UBS advisor podcasts

F3: Female Forward Finance

News EN ↓ 11 episodes

The F3: Female Forward Finance, provides actionable insights, inspiring stories, and expert advice tailored for female investors and entrepreneurs. Hosted by Jill Faherty Lloyd, a wealth advisor with a deep passion for helping women create agency with their capital, this podcast delves into the complex intersection of women, money, and power. Each episode offers strategies to build, protect, and grow wealth while aligning financial decisions with personal values. With Jill's extensive experience serving ultra-high net worth clients, the podcast provides both practical and forward-thinking advi...

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UBS advisor podcasts

Episodes

Ep. 11. Build Backwards: Scaling, Selling, and Closing the Exit Gap with Carrie Kerpen 01.06.2026 46:56

On this episode of F3: Female Forward Finance, Jill Faherty Lloyd sits down with Carrie Kerpen, co-founder and CEO of The Whisper Group and exited co-founder of Likeable Media. Jill and Carrie explore what it takes to turn a business into life-changing wealth, and why so few women make it across the finish line. Carrie shares how she built Likeable from a wedding-day idea into a nationally recogni...

Ep. 10. Ownership, Risk, and the Stories That Last: Investing in Women, Culture, and Legacy with Jenna Segal 27.04.2026 49:32

On this episode of F3: Female Forward Finance, Jill Faherty Lloyd sits down with Jenna Segal, Emmy, Tony, and Clio Award-winning producer, impact investor, and founder of Gatherer Enterprises. Together, they explore how capital shapes culture, and why ownership matters more than ever. From Broadway and women’s sports to art collecting and venture investing, Jenna shares how she approaches risk, ch...

Ep. 9. Built, Broken, Rebuilt: What Founders Learn About Power, Money, and Themselves with Jodi Neuhauser 14.04.2026 37:13

On this episode of F3: Female Forward Finance, Jill Faherty Lloyd sits down with Jodi Neuhauser, four-time founder and CEO, to explore what it means to build, lose, and rebuild with intention. From venture-backed growth and failed exits to bootstrapping and policy influence, Jodi shares the hard-earned lessons that only come from being in the arena. Jill and Jodi transcend strategy to address iden...

Ep. 8. Love, Liquidity, and Letting Go: How the Hardest Decisions Shape Our Financial Futures with Libby Leffler, Founder & CEO of First 10.02.2026 32:30

On this episode of F3: Female Forward Finance, Jill Faherty Lloyd speaks with Libby Leffler, founder and CEO of First, the leading consumer legal platform modernizing prenuptial agreements.

Ep. 7. Master Class in Building, Selling, and Wealth Planning for Founders with Stephanie Kirkpatrick 08.12.2025 38:30

Hear Stephanie Kirkpatrick, FinTech founder and product leader, share her journey building and selling startups, including Orum’s recent acquisition by Stripe. You’ll gain practical tips on maximizing business value, personal wealth and planning for life after an exit, with special insights for female founders. The discussion covers fundraising, financial strategies, and the importance of values a...

Ep. 6. What would you do if someone offered to buy your business tomorrow? 22.09.2025 34:59

On this episode of F3: Female Forward Finance, I talk with Cate Luzio, CEO & Founder of Luminary, about scaling with intention, mastering your numbers, and knowing exactly when to say yes—or no—to a sale. Her journey is a masterclass in growing a business that works for you, not the other way around.

Ep. 5. From Startup Scrappy to Strategic Exit: Lessons from Gwen Whiting 22.09.2025 38:29

Explore the journey of Gwen Whiting, co-founder of The Laundress and founder of The Fill, as she shares the unfiltered truth about life before, during, and after a major exit. Learn how she protected her equity and legacy and discover why bootstrapping was key to her success. Gain insights on how knowing your number before you sell can lead to millions more in your pocket.

Ep. 4. Empowering Female Founders: Insights from the UBS Entrepreneur's Report 13.05.2025 37:42

In this episode of the F3: Female Forward Finance, Jill Faherty Lloyd speaks with James Jack, head of the strategic client segment for Entrepreneurs at UBS, about the key findings of the UBS Entrepreneur's Report. This groundbreaking survey provides crucial insights for founders scaling their businesses, making investment decisions, and preparing for exits. With data from 156 entrepreneurs acr...

Ep. 3. Women and Financial Independence: Navigating Gray Divorce 12.05.2025 36:01

Did you know that most divorces are initiated by women? If this is something you are considering, in the throes of, or on the other side, this episode is for you. In this empowering episode of the F3: Female Forward Finance, Jill Faherty Lloyd speaks with Neale Godfrey, New York Times bestselling author and financial expert, about the financial implications of divorce for women over 50, the import...

Ep. 2. From Loss to Financial Independence: One Woman’s Journey Through Grief and Wealth 12.05.2025 33:33

When Jody LaVoie’s husband unexpectedly passed away, her life changed overnight. Suddenly, she was not only grieving an unimaginable loss — she was also responsible for running his $50 million business and managing her family’s finances, all while raising three young daughters. In this episode of the F3: Female Forward Finance, Jill Faherty Lloyd speaks with Jody about what her experience taught h...

Ep. 1. Women & The $31 Trillion Wealth Transfer: Why Financial Power is Female 17.02.2025 25:45

By 2030, women will control the majority of wealth in the United States. In the inaugural episode of the F3: Female Forward Finance, Jill Faherty Lloyd speaks with Carey Shuffman, US Head of Women’s Wealth at UBS, about what this shift means, why women must take ownership of their wealth, and how to rewrite the outdated narratives that still hold too many of us back.