedIn: Adri Miller-Heckman
- Schedule a Strategy Session
About Adri Miller-Heckman:
Adri Miller-Heckman is a powerful influencer in the world of women. As a former financial advisor and National Training Officer with Smith Barney, she learned firsthand what it takes to succeed as a woman in a male-dominated industry, and it’s not about working longer, harder, or sacrificing more. Adri’s femXadvisor business model provides new solutions, systems, and female-friendly tools fueled by a passion that drives growth.
As a globally recognized speaker, author, and consultant in the financial industry, Adri is highly motivational, challenging her audience to expand their vision of what is possible. Using humor and real-life experiences, Adri eloquently transforms thinking from linear to creative, traditional to innovative, conformers to disruptors, and redesigning long-held industry concepts.
Adri’s book, Keys to the Ladies Room, has empowered thousands of advisors to create a female-friendly business and marketing plan that appeals to women and attracts clients of both genders. Adri’s new podcast, femXadvisor, is quickly becoming a trusted resource for female financial advisors to embrace their authentic selves.
Connect with Corrin Gibbs Burke:
- LinkedIn: Corrin Gibbs Burke
- Successful Wealth Strategies
- Money Quiz
About Corrin Gibbs Burke:
Corrin Gibbs Burke is a heart-based and planning-driven Holistic Financial Planner. She has a passion for helping women and couples understand their money on a deeper level by creating a greater understanding and more balanced relationship with money.
Corrin has an extensive background spanning over 21 years in the financial services industry during which she became a CERTIFIED FINANCIAL PLANNER professional and a Certified Money Coach. Corrin rounds out her practice by offering Wealth Advisory and Money Coaching services.
Corrin always felt there was a piece missing when working with clients. When she discovered Money Coaching, it was an instant match as she knew this was the missing piece. Corrin started her own firm, Successful Wealth Strategies, LLC in 2017 and finds combining coaching, planning, and investing to be paramount in her authentic approach to working with clients .
Welcome to Season 2 of the femXadvisor podcast!
What does success look like to you? How can you overcome resistance and establish your niche? How do you balance work and life without guilt?
In this episode, Adri talks with Kathleen Barlow, financial advisor and managing director of Journey Strategic Wealth about how to define success. Kathleen emphasizes how success is an ongoing journey and talks about the shifts she made in her practice, including naming her niche as an intentional wealth practice for women. Adri and Kathleen also discuss the challenges faced by female advisors in establishing their niche and the importance of overcoming fear and finding the right environment and support system.
Be empowered and inspired as Kathleen discusses:
- Her journey as a female advisor and how she got into the business
- What her definition of success is and why it’s an ongoing journey
- How she overcame internal resistance and fear, and acknowledged her need to embrace technology to conduct business in this digital age
- Why managing your workload and expectations to increase pleasure and decrease feelings of guilt
- And more
Resources:
- femX Coaching Programs
- 6 Steps to Success for Women Advisors
- Forbes: America’s Top Wealth Advisors 2023
Connect with Adri Miller-Heckman:
- femXadvisor.com
- Facebook: femXadvisor
- Twitter: femXadvisor
- YouTube: femXadvisor
- LinkedIn: femXadvisor
- LinkedIn: Adri Miller-Heckman
- Schedule a Strategy Session
Connect with Kathleen Barlow:
- Journey Strategic Wealth
- Linkedin: Kathleen Barlow
- Facebook: Kathleen Barlow
- kathleenbarlow@journeysw.com
- Call: 201-882-0256
About Our Guest:
Kathleen spent the early part of her career in real estate, buying and selling properties in Atlanta In 2008, despite a lifetime of prudent financial decision making, Kathleen and her family’s lives were turned upside down because of the Financial Crisis. That year of uncertainty taught Kathleen one critical lesson: even the most even-keeled, organized, financially prudent women need a professional guiding them. She became a financial advisor the following year with the mission of ensuring women never face the same uncertainty and panic she felt in 2008. She has been running a financial practice for nearly 15 years and serves women all over the country, helping them plan for life’s unexpected and live the life of their dreams.
About Adri Miller-Heckman:
Adri Miller-Heckman is a powerful influencer in the world of women. As a former financial advisor and National Training Officer with Smith Barney, she learned firsthand what it takes to succeed as a woman in a male-dominated industry, and it’s not about working longer, harder, or sacrificing more. Adri’s femXadvisor business model provides new solutions, systems, and female-friendly tools fueled by a passion that drives growth.
As a globally recognized speaker, author, and consultant in the financial industry, Adri is highly motivational, challenging her audience to expand their vision of what is possible. Using humor and real-life experiences, Adri eloquently transforms thinking from linear to creative, traditional to innovative, conformers to disruptors, and redesigning long-held industry concepts.
Adri’s book, Keys to the Ladies Room, has empowered thousands of advisors to create a female-friendly business and marketing plan that appeals to women and attracts clients of both genders. Adri’s new podcast, femXadvisor, is quickly becoming a trusted resource for female financial advisors to embrace their authentic selves.
Sometimes life presents unexpected events that can quickly change the course of your life, forcing you to step back and reevaluate your path forward. What can feel like a crisis can often be a new refreshing path forward.
Hurricane Katrina forced a series of changes that Susan never saw coming. Losing her home and relocating her family, followed by an unexpected divorce, was a triple whammy. But through it all, she found her path forward to a new life, taking her on an amazing journey.
Join Adri as she speaks with Susan Washburn, a former femXadvisor client. Together they discuss Susan’s journey to becoming a CFP and Partner in a successful wealth management firm.
Susan discusses:
- How she is able to empower other women through storytelling and asking questions
- Why she encourages financial advisors to use their own stories to connect with clients
- How the femXadvisor program helped her gain confidence and be fearlessly authentic
- Questions advisors can ask women to empower them in their financial journey.
- And more
Connect with Adri Miller-Heckman:
- femXadvisor.com
- Facebook: femXadvisor
- Twitter: femXadvisor
- YouTube: femXadvisor
- LinkedIn: femXadvisor
- LinkedIn: Adri Miller-Heckman
- Schedule a Strategy Session
About Adri Miller-Heckman:
Adri Miller-Heckman is a powerful influencer in the world of women. As a former financial advisor and National Training Officer with Smith Barney, she learned firsthand what it takes to succeed as a woman in a male-dominated industry, and it’s not about working longer, harder, or sacrificing more. Adri’s femXadvisor business model provides new solutions, systems, and female-friendly tools fueled by a passion that drives growth.
As a globally recognized speaker, author, and consultant in the financial industry, Adri is highly motivational, challenging her audience to expand their vision of what is possible. Using humor and real-life experiences, Adri eloquently transforms thinking from linear to creative, traditional to innovative, conformers to disruptors, and redesigning long-held industry concepts.
Adri’s book, Keys to the Ladies Room, has empowered thousands of advisors to create a female-friendly business and marketing plan that appeals to women and attracts clients of both genders. Adri’s new podcast, femXadvisor, is quickly becoming a trusted resource for female financial advisors to embrace their authentic selves.
Connect with Susan Washburn:
- Provise.com
- LinkedIn: Susan Washburn
About our Guest:
Susan Washburn, CFP®, JD is a Senior Financial Planner at Provise Management Group. Born and raised in New England, Susan ventured south to attend Goucher College in Towson, MD where she graduated with a Bachelor of Arts in English. Four years later she continued her trek south to New Orleans and graduated from Tulane Law School. After graduation, she called New Orleans home until Hurricane Katrina forced her evacuation to drier shores in Vero Beach, FL.
Prior to relocating to the Tampa Bay area and joining ProVise Management Group, LLC, Susan worked for ten years as an Investment Advisor Representative in a family wealth management firm on the east coast of Florida. During that time, she earned her CFP® designation. Susan is also a former femXadvisor and has been coached by Adri.
Susan is the proud mom of two sons: Max and Jake. She has had the privilege of serving as a trustee on several boards including the Herman-Grima and Gallier Historic Houses in New Orleans, Louisiana; St. Edward’s School and the Community Church of Vero Beach. In her spare time, Susan can be found in the yoga or ballet studio.
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