Tag Archives: Women

Inheritance: Navigating the Complexities with Christie Whitney, CFP® (Ep. 18)

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

How much do you know about inheritance? Do you know how to handle it properly? 

You might be wondering what to do with this sudden gift.  Do you save it? Do you spend it on something you’ve always wanted? 

In this episode, Melissa Carter is joined by Christie Whitney from Rebalance to talk about the emotional and financial aspects of receiving an inheritance. Christie explains the importance of seeking professional guidance, making informed decisions, and learning from experience to plan for one’s own estate. 

Christie discusses: 

  • The value of trust and communication in financial relationships
  • How women who are intimidated by the world of money can manage their finances
  • How to make more informed decisions when it comes to financial planning
  • Sources of inheritance and how to manage those funds correctly 
  • The truth of financial security for current and future generations 
  • And more!

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About Our Guest: 

Christie Whitney is an experienced financial professional currently holding the dual role of Director of Financial Planning and VP of Investment Advice at Rebalance. Christie has over 20 years of experience in the financial services industry. She enjoys working with clients to plan a strong investment foundation and realize a successful retirement. 

Christie is a graduate of the University of California, San Diego, with financial planning coursework completion with distinction from the University of California, Berkeley.

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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Sustainable Investing: The Most Opportune Route for Women with Kiley Miller (Ep. 14)

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

Women are great candidates for sustainable investing. This approach to long-term trends and themes falls in line with how women inherently see the world. Women naturally tend to stay more disciplined and trade less, creating better long-term planning abilities. 

So does that end the debate and honor women as better investors? 

In this episode, Kiley Miller, the director of ESG Solutions at Envestnet, explains the ins and outs of sustainable female investing and the benefits to their overall portfolio. Kiley unpacks some long-term trends, such as climate change, developments in renewable energy, and regenerative agriculture, while detailing how women are more likely to play the waiting game to achieve results in these areas. 

Kiley discusses: 

  • Why women are great candidates for sustainable investing 
  • How sustainable investing practices align with the way women perceive the world
  • What you should know about personalization
  • The truth about emotions when it comes to investing 
  • And more!

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About Our Guest:

Kiley Miller leads Sustainable Investing at Envestnet. She is responsible for the strategic development of Envestnet’s sustainable investment offering, which includes the expansion of technology embedded into the Envestnet platform, as well as sustainable investment solutions, research, and data, and providing education and guidance on how to incorporate sustainable investing into advisor practices. 

Before joining PMC in 2019, Kiley was a senior client advisor at Sustainalytics, an ESG research, ratings, and analytics firm. There she supported U.S. asset managers to integrate ESG research into the investment process. Kiley also previously worked at the UN-supported Principles for Responsible Investment. 

Kiley holds an MS in Sustainability Management from Columbia University and a BS in Environmental Sustainability with a double minor in Business and Environmental Economics & Law from the University of Illinois at Urbana-Champaign.

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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New Year, New Mindset For Business Owners and Entrepreneurs with Brenda O’Connor Juanas (Ep. 13)

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

Business leaders, with a full new year ahead of us, it’s time to implement some new strategies that can aid in the success of your business. 

With the ever-changing business world, it is more important than ever to adapt to current market conditions and brand standards that might be holding you back from great exposure. 

In this episode, Melissa Carter is joined by Brenda O’Connor Juanas, Vice President of UBS, to explain some key processes to follow when dealing with a business in the current limbo of the economy. With the number of declines and uncertainty, there are a couple of actions you can take into your own hands to make sure your business is thriving, even if the worst is yet to come. 

Brenda discusses: 

  • Ways she helps business owners and entrepreneurs take their businesses to the next level
  • Why is it so important for financial professionals and their clients to stay positive, resilient, and flexible even in times of uncertainty  
  • Her thoughts on the current market and economic scenario and its impact on business owners and entrepreneurs
  • Her take on her financial industry as a rewarding and meaningful career 
  • And more!

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About Our Guest: 

Brenda O’Connor Juanas is an experienced relationship manager focused on the wealth management needs of entrepreneurs, top-level executives, and ultra-high-net-worth families. Brenda works with clients to address needs ranging from investment strategy and portfolio construction to lending, wealth planning, and philanthropy. With her partner, she was responsible for establishing and building out Credit Suisse’s private banking business in Canada in 2012. 

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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Are Women Better Investors Than Men? with Dana D’Auria (Ep. 8)

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

As women in the financial industry, the gender ratio can often impact our trading skills and our ability to invest.

And here’s where the industry encourages us to get back out there and understand that there’s no perfect strategy to invest. 

In this episode, Dana D’Auria talks about her journey in the financial industry and ways she’s able to guide women interested in investing without having to tweak their portfolios at every market shift. 

Dana discusses: 

  • The difference between men and women when it comes to investing
  • Advice for women looking to improve their investment skills
  • The importance of incorporating discipline within your investment practices
  • How to identify risk tolerance in your portfolio
  • Ways to look at your assets when investing
  • What you should know about sustainable investing 
  • And more!

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About our Guest: 

In her role as Group President, Envestnet Solutions and Co-Chief Investment Officer, Dana D’Auria supports the ongoing growth and alignment of Envestnet’s fiduciary solutions, as well as its research, overlay, and portfolio management resources. Dana is a member of Envestnet | PMC’s Investment Committee and has more than 15 years of experience managing and implementing investment solutions for wealth managers.

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!

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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!

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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!

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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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