Invest In Women Podcast Series
Presented by Financial Advisor Magazine, INVEST IN WOMEN: The Podcast Series continues the mission of the industry\\\’s leading national conference to explore and discuss the most important issues impacting women financial advisors and their female clients. Joined by the leading voices in wealth and practice management, this podcast reveals the examples, education, and empowerment opportunities available today that help female advisors scale their practices. Together, we discover what happens when you INVEST IN WOMEN.
Episodes
June 9, 2023 • 19 mins
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 … Continue reading Inheritance: Navigating the Complexities with Christie Whitney, ...
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When it comes to financial conversations, there is a common misconception that women do not know its ins and outs as well as their male counterparts do. But, some statistics prove quite the opposite. That’s right. Statistics say that women will control over 30 trillion dollars in assets over the next 10 to 20 years. … Continue reading It’s Not About Math. It’s About People: Femal...
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April 7, 2023 • 19 mins
In a world where money can cause strained relationships, it’s important for couples to work with their financial advisors to build and understand each other’s money mindsets. In this episode, Katie (Kathryn) Brown, the Co-Founder and Principal at Morton Brown Family Wealth, talks about the value of approaching finances as a couple and the role … Continue reading Approaching Finance...
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March 10, 2023 • 18 mins
Conversations around money are getting better. However, they are still taboo for many men and women of all ages. Learn the strategies you need to discuss important topics surrounding finances, including money management, in this week’s episode of INVEST IN WOMEN: The Podcast Series with Holly Mazzocca, President of Wealth Advisor and Principal at Bartlett … Continue reading Back to...
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February 10, 2023 • 19 mins
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 … Continue reading Sustainable I...
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January 27, 2023 • 20 mins
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. … Continue reading New Year, New Mindset For Business Owners ...
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December 30, 2022 • 18 mins
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 … Continue reading Becoming a Financial Professional To Hel...
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December 16, 2022 • 19 mins
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 … Continue reading The Destination is the Journey with Susan Theder ...
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December 2, 2022 • 20 mins
When looking to create an estate plan alongside a financial advisor, there are several things to consider: For instance, who is named as either the executor or executrix? What’s going to happen when your client passes away? Are those assets going to another firm? Is it another corporate institution named as executor? In this episode, … Continue reading Estate Planning & Its Role W...
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November 18, 2022 • 22 mins
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 … Continue reading Advisor & Business Growth: Th...
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November 4, 2022 • 17 mins
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 … Continue reading Are Women Better Investors Than Men? wi...
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October 28, 2022 • 24 mins
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, … Continue reading Transitioning Through Life’s Challenges with Susan Bradle...
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October 14, 2022 • 23 mins
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 … Continue reading Here’s What You Should Know About Financial ...
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September 16, 2022 • 22 mins
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 … Continue reading Finding Your Ideal Client — The Lo...
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September 1, 2022 • 26 mins
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 … Continue reading Grow Your Business In Today’s R...
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August 19, 2022 • 28 mins
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 … Continue reading Working With Women — Here’s Wha...
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August 8, 2022 • 27 mins
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 … Continue reading Purpose, Perseverance & Process with P...
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July 18, 2022 • 25 mins
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 … Continue reading Emotional & Financial Wellness wit...
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