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

Rene Nourse racked up 25 years as a financial advisor in the corporate world before going her own way in 2012, founding Urban Wealth Management to serve clients with strategic financial planning alongside investment management. In addition to her numerous accomplishments (including Five Star Wealth Manager Awardee and guest commentator on CNBC’s Closing Bell), Rene advocates passionately for women...

Tandy Ervin is a wealth manager at LPL with 30 years of experience in the financial industry. She is committed to seeing her business grow, and after barely a year of working with her, I’ve watched Tandy secure an extra 10 MILLION in AUM. Like, wow! With that kind of success, Tandy knows all about using efficient processes and forming sustainable habits that drive her business toward constant grow...

Especially in the financial industry, marketing gets overlooked, but it’s key to your financial growth. Good marketing (a.k.a. messaging) is what gets new clients through the door — reliably! That’s why I sat down with Missy Galang, a marketing expert with an MBA who has helped hundreds of companies with their branding and advertising, from Honda to Nestle to her current home at RentMoola, which h...

I like working with dedicated, coachable, female financial advisors — which means I LOVE working with Heather Venenga-Whipple. When I taught Heather my system for cloning clients (i.e. a fresh take on target marketing), she took my advice and completely optimized it for her business. Heather is a Financial Associate at Thrivent, and she is amazing at attracting the right prospects. For her, that m...

Angie Furubotten-LaRosee, CFP® Pro, is the founder of Avea Financial Planning, LLC, and a classic “mom next door.” She has been in the industry since 2006, while also raising her two boys (now college age!). She runs a successful business that suits her lifestyle — travel included — while also providing the most value possible for her clients. Angie truly shows how a little bit of innovation and d...

If you want to know how to build lasting, valuable relationships with your clients, then Karen Roberts has your answer: ask the right questions! Karen, ChFC, CDFA, is a Wealth Planning Specialist and owner of Emerald Financial Group, and her book 20 Questions: What You Don’t Know Matters will definitely guide you and your clients to the right answers. In every aspect of her business, she boldly st...

If you’re an Overgenerous Olivia, then this one’s for you! Wealth psychology expert Kathleen Burns Kingsbury is all about shattering money taboos and empowering women to charge the right prices for their services. She is the founder of KBK Wealth Connection, the host of the Breaking Money Silence® podcast, and Breaking Money Silence®: How to Shatter Money Taboos, Talk More Openly about Finances, a...

Have you had clients start asking about cryptocurrencies? I sat down with Linda P. Jones to discuss investment advice and just how important digital currencies could become for financial advisors. Linda is the author of You’re Already a Wealth Heiress, Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now! and host of the Be Wealthy & Smart podcast, now with over 6 million downloa...

Brie Sodano, who I’ve worked with since 2016, is one of the most positive and out-of-the-box people you’ll ever meet. She is a personal finance expert and the founder of From Sheep to Shark, a financial planning firm focused on women who want their money to work for them. Brie has seen incredible growth in her business over the last few years, but she had to overcome her own limiting beliefs about...

In 2019, Investopedia named Marguerita Cheng the #5 Most Influential Financial Advisor, and that only scratches the surface of her accomplishments. Marguerita — more commonly known as Rita — is a CFP® professional and CEO of the financial advisory firm Blue Ocean Global Wealth. Among many other things, she is a regular columnist for Investopedia and Kiplinger, a 2017 InvestmentNews Woman to Watch,...

Jessica Weaver, CFP, CDFA, CFS, joined my FEMM program about four years ago, and her innovative business practices are so successful that now I might start taking a few tips from her (I definitely think my listeners should). Jessica is a wealth advisor, best-selling author, and blogger who helps busy business women manage their money and live on their own terms, but what truly makes Jessica except...

You probably remember Rachel Miller’s incredible social media advice from February (if not, I recommend scrolling to give it a listen), but that’s not all she has to offer. In addition to helping thousands of businesses gain huge online audiences, she is also the proud mother of six kids. That’s right — six! Even before the pandemic, she had to juggle working from home with the hectic schedules of...

The financial industry was not designed with women in mind, but Katie Burke works hard to give women entrepreneurs the safety net they need to thrive. She has been in the industry for over 15 years, but it wasn’t until she found herself needing more flexibility as a working mother that she decided to start her own company, Method Financial Planning. It wasn’t long after that she launched Equita Fi...

Julia Chung, CFP, CLU and FEA is CEO of two companies: Spring Plans and Admin Slayer. Spring Plans is an advice-only financial planning firm, and Admin Slayer is a successful virtual assistant company. As CEO of two women-owned and women-led companies, Julia focuses on providing the tools and resources needed to create success, whatever that looks like for each individual and business. Julia has c...

As an African American woman and a financial advisor, Diane Manuel has a unique perspective on the financial industry. She had several fears to overcome not only in her former workplaces, but in knowing how to serve her clients. Because of her journey and experiences, Diane became inspired to build a movement to help empower women. Diane works at Urban Wealth management, a SEC registered independe...

Judy Hoberman is President of Judy Hoberman and Associates, a company focused on empowering professional women. She is an award-winning, international speaker, best-selling author, trainer and leading authority on women in leadership. Judy had outstanding success in the financial and health insurance industry and had three agencies for two decades. Through Judy’s stories of being one of the first...

Allison (Alli) Hillgren-Warner is the Chief Marketing Officer at Beacon Pointe. The company is one of the largest women-owned RIA firms in the country, with $13-billion under management. Beacon Pointe has 17 offices and over 190 team members. Branding is helping the company to grow and get noticed. Alli marketing department is unique in how it supports individual advisors with branding and social...

Barbara Huson, previously known as Barbara Stanny, is the leading authority on women, wealth and power. As a bestselling author, financial therapist, teacher and wealth coach, Barbara has helped millions take charge of their finances and their lives.  Barbara's background in business, her years as a journalist, her Master's Degree in Counseling Psychology, her extensive research, and her personal...

Lisa Chastain has been coaching, mentoring, and advising millennials for nearly 20 years. From an advisor in higher education, to Financial Advisor and life coach, she has learned what it takes to turn dreams into reality. Lisa had personal struggles with learning how to manage her money so that she could live her authentic life. From being at the top of her game in 2011 to burning through $100-th...

Having mentored and trained hundreds of thousands of entrepreneurs in her sales and Level Up coaching programs, Heather has traveled around the world teaching and mentoring coaches, leaders and business owners to get the strategies they need to identify their mission, eliminate doubt and obstacles, and monetize their message.  She’s been awarded Top 50 Women in Business in Idaho twice, featured on...

I have great respect and admiration for my guest today, Victoria Bogner, Chief Investment Officer, partner and the CEO of McDaniel Knutson. Victoria impressed me so much in this interview that I hired her as MY financial advisor!  Victoria works with high net worth clients that range from university presidents to Hollywood celebrities (and now...li’l ol’ me). She is an Accredited Investment Fiduci...

Most little girls don’t grow up dreaming, “I’m going to be a CEO.” Especially when they get married at age 17 and start a family right away. Yet Christine Shaw followed an untraditional path and earned the impressive role of CEO at Investment News after a long career in the financial industry. She handles the company’s strategy, daily operations, products and people. And she has worked in global m...

Rachel Miller is a brilliant entrepreneur who has built several multiple six and seven-figure businesses, and has authored multiple books, which each sold over 100,000 copies. She now helps other businesses grow Facebook engagement for their brands.  Rachel is filled with high-energy. She has to be as she is a Mom of six!  Rachel has helped financial services companies execute great strategies on...

Suzanne Powell is willing to stretch outside of her comfort zone. And when working with me, she really stretched herself and it paid off. She put into practice what she learned and in six months increased her business by $90,000+. Susan is Vice President and Wealth Management Advisor at Meridian Wealth Management. She joined Meridian with over 20 years of experience in managing finances and invest...

From her first days starting at Goldman Sachs in London, Rita Kakati-Shah looked for other women and people of color in the industry. Realizing that she was alone in a male-dominated industry, Rita started changing the industry from within by supporting other women with internal and external networking groups. Rita was successful in helping others while recognizing her own leadership skills. She e...