Tag Archives: Invest In Women

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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Here’s What You Should Know About Financial Therapy with Kimberly Foss, CFP®, CPWA® (Ep. 6)

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

Finances are not always an easy aspect to navigate, especially when it comes to planning, maintaining, and sticking to a plan.

What some people don’t know is that there are two sides to investing: The financial side and the mental side, which can take a toll on your overall well-being if not appropriately monitored.

In this episode, Melissa Carter is joined by Kimberly Foss from Empyrion Wealth Management. Kimberly unveils the role of mental health when it comes to our finances. She reveals how she incorporates her background in therapy to help clients unpack conversations around financial planning and financial confidence. 

Kimberly discusses: 

  • The processes of Certified Financial Therapists
  • Navigating financial trauma due to life events such as divorce and separation
  • What you should know about the different money personalities and what each means
  • How to talk about money with young children 
  • The truth about money triggers 
  • And more!

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About Our Guest: 

Kimberly Foss, CFP®, CPWA®, is the Founder and President of Empyrion Wealth Management™ and the New York Times bestselling author 1 of Wealthy by Design: A 5-Step Plan for Financial Security. She brings technical expertise and passion to her work with her clients, including affluent family stewards, women in transition, and thriving retirees. 

Kimberly shows her clients that it’s possible to seize control of one’s own financial destiny. She is committed to helping her clients make wise investment choices while avoiding costly mistakes in building wealth.

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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Finding Your Ideal Client — The Long and Short Game with Kristin Andree (Ep. 5)

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

Searching for your ideal client can be a quick connection or a long waiting game. 

But now, regardless of your situation, you will get the empowerment you need to optimize your business according to your goals and objectives. 

With years of experience leading her own consulting business, this week on Invest In Women The Podcast Series, Kristin Andree, founder of Andree Consulting Group, shares the best advisory practices to identify, get in front of and engage your ideal clients.

With whatever pace works best for you and your business, Kristin has immediate and long-term strategies you can implement to get closer to your ideal clientele. 

Kristin discusses: 

  • The importance of finding and gravitating towards the right people
  • How to build a practice around your ideal client base
  • Easy strategies to make new clients approach you and your business
  • The power of personal social media posts 
  • Tips to connect with like-minded people
  • And more!

Resources: 

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About Our Guest: 

Kristin Andree is the founder of Andree Consulting Group. A career-changing corporate executive turned entrepreneur, Kristin is a high-performance coach, writer, speaker, mom, and “tell it like it is” business strategist, dedicated to helping you grow into the person you are meant to be. 

About Our Host:

Antoinette Rodriguez, MBA, is a driven 16-year marketing, strategic business, social media editor, and FinTech consultant to million-dollar wealth management teams.  She is an enthusiastic professional with in-depth knowledge of the ultra and high-net-worth investor target market, including women, multicultural, and next-gen growth niches.

Antoinette has helped identify hundreds of millions of dollars in net new asset opportunities with financial advisor clients. She has also written over 100 marketing and business plans for wealth management teams, created over 300 financial advisor training videos, and planned hundreds of VIP client events.

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Grow Your Business In Today’s Referral Environment with Stacey Brown-Randall (Ep. 4)

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

Growing referrals in the ever-changing online landscape can be challenging. You might be stuck in the same loop, feeling like there is no solution. 

However, staying true to yourself and your business values can get you one step closer to gaining referrals who share similar interests, aligning you with the right people to join your business venture. 

In this episode, successful author, podcast host, and entrepreneur, Stacey Brown-Randall, details the value of looking at referrals from a scientific and psychological perspective.

Stacey also explains common reasons women fear stepping into the role of a financial advisor as well as how her referral system helps alleviate the stresses that come with this process.

Stacey discusses: 

  • The right way to generate referrals
  • Approaching referrals on a personal level 
  • How she helps financial advisors implement referral strategies within their business 
  • How to fit referrals within your sales strategy
  • The importance of creating a level of mutual trust to move forward with a business partnership
  • How to make sure your needs are identified before formally meeting with a prospect
  • And more!

Resources:

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About Our Guest: 

You may have been taught that to receive referrals you must ask for them. Stacey Brown-Randall believes the opposite. And her clients are living proof that you do not need to ask, compensate, be overly promotional or manipulate to receive referrals (and tons of them).

There is a better way.

Stacey helps business owners achieve a referral explosion by teaching a simple, 5-step process to receive referrals in a way that honors the relationship with those who refer you. We know the general advice on referrals has been to “just ask.” But when you understand the human dynamic and psychology behind why referrals happen, you unlock the ability to generate referrals without asking for them. 

About Our Host:

Antoinette Rodriguez, MBA, is a driven 16-year marketing, strategic business, social media editor, and FinTech consultant to million-dollar wealth management teams.  She is an enthusiastic professional with in-depth knowledge of the ultra and high-net-worth investor target market, including women, multicultural, and next-gen growth niches.

Antoinette has helped identify hundreds of millions of dollars in net new asset opportunities with financial advisor clients. She has also written over 100 marketing and business plans for wealth management teams, created over 300 financial advisor training videos, and planned hundreds of VIP client events.

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Working With Women — Here’s What’s Beyond This Empowering Feeling with Sheryl Hickerson (Ep. 3)

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

Finding a space where women can be women is tough in a predominantly male-dominated industry, and the financial services field is not an exception. 

Thankfully, Sheryl Hickerson, the founder and CEO of Females and Finance, values the empowerment of being in a room with females on the same path.

And that’s exactly why Sheryl started Females and Finance. A private online membership organization for women to support the hiring, mentoring, training, and advancement of 100,000 females in financial services.

This week, Sheryl unveils her experience within the financial industry and the ways she evolved her style to cater to other females in similar roles. She explains the role of competitiveness within the female financial industry and her approach to helping female professionals in the business.

Sheryl discusses: 

  • Ways curiosity can get you in the right direction 
  • Her three C community building process
  • The importance of fostering stronger communities around females in higher positions 
  • The value of connecting with like-minded females in the financial services industry 
  • Her take on how women will soon take over the financial arena
  • And more!

Connect with Sheryl Hickerson:

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About Our Guest:

Sheryl Hickerson enjoys working with financial advisors, certified financial planners, registered representatives, wealth managers, and many other professionals within the industry. Meeting new advisors and learning about how we can work together to go business is her main goal. 

Sheryl offers training, consulting, and coaching on social media and digital marketing strategies to the financial services community. With more than 30 years of experience in the financial services area, Sheryl understands the unique challenges clients face in the industry. 

About Our Host:

Antoinette Rodriguez, MBA, is a driven 16-year marketing, strategic business, social media editor, and FinTech consultant to million-dollar wealth management teams.  She is an enthusiastic professional with in-depth knowledge of the ultra and high-net-worth investor target market, including women, multicultural, and next-gen growth niches.

Antoinette has helped identify hundreds of millions of dollars in net new asset opportunities with financial advisor clients. She has also written over 100 marketing and business plans for wealth management teams, created over 300 financial advisor training videos, and planned hundreds of VIP client events.



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Purpose, Perseverance & Process with Perth Tolle (Ep. 2)

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

Finding your purpose, persevering through the ups and downs, and trusting the process are keys to career success. 

And for Perth Tolle, the founder of Life + Liberty Indexes, investing in the stock market or building your own EFT marketing index is the definition of these three Ps.

This week, Perth navigates her personal and professional life and unveils how her life experiences have shaped the mother and businesswoman she’s today. Perth also unpacks how Life + Liberty Indexes provides the world’s first freedom-weighted equity index (FRDM index) and ETFs.

Perth discusses: 

  • What financial advisors should know about the FRDM ETFs
  • Why do some markets have lower inflation rates
  • The three categories of freedom
  • The importance of being present in your personal and professional life 
  • And more!

Resources:

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About Our Guest:

Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index). Before forming Life + Liberty Indexes, Perth was a private wealth advisor at Fidelity Investments in Los Angeles and Houston. Before Fidelity, Perth lived and worked in Beijing and Hong Kong, where her observations led to exploring the relationship between freedom and markets.

Perth is a frequent speaker at investment industry events and provides commentary for various financial media, including Barron’s, Bloomberg, Cheddar, CNBC, CNN, Fox Business, Institutional Investor, MarketWatch, Morningstar, and The Wall Street Journal.

Perth was named one of the Ten to Watch in 2020 by Wealth Management Magazine and one of the 100 People Transforming Business by Business Insider in 2021.



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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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