Growing Your Financial Business...The Woman's Way

After seeing the power that hypnotherapy had in her own life, Grace Smith set out on a mission to bring hypnotherapy into the mainstream. Grace founded Grace Space Hypnosis to do just that. Grace is the world’s #1 provider of hypnosis education, products and services. In 2020, Grace Space Hypnosis made the Inc 5000 list of fastest growing companies. Grace is also the founder of Grace Method Certif...

Tiffany Grant is the creator and host of the Money Talk With Tiff podcast. Tiffany holds an MBA, AFC, and SHRM-CP. After a successful career in HR, she decided to turn her attention to her main passion: helping others achieve financial literacy. She founded her podcast, began running a finance blog, and started leading workshops to help others reach their financial goals. Tiffany came on the podca...

Molly Gimmel is the co-founder and CEO of the government contracting firm, Design to Delivery, Inc. D2DInc has been honored four times on the Inc. 5000 list of fastest growing privately held companies in the US—from 2014 through 2017. She is a member of the National Association of Women Business Owners (NAWBO) where she served on its National Board of Directors for six years. She serves as a deleg...

Yanely Espinal is an enthusiastic financial educator. She is the creator of the ultra-successful YouTube channel, MissBeHelpful, and is the director of educational outreach at Next Gen Personal Finance. She is dedicated to creating financial literacy and personal finance courses, for all students to have access to. I had Yanely on the podcast to tell me about the importance of working with kids as...

Donna Mazzitelli is an award-winning writing coach, editor, and publisher. She founded the writing coaching service, Writing with Donna, and publishing house, Merry Dissonance Press. Her memoir, Mosaic Heart: Pieces of an Unfinished Life, came out this February. She is passionate about helping writers connect to their true voice, and expressing themselves from the heart. My conversation with Donna...

After spending 39 years as a financial advisor, Anne Spinks is a true veteran of the industry. As the owner of Nevotti Spinks Asset Management, Anne dedicates herself to guiding clients to make financial decisions that better their quality of life. I interviewed Anne for the podcast to learn what she did to create a thriving business that has proven itself capable of standing the test of time. Ann...

Nicholle Overkamp is a good friend of mine, and she’s also awesome at her work in the financial industry. She’s the CEO and founder of Wilcox Financial Group, LLC., the CEO and founder of PowHERhouse Money Coaching, AND the bestselling author of Money Bitch. Since working with me in 2017, Nicholle has tripled her revenue, and her business ventures and clients are truly thriving. I had her on the p...

When I started out as a financial advisor, I worked hard to get leads. But the industry strategies I learned were awkward and ineffective. I don’t want you to deal with the same struggles that I did. That’s why I’m taking this episode to give you ideas about new ways to get leads that are free, painless, and will give you the business prospects you want. I’ll tell you all about: My experiences wor...

Mandi Woodruff-Santos is an inclusive wealth-building advocate, career coach, and the co-host of popular podcast, Brown Ambition. She contributes finance and career advice to The New York Times, Yahoo News, CNBC, CNN, Business Insider, Essence, Teen Vogue, US News and World Report, and more. Her work covers the intersections of race, career, and wealth-building. Her business, MandiMoney Media, LLC...

I want more women to be financial advisors. Not just for the women in the industry, but for the women seeking help with their finances. That’s why I’m taking this week to reflect on the importance of working with the people who really need you. When you’re thinking about who to conduct your business with, I hope you prioritize women.  I’ll tell you all about: My experiences working my warm market...

Shannon McLay was a top advisor at Merrill Lynch when she realized that working exclusively with the rich just wasn’t for her. She left Merrill to found her own financial advising business, The Financial Gym. Now a eight-figure company, The Financial Gym is committed to making financial advising accessible to everyone, no matter how much they have in assets. With virtual options and locations acro...

When I talk to female financial advisors, I often hear that they want to hit $10 million AUM. For many in the industry, this feels like the first major milestone. So if you’re trying to get to your first $10 million AUM, or want to add another $10 million to your management, I want to help get you there. Tune in this week to learn some helpful tips to get your AUM way up. I’ll tell you about: Effe...

Michelle R. Donovan is the owner of Productivity Uncorked, a coaching service dedicated to helping financial professionals get referrals and maximize their productivity. She and her team have found unique methods to ensure that their clients create relationships with centers of influence that offer them opportunities to both receive and share new business.  Michelle had some really helpful tips fo...

This week on Growing Your Financial Business…The Woman’s Way, I’m getting deep into the details. I’m going to teach you about a tried and true method for figuring out the gaps in your potential client’s life: the commitment confidence test. That way, you can learn within that first conversation how to help them get from where they are right now, to where they want to be. In this episode, I explain...

Chad Durfee is the creator of Referral Accelerator Mastery Program (R.A.M.P), a coaching service that helps high-ticket sales professionals maximize their ability to get referred to new business. His background is in behavioral and social psychology, which gives Chad a unique approach to referrals that leans into human nature and impulses, instead of making clients and professionals alike uncomfor...

In honor of Women’s History Month, I’m calling on YOU to stand up for yourself. It’s no secret that financial advising is an industry dominated by men. I want to change that, but I need the help of other like-minded women to do so. I took this episode to give you some ideas of ways to make your voice heard in the financial industry, so you too can fight for what you believe in. I cover: Stepping o...

Lisa Kerwin, CRPC, is a financial adviser who helps mid-career women transition to a work-optional lifestyle. As my friend and a participant in my FEMM mentorship program, Lisa has exponentially grown her business, while working with fewer clients of a higher caliber. She’s passionate about making sure that the women who partner with her have financial clarity, and have as many options as possible...

2021 was my best revenue year to-date, and yet my business is still in crisis. I know that might sound shocking, but revenue is not the only sign of a thriving, sustainable business. This week, I reflected on the current issues I’m facing in my business-model, and how you can learn from my changes and improvements to make sure that your business is exactly where it needs to be. I talk about: What...

Jannese Torres-Rodriguez has found her mission in creating financial literacy for the Latinx community. When Jannese left her high-paying 9-to-5 job, she knew she wanted a life for herself that revolved around freedom. So she learned how to blog, to create successful side-hustles (that would soon become her main hustle), and did everything she could to better her financial literacy. In the process...

I came back with another solo episode this week to give you some more concrete tips on how to up your revenue. I’ll tell you about the most important thing to focus on for beating your revenue goals, and some really easy-to-follow, specific ways for you to follow through effectively. I’m giving out some real tricks of the trade this week, so I can guarantee that you don’t want to miss it. I cover...

When I found myself distracted in the middle of a tennis game last week, it got me thinking about something seemingly (but not actually) unrelated: increasing revenue for your business. In this episode, I’ll serve up some of my thoughts about how to increase your returns without totally shifting your direction. Don’t worry though: you don’t need to know much about sports for this advice to help yo...

Paulette Perhach started out as a journalist with no clue about the financial industry. But after the success of her article on women’s finances in Billard, “The Story of a Fuck Off Fund,” she has become an expert in financial writing. She writes for The Stacking Benjamins financial podcast, and is a contributor to New York Times, Vox, Elle, Slate, Cosmopolitan, Glamour, Marie Claire, Yoga Journal...

Lisen Stromberg is a thought-leader on workplace culture, the future of work, and how companies can create healthy environments for their employees to thrive. She is the CEO of Prismwork, a workplace culture and leadership consultancy committed to creating a business environment where employees don’t have to choose between their families and their work. She is the best-selling author of Work Pause...

This week I ripped another solo episode because let’s face it: I have a lot to share with you! I’ve been reflecting a lot lately on the paths that great people take to achieve success. From business-owners to world leaders, no one who does truly great things moves in a straight line up. But personally, I think that’s a good thing. Tune in to hear why! In this episode, I’ll talk about: How setbacks...

Heather Whelpley empowers women to speak up and change the world. As an author, speaker, and consultant, Heather coaches women to crush imposter syndrome in their careers and personal lives, and she teaches them how to set healthy boundaries for themselves. She believes that womens’ voices need to be amplified in the world, and her important work empowers them to speak up. Her book, An Overachieve...