The AlignWomen Podcast: Recent Episodes
Amy Evans
Women are powerful creators. The AlignWomen Podcast™ features female entrepreneurs, leaders and other professional women who have demonstrated agency and innovation in their personal and professional lives. Our authentic, intimate conversations highlight their paths to success, their struggles and accomplishments, and the things that currently excite, motivate and inspire them to turn their visions into reality.
Marissa Garcia is a certified specialist in estate planning, trust, and probate law. She is the Managing Attorney at Gold Law in Camarillo, California. Marissa may be soft-spoken, but she is fierce when it comes to her area of the law and making sure you avoid the many pitfalls associated with protecting your legacy.
You’ll love hearing about how Marissa’s genuine caring for her clients is put into action, how she takes the prejudices of her often male-dominated profession in her stride, plus Amy’s insightful observations on this important topic.
What you will learn from this episode:
- The shockingly small value of assets that could put your estate into probate if you haven’t protected it correctly
- Why self-help options such as Legal Zoom may not be in your best interest when it comes to estate and trust planning
- How Marissa advocates for her clients and what she watches out for to make sure their interests are properly protected
View or listen to the full episode at:
https://alignwomenpodcast.com/marissagarcia
Connect with Marissa Garcia:
Phone: 805-388-8800 ext 407.
Website: https://www.goldlawcorp.com/our-attorneys/mahvesh-marissa-garcia/
LinkedIn: https://www.linkedin.com/in/mahvesh-marissa-garcia-3740207/
Katie Quesada is a Storytelling Coach who helps individuals and organizations craft and communicate their stories for keynote speeches, company meetings, interviews, podcasts, and social media.
In this episode, Amy & Katie uncover why storytelling is so powerful and provide solid tips on how you can tell a better story to be more effective in business, job interviews, public speaking, and connecting more deeply with your family and community. This is an excellent episode for anyone who wants their voice to be heard and refine how they can get their point across through skillful storytelling.
What you will learn from this episode:
- Why telling better stories changes lives
- The biggest fear most people have around storytelling and how to overcome it
- The 3 main mistakes people make when telling a story
- How to identify the core goal of your story
- Crowdsource storytelling as a way to connect with your tribe
View or listen to the full episode at:
https://alignwomenpodcast.com/KatieQuesada
Connect with Katie Quesada:
Website - www.katiequesada.com,
IG - @katiequesada
LinkedIn - https://www.linkedin.com/in/katie-quesada/
Nupur Shah is a business and intellectual property law attorney and the owner of Nupur Shah Law in New York. She works with startups and small business owners to set up business structures, create legal contracts and documents and protect their products, services, creations, and other intellectual assets. She was born and raised in India, and in 2008 she moved to New York, where she now lives with her husband and 3-year-old daughter. She is also a member of the East Coast chapter of the AlignWomen Networking Masterminds. In this episode, Nupur shares how she serves her clients very differently from most in the legal profession.
What you will learn from this episode:
- How a toxic work environment led Nupur to start her own law firm
- A very different approach to how entrepreneurs can get legal support without breaking the bank
- The legal documents every entrepreneur should have in place
- How to overcome shyness, let go of analysis paralysis and become an effective networker
View or listen to the full episode at: https://alignwomenpodcast.com/NupurShah
Connect with Nupur Shah:
Website - www.nupurshahlaw.com
Phone - 646-8290-1366
Email - nupur@nupurshahlaw.com
FB - https://www.facebook.com/nupurshahlaw
IG - https://www.instagram.com/nupurshahlaw
LinkedIn - https://www.linkedin.com/in/nupur-shah-law
Dr. Barbara Provost is the founder of Purse Strings, LLC. Barbara is a doctor of adult and higher learning, an entrepreneur, a podcast host, and a passionate advocate for women who want to be financially fearless.
Together we look at smart ways women can become more informed and powerful in their relationship with money.
What you will learn from this episode:
- Amy’s personal money mantra and why it works so powerfully for her
- The real reason women carry purses - it’s not what you think!
- The one CRITICAL financial instrument that every married woman needs to have in place
- Why Barbara took empowering women to become financially fearless into her own hands
View or listen to the full episode at: https://alignwomenpodcast.com/barbaraprovost/
Connect with Barbara Provost & Pursestrings.co:
www.pursestrings.co
Instagram: https://www.instagram.com/pursestringsco/
Purse Strings page: https://www.facebook.com/pursestringsco
Purse Strings group:https://www.facebook.com/groups/pursestringfinanciallyfearlesswomen
Linkedin: www.linkedin.com/in/barbprovost
LinkedIn Purse Strings page: www.linkedin.com/in/barbprovost
Alex Rasmussen is a Financial Advisor and the Manager of Investment and Retirement Services for the LBL Group in Santa Ana, CA. She is extremely knowledgeable about the world of retirement plans and she is a strong and successful woman in the male-dominated financial services industry.
Alex is a straight talker and an expert at taking complex subjects and making them understandable for people from all walks of life.
Not only is she dedicated to helping young and minority individuals enter the rewarding world of Financial advising but she also has a prodigious talent that you will find out more about in this fun and lively interview.
- What you will learn from this episode:
- Why you, as an Aligned Woman need to become more financially literate and how Alex can make that simple to achieve
- The get rich slow program that Amy just loves
- 6 smart questions that anyone interested in a career in finance should ask
- The amazing cultural initiatives that Alex lends her talents to
Connect with Alex Rasmussen:
arasmussen@lblgroup.com
LinkedIn: https://www.linkedin.com/in/alex-rasmussen-aif%C2%AE-cpfa-a201069a/
https://www.akomidance.com/
Rachel Sunday is the President of Playa Vista Insurance Services, an employee benefits consulting firm in the Los Angeles area. She is also the founder of The Power of a Shower, a non-profit that provides unhoused people with access to a safe place to take care of their personal hygiene.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- The path that led her to becoming an employee benefits broker.
- Her reasons for starting a non-profit organization and the services her organization provides to the community.
- The biggest challenge she faced in starting a non-profit organization, and the personal skills she had to develop in order to make it succeed.
- The advice she would give to her 20-year-old self.
Connect with Rachel Sunday:
Email - sunday@Playavistains.com and rachel@powerofashower.org
Website - www.playavistains.com and www.powerofashower.org
LinkedIn - https://www.linkedin.com/in/rachel-sunday-5448584/
Phone - (800) 834-2310 and (818) 613-7863
June Taylor is a Senior Sales Executive with Kaiser Permanente and the President-Elect of the Los Angeles Chapter of the National Association of Health Underwriters.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- The Diversity, Equity and Inclusion (DEI) initiatives that June is working on at both the local and national levels
- What led her to want to have such a public role in the health insurance industry
- Her experience as a woman of color in an industry that has historically not been inclusive of women of color, and the importance of support
- Why she recommends the health insurance industry to young people of all cultures and ethnicities
Resources:
Good And Mad: How Women’s Anger Is Reshaping America by Rebecca Traister
Connect with June Taylor:
Email - june.k.taylor@kp.org
LinkedIn - https://www.linkedin.com/in/junetaylor2/
Phone - Office: (818) 557-5791, Mobile: (818) 309-8425
Deb Hallberg is the CEO of Pass the Torch For Women Foundation, an organization that empowers women through mentoring.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- Why her current role as the CEO of Pass The Torch for Women Foundation is her dream job.
- What mentorship is, and why it’s so important for personal and professional development.
- The mentorship programs that Pass The Torch For Women Foundation offers to women at all stages of their careers.
- The pivotal moment in her career when she realized the importance of feeling heard.
- The Foundation’s Ignite the Torch Annual Awards Event and the fundraising that enables the foundation to provide scholarships to women.
Connect with Deb Hallberg:
Email - deb@passthetorchforwomen.org
Website - https://passthetorchforwomen.org/
LinkedIn - https://www.linkedin.com/in/deb-hallberg-2781557/
Phone - 317-459-0701
Carmen has her Master’s Degree in Business Administration and she is the Director of University Relations at Saybrook University.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- Carmen’s career path and what led her to higher education
- What she does in her role as the Director of University Relations at Saybrook University
- The events she organizes at Saybrook to support students and alumni, including the Wine With A Purpose fundraiser
- What she wants other people to understand about her experience as a woman of color
- The “magic question” that anyone can ask to help marginalized groups feel included
Connect with Carmen Bowen:
Email - cbowen@saybrook.edu
Website - www.saybrook.edu
LinkedIn - https://www.linkedin.com/in/carmen-bowen-mba-55548320/
Podcast - Saybrook Insights: https://saybrookinsights.buzzsprout.com/
Courtney Kallfelz is the Founder of CourtneyKCo, which provides virtual assistant services, social media management, client communication management, and graphic creation. She is also the Communications Manager for AlignWomen.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- How Courtney developed a virtual company that would integrate with her life as a military spouse
- Recommendations she has for other people who are interested in becoming virtual assistants
- Why she developed her Virtual Assistant Basics Course and what kind of training it provides
- How her unique life experiences have taught her to avoid comparison and be mindful of the fact that every person has their own journey
Connect with Courtney Kallfelz:
Email - courtney@courtneykco.com
Phone - 5129718503
Website - www.courtneykco.com
Instagram - @courtneypkallfelz
Facebook - @courtneypaigekallfelz
LinkedIn - https://www.linkedin.com/in/courtneykallfelz/
Naama is the Founder and CEO of A+ Insurance Service, which provides health insurance to individuals and businesses. She is a tireless advocate for the insurance industry and currently serves as the chair of the Health Underwriters Political Action Committee for the Los Angeles chapter of the National Association of Health Underwriters. She is also a mindful speaker and meditation coach.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- How mindfulness, meditation and yoga have helped Naama navigate physical, mental and emotional challenges.
- How mindfulness tools and techniques can be helpful in stressful times, including during the pandemic.
- The work she has done to bring mindfulness practices to the health insurance industry.
- Helpful tips for people who are unfamiliar with mindfulness practices.
Connect with Naama O. Pozniak:
LinkedIn -https://www.linkedin.com/in/naama-o-pozniak-69b5913/
Website - www.rightplan.com
Email - naama@rightplan.com
Instagram - @naamaopozniak
Twitter - @aplusinsurances
Jenna Dillon is the CEO, Founder, and Executive Coach at the Executive Performance Institute for Coaching, also known as EPIC. EPIC’s services include one-on-one coaching, group coaching, facilitation, and team training for executives and their teams, as well as training for coaches who want to learn the EPIC method of coaching.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- Why Jenna became an executive coach and how she benefited from having coaching in her own life.
- The most challenging part of building her business, and the skill set she has developed as part of this process.
- The most significant leadership challenge that most people face and how she coaches people to overcome it.
- Epic’s upcoming Leaders Masterclass Webinar series,
Connect with Jenna Dillon:
LinkedIn - https://www.linkedin.com/company/executive-performance-institute-for-coaching
Website - https://www.jennadillon.com/
Email - Jenna@jennadillon.com
Instagram - @epic_coaching_institute and @jkimdillon
Facebook - https://www.facebook.com/EPICcoachinginstitute
Christine is an ERISA attorney and Partner at Mullen & Henzell, LLP in Santa Barbara, California. She helps businesses prevent and fix problems with their employee benefit plans to preserve the tax-qualified status of those plans, and ultimately the saleability of their companies.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- The scope of ERISA law and how ERISA attorneys like Christine help their clients.
- What attracted Christine to specialize in ERISA law.
- Christine’s most significant professional accomplishment and how she uses her expertise to help employees recover benefits that were wrongly denied to them.
- Why she started her blog, E is for ERISA.
Connect with Christine Roberts:
LinkedIn - https://www.linkedin.com/in/christine-roberts-04019a2/
Websites - www.eforerisa.com and www.mullenlaw.com
Phone - (805) 966-1501
Email - croberts@mullenlaw.com
Twitter - @EforERISA
Lorrie is the CEO of Web Marketing Therapy, a full-service digital marketing agency that diagnoses, prescribes and guides sustainable marketing solutions. She also does transformational work with entrepreneurs so they root, sow, and grow businesses that support happy, healthy and wealthy lives.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- Why Lorrie made the shift from web marketing specialist to business mentor and coach.
- The five factors that make up a sustainable marketing strategy.
- The role that retreats can play in enabling transformational growth for women.
- The importance of identifying your values and using them to guide the decisions you make.
Connect with Lorrie Thomas Ross:
LinkedIn - https://www.linkedin.com/in/lorriethomasross
Instagram - @lorriethomasross
Websites -www.webmarketingtherapy.com , https://lorriethomas.com & www.wildwebwomen.com
Madeline is the founder of a creative consultancy called Fearless Foundry, which supports impact-driven companies with their branding, marketing, and business development. She is also the founder of Womxn Talk Money, an online network for female & non-binary financial professionals to connect with industry opportunities and with each other. Madeline is an outspoken force for promoting education and equality in business and she spends her time creating content and programs to make the working world feel like a place where women are seen, heard, and supported.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- How Madeline’s personal experiences have informed the way she helps other women start their own businesses and become forces for change.
- How she works to bring more feminine energy into the business world.
- How she developed her confidence in the workplace and how she learned to resist the desire to look for other people’s approval.
- How her consultancy company, Fearless Foundry, helps women build their skills through collaboration, equality, and personal and professional development.
Connect with Madeline Pratt:
LinkedIn - https://www.linkedin.com/in/madelinepratt/
Instagram - @madelinekpratt @fearlessfoundry
Websites - womxntalkmoney.com & fearlessfoundry.com
With me today is Lisa Hutcherson, the Founder and CEO of Darlis, LLC. Lisa describes herself as a bridge-builder paving the way for others. She also consults with insurance agencies on sales strategies and diversity, equity and inclusion, and she is currently writing two books.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- Lisa’s experiences encountering and breaking the glass ceiling as a woman and a person of color in the insurance industry.
- How she motivates and inspires people to make change through her writing and transformational coaching.
- How to develop a better awareness and understanding of the challenges that women of color experience in the workplace.
- The importance of providing women with the tools and resources to achieve financial freedom and stability.
Connect with Lisa Hutcherson:
LinkedIn - https://www.linkedin.com/in/lisahutcherson/
Facebook- https://www.facebook.com/lisa.edwards.hutcherson
Email - hutcherson63@gmail.com
Lindy is an advisor with Cresa, a commercial real estate firm that represents tenants. She is also the host of the “Level Up with Lindy Pearson'' podcast.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- The benefits of using a tenant representative to negotiate a commercial lease renewal
- How she applies her personal values in her professional life
- How she uses her podcast to cultivate relationships and connect with her guests on a deeper level
Connect with Lindy Pearson:
Instagram- @rickandlindypearson @lindyannpearson
LinkedIn - https://www.linkedin.com/in/lindy-ann-pearson-0a53a21b/
Website - www.rickpearson.me
Youtube - Level Up with Lindy Pearson (spotify & apple podcasts)
Nancy is known as the ‘Career Fox’ because she works with high-achieving professionals and executives to create prosperous and purposeful careers they love.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- Why Nancy wrote her book Network Like A Fox and what makes her approach to networking different from traditional networking
- The advice she would give her 20-year-old self and how that ties into the coaching she does with women
- How she uses hypnotherapy helps to get to the root issues of the inner self, which allows her coaching client to have rapid breakthroughs
- How her program, Rapid Career Rebounds, supports women who are in major career transitions
Resources:
Network Like a Fox by Nancy Fox
Never Eat Alone by Keith Ferrazzi
The Tipping Point by Malcolm Gladwell
Vagina by Naomi Wolf
Connect with Nancy Fox:
Email - Nancy@thebusinessfox.com
LinkedIn - www.linkedin.com/in/thebusinessfox
Website - www.thebusinessfox.com
YouTube - https://bitly.com/careerfoxtv
Meredith is the Co-Founder and President of Performance Support Systems, which creates and administers assessment and performance tools for leaders and teams. She’s the host of the Strong for Performance Podcast, where she gives coaches and consultants practical tips for taking their businesses to the next level. She’s also an incredibly kind and generous super-connector and she is someone I look up to as I continue my leadership journey.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- Why habit-building is essential to lasting behavioral change
- Her unique mindset in approaching new relationships
- Why giving and receiving feedback are essential communication skills
- The communication skills that has challenged her the most in her own life
Resources:
Strong for Performance Podcast
Connect with Your Team: Mastering the Top 10 Communication Skills by Meredith Bell
Free ebook: Listen Like a Pro
Connect with Meredith Bell:
Email - meredith@GrowStrongLeaders.com
LinkedIn - https://www.linkedin.com/in/meredithmbell
Website - https://growstrongleaders.com/
Phone - (757) 656-4765
Facebook - https://www.facebook.com/MeredithMBell
Twitter - @MeredithMBell: https://twitter.com/meredithmbell
Host, Strong for Performance Podcast: https://growstrongleaders.com/podcasts/
Dina is the owner of BGA Premier Insurance Solutions, a life and long-term care insurance brokerage firm. She is passionate about protecting women, families, and business owners. Dina collaborates with her clients to find the best insurance products at the best prices in the marketplace. She is also a Certified Financial Fiduciary.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- Why it’s so important for women to plan for their long term financial security
- The new awareness people have about long-term care needs after experiencing a year of the COVID-19 pandemic
- How Dina uses regular insurance policy reviews to help people feel confident that they have the right coverage in place
Connect with Dina Mabry:
Email - dinam@bgainsurance.com
LinkedIn - https://www.linkedin.com/in/dina-mabry-46666b8/
Website - bgapremierinsurance.com
Phone - (818) 601-3049
Facebook - bga premier insurance solutions inc
Instagram - dina_bgapremierinsurance
Sally Helgesen is the world's premier expert on women's leadership according to Forbes. She's a best-selling author, a speaker, and a leadership coach. Sally’s most recent book, How Women Rise, co-authored with legendary executive coach Marshall Goldsmith, examines the behaviors most likely to get in the way of successful women.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- The concepts in Sally’s book, How Women Rise, which are based on her more than 30 years of working with women leaders around the world
- What she means when she talks about leveraging relationships and why women are continually challenged by the idea
- How reducing hedges and fillers is a simple way to make a shift to more powerful communication
- What she is working on now and what she is looking forward to accomplishing next
- The woman in leadership that she finds most interesting to watch
Resources:
How Women Rise by Sally Helgesen and Marshall Goldsmith
Think Outside the Building: How Advanced Leaders Can Change the World One Smart Innovation at a Time by Rosabeth Moss Kanter
The Tao of Power: Lao Tzu's Classic Guide to Leadership, Influence, and Excellence by R.L. Wing
Why Do So Many Incompetent Men Become Leaders?: (And How to Fix It) by Tomas Chamorro-Premuzic
Pema Chodron
Connect with Sally Helgesen:
Email - sally@sallyhelgesen.com
LinkedIn - https://www.linkedin.com/in/sallyhelgesen/
Website - www.sallyhelgesen.com
Sue is the owner of Cloud Benefits Consulting. She is a former health insurance broker who spent more than half her life in the insurance and benefits world, and she is now helping brokers to navigate through the "clouded" world of virtual contact.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- How Sue’s experience working in the broker world led her to create a consulting company that supports brokers in a virtual world.
- The common mistakes she sees insurance professionals making when they're engaging online.
- Her perspective on her past experience working with Zenefits and the positive impact Zenefits had on the insurance industry.
Connect with Sue Wakamoto-Lee:
Email - sue@cloudbenefitspro.com
LinkedIn - https://www.linkedin.com/in/suewakamotolee/
Facebook - Cloud Benefits Consulting
Phone Number - (925) 808-8770
Lauren is a partner at Raines Feldman, LLP and she specializes in labor and employment law. She was also one of the founding members of the first AlignWomen Networking Mastermind. Lauren’s experience and skill has led to her selection by Super Lawyers Magazine, a reputable industry rating service of lawyers who have attained a high-degree of peer recognition and professional achievement.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- What she does as a labor and employment lawyer and what makes this area of law so fascinating to her.
- How the pandemic has affected the employer-employee relationship and brought about entirely new and unprecedented issues that employers now have to deal with.
- What she thinks other successful women can do to pave the way for new women who are entering the legal field.
Connect with Lauren Katunich:
Email - lkatunich@raineslaw.com
Website - https://www.raineslaw.com/lauren-katunich
LinkedIn - https://www.linkedin.com/in/laurenkatunich/
Phone Number - (310) 730-4387
Dana is the third-generation owner of Weaver & Associates, a boutique Property & Casualty insurance brokerage helping privately owned, growth-oriented, Southern California based businesses and individuals with their insurance and risk management needs since 1959.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- How she has revolutionized the way that her agency serves its clients
- Her biggest professional accomplishment and how she stays mindful of that while running her agency
- What she thinks successful women can do to encourage younger women to come into the insurance industry
- The importance of cyber liability insurance for businesses
Connect with Dana Dattola:
Email - dana@weaverinsurance.com
Website - www.weaverinsurance.com
LinkedIn - https://www.linkedin.com/in/dana-dattola-cic-crm-3a866014
Instagram - @weaver.insurance
Address - 711 W. Camino Real Arcadia, CA 91007
Phone Number - (626)446-6161
Wendy is the CEO of C-Suite Goals. She’s an inspirational executive business coach and an accomplished CEO with experience guiding chief executives and business owners to achieve goals through better planning and decision making.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- The personal challenges Wendy faced when she was the CEO of a large company and how that experience that led her to want to support other executives.
- One thing she recommends other women do in order to make space for more women to come into leadership roles.
- The value of having a peer group when you're in a leadership position.
Connect with Wendy Luttrell:
Email - wendy@csuitegoals.com
Website - csuitegoals.com
LinkedIn - https://www.linkedin.com/in/wendy-luttrell-a6287427/
Instagram - @csuitegoals.com
Libby is the founder and CEO of Libby Gill & Co. Coaching and Consulting. She’s an Executive Coach, leadership expert, and the best-selling author of six books including the award-winning You Unstuck. Through her work, she guides emerging and established leaders to inspire purpose and drive performance.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- Why Libby started a unique online writing group, how it works and what kind of people participate
- The hardest lesson she has learned and how she uses it to help other women succeed
- Why having hope is her superpower and her perspective on “hope theory”
- What prompted her to write her latest book, The Hope Driven Leader - Harness The Power Of Positivity and its particular usefulness during the pandemic
Resources:
Libby’s Books
Schedule a 15-Minute Laser Coaching Session with Libby
Writers Sprint
Connect with Libby Gill:
Phone Number - (310)440-4200
Email - libby@libbygill.com
Website - https://libbygill.com/
Twitter - https://twitter.com/LibbyGill
Facebook - https://www.facebook.com/meetlibbygill
Instagram - https://www.instagram.com/libbygill_co/
LinkedIn - https://www.linkedin.com/in/libbygillleadershipexpert/
YouTube - https://www.youtube.com/channel/UCzRyNbIN3VEQ-CFdqyJFPZA?view_as=public
Maria Cordova is the founder and president of HumanageHR, which provides outsourced HR strategies that drive change from the inside out, strengthen culture, improve the employee experience, and optimize business performance. Maria is a People + Culture geek with 15 of years experience as a human resources practitioner.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- Why Maria defines herself as a culture geek and why she started her own business
- How things have changed since the pandemic and what new skills she has had to bring to the job
- How she takes her fascination with people and culture and focuses on listening to employees to create a better workplace
- How she helps her clients revolutionize their workplace so that they can attract and retain better talent
- How she learned to make peace with making mistakes and changed her expectation of perfection
Connect with Maria Cordova:
Websites - humanagehr.com
LinkedIn - https://www.linkedin.com/in/maria-cordova-88b14aa/
Facebook - https://www.facebook.com/humanagehr
Ursula is the CEO and owner of Sales Coach Now. She’s a Certified Sales Coach and an award-winning sales expert, speaker, author and entrepreneur.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- Why Ursula created Sales Camp and what she learned since shifting to a virtual environment
- The Number One limiting belief she runs into when coaching people in sales
- The reason entrepreneurs need to have a process in addition to having passion for what they do
- The lessons she has learned in her entrepreneurial journey
Resources:
Virtual Sales Camp - https://tinyurl.com/AlignWomen
Align Women Podcast viewers can attend for the price of $297 (original price is $997).
The Belief Zone by Ursula Mentjes
Connect with Ursula:
Websites - salescoachnow.com
LinkedIn - https://www.linkedin.com/in/ursulamentjessalescoach/
Instagram - https://www.instagram.com/salescoachnow/
Facebook - https://www.facebook.com/UrsulaSalesCoach/
Twitter - https://twitter.com/ursulamentjes
YouTube - https://www.youtube.com/user/MySalesCoachNow
Misty is a Managing Partner at Pacific Advisors, a West Coast-based financial services firm and she also leads the advisor experience. She has a lot of designations, including CFP and CLU, and she is in the process of writing a book. Misty helps people become financially stable and uses her voice to make her industry more inclusive for women.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- How she has seen work life evolving for Financial Advisors in this Covid-19 environment
- How she has used her voice to make her industry more inclusive for women
- How she changed the filter to figure out what’s really important to her as a mother and as a partner
- What tool she uses on a daily basis to keep her grounded and to keep challenging habits away
- More about the new book she is writing and the story behind the title
Resources:
The Morning Miracle by Hal Elrod
The Code of the Extraordinary Mind by Vishen Lakhiani
Connect with Misty:
Websites - http://www.pacificadvisors.com/misty_weltzien
LinkedIn - https://www.linkedin.com/company/pacific-advisors/ and https://www.linkedin.com/in/mistyweltzien/
Email - misty_weltzien@pacificadvisors.com
Phone Number - (760) 534-9151
Wendy is an author, professional speaker, and tax strategist. She’s the owner and principal of About Profit and she utilizes bookkeeping, tax and planning strategies to help business owners optimize cash flow and increase profitability. Wendy is also the author of the book "That’s Deductible! Simple Tips and Tricks to Find More Business Tax Deductions.”
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- Why she got her Profit First certification and how she uses that to serve her clients
- Why she chose a unique flat-fee business model over the per-hour business model that more traditional accounting firms use
- Why she believes that women need to understand their money in order to have choices
- What she still struggles with and how she works with a business coach to help her navigate those challenges
Resources:
That’s Deductible! Simple Tips and Tricks to Find More Business Tax Deductions by Wendy Barlin
Never Budget Again by Wendy Barlin
Profit First by Mike Michalowicz
Connect with Wendy:
Websites - aboutprofit.com and wendybarlin.com
LinkedIn - https://www.linkedin.com/in/aboutprofitconsultant/
Nicole is an attorney who has a virtual law practice that provides family law services, and she also supports women who are starting online businesses and need basic legal protection. In addition, Nicole is a member of one of the AlignWomen Networking Masterminds.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- Why Nicole established a non-traditional virtual family law office and how the virtual model has benefitted her and her clients during the pandemic
- The common mistake many people make when establishing online businesses
- The importance of her daily morning practice
Resources:
Miracle Morning by Hal Elrod
Connect with Nicole Cheri Oden:
Law Firm:
Website - nicolecheriodenlaw.com
Email - nicole@nicolecheriodenlaw.com
Facebook - https://www.facebook.com/nicolecheriodenlaw
Instagram - https://www.instagram.com/nicolecherioden
LinkedIn - https://www.linkedin.com/in/nicole-cheri-oden/
Legal Template Business:
Email - nicole@nicolecherioden.com
Facebook - https://www.facebook.com/nicolecheriodenlegaltemplates/
Instagram - https://www.instagram.com/nicolecherioden
Pinterest - https://www.pinterest.com/nicolecherioden
Abby Havermann is a coach, author, and speaker for high-achieving women who are up to something in the world. She uses a combination of her experience as a psychotherapist, a financial advisor, and a NeuroChange Solutions corporate trainer to inspire women to claim the value-driven personal and professional lives that are theirs to live. She’s also the author of the upcoming book Control Freak.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- What the phrase ‘value driven’ means to her and how it factors into her coaching
- How she helps women identify their values and then align themselves with them
- How having a coach can be a transformative relationship and more action oriented than therapy
- What pulls Abby out of her intuition and how she gets reconnected with it
- Her book Control Freak and the personal experience that led her to write it
Connect with Abby Havermann:
Website - www.abbyhavermann.com
Email - abby@abbyhavermann.com
Phone Number - (720)507-0889
LinkedIn - https://www.linkedin.com/in/abby-havermann-93a915165/
Elizabeth Holman is the President of The Holman Group. The Holman Group provides behavioral health services that support things like mental health and substance abuse. Her company works with employers, associations, and trusts to provide services to their employees and members. Elizabeth is also a passionate supporter of female entrepreneurs and women in sales.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- What Elizabeth’s experience with telehealth services has been like and how companies are adopting telehealth in a way that they weren't prior to the pandemic
- How she’s working to undo the stigma with mental health and substance abuse services that her company provides
- What she thinks women in leadership positions can do to create more space and opportunity for other women in the employee benefits industry
- What she does on a regular basis to nurture her feminine energy
- Her approach to negotiation and how she honed her negotiation skills
Resources:
National Association of Women Business Owners - https://www.nawbo.org/
Earn Your Seat on a Corporate Board: 7 Actions To Build Your Career, Elevate Your Leadership,and Expand Your Influence by Jill Griffin
The 10 Habits of Highly Successful Women by Glynnis MacNicol
Joe Buzzello sales books
Connect with Elizabeth Holman:
Website - holmangroup.com
Email - elizabethh@holmangroup.com
LinkedIn - https://www.linkedin.com/in/elizabeth-holman-2240511/
Twitter - https://twitter.com/ElizabethHolman
Judy Hoberman is the president of Selling in a Skirt, an organization that provides keynote speaking, sales training, coaching and consulting. She’s a licensed life and health insurance agent, a certified virtual presenter, an author, and a TedX speaker. She’s also a powerful voice for women in sales and leadership.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- Why she started the Panel of Exceptional Leading Women and how it evolved
- How women can use leverage in conjunction with their natural ability to build relationships
- The skill she thinks is the hardest for most women to master
- How she deals with having very high expectations for herself and why she believes it’s important to allow yourself to change
- Her next project, the Women's Virtual Roundtable
Resources:
Women’s Virtual Roundtable - sellinginaskirt.com/roundtable
TEDx Talk - https://youtu.be/Kgk-3QEM6tw
Connect with Judy Hoberman:
Websites - http://www.walkingontheglassfloor.com and http://www.sellinginaskirt.com
Email - judy@sellinginaskirt.com
Phone Number - (203) 605-3635
Facebook - https://www.facebook.com/sellinginaskirt
LinkedIn - https://www.linkedin.com/in/judyhoberman/
Twitter - https://www.twitter.com/sellinginaskirt
Marty Stevens-Heebner is the Founder and CEO of Clear Home Solutions. When it comes to later life and all the “stuff” that goes with it, Marty and her staff of experts know how to manage it. Marty is the President-Elect of the National Association of Senior Move Managers and was the first Certified Senior Move Manager (SMM-C) in the country. In addition to being a Certified Professional Organizer and a Certified Aging in Place Specialist, Marty is also an award-winning entrepreneur, designer and author.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- How Marty’s personal experiences with her aging parents led her to create Clear Home Solutions
- Why compassion is essential to the work that she and her team does
- The app she is creating to provide much-needed resources for seniors and their families
Connect with Marty Stevens-Heebner:
Website - www.ClearHomeSolutions.com
Email - info@ClearHomeSolutions.com
Phone Number - (818) 376-0125
Facebook - www.facebook.com/ClearHomeSolutions/
LinkedIn - https://www.linkedin.com/company/clear-home-solutions/
Jackie Kibler has her own company, the JW Kibler Group, and she is certified as a Professional Entrepreneurial Operating System (EOS) Implementer. As a Professional EOS Implementer, she is focused on working with entrepreneurs and their leadership teams when they are ready to bring a proven process to their organizations to ensure they have the right people in the right seats and create an environment that will increase revenue, profitability, and culture.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- What the Entrepreneurial Operating System is, and what Jackie does for her clients as a professional EOS implementer
- The common entrepreneurial problems that EOS can address
- The right time to implement EOS in order to avoid many of the challenges that entrepreneurs face in their first few years of business
- What Jackie loves about her work in bringing companies to the next level
- How Jackie uses her ‘super-connector’ skills to build mutually beneficial relationships
Resources:
Traction: Get a Grip on Your Business by Gino Wickman
Connect with Jackie Kibler:
Email - jackie.kibler@jwkiblergroup.com
Phone Number - 954-598-4615
Website - www.jwkiblergroup.com
Facebook - Jackie Wolf Kibler
LinkedIn - https://www.linkedin.com/in/jackiekibler/
Linda is an advisor with First Financial Consulting in Pasadena, California, and is a Certified Financial Planner™ and Certified Public Accountant with 20+ years’ experience. She has a passion for teaching and encouraging individuals and families to understand their financial situation, and for helping them leverage that understanding into a more successful financial future.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- What motivated her to transition from being a CFO of a large nonprofit organization to a Financial Planner for individuals and families
- The advice she would give her 20-year-old self
- Why it’s important for successful women in finance to put themselves in positions where they are investing in younger women coming into the industry
- Why she created a seminar for high school graduates to help them with finance-related questions and to prepare them for adulthood
Connect with Linda Neuenburg:
Emails -linda@firstfinancial.is and lindasmoneystuff@gmail.com
LinkedIn - https://www.linkedin.com/in/linda-neuenburg-66097b7/
Barbara Daoust is a mindset strategist and business coach. She’s also a motivational speaker and the author of a book called “"True Love, True Self: A Journey to Self-Love.” She facilitates “Thinking into Results” masterminds, which are focused on intense personal and professional development.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- How multiple family losses led Barbara on a journey of self-discovery
- How focusing on mind, body, and spirit helps us grow
- Why you should focus on C-type goals -- goals you really want but don’t know how to achieve
- How to overcome ancestral programing that binds generations in repetitious patterns
- How to balance wanting to be perfect with moving forward to accomplish goals
Resources:“True Love True Self” by Barbara Daoust
Connect with Barbara Daoust:
Phone Number - 818-378-5717
Websites - www.barbaradaoust-tir.com and www.vibrantresults.com
Email - barbara@barbaradaoust.com
Facebook - https://www.facebook.com/barbara.daoust.75
LinkedIn - https://www.linkedin.com/in/barbaradaoust/
Arti Dutt is a technology advisor and the owner of TeamLogic IT in Northridge. Her company provides managed IT services, IT solutions, consulting and fully-outsourced IT departments. She is also one of the founding members of the AlignWomen Networking Mastermind.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- How Arti’s electronics engineering degree keeps her focused on solutions instead of just sales
- Why she chose a franchise model for her business
- How she teaches business owners and their employees to keep hackers from invading their computer systems
- Why a password manager is an important tool for protecting business and personal information online
Connect with Arti Dutt:
Phone Number - 818-514-9060
Website - teamlogicit.com/woodlandhillsca520/company-info/
LinkedIn - https://www.linkedin.com/in/artiduttitsolutionexpert/
Facebook - https://www.facebook.com/people/Arti-Dutt/100013785583071
Susan is the Vice President of Employee Benefits and Human Capital Strategies at Gregory & Appel Insurance, a risk management consulting firm in Indianapolis, Indiana. She’s a Human Capital Strategist who is known for disrupting the status quo. She is also currently serving as the Vice Chair for Professional Development for the National Association of Health Underwriters (NAHU).
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- Why Susan’s company formed a task force to deal with recruiting challenges
- How she helps clients sensitively navigate diversity in their employee populations
- The overwhelming success of her company’s mentoring program
- How Susan’s personal experience with learning disabilities has influenced her interest in diversity and inclusion
Connect with Susan Rider:
Email - srider@gregoryappel.com
Website - www.gregoryappel.com
Twitter - www.twitter.com/GA_SusanRider
LinkedIn - www.linkedin.com/in/srider2008/
Facebook - www.facebook.com/smrnar
Phone Number - 317-313-1531
De is the CEO and Founder of 5D Spectrum, a full-service digital marketing and development agency. De’s company builds and maintains brand and digital experiences by combining business strategy, identity, UX/UI, eCommerce and content.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- How De developed the 5D process for managing her company’s projects
- Why she started an incubator program for women-led start-up businesses
- Why joining a peer advisory organization has been important for her development as an entrepreneur and a leader
Connect with De Ivett:
Website - 5dspectrum.com
Email - info@5dspectrum.com
Phone Number - 818-487-2504
LinkedIn - www.linkedin.com/in/de-ivett/
Facebook - www.facebook.com/5dSpectrum/
Instagram - https://www.instagram.com/5dspectrum/
Pat Griffey is a medicare specialist in South Bend, Indiana, and she is also currently serving as the president of the National Association of Health Underwriters (NAHU), which represents more than 100,000 licensed health insurance agents, brokers, general agents, consultants and benefit professionals through more than 200 chapters across America.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
▶ How NAHU promotes federal legislation that impacts the insurance industry and its clients
▶ Pat’s participation in the development of Vision 2025 plan, the organization’s strategic plan for the next five years
▶ How Pat has developed as a leader through her experience in state and national-level positions
▶ Pat’s belief in the importance of events like the upcoming California Association of Health Underwriters’ Women’s Leadership Summit, where she will be a keynote speaker
Resources:
- “How Women Rise” by Sally Helgesen and Marshall Goldsmith
- Women's Leadership Summit March 25-27 in Las Vegas, NV
- National Association of Health Underwriters 2020 Annual Convention June 27-30 in Chicago, IL
Connect with Pat Griffey:
Email - pat@patgriffey.com
Phone - 574-208-6586
Website - https://patgriffey.com/
LinkedIn - https://www.linkedin.com/in/patricia-griffey-rhu-rebc-a297b94
Facebook - https://www.facebook.com/page1benefits/
Emi Kirschner is the CEO of Empress Enterprises. She is a serial entrepreneur and investor, a speaker, a coach, and the host of the Tribe of Leaders Podcast. She helps entrepreneurs focus on working on their businesses instead of in them. She uses her diverse experience in work to guide others in growing their work and being successful. Emi wants to help others have meaningful businesses that serve others and are profitable.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- How Emi helps people speed the growth of their businesses through training and coaching
- Why teaching entrepreneurs to lead their businesses leads to success in both their work and in their personal lives
- Why she implemented a 365 Day Challenge on social media to be a daily example for her business community
- How being vulnerable, authentic, and transparent adds to leadership
Resources:
- Tribe of Leaders Biz School
Connect with Emi Kirschner:
Websites - www.thetribeofleaders.com and emikirschner.com
Tribe of Leaders Facebook Group - https://www.facebook.com/groups/tribeofleaders
Tribe of Leaders Podcast - https://www.thetribeofleaders.com/podcast/
Facebook -https://www.facebook.com/EmiKirschnerCoaching/
Linkedin - https://www.linkedin.com/in/emi-kirschner
Instagram - @emikirschner
Email - emikirschner@emikirschnercoaching.com
Susan is the CEO of Combs & Company, a full-service insurance brokerage in New York. In addition to being an insurance broker and consultant, Susan often serves as an expert witness in insurance-related cases and she is a passionate advocate for women in the insurance industry.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- The path that led Susan to consulting with international companies opening offices in the United States
- How she serves as an expert witness in cases related to the Affordable Care Act
- Four reasons why the insurance industry provides great career opportunities for women
- Her weekly article in BenefitsPRO Magazine that highlights “Wonder Women” in the insurance industry
Resources:
- Women in Insurance and Financial Services (WIFS)
- BenefitsPRO Broker Expo 2020
Connect with Susan Combs:
Phone - 646-736-3737
Email - scombs@combsandco.com
Website -https://combsandco.com/
LinkedIn -https://www.linkedin.com/in/susan-l-combs
Facebook -https://www.facebook.com/pg/Combs-Company-LLC-266055646764567
Twitter - @InsuranceVixen
Instagram - @combsandcompany
In this episode, Amy interviews Henriette Danel, a strategic business coach who helps service- based business owners attract more clients so that they can monetize their time and grow their businesses. She’s a native of South Africa and based in the United Kingdom.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
➤ Why strategy should be the foundation of any business plan, and the four types of strategy you need to be successful
➤ Why female entrepreneurs need to confront their limiting beliefs about money
➤ Why comparison to others is self-sabotage
➤ The importance of collaboration, particularly with people in your own industry
Resources:
➤ 30 Resources on How to Get More Clients/Customers - https://mailchi.mp/henriettedanel/30resourceguide
Connect with Henriette Danel:
Website - https://henriettedanel.com/
The Entrepreneurial Success Podcast - https://henriettedanel.com/podcasts
Facebook - https://www.facebook.com/1henriettedanel/
LinkedIn - https://www.linkedin.com/in/henriette-danel-66282319/
Email - contact@henriettedanel.com
Instagram - @henriettedanel
In this episode, Amy Evans interviews Tonyel Thompson of Real HR Hero. Tonyel is a consultant who provides business support services to small- and mid-sized businesses with specialties in human resources and recruiting.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
➤ Specific areas where most businesses need extra human resources support
➤ Why employers need to consider the entire employee life cycle - from acquisition to post-termination - in order to maintain good employee relations and mitigate risk
➤ Why it’s helpful to use an external resource for exit interviews when an employee terminates
➤ How small business owners can use outsourced human resources services to get the proper policies and procedures in place and avoid future legal issues
Connect with Tonyel Thompson:
Website - https://realhrhero.com/
LinkedIn - https://www.linkedin.com/company/real-hr-hero/
Phone - 818-305-5255
Emma Passe Fox is the Chief Operating Officer of E Powered Benefits. In addition to being a health insurance broker, Emma is also an empowerment coach who founded an organization called Empowered Leadership. Our paths crossed earlier this year through our connections in the health insurance industry, and I am excited to have her on the podcast.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn in this episode:
- The alternative approach Emma brings to the world of employee benefits
- How she has been able to be effective in a male dominated industry
- Why she founded Empowered Leadership and how it’s different from other networking and leadership groups
- The importance of vulnerability and speaking one’s own idea of truth even when others disagree
Resources:
CAHU - Women's Leadership Summit
Connect with Emma Fox:
Website – www.epoweredbenefits.com
Linkedin – https://www.linkedin.com/in/emmapassefox/
Email – efox@epoweredbenefits.com
JuliAnn Stitick is the CEO of Recalibrated Living, a company that provides high-performance coaching and motivational presentations for leaders and teams. As a 25-yr entrepreneurial veteran, she clearly understands how to successfully navigate the complexities of high-level living and provides her clients with a fully customizable blend of personal and professional development strategies so they can spend time doing what matters most to them.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn in this episode:
- How to identify your own personal brand, which informs the way you communicate in person and online.
- How to Identify your unique purpose and ensure that all aspects of your personal and professional life are aligned with your values.
- How to care for yourself as well as your business, and the importance of developing powerful habits that will accelerate your success.
- How to eliminate self-doubt and believe in yourself.
Books By JuliAnn Stitick (available on her website):
- “Purpose Crisis”
- “The Total Package: 5 Keys to a Profitable Personal Brand”
- “Step into Your Power”
Connect with JuliAnn Stitick:
Website - www.juliannstitick.com
LinkedIn - https://www.linkedin.com/juliannstitick
Instagram - @juliannstitick
Facebook - https://www.facebook.com.juliann.stitick
Email - juliannstitick@gmail.com
Ursula Garrett is the Chief Executive Officer of Agenda E Inc. She’s also a passion-driven CPA and two time author with her third book on the way. She is a mentor for entrepreneurs and young people helping them to “build their empires one asset at a time.” Ursula has been running her own CPA practice for 20 years. We met earlier this year through LinkedIn, and I immediately connected with her spirit and her drive to teach entrepreneurship to young people.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- Why it’s important to get the right people involved in helping you to grow your business so that you can avoid the five-year failure trap
- Some of the assets entrepreneurs possess that they don’t always think about
- Ursula’s program for teenagers and young adults, which provides them with an opportunity to earn money using their cell phones
- Insights into the millennial mindset when it comes to how they spend their money
- The way the market views the difference between an expert and an authority
- Ursula’s key piece of advice for business owners who want to take their business to the next level”
Books by Ursula Garrett
- Plateau to Summit: The Ultimate Guide To Take Your Business To The Top
- The Authorities: Powerful Wisdom From Leaders In The Field
- (Coming Soon) Dead People Can’t Sell Stock
Connect with Ursula Garrett:
Website: https://ursulaisamazing.com/
Andrea Jenson is the CEO and Founder of The Cash Flow CFO. She has spent the past 12 years helping successful female entrepreneurs take control of their current and future financial positions.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- How Andrea became a money mindset champion for female entrepreneurs and why she chose that niche
- How she is helping to provide access to financial resources and education that many female entrepreneurs may not have received in their formal education
- How women entrepreneurs can have it all without necessarily having to do it all by outsourcing those areas that fall outside of their “Zone of Genius”
- How understanding your business finances allows you to have a bigger impact in the world, and what it means to be a good steward of money
- The benefits of working with a business mentor
Resources:
- Free course that teaches women business owners how to read their financial statements - email hello@thecashflowcfo.com to request access
- The Cash Flow Cure Workshop on February 7, 2020 in San Diego, California - email hello@thecashflowcfo.com for more information
Connect with Andrea Jenson:
Website - www.thecashflowcfo.com
LinkedIn - https://www.linkedin.com/in/andreamjenson
Email - hello@thecashflowcfo.com
Dawn McFarland is the President of M&M Benefit Solutions Insurance Services and she serves as the President of the California Association of Health Underwriters Foundation. Dawn is also a founding member of the first AlignWomen Mastermind.
I am excited to have Dawn as my first guest on The AlignWomen Podcast. Dawn is the absolute embodiment of a servant leader, and she is truly the kindest person I know.
Episode Sponsor:
Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.
What you will learn from this episode:
- How Dawn’s desire to make a difference led her to become the president of the Los Angeles Association of Health Underwriters (LAAHU), one of the largest chapters of the National Association of Health Underwriters (NAHU), the health insurance industry’s professional association for agents and brokers
- Why the LAAHU Internship Program is so important for the future of the health insurance industry, particularly for women
- Dawn’s role in the California Association of Health Underwriters (CAHU) Foundation and how the foundation educates the public about the important role of agents and brokers in the insurance buying process and the sustainability of a competitive insurance market
- How Dawn’s own health insurance agency provides Medicare expertise, support and tools to other health insurance brokers
- Dawn’s work in helping to educate the public on how to get expert advice when it comes to their Medicare options
Resources:
- National Association of Health Underwriters (NAHU) Website: https://nahu.org
- California Association of Health Underwriters (CAHU) Website: https://cahu.org
- Los Angeles Association of Health Underwriters (LAAHU) Website: https://laahu.org
- California Association of Health Underwriters (CAHU) Foundation Website: https://cahufoundation.org
Connect with Dawn McFarland:
Facebook - https://www.facebook.com/MnMBenefitSolutions
LinkedIn - https://www.linkedin.com/in/dawn-mcfarland-mnmbenefits
Email - dawn@mnmbenefitsolutions.com
Phone - 805-701-1229
Instagram - m_n_mbenefits
Twitter - mnmbenefits