Counting On Her: Recent Episodes
WIFS
Discussing all things that touch Women, Finance and Insurance. i.e. Legal, Accounting, HR, Technology, Data Science, Insurtech & Fintech. Share best practices and personal reviews, books/authors, personal stories, client stories, testimonials, small panels, business/life coaching, fitness and personal exchanges between colleagues.
In this episode of The Counting on Her Podcast, host Amber Stitt interviews Jessica Perez, a powerhouse idea maker in the financial services industry.
Jessica shares her journey from working in title and escrow to finding her passion in financial advising.
She discusses the challenges she faced as a Hispanic woman in a male-dominated field and how she has been working to shake up the antiquated industry norms.
Amber and Jessica also talk about the importance of supporting and uplifting women in the industry.
Listeners are encouraged to embrace their uniqueness and strive to become the best versions of themselves.
The production of this episode was sponsored by The Arizona Leadership Foundation, our 2023 Counting on Her Podcast Sponsor. Follow them on social media too.
Thank you for listening!
In this episode of The Counting on Her podcast, host Kelly Sese interviews guest Ramona Maior, an experienced financial advisor.
Ramona discusses her recent career transitions, including becoming an adjunct professor at Grand Canyon University in Arizona and a regional relationship manager at Priority Financial Group.
She emphasizes the importance of networking in landing these positions and shares advice for those new to networking.
Ramona also highlights the significance of being intentional and thoughtful in choosing job opportunities that align with one's values.
Listeners gain insights into the power of building professional relationships and the value of taking time to consider long-term career goals.
The production of this episode was sponsored by The Arizona Leadership Foundation, our 2023 Counting on Her Podcast Sponsor. Follow them on social media too.
Thank you for listening!
In this episode of The Counting on Her Podcast, host Kelly Sese sits down with mortgage industry expert Juli Doyle to discuss her experience in the reverse mortgage business.
They address common misconceptions about reverse mortgages, such as the fear of losing ownership of one's home, and highlight the benefits of passing on equity rather than the physical property.
They also discuss the current state of the real estate market, emphasizing the importance of local factors and the need for mortgage planning.
Juli shares valuable advice for homebuyers, including the importance of getting fully approved for a mortgage and relying on the expertise of professionals rather than online sources.
The production of this episode was sponsored by The Arizona Leadership Foundation, our 2023 Counting on Her Podcast Sponsor. Follow them on social media too.
Thank you for listening!
In this episode of The Counting on Her episode, host Kelly Sese interviews Destiny Cover, an insurance agent with Mutual Omaha, about her first year in the insurance business.
Destiny shares her journey of leaving her previous job due to unhappiness and wanting more flexibility.
After taking a career aptitude test, she decided to pursue a degree in finance and ultimately joined the insurance industry.
Destiny's personal experience of losing her mother-in-law without any financial planning inspired her to help others avoid similar situations.
She discusses the importance of starting early with insurance and highlights the supportive onboarding experience and mentorship she received at Mutual Omaha.
The production of this episode was sponsored by The Arizona Leadership Foundation, our 2023 Counting on Her Podcast Sponsor. Follow them on social media too.
Thank you for listening!
In this episode of The Counting on Her Podcast, host Sue Kuraja interviews Kelly Sese, a corporate recruiter at Mass Mutual.
Kelly shares her journey into recruiting and how her multicultural background gives her an edge in the industry. They discuss the impact of automation and AI in recruiting, with Kelly emphasizing the importance of a personal touch.
They also delve into the challenges of hiring women in the insurance and financial services space and the need for inclusive recruiting practices. Kelly highlights the role of supportive leadership and the potential for change in the industry's perception.
Overall, the episode highlights the importance of diversity and flexibility in the workplace.
The production of this episode was sponsored by The Arizona Leadership Foundation, our 2023 Counting on Her Podcast Sponsor. Follow them on social media too.
Thank you for listening!
In this episode of The Counting on Her Podcast, host Amber Stitt interviews special guest Diane, who shares her personal journey into the financial services industry.
Diane's experience helping her mother navigate the complexities of Medicare inspired her to become a Medicare specialist.
She discusses the challenges she faced in finding the right plan for her clients and highlights the importance of customizing solutions for individual needs. Diane's story serves as motivation for listeners to explore unique pathways and specialize in their chosen fields.
She also emphasizes the significance of preventive care in planning for a secure future.
The production of this episode was sponsored by The Arizona Leadership Foundation, our 2023 Counting on Her Podcast Sponsor. Follow them on social media too.
Thank you for listening!
Follow them on social media too. Thank you for listening!
The production of this episode was sponsored by The Arizona Leadership Foundation, our 2023 Counting on Her Podcast Sponsor.
Welcome back to another exciting episode of The Counting on Her podcast!
In today's episode, we have an incredible guest, Toni Gonzales and this podcast was hosted by Amber Stitt. Get ready to be inspired as we delve into the world of mentorship, sponsorship, and personal growth.
Toni shares her insights on the importance of mentorship and sponsorship in career development, highlighting the role they play in amplifying your voice and ensuring your contributions are recognized.
Amber and Toni also reflect on their amazing travels this year, attending industry events in Phoenix, Atlanta, Miami, and the Gold Coast, emphasizing the value of investing in oneself and surrounding oneself with like-minded individuals.
Prepare to step out of your comfort zone as she encourages us to explore new possibilities and embrace new opportunities. They discuss the power of connection, collaboration, and championing each other, as well as the importance of finding a community where you feel heard, respected, and valued.
We also dive into the fascinating topic of introversion and extroversion, as Toni shares insights from Simon Sinek's analogy. Discover how being a morning person and giving your best energy in the morning can impact your leadership journey.
Don't miss out on their advice for stepping up into leadership, embracing risk, and celebrating both successes and failures. We even get a sneak peek into the upcoming WIFS 2023 Conference in San Diego, with its theme of Amplify: Get Louder!
So buckle up and get ready for an insightful and empowering episode as we dive into the world of mentorship, leadership, and personal growth with the amazing Toni.
Let's amplify our voices and make a difference together!
Follow them on social media too. Thank you for listening!
The production of this episode was sponsored by The Arizona Leadership Foundation, our 2023 Counting on Her Podcast Sponsor.
In today's episode of the Counting on Her podcast, join us as we uncover the secrets behind the "Network Effect" and discover how it can positively impact all aspects of our lives.
Our host Amber Stitt welcomes special guests Dave Garr and Chelsea Coble from Lincoln Financial. Together, they discuss the fascinating concept of the "Network Effect" and how it has transformed not only their work lives but also their personal lives.
They share profound insights on the power of leveraging networks, fostering collaboration, and building strong relationships for success and growth.
Tune in now to gain invaluable inspiration and unlock new possibilities! đď¸đđźâ¨ #PodcastAlert #NetworkEffect #PowerOfConnections
You can find David Garr at (925) 588-8491 or via email at David.Garr@LFG.com.
You can find Chelsea Coble at (520) 780-8559 or via email at Chelsea.Coble@lfg.com.
Follow them on social media too. Thank you for listening!
**The production of this episode was sponsored by The Arizona Leadership Foundation, our 2023 Counting on Her Podcast Sponsor.
Disclosures:**
The Lincoln Financial Network is a marketing name for the retail and financial planning affiliates of Lincoln Financial Group, and includes Lincoln Financial Securities Corporation, and Lincoln Financial Advisors, Corporation, Broker/Dealers, Members of FINRA and SIPC, and Registered Investment Advisors. Lincoln Financial Network is not affiliated with the podcast series called "Counting on Her" or the host, Amber Stitt. CRN Number 5724158-060623.
Lincoln Financial Network
2005 Market Street, Floor 34
Philadelphia, PA 19103
800-237-3813
Lincoln Financial Network is the marketing name for Lincoln Financial Securities Corporation and Lincoln Financial Advisors Corp., affiliates of Lincoln Financial Group. Members SIPC. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. CRN-3128385-061620
In this enlightening Counting on Her podcast episode, we are joined by Megan from the Arizona Leadership Foundation (ALF) and Kalie from Philly as they share their collaborative efforts in supporting children across Arizona.
Megan Fitzsimons, who joined ALF in 2014, brings her extensive experience as a special education teacher to the table, focusing on disabled and displaced student applications and later expanding her role to include development for the foundation. Kalie, representing Philly, joins forces with ALF to make a significant impact on the lives of children in need.
Kalie's involvement with Philly brings a fresh perspective to the collaboration. Together with ALF, they identify what dollars to redirect to the Foundation, ensuring continued support for their mission. By fostering financial support this way, they create a platform for sustained impact and change throughout Arizona; not just in larger metro areas.
In this episode, we delve into the inspiring stories and experiences of Megan and Kalie as they discuss the transformative power of collaboration in supporting children's education via coporate tax credits. They shed light on the incredible work ALF and Philly are doing to provide opportunities and empower children throughout Arizona. Tune in to gain insights into their collaborative approach and the positive outcomes they have achieved, inspiring listeners to make a difference in their own communities.
To learn more about Megan and Arizona Leadership Foundation?
https://arizonaleader.org/
To learn more about Kalie, you can contact her at:
kalie.lindmark@phly.com
PHLY.comFollow them on social media too. Thank you for listening!
The production of this episode was sponsored by The Arizona Leadership Foundation, our 2023 Counting on Her Podcast Sponsor.
We bring you the extraordinary journey of Tiana Ronstadt, a powerhouse female advisor and a true force to be reckoned with in the financial industry.
Tiana shares her insightful perspective on the challenges faced by female advisors and the intricate balance they strive to achieve in their multiple roles. Through her own experiences, she reveals the undeniable truth that trying to do it all simultaneously is simply not feasible. She offers invaluable wisdom on the deliberate choices she made to navigate through tough times, all while pursuing her vision of having it all and doing it all.
As a 7-figure earner, Tiana's path to success is a testament to her relentless drive and unyielding resolve. She goes beyond her personal achievements and passionately empowers both her team and clients to take action. Tiana's transformative approach centers around the concept of working from abundance rather than scarcity. She emphasizes that when you show up with a sense of abundance, your clients can feel it, establishing a strong foundation for trust and collaboration.
Moreover, Tiana acknowledges the profound influence of the women who paved the way for her success. Recognizing that the financial advisory industry is built on relationships, she underscores the importance of doing thorough homework. Tiana not only encourages advisors to meticulously prepare, but she also challenges clients to demonstrate their commitment by engaging in selective and intentional onboarding processes. This symbiotic approach creates a dynamic partnership between advisor and client, leading to greater mutual success.
Through her story, she inspires female advisors to embrace their own potential, reminding them that their success is not only attainable but necessary for their personal and professional fulfillment.
As you listen to this episode, I urge you to reflect on Tiana's powerful insights and take action in your own journey as a female advisor. Here are some actionable steps you can implement:
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Embrace the concept of working from abundance. Cultivate a mindset of abundance, which will resonate with your clients and foster strong, trusting relationships.
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Recognize the importance of the women who came before you. Pay homage to the trailblazers in the industry, learn from their experiences, and leverage their wisdom to drive your own growth.
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Prioritize thorough preparation. Do your homework diligently, ensuring that you are well-prepared to provide exceptional service to your clients.
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Engage in selective and intentional client onboarding. Set high standards for your clients, working exclusively with those who are committed and prepared to embark on a fruitful partnership.
Remember, a career in financial services holds immense potential for women to thrive and make a lasting impact. Tiana's story is a testament to the extraordinary possibilities that await those who dare to dream and take decisive action.
Tune in to this episode and embrace the transformative power of Tiana Ronstadt's journey. Together, we can reshape the landscape of the financial advisory industry and empower women to seize their rightful place as leaders and change-makers.
Win
Winona Havir, CPCU, CLF, LUTCF, FSS, LACP, AIC (she/her/hers)
NAIFA Board of Trustees
WIFS Twin Cities Founding Member and Past President
Executive Vice President Business Development at Educators Insurance Resource Services Inc.
Representing the Horace Mann Companies âFounded by Educators for Educatorsâ
2079 County Road D East, Suite BÂ Saint Paul, MN 55109
Office: 651-773-6566Â Fax: 651-773-4959 Cell: 612-719-9007
Winona.Havir@horacemann.comhttps://www.linkedin.com/in/winhavir/
women, financial services, educators, people, industry, advocacy, ifs, successful career, haber, wfs, talking, understand, advisors, education, federal level, build, advancing, podcast, insurance, school districts
Thank you for listening to the Counting on Her podcast!
In today's episode, we feature our guest Kate Beck, CEO of PDX Insurance & Associates and Certified Positive Intelligence Life Coach.
She focuses on empowering the current and next generation of women to achieve more by paving their path to success; promoting financial and business literacy, inspiring the creation of action plans, and teaching them to harness their mindset to turn challenges into gifts.
In this episode, Kate discusses how conflict is a natural part of life, yet many sabotage our relationships by not addressing them calmly and productively. If youâre looking to:
¡ Be more confident in the face of conflict
¡ Get comfortable having tough conversations
¡ Create solutions that work best for everyone
Working on your personal development will change how you interact with the worldâbut what happens when conflicts arise with other people?
Conflict can bring out different reactions in each of us. Some may find themselves judging the situation, the other person, or themselves unfairly. Others may make assumptions about why things have happened or avoid conflict at all costs. These are all natural reactions based on personal experiences, but there is another way.
When you learn to get comfortable with conflict by reducing the emotional elements and inner critics and looking at the situation from a new angle, conflicts can be an excellent opportunity to strengthen relationships and move conversations forward.
Want to know more about Kate Beck?
You can follow her at www.pdxins.com and reach her at info@pdxins.com.
Instagram: @pdxins
Linkedin: https://www.linkedin.com/in/kate-beck-pdx/
Facebook: https://www.facebook.com/pdxins/
The Counting on Her podcast is A WIFS Phoenix Affiliate. #CountingonHer #EmpoweringWomen #Advocate #Educate #Regenerate #PodcastLife
Adrienne Grace is a mindset and success coach and she specializes in helping financial professionals bring in more business and avoid burnout. She discusses tapping into the feeling subconscious mind to work tandem with the analytical brain that most financial advisors seem to prefer. Listen in for some powerful mindset tips that financial professionals can surely utilize in their careers.Â
Jenny Weaver is a partnership specialist at AllyHealth and is a huge advocate for mental health care in insurance plans. Listen in for a discussion all about the importance on pushing the boundaries on traditional employee benefit packages so that mental health coverage has a permanent spot.Â
Darrin Tulley is a coach and mentor and through his company, Ignite Happy, he helps business owners create happier workplaces. Listen in for an important and timely discussion about implementing a people first culture in the workplace and how this can ultimately support not only the employees but the success of the business as a whole.Â
Christy Strauch is an author and business coach and she specializes in helping others better understand their relationship with money. Listen in for a powerful discussion about what really drives our feelings around money and how this can be better understood to shape our habits.Â
Barbara Micheletti, MS is a gerontologist and an expert on aging. She is an advocate for older adults and helps support professionals in financial services so they can better serve their aging clients. Listen in for a powerful discussion about how important it is for all of us to become aging experts.Â
Dr. Jewel touches on her extensive history with empowering women in leadership roles. She also offers special resources to gain introspection for further empowerment!
Daisy Jardine talks about making tough decisions and asking for help in the process. Why do women have a tougher time taking the leap?
Shelley Giordano, MA brings valid questions to the surface. "Why IS there such a cavalier dismissal of your largest asset?" Addressing misconceptions about reverse mortgages and other disfavored topics.
Reflecting on the long term care arena and what transpired in Washington State. Will history repeat itself? Being proactive is not enough, why staying ahead of the legislation can change course for your clients. Maryglenn Boals returns to discuss!
Your loved one is on long term care claim, - now what? Listen to how Maryglenn Boals, CLTC, LACP breaks it down from both personal and professional experiences.
The phenomenal Karen Roberts, CHFC, CDFAÂ brings her enthusiastic & uplifting energy to today's episode. Karen is a financial planner located in Florida but works with clients all over the country. Karen shares her approach on how she stays true to herself within her career and how all female professionals can embrace their own authenticity. She also shares some valuable insights from her book "20 Questions: What You Don't Know Matters".Â
We had the lovely Legacy Lifeguard AKA Heidi Thompson, ED.M, JD in the studio sharing so much estate planning wisdom with us. Heidi is an Arizona estate planning expert and regardless of your age, Heidi will encourage you to start to get your estate in order. This is a great episode for those unfamiliar with estate planning & if you are looking for more, you can download her free eBook on her website https://lifeguardinglegacies.com/ .Â
Today we welcome the amazing Wendy McClellan who is a human resources consultant at Structure for Success and is also a business coach for female business owners. Wendy has a powerful story of leaving the corporate world and pursuing entrepreneurship herself which allows her to be able to make a genuine impact with other women who are doing the same. Learn more about Wendy & how she empowers other business owners at http://structure4success.com/ .Â
Busting through insurance centered care, Dr. Sorr discusses physical and mental well being with Host Valerie Valiente. Listen in to hear how wellness and financial services intersect from a practitioner's perspective. Proactive wellness is an investment too!
Financial Advisor Allie Stea, a successful young planner, discusses the perspective a young investor has on investing and their approach to risk. Savvy generations getting acquainted with the full spectrum of finances. How does current success dictate future risk tolerance?
WIFS Phoenix Board Member Denise McGuire describes her support of the YWCA with Michelle Ramos the Prosperity Programs Director. Get to know them here, their impact to the community is grand!
Valerie Valiente speaks to WIFS Sponsorship Director, David Garr. Contributions from Kim Anderson, Programs Chair and Eva Obregon from Membership. Secretary, Tania Barrera shares her local perspectives new to WIFS. Small world experiences and less than 6 degrees of separation bring us together!
Valerie Valiente describes how she found WIFS and how her podcast vision was born. VV hosts the series and engages Richelle Hopkins our Programs Chair. Richelle said it best "I am woman hear me roar".
Valerie Valiente speaks with President, Sue Kuraja and her why. Toni Gonzales and Abbie Vick from Membership share their passion about WIFS. Olenka Cullinan from IStart First who is on Programs brings the fire!