Philanthropy can mean many things to different people. In this episode of the Invest In Women Podcast, Gillian Howell of Foundation Source discusses philanthropy, motivations, and how Foundation Source can help high-net-worth clients create their own philanthropic endeavors. In particular, she breaks down what drives women to give, and the ways that can sometimes differ from their male counterparts. She also notes that for advisors who want to offer a holistic approach to wealth management for women clients, philanthropy is an essential part of the conversation.Gillian discusses:• Philanthropic motivations in women versus men•- How to talk to your female clients about philanthropy• How philanthropy can pass on values to the next generation

Career paths can often be complex, winding roads with spontaneous decisions leading us into the uncertain future. For Heather Fortner, the decision to become a Chief Compliance Officer has brought her a successful, yet unique path to the top of the corporate ladder.In this episode, Heather Fortner discusses her rise through the ranks of SignatureFD, and how she uses her background and her journey from the bottom to provide a special perspective on risk management, client relationships, and how that allows her to connect various dots across the organization.Heather discusses:• Her decision to take on the Chief Compliance Officer role• Problem-solving to create solutions rather than just saying “No”• Integrating compliance into the foundation of a company’s operations• Aligning job roles with your personality traits and preferences

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.

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.In this episode, Melissa Carter is joined by Erinn Ford and Dimple Shah from Advisor Group, as well as Cammie Sorensen Banks from Legacy Advisor Network, to unveil everything you need to know about female leadership in the financial space. Listen in as Erinn, Dimple, and Cammie talk about their experiences while detailing their approach to standing their ground in a predominantly male-dominated field.

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 financial advisors play in helping them communicate effectively. Additionally, Katie also sheds light on philanthropy as a motivator for women to be more financially conscious.Katie Discusses: ● The importance of approaching finances from a couple's standpoint rather than from an individual standpoint.● How financial advisors often have to act as psychologists to help couples communicate about their finances.● The “fiscalosophy” exercise that helps couples understand each other's money mindsets.● The value of addressing money differences in relationships.● Ways she helps couples navigate philanthropy by exploring their passions, family principles, and societal responsibilities.● And more!

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 and money management in this week’s episode of INVEST IN WOMEN: The Podcast Series, with Holly Mazzocca, president, wealth advisor and principal at Bartlett Wealth Management.Sometimes, a step forward can be as simple as finding someone who extends a warm helping hand that you feel comfortable talking to regarding questions you may not have the answers to.

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!

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.

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 the ways she helps women—like herself—pave a way in the financial arena.

Our journey to success isn’t always linear. For Susan Theder this certainly holds true. From her start as a financial advisor to her current role as the chief marketing and experience officer at FMG Suite, her story is truly inspiring.In this episode, Susan discusses how she found a passion for marketing while working as a financial advisor, and how it paved the way to her current success. Listen as she sheds light on the tips and tools she delivers when helping financial professionals grow and market their businesses.

Estate Planning And Its Role During Life’s Transitions With Michelle Cooper (Ep. 10)

When someone says you can’t achieve something, think of it as an initial push to prove them wrong.In this episode of the Invest In Women: The Podcast Series, 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.

INVEST IN WOMEN: The Podcast SeriesTransitioning Through Life’s Challenges with Susan Bradley, CFP®, CeFT® (Ep. 8)Summary: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 yourselfThe 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: Financial TransitionistSudden Money® InstituteLinkedIn: Susan BradleyConnect with Melissa Carter: LinkedIn: Melissa CarterConnect with Financial Advisor Magazine:LinkedIn: Financial Advisor Magazine Facebook: Financial Advisor Magazine Twitter: Financial Advisor Magazine 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.Publishing Tags: INVEST IN WOMEN: The Podcast Series, Podcast, Financial Advisor, Life Transitions, Female Leadership, Retirement, Widowhood,  Routine, Preparation

Summary: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 investingAdvice for women looking to improve their investment skillsThe importance of incorporating discipline within your investment practicesHow to identify risk tolerance in your portfolioWays to look at your assets when investingWhat you should know about sustainable investing And more!

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 monitored properly.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 TherapistsNavigating financial trauma due to life events such as divorce and separationsWhat you should know about the different money personalities and what each meansHow to talk about money with young children The truth about money triggers And more!

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 peopleHow to build a practice around your ideal client baseEasy strategies to make new clients approach you and your businessThe power of personal social media posts Tips to connect with like-minded peopleAnd more!Resources: “You’re Not For Everyone: But You Can Be For Everyone” by Kristin Andree“The Renew Podcast” with Kristin AndreeThe Renew Community Connect with Kristin Andree: Andree GroupLinkedIn: Kristin AndreeConnect with Financial Advisor Magazine:LinkedIn: Financial Advisor Magazine Facebook: Financial Advisor Magazine Twitter: Financial Advisor MagazineAbout 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.

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 referralsApproaching referrals on a personal level How she helps financial advisors implement referral strategies within their business How to fit referrals within your sales strategyThe importance of creating a level of mutual trust to move forward with a business partnershipHow to make sure your needs are identified before formally meeting with a prospectAnd more!Resources:Podcast: “Roadmap to Grow your Business”“Generating Business Referrals Without Asking: A Simple Five Step Plan to a Referral Explosion” by Stacey Brown-RandallFree Referral ResourcesConnect with Stacey Brown-Randall: Stacey Brown-RandallLinkedIn: Stacey Brown-RandallConnect with Financial Advisor Magazine:LinkedIn: Financial Advisor Magazine Facebook: Financial Advisor Magazine Twitter: Financial Advisor Magazine 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.

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.

About the episode:Finding your purpose, persevering through the ups and downs, and trusting the process are keys to career success.About Our Guest:Perth Tolle is the founder of Life + Liberty Indexes and creator of the Freedom 100 EM Index (FRDM index).

About 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.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.