Tag Archives: Financial Advisor

Becoming a Financial Professional To Help Others with Lisa Brown (Ep. 12)

Education, Finance, Financial Advisor, Money, Women, , , , , , , , , , ,

What made you get into the financial industry?

How much do you value the relationship you have built with your clients? 

This week, Lisa Brown unpacks what it means to her to be a woman in the financial industry. She unveils why client-advisor relationships are so important to her while detailing her approach to leadership and ways she helps women like her pave their way through the financial arena.

Lisa discusses: 

  • The truth about money and reasons it’s crucial to plan our finances
  • Ways women can support each other in the workplace besides partnering up based on gender 
  • Reasons trust is so important in any relationship 
  • Her books and their power to form financially confident women
  • And more!

Resources:

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About Our Guest: 

For the past 20 years, Lisa Brown has been providing financial advice to corporate executives and high-net-worth individuals across the United States. Currently a Partner at a wealth management firm in Atlanta, Georgia, Lisa speaks to audiences throughout the country on financial planning and money empowerment topics. 

Her financial advice is regularly featured in national and local media, including The Wall Street Journal, The New York Times, Yahoo! Finance, Kiplinger, CNBC.com, Atlanta television, and many more.

Although Brown’s clients are affluent, her own upbringing was far more modest.  

Raised by two school teachers in a rural farming town in upstate New York, Brown learned at the age of twelve how hard work translated into money, rising at six o’clock in the morning during her summer breaks to pick strawberries on a farm for twenty-five cents per quart.  This perspective laid the foundation for the appreciation she has for money today.

A wife, a mother to three children including a set of twins, a community advocate for homeless families, a running coach, marathoner, adventure racer, MBA graduate, author, and speaker, Lisa has a “get things done well” attitude.

About Our Host:

Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy. 

As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist.” For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.

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The Destination is the Journey with Susan Theder (Ep. 11)

Education, Finance, Financial Advisor, Money, Women, , , , , , , , , , ,

Our journey to success hasn’t always been linear. And for Susan Theder, this also holds true. From working as a financial advisor to her role as a chief marketing and experience officer at FMG Suite, her story is truly inspiring. 

This week, Susan explains how she found a passion for marketing through working as a financial advisor. She unpacks how her current role has paved the way for her success while shedding light on the tips and tricks she uses to help financial professionals grow and market their businesses.

Susan Discusses:

  • Her journey in the marketing arena
  • The importance of marketers and advisors putting themselves in their customer’s shoes and understanding their needs 
  • Advice for current (and future) female marketers and advisors
  • The value of networking and knowing your targeted audience 
  • What you should know about content marketing 
  • And more!

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About Our Guest: 

Susan Theder is the Chief Marketing and Experience Officer at FMG Suite and a member of the company’s Senior Leadership Team. Susan emphasizes the importance of customer-focused strategies that leverage data and technology to deliver personalized and customized experiences that WOW.

She has a passion for helping financial professionals grow and market their businesses and is an active supporter of women and diversity initiatives. She was named CMO of the year by WealthManagement.com in 2019 and a Women to Watch by Investment News in 2019. Susan currently serves on the Board of Directors for SMARSH and ComplySci, both leading SaaS/RegTech companies serving the financial services industry.

Before joining FMG Suite, Susan served as Chief Marketing Officer at both Advisor Group and Cetera Financial Group, where she was responsible for all aspects of marketing and advisor marketing. Before that, she was a Managing Director at Pershing/BNY Mellon and held senior positions in marketing, product management, and practice management at Fidelity Investments.

About Our Host:

Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy. 

As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist.” For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.

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Advisor & Business Growth: The Value of Intentionality & Training with Erin Botsford, CPF® (Ep. 9)

Education, Finance, Financial Advisor, Money, Women, , , , , , , , , , ,

When someone says you can’t achieve something, think of it as an initial push to prove them wrong.

In this episode, Barron’s Top 100 Advisor Erin Botsford, CPF®, details her experience in the financial services industry while mentioning what motivated her to keep striving for success. Erin details her passion for coaching and how she uses training as a tool to give back to the industry and help advisors grow their businesses and succeed.

Erin discusses: 

  • How creating goals and having an achievement-like mindset can contribute to your success
  • Strategies financial advisors can use to support clients and prospects 
  • Her Spend The Day program and how it supports advisors with their business growth 
  • Advisor mentorship as a key to business success
  • And more!

Resources:

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About our Guest: 

Erin Botsford, CPF®, is driven to help financial advisors serve more clients, make more money, and have more freedom in their business with the right training and tools. Her passion is seeing other financial advisors grow their businesses and succeed. This is why she has created an accessible and easy-to-follow course, so you can condense decades into days with the right tools and systems to give you true freedom in your business. 

About our Host:

Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy. 

As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist.” For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.

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Transitioning Through Life’s Challenges with Susan Bradley, CFP®, CeFT® (Ep. 7)

Education, Finance, Financial Advisor, Money, Women, , , , , , , ,

Are you prepared for the unknown? How do you know? 

With the constant change in our daily lives, it is never too late to prepare and educate yourself on preparing for the uncertain, whatever it may be…

In this episode, Susan Bradley from the Sudden Money® Institute unpacks the tips and tricks we, as women, need to prepare for life and some of its challenges. Whether it be a change in environment, the onset of a new illness, or even a global pandemic, you can never be too prepared. 

Susan discusses: 

  • How financial planners can help their clients ease the stress that comes with big life transitions 
  • The benefits of creating a consistent routine for yourself
  • The importance of finding structure in your everyday life 
  • Ways you can reconnect and learn about the different transitional life phases, such as widowhood and retirement 
  • Strategies to deal with the boredom life transitions may bring along 
  • And more!

Connect with Susan Bradley: 

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About Our Guest: 

Susan Bradley, CFP®, CeFT®, is the Founder of the Sudden Money® Institute (SMI), a think tank that created the Certified Financial Transitionist® designation (and the Financial Transitionist® Institute, which now delivers the CeFT® training). For 16 years, Susan has been training financial advisors in the unique processes and tools SMI created for managing the human dynamics of financial change. 

Susan has served on the FPA’s National Board of Directors, she currently sits on the National Football League’s Players Association’s Financial Education Advisory Board, and she serves as the Dean of Transitions for the Council of Deans of the Purposeful Planning Institute. She is seen and heard frequently in the national media, including NBC’s Nightly News, CNN, NPR, The Wall Street Journal, and The New York Times. She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000), and her TEDx Wilmington Women talk is called, “Change launches you into the next great chapter of your life, whether you like it or not.”

About Our Host:

Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy. 

As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist.” For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.

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Emotional & Financial Wellness with Jean Edelman (Ep. 1)

Education, Finance, Financial Advisor, Money, Uncategorized, Women, , , , , ,

As a financial advisor, you play a role in your client’s overall well-being. 

However, when you’re focused on taking care of your clients, are you making sure you’re taking care of yourself as well?

In this episode, Jean Edelman discusses the importance of taking time for self-care. Along with three strategies to help you become the best version of yourself. 

Jean discusses: 

  • Three strategies to help you become the best version of yourself
  • Why she and her husband Ric created their radio show and podcast
  • The importance of work-life balance
  • How to get more control over our time and stress
  • And more!

Resources:

Connect with Jean Edelman: 

Connect with Financial Advisor Magazine:

About our Guest: 

Jean Edelman and her husband Ric are the founders of Edelman Financial Services, one of the nation’s most popular independent financial planning and investment management firms. While Ric emphasizes the more traditional elements of personal finance, Jean focuses on The Other Side of Money, sharing her insights to help us see ourselves and the world around us in a positive, loving way.

One of the most successful women in the Washington, D.C., business community, Jean frequently speaks on entrepreneurship and leadership. Her book, The Other Side of Money, is a compilation of the many columns she’s written over the past decade. It asks the question: What are we doing to make our lives rich and fulfilling? Are we tuned in to the people in our lives? Do we treat each other with respect? Are we taking care of our local environment and resources?

Jean has served on several corporate and non-profit boards. They include appointments to the Rowan University Board of Trustees in 2008. As a student, Jean was Rowan’s first female president of the Student Government Association, recipient of the Distinguished Senior Award in her graduating year and named the University’s Alumnus of the Year in 1994. Her degree is in home economics, consumer economics, marketing and nutrition.

Jean and Ric are benefactors of the Inova Edelman Center for Nursing at Inova Health Foundation and The Edelman Planetarium at Rowan University. They also actively support Boys & Girls Clubs, HEROES Inc., Make-a-Wish Foundation, The Leukemia & Lymphoma Society, Northern Virginia Therapeutic Riding and many other charities.

Jean is also the dedicated mom of two trouble-making Weimaraners, Summer and Vicki, and a loving aunt to 10 nieces and nephews. She enjoys cooking delicious, nutritious meals for her family and friends, watching movies that make her laugh, practicing yoga, playing guitar, and dancing.

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