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, Dimp ..read more

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 financial advisors play in helping you and your significant other plan and communicate effectively. Additionally, Katie also sheds light on philanthropy as a motivator for women to be more financially conscious. Katie discusses:  The importance of ..read 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, 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 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.  Holly talks about:  The imp ..read more

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 renewa ..read 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 ac ..read more

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  Reason ..read more

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 mar ..read more

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, Michelle Cooper from XML Financial Group sheds light on everything you need to know when helping your clients create a sound estate plan, especially when caught in the middle of a life transition such as a divorce, separation, birth of a child, etc. Michelle ..read more

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 suppo ..read more

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 skil ..read more