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Bound & Determined℠

Author: Meg McKeen

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Here we hold space for women in the insurance industry to tell their stories as we learn from, grow with, support, and celebrate one another.

Hosted and produced by Meg McKeen, founder of Adjunct Advisors, LLC.
93 Episodes
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Host Meg McKeen welcomes Julie Webb for a timely conversation about our values: Where do they come from? How do they change as we change? And what happens when the way we’re showing up at work no longer aligns with the way we’re showing up in our heart? Or in the world? Julie shares more about her experience ending her corporate chapter and building her own consulting firm - including the upside of the risk we don't talk about loudly enough.Meet Julie Webb, CPCU, CICJulie Webb has two decades of diverse insurance industry experience holding various leadership positions during that time. Most recently, she was the Principal at MPB Insurance, a scratch independent agency she started in March of 2020 (yes that March!). Prior to that, she was the Regional Vice President for a large agency network with responsibility for the Mid-Atlantic territory. She began her insurance career with GEICO in a Leadership Development Program where she ultimately built and led a regional sales and service call center in Buffalo, New York. Julie holds both her CIC and CPCU designations and is a proud graduate of the University of Pittsburgh where she studied business.A strong advocate for professional women, Julie led the Women’s Leadership Network at MPB and founded a local chapter of the Women’s Business League to provide a space for professional women to network and grow together. In addition to this, she serves as the Board Chair for Big Brothers Big Sisters of South-Central PA and enjoys volunteering with Girl Scouts, Girls on the Run, and Junior Achievement. In these roles, she’s committed to helping younger generations reach their full potential (and sprinkling a little bit of insurance awareness on top, too!).It's her advocacy work that led her to found JMW Collective, a leadership consulting practice focused first on professional women. Through group and individual coaching, workshops, and speaking engagements, Julie is on a mission to empower organizations and leaders to design thriving businesses that are profitable, inclusive, and resilient for generations to come.Julie enjoys facilitating mastermind groups through MyNetwork and teaching the CIC Agency Management course through the Risk & Insurance Education Alliance.When she’s not helping professionals with their leadership style, she enjoys styling women in beautiful cabi clothes.Links & Resources Mentioned in This EpisodeConnect with Julie on LinkedInLearn more about JMW Collective and cabiHave a question for Meg? You can send that to her here.To learn more about this podcast, and the work Meg McKeen does to support insurance professionals, visit Adjunct Advisors. To receive To Taking the Risk, the monthly newsletter Meg curates, including updates on her #digitalnomad adventures, subscribe here.Love the podcast? To show your support, consider leaving a positive review here, sharing this episode with a friend, or making a financial contribution here. Thank you for listening!
Listen as Meg narrates a recent social media post, sharing her thoughts on a new year and the pressure that it can bring.Read Meg's original post on LinkedIn here.To learn more about this podcast, and the work Meg McKeen does to support insurance professionals, visit Adjunct Advisors. To receive To Taking the Risk, the monthly newsletter Meg curates, including updates on her #digitalnomad adventures, subscribe here.Love the podcast? To show your support, consider leaving a positive review here, sharing this episode with a friend, or making a financial contribution here. Thank you for listening!
Host Meg McKeen welcomes Chelsy Bell Carpenter for a frank - and timely - conversation about burnout. Chelsy shares her own burnout story, including the moment everything shifted for her, and the range of emotions and the reality she experienced in the aftermath. Listen as we talk about how illogical it feels to be both grateful the work you’re doing and also itchy - for something that looks different. That feels different. We talk about seasons of high stress – we are IN it right now – and Chelsy shares three small, simple tweaks that can lead to big shifts. No bubble bath required.Meet Chelsy Bell CarpenterIn Chelsy's words: My mission is to help high-performing professionals build careers rooted in clarity, purpose, and sustainability. I equip individuals and organizations with real-world strategies (that work, because I have personally tested them!) and science-backed tools to regulate the nervous system, strengthen communication, and create disciplines that support long-term success. In a society conditioned to burnout - I believe drive and well-being can and should coexist. Follow along for tips that I use to stay grounded and living with purpose! Links & Resources Mentioned in This EpisodeConnect with Chelsy on LinkedInVisit Chelsy's websiteLearn more and join the waitlist for Chelsy's inaugural workshop, Built to LastStay in the know as future plans for the next Bound & Determined℠ retreats take shape hereHave a question for Meg? You can send that to her here.To learn more about this podcast, and the work Meg McKeen does to support insurance professionals, visit Adjunct Advisors. To receive To Taking the Risk, the monthly newsletter Meg curates, including updates on her #digitalnomad adventures, subscribe here.Love the podcast? To show your support, consider leaving a positive review here, sharing this episode with a friend, or making a financial contribution here. Thank you for listening!
In this special live experience, host Meg McKeen welcomes consultant and industry icon Deb Smallwood to the podcast, where Deb shares more about her own leadership journey, and how she's supporting women navigating their own leadership today through her SELFPOWERMENT framework. If, out of frustration or hope or despair you've ever asked yourself the question "Why Not Me?" this conversation is for you.Meet Deb SmallwoodDeb Smallwood is a trailblazing executive and visionary leader on a mission to empower women to become SelfPowered—to embrace their authentic human-being, unlock their inner powers, and thrive in the business world.With a distinguished career in insurance and technology, including transformative leadership roles at Liberty Mutual, KPMG, TowerGroup, ICW Group, and as Founder/CEO of Strategy Meets Action (SMA), Deb has consistently broken barriers and redefined what’s possible for women in the insurance and tech industries.After successfully leading SMA through its growth and ultimate sale, Deb turned her focus to her true passion: empowering women to rise above all barriers and become SelfPowered. She founded SelfPowerment, creating a platform centered around her upcoming SelfPowerment book with its formal framework, complemented by mastermind workshops, research studies, and a self-assessment tool—all designed to provide actionable strategies for high-performing women in their personal and professional development, with or without corporate sponsorship.As a teacher and advocate of SelfPowerment, Deb continues to give back to the business world as a motivational keynote speaker, mentor to rising women executives, and advisor to women-led tech startups.Deb inspires women to embrace their freedom to thrive authentically, confidently, and intentionally in the business and tech world, while championing a future generation of SelfPowered Women!Links & Resources Mentioned in This EpisodeConnect with Deb on LinkedInLearn more about SELFPOWERMENT - and take the self-assessment while you're there!Stay in the know as future plans for the next Bound & Determined℠ retreats take shape hereHave a question for Meg? You can send that to her here.To learn more about this podcast, and the work Meg McKeen does to support insurance professionals, visit Adjunct Advisors. To receive To Taking the Risk, the monthly newsletter Meg curates, including updates on her #digitalnomad adventures, subscribe here.Love the podcast? To show your support, consider leaving a positive review here, sharing this episode with a friend, or making a financial contribution here. Thank you for listening!
In this special crossover experience, Bound & Determined℠ host Meg McKeen and Megan Bell of InsHER, come together for an open, honest conversation about purpose, community, and the power of sharing women's stories. With deep respect for one another’s work, we reflect on what it means to create space for women in the insurance industry, why collaboration matters more than ever, and how podcasting has transformed the way they show up as leaders, listeners, and women.Meet Megan BellMegan Bell leads marketing, communications, and customer experience at Falvey Insurance Group, bringing over eight years of industry expertise and a dynamic background in consumer-packaged goods. She is the creator of Women at the Helm and InsHER, both award-nominated initiatives amplifying women’s voices in insurance. A 2025 RISE LEAD Award finalist and recipient of the 2024 ACORD Women’s Insurance Advancement Award, Megan is a recognized industry leader committed to equity, mentorship, and inclusion. She serves on multiple boards and committees, including IMCA, IICF, and RISE, and holds a B.A. in English Communications and Spanish from Emmanuel College.Links & Resources Mentioned in This EpisodeConnect with Megan on LinkedInListen to InsHER on your favorite listening platform hereInsHER was recognized by Insurance Insiders Honors 2025 with two awards: Women in Insurance and the Progress Award. Learn more about these honors here.To learn more about this podcast, and the work Meg McKeen does to support insurance professionals, visit Adjunct Advisors. To receive To Taking the Risk, the monthly newsletter Meg curates, including updates on her #digitalnomad adventures, subscribe here.Love the podcast? To show your support, consider leaving a positive review here, sharing this episode with a friend, or making a financial contribution here. Thank you for listening!
Skylar Romines joins host Meg McKeen for a conversation recorded during an intimate gathering of women in insurance in Irvine, California, on the Bound & Determined℠ Live in 2025 tour. Skylar reflects on the uncertainty, growth, and knowing that started with the choice she made to redefine her most essential relationships - with work and career, with those closest to her, and with herself. Thanks for being with me in Irvine, Skylar!Meet Skylar RominesSkylar is the founder and owner of ATW Advisors, an insurance consulting firm specializing in working with commercial real estate owners and developers. Acting as an owner’s rep, ATW guides clients through the risk management and insurance procurement process to ensure optimal coverage and cost efficiency. Prior to launching ATW, Skylar spent 17 years as an insurance broker, gaining deep expertise in the industry. She is also the author of So She Did: Stories, Stats & Strategies to Help Women Win; a book that explores the experiences of and aims to give guidance to women in male dominated industries.RISE: Empowering Women in Insurance™ by Liberty MutualBound & Determined℠ Live in 2025 is presented by RISE: Empowering Women in Insurance™ by Liberty Mutual, a program dedicated to bringing women in insurance together through connection, education, recognition, insights and allyship. Join us in the RISE LinkedIn Community today.Links & Resources Mentioned in This EpisodeConnect with Skylar on LinkedInLearn more about the ways Sklyar can support your business through ATW AdvisorsGrab your copy of So She Did: Stories, Stats & Strategies to Help Women WinThis gathering was hosted at Hera Hub Irvine in Irvine, California, a flexible work and meeting space created with women in mind.The Bound & Determined℠ Live in 2025 tour has ended. If you'd like to collaborate with Meg to plan a gathering for women in insurance in your community, message Meg here.Have a question for Meg? Submit it here and she may answer it on a future episode.To learn more about this podcast, and the work Meg McKeen does to support insurance professionals, visit Adjunct Advisors. To receive To Taking the Risk, the monthly newsletter Meg curates, including updates on her #digitalnomad adventures, subscribe here.Love the podcast? To show your support, consider leaving a positive review here, sharing this episode with a friend, or making a financial contribution here. Thank you for listening!
Jenn Walsh joins host Meg McKeen for a conversation recorded during an intimate gathering of women in insurance in Palo Alto, California, on the Bound & Determined℠ Live in 2025 tour. Jenn reflects on her relationship with ambiguity and the earliest days in her career in employee benefits - and the ways she's showing up now, as a business owner and advocate, as well as a mentor - and a mom. Thanks for being with me in San Francisco, Jenn!Meet Jenn WalshJenn Walsh is an insurance industry enthusiast who wants people to thrive at all phases of their Sales and Client Service careers. Over the last 35 years, she has developed her expertise within insurance carriers, a full-service brokerage firm, and by holding several leadership roles in national industry associations. She founded GenuineShift in 2018, and its Client Service Academy builds client service teams to help insurance brokers and carriers grow. She lives in San Francisco with her husband and her 39th foster puppy (#fosterfail), Lolo.RISE: Empowering Women in Insurance™ by Liberty MutualBound & Determined℠ Live in 2025 is presented by RISE: Empowering Women in Insurance™ by Liberty Mutual, a program dedicated to bringing women in insurance together through connection, education, recognition, insights and allyship. Join us in the RISE LinkedIn Community today.Links & Resources Mentioned in This EpisodeConnect with Jenn on LinkedInLearn more about the ways Jenn can support sales and client services professionals through GenuineShiftListen to Jenn's first appearance on Bound & Determined hereThis gathering was hosted in The Tea Room at the Elizabeth F. Gamble Gardens in Palo Alto, California. Can't recommend working with David and the Gamble Gardens team highly enough.The Bound & Determined℠ Live in 2025 tour has ended. If you'd like to collaborate with Meg to plan a gathering for women in insurance in your community, message Meg here.Have a question for Meg? Submit it here and she may answer it on a future episode.To learn more about this podcast, and the work Meg McKeen does to support insurance professionals, visit Adjunct Advisors. To receive To Taking the Risk, the monthly newsletter Meg curates, including updates on her #digitalnomad adventures, subscribe here.Love the podcast? To show your support, consider leaving a positive review here, sharing this episode with a friend, or making a financial contribution here. Thank you for listening!
Tracey Heeter Allen joins host Meg McKeen for a conversation recorded during an intimate gathering of women in insurance in Portland, Oregon, on the Bound & Determined℠ Live in 2025 tour. Tracey reflects on her decision to pivot - in her life and career - when, after processing the way she experienced the pandemic, as well as a health challenge, and a reprioritization of her core values overall, she started the consultancy that she works in today. Thanks for being with me in Portland, Tracey!Meet Tracey Heeter AllenAfter a 30+ year career in the employee benefits field, Tracey made a career pivot to focus on supporting the employee benefits industry as an entrepreneur. When you hire Tracey, you’ll find she’s an empathetic and intuitive partner. Passionate about the customer experience and work-life integration, Tracey brings sage guidance and support to individuals, teams, and employers. In her spare time, Tracey spends time with her teen, her pup Maddy, and her two cats, Bruno and Pink.RISE: Empowering Women in Insurance™ by Liberty MutualBound & Determined℠ Live in 2025 is presented by RISE: Empowering Women in Insurance™ by Liberty Mutual, a program dedicated to bringing women in insurance together through connection, education, recognition, insights and allyship. Join us in the RISE LinkedIn Community today.Links & Resources Mentioned in This EpisodeConnect with Tracey on LinkedInLearn more about the ways Tracey can support you through The Pivot ProjectThis gathering was hosted in the sweet, urban plant shop, Dennis' 7 Dees, located in Portland's Bridgeport VillageThe Bound & Determined℠ Live in 2025 tour has ended. If you'd like to collaborate with Meg to plan a gathering for women in insurance in your community, message Meg here.Have a question for Meg? Submit it here and she may answer it on a future episode.To learn more about this podcast, and the work Meg McKeen does to support insurance professionals, visit Adjunct Advisors. To receive To Taking the Risk, the monthly newsletter Meg curates, including updates on her #digitalnomad adventures, subscribe here.Love the podcast? To show your support, consider leaving a positive review here, sharing this episode with a friend, or making a financial contribution here. Thank you for listening!
Elisha Cavanaugh joins host Meg McKeen for a conversation recorded during an intimate gathering of women in insurance in Seattle on the Bound & Determined℠ Live in 2025 tour. Elisha reflects on her journey into insurance agency ownership - and as an empathetic leader - a quality that is very much in demand today. We chat about the inverse relationship between our desire to take risks and our age, the reasons we hesitate to ask for help, and the glorification of overwork that is rampant in our industry. Thanks for being with me in Seattle, Elisha!Meet Elisha CavanaughElisha Cavanaugh is the owner of Sound Pacific Insurance, an independent agency in Tacoma, Washington, specializing in personal lines. With over two decades in the industry, Elisha started as a teen answering phones and eventually launched her own agency in 2012. In 2024, Sound Pacific Insurance was honored as the Rough Notes Cover Agency of the Year—a reflection of Elisha’s commitment to doing business the right way and building lasting client relationships. She’s an active voice in the industry, serving on multiple carrier councils and mentoring other women in insurance. Elisha leads with grit, heart, and humor, balancing her professional drive with a deep commitment to her family and community.RISE: Empowering Women in Insurance™ by Liberty MutualBound & Determined℠ Live in 2025 is presented by RISE: Empowering Women in Insurance™ by Liberty Mutual, a program dedicated to bringing women in insurance together through connection, education, recognition, insights and allyship. Join us in the RISE LinkedIn Community today.Links & Resources Mentioned in This EpisodeConnect with Elisha on LinkedInThis gathering was hosted in the beautiful offices of Safeco Insurance in downtown SeattleThe Bound & Determined℠ Live in 2025 tour has ended. If you'd like to collaborate with Meg to plan a gathering for women in insurance in your community, message Meg here.Have a question for Meg? Submit it here and she may answer it on a future episode.To learn more about this podcast, and the work Meg McKeen does to support insurance professionals, visit Adjunct Advisors. To receive To Taking the Risk, the monthly newsletter Meg curates, including updates on her #digitalnomad adventures, subscribe here.Love the podcast? To show your support, consider leaving a positive review here, sharing this episode with a friend, or making a financial contribution here. Thank you for listening!
Kay Martin joins host Meg McKeen for a conversation recorded during an intimate gathering of women in insurance in Missoula, Montana on the Bound & Determined℠ Live in 2025 tour. Kay reflects on burnout - and the private struggle many claims professionals are experiencing today - as well as her experience leading an intergenerational team today. We chat about feeling pigeon-holed in our area of expertise and share more about learning to trust your gut. Thanks for being with me in Montana, Kay!Meet Kay MartinAn expert in carrier claims processes, Kay joined HUB International as the Workers’ Compensation Claims Manager in May of 2016. Kay coordinates interactions between employers and carriers, including claim reviews, loss run reviews, reserve reviews and return to work assistance, and works with HUB‘s producers and clients to customize claims programs, tailored to their unique business needs.Prior to joining HUB International, Kay worked as a claims adjuster handling workers’ compensation claims in MT, AZ, CO, ID, NE, NV, OR, SD, TX, UT, and WY. Kay’s career includes experience with Liberty Mutual and AmTrust North America.Kay holds a Montana Adjuster License, a Montana Workers’ Compensation Claims Examiner Designation, an Idaho Independent Adjuster License, a Certified Idaho Workers’ Compensation Specialist Designation, and a Wyoming Adjuster License. She has also earned an Associate in Claims designation from the nationally recognized industry leader, The Institutes.Kay has embraced the Missoula lifestyle since arriving in 1998. She loves the community and the outdoors. She enjoys volunteering, running, hiking, camping, golfing and reading.RISE: Empowering Women in Insurance™ by Liberty MutualBound & Determined℠ Live in 2025 is presented by RISE: Empowering Women in Insurance™ by Liberty Mutual, a program dedicated to bringing women in insurance together through connection, education, recognition, insights and allyship. Join us in the RISE LinkedIn Community today.Links & Resources Mentioned in This EpisodeConnect with Kay on LinkedInThis gathering was hosted in the Lounge at The Roxy, a non-profit theater in Missoula, MontanaThe Bound & Determined℠ Live in 2025 tour has ended. If you'd like to work with Meg to plan a gathering for women in insurance in your community, message Meg here.Have a question for Meg? Submit it here and she may answer it on a future episode.To learn more about this podcast, and the work Meg McKeen does to support insurance professionals, visit Adjunct Advisors. To receive To Taking the Risk, the monthly newsletter Meg curates, including updates on her #digitalnomad adventures, subscribe here.Love the podcast? To show your support, consider leaving a positive review here, sharing this episode with a friend, or making a financial contribution here. Thank you for listening!
Michelle Raue joins host Meg McKeen for a conversation recorded during an intimate gathering of women in insurance in Nashville on the Bound & Determined℠ Live in 2025 tour. Michelle reflects on aging - and ageism - and the wisdom she's gleaned throughout her career - and life. Michelle is witty and she is honest - and together we share about our mutual distaste for networking - at least in the traditional sense - and unite in our support for more mental health support in the workplace. Thanks for sharing this experience with us in Nashville, Michelle!Meet Michelle RaueMichelle Raue is a seasoned leader with over 30 years in the property and casualty insurance industry. Throughout her experience, currently as EVP, Chief Claims and Transformation Officer at Preferred Mutual Insurance Company, and previously with Lyft and State Auto, Michelle has been known for driving innovation, operational excellence, and transformative change.Michelle holds a BS in Finance from the University of South Alabama and has completed advanced AI courses at MIT Sloan. She is actively shaping AI regulations in insurance through NAMIC and is passionate about talent development, serving as Chair of the STEM Connector’s Women in Insurance Catalyst Committee and an Advisory Board Member for RISE Professionals. In 2024, she was named RISE Professionals Mentor of the Year.RISE: Empowering Women in Insurance™ by Liberty MutualBound & Determined℠ Live in 2025 is presented by RISE: Empowering Women in Insurance™ by Liberty Mutual, a program dedicated to bringing women in insurance together through connection, education, recognition, insights and allyship. Join us in the RISE LinkedIn Community today.Market Retrievers: Fetch Your TargetsBound & Determined℠ Live in Nashville is presented by Market Retrievers. Market Retrievers helps insurance professionals through digital marketing, social media, and content strategy. Learn more at marketretrievers.com. Links & Resources Mentioned in This EpisodeConnect with Michelle Raue on LinkedInThis gathering was hosted in the beautiful and luxe coworking space, The Sapphire Suite, in Franklin, Tennessee.The Bound & Determined℠ Live in 2025 tour has ended. If you'd like to work with Meg to plan a gathering for women in insurance in your community, message Meg here.Have a question for Meg? Submit it here and she may answer it on a future episode.To learn more about this podcast, and the work Meg McKeen does to support insurance professionals, visit Adjunct Advisors. To receive To Taking the Risk, the monthly newsletter Meg curates, including updates on her #digitalnomad adventures, subscribe here.Love the podcast? To show your support, consider leaving a positive review here, sharing this episode with a friend, or making a financial contribution here. Thank you for listening!
Tinsley English joins host Meg McKeen for a conversation recorded during an intimate gathering of women in insurance during the Atlanta stop on the Bound & Determined℠ Live in 2025 tour. Tinsley reflects on the notions of resilience - and reinvention - as we align our career with our purpose – and how to identify your purpose if you’re not sure, and we chat more about journey many women are on today as they navigate menopause. As only she can do, Tinsley provides actionable wisdom with honesty and heart throughout. Thanks for joining me in Atlanta, Tinsley!Meet Tinsley EnglishTinsley English is a best-selling author, operations leader, female development coach, keynote speaker, and podcast host with over two decades of commercial insurance expertise spanning regional agencies, national firms, and carriers. As the founder of The Three G Consulting Group LLC, she transforms women leaders through her proprietary G-Force Code System. Her signature 24-Carat Leader program empowers professionals to amplify their visibility, accelerate career advancement, and master strategic decision-making. A dynamic speaker, Tinsley champions male allyship, prepares college students for professional excellence through her Next Step Navigator Program, and inspires audiences through her podcast, where she shares insights on leadership, resilience, and career growth.RISE: Empowering Women in Insurance™ by Liberty MutualBound & Determined℠ Live in 2025 is presented by RISE: Empowering Women in Insurance™ by Liberty Mutual, a program dedicated to bringing women in insurance together through connection, education, recognition, insights and allyship. Join us in the RISE LinkedIn Community today.Links & Resources Mentioned in This EpisodeConnect with Tinsley English on LinkedInGrab your copy of GRIT, GROWTH AND GUMPTION: Three Keys to Lead Yourself and Others with Confidence hereLearn more about the ways Tinsley can support you or your organization hereThis gathering was hosted in the beautiful Poe & Company Bookstore in Milton, GeorgiaJoin Meg for one of the remaining live podcast recording events she'll be hosting in 2025. Learn more about Bound & Determined℠ Live.Have a question for Meg? Submit it here and she may answer it on a future episode.To learn more about this podcast, and the work Meg McKeen does to support insurance professionals, visit Adjunct Advisors. To receive To Taking the Risk, the monthly newsletter Meg curates, including updates on her #digitalnomad adventures, subscribe here.Love the podcast? To show your support, consider leaving a positive review here, sharing this episode with a friend, or making a financial contribution here. Thank you for listening!
Diane Wagner joins host Meg McKeen for a conversation recorded during an intimate gathering of women in insurance during the Charlotte stop on the Bound & Determined℠ Live in 2025 tour. Diane reflects on her earliest days in insurance, the urgency she felt to find success - and the lengths she'd go to find it - and what that success looks like for her today. We talk about money - it's not easy, but it's necessary as women plan for their own financial futures. Thank you for joining me in Charlotte, Diane!Meet Diane WagnerDiane Wagner is the VP of Strategic Planning and Education for FirstChoice a MarshBerry Co., Insurance Journal’s number one agency partnership for two consecutive years. Diane has 45 years of insurance experience, 20 years on the carrier side and the last 25 years starting two top insurance networks from scratch.Diane sits on the board of Invest, a nonprofit arm of the Independent Insurance Agents Association. Invest educates students on insurance, financial services and risk management while encouraging them to pursue insurance careers. Introducing insurance as a career to young people and helping agencies build effective talent pipelines is Diane’s passion project.Diane travels extensively, enjoys concerts, golf, and spending time with her life partner, friends, and her two grown children.RISE: Empowering Women in Insurance™ by Liberty MutualBound & Determined℠ Live in 2025 is presented by RISE: Empowering Women in Insurance™ by Liberty Mutual, a program dedicated to bringing women in insurance together through connection, education, recognition, insights and allyship. Join us in the RISE LinkedIn Community today.Links & Resources Mentioned in This EpisodeConnect with Diane Wagner on LinkedInLearn more about Invest, a program through the Independent Insurance Agents & Brokers of America, supporting and encouraging students as they consider a career in the insurance industry.Join Meg for one of the remaining eight live podcast recording events she'll be hosting in 2025. Learn more about Bound & Determined℠ Live.Have a question for Meg? Submit it here and she may answer it on a future episode.To learn more about this podcast, and the work Meg McKeen does to support insurance professionals, visit Adjunct Advisors. To receive To Taking the Risk, the monthly newsletter Meg curates, including updates on her #digitalnomad adventures, subscribe here.Love the podcast? To show your support, consider leaving a positive review here, sharing this episode with a friend, or making a financial contribution here. Thank you for listening!
Heather Stoffer joins host Meg McKeen for a conversation recorded in front of a live audience during Ohio Insurance Agent's 2025 LeadHERship Collective. Heather describes her career like a hurricane: Hurricane Heather took a few sharp turns – from her service in the Air Force into municipal government and manufacturing, before she fell – or was she pulled? - into insurance four years ago. As she’s grown in her career and her life, Heather’s core values, rooted in the same values she learned during her experience in the Air Force, have shaped her beliefs and her decision-making. Meet Heather StofferGrowing up in Southern Louisiana, Heather's career took a variety of turns before she found insurance four years ago, where she currently works as a Business Account Executive with Hummel Group in Ohio. She's a proud veteran, a mom, and wife, whose core values, Integrity, Service, and Excellence, guide her in all she does.Links & Resources Mentioned in This EpisodeSpecial thanks to Ohio Insurance Agents for including this experience in your 2025 LeadHERship Collective. Learn more about OIA hereConnect with Heather on LinkedInCatch up on past conversations with Erin Keller and Mercy KomarJoin Meg for one of the eight live podcast recording events she'll be hosting in 2025. Learn more about Bound & Determined℠ Live.Have a question for Meg? Submit it here and she may answer it on a future episode.To learn more about this podcast, and the work Meg McKeen does to support insurance professionals, visit Adjunct Advisors. To receive To Taking the Risk, the monthly newsletter Meg curates, including updates on her #digitalnomad adventures, subscribe here.Love the podcast? To show your support, consider leaving a positive review here, sharing this episode with a friend, or making a financial contribution here. Thank you for listening!
Listen in as host Meg McKeen is joined in conversation with Adrienne Lieberthal. Together we chat through the decision Adrienne and her husband recently made – for him to leave his job and become the primary caregiving parent, and how they got there. We share more about what it looks like to thrive in values aligned relationships – both personal and professional – and the first step you can take to get there - if that’s what you need to hear today.  Meet Adrienne LieberthalAdrienne Lieberthal is the CEO of ATHENA Actuarial Consulting, an actuary, business leader, wife, and mom dedicated to driving innovation in actuarial and strategic advisory services. With a passion for taking the road less traveled, she has built a firm that prioritizes excellence, collaboration, and forward-thinking solutions while balancing the demands of leadership and family. She is committed to creating a life of fulfillment and purpose, inspiring others to chart their own unique paths to success.Links & Resources Mentioned in This EpisodeConnect with Adrienne on LinkedInLearn more about the work Adrienne does through Athena Actuarial ConsultingJoin Meg for one of the eight live podcast recording events she'll be hosting in 2025. Learn more about Bound & Determined℠ Live.Have a question for Meg? Submit it here and she may answer it on a future episode.To learn more about this podcast, and the work Meg McKeen does to support insurance professionals, visit Adjunct Advisors. To receive To Taking the Risk, the monthly newsletter Meg curates, including updates on her #digitalnomad adventures, subscribe here.Love the podcast? To show your support, consider leaving a positive review here, sharing this episode with a friend, or making a financial contribution here. Thank you for listening!
Did you choose insurance or did insurance choose you? Listen in as host Meg McKeen is joined in conversation with Whitnee Dillard and we go to the way, way back, sharing more about our insurance career origin stories - and the responsibility we have as professionals here to support the next generation as they find their own place in the industry.Meet Whitnee DillardWhitnee Dillard is the executive director for Invest - a 501(c)(3) non-profit organization dedicated to educating, preparing, and attracting diverse new talent to exciting insurance opportunities and career paths. Whitnee's own insurance career began in 2012 as a licensed property and casualty insurance agent. Before she joined us here, Whitnee managed multiple nonprofit programs focused on youth development and college preparation in partnership with both middle and high schools, along with the foster care and juvenile justice systems. Whitnee is a graduate of the University of Michigan. Links & Resources Mentioned in This EpisodeConnect with Whitnee on LinkedInLearn more about the ways you can support the next generation of insurance professionals through InvestJoin Meg for one of the eight live podcast recording events she'll be hosting in 2025. Learn more about Bound & Determined℠ Live.Have a question for Meg? Submit it here and she may answer it on a future episode.To learn more about this podcast, and the work Meg McKeen does to support insurance professionals, visit Adjunct Advisors. To receive To Taking the Risk, the monthly newsletter Meg curates, including updates on her #digitalnomad adventures, subscribe here.Love the podcast? To show your support, consider leaving a positive review here, sharing this episode with a friend, or making a financial contribution here. Thank you for listening!
What if we aren't climbing career ladders but playing career hopscotch instead? Listen in as host Meg McKeen is joined in conversation with Laura Rauba - a conversation sparked by this very question. Laura shares more about the sense of curiosity that led to her latest career move and how timing - and knowing yourself - really is everything when we're deciding which part of our life will be our priority - and how that priority can change.Meet Laura RaubaLaura has been with The Hartford since 2020 and has been involved in the industry for 15 years - including majoring in Insurance at Illinois State University. Laura is Mom to three young kids (ages 6, 5 and 2) who keep she and her husband busy. Laura enjoys working out at F45, listening to all different types of podcasts and coming up with home renovation projects she doesn't have time for.Links & Resources Mentioned in This EpisodeConnect with Laura on LinkedInRead the post that sparked this conversation hereTranslate insurance jargon using Insurance Nerds' Simplest Insurance GlossaryJoin Meg for one of the eight live podcast recording events she'll be hosting in 2025. Learn more about Bound & Determined℠ Live.Have a question for Meg? Submit it here and she may answer it on a future episode.To learn more about this podcast, and the work Meg McKeen does to support insurance professionals, visit Adjunct Advisors. To receive To Taking the Risk, the monthly newsletter Meg curates, including updates on her #digitalnomad adventures, subscribe here.Love the podcast? To show your support, consider leaving a positive review here, sharing this episode with a friend, or making a financial contribution here. Thank you for listening!
Listen to a recording of Bound & Determined℠ Live in Phoenix, where podcast host Meg McKeen was joined in conversation by Elissa Kelly. Recorded in front of a live audience, Elissa shares more about her definition of success - and how it's changed over time - and the choice she made to shift her perspective from employee to business owner. Meet Elissa KellyElissa Kelly is a solopreneur business coach who guides experienced business leaders as they transition from corporate roles into thriving, strategic, risk-savvy solopreneurs. She is also the Founder and CEO of Surya Partners, a successful professional development firm focused on elevating diverse talent, as well as a mother of two amazing kids, bookworm, avid hiker, and reformed Fortune 100 Risk Executive. Links & Resources Mentioned in This EpisodeConnect with Elissa on LinkedIn, Instagram, and FacebookLearn more about the ways Elissa supports executives as they transition to self-employment hereSpecial thanks to the folks at Valley of the Sun United Way in Phoenix for use of their lovely space.Have a question for Meg? Submit it here and she may answer it on a future episode.Bound & Determined℠ Live is an intimate, in-person gathering curated to provide connection and support to women in the insurance industry in a highly accessible way. It is open to a woman regardless of her role or title or tenure, is low-cost, hyper-local, and does not require extensive time away from work or family. Join us as we take the conversations we're already having on the podcast and invite you to participate in them, too. Learn more about the 8 events planned in 2025 and consider supporting these events financially here.To learn more about this podcast, and the work Meg McKeen does to support insurance professionals, visit Adjunct Advisors. To receive To Taking the Risk, the monthly newsletter Meg curates, including updates on her #digitalnomad adventures, subscribe here.Love the podcast? To show your support, consider leaving a positive review here, sharing this episode with a friend, or making a financial contribution here. Thank you for listening!
Listen to a recording of Bound & Determined℠ Live in Columbus, where podcast host Meg McKeen was joined in conversation by Ash Fitzsimmons. Recorded in front of a live audience, Ash shares more about her journey to motherhood and the challenge it can be to ask for help. We talk about fear and change - and the importance of honoring where we are in each moment. Meet Ash FitzsimmonsAshley Fitzsimmons: Millennial. Beyonce of Insurance. Director of Professional Development & autoimmune disease badass (both literally & figuratively). Links & Resources Mentioned in This EpisodeConnect with Ashley here on LinkedInCatch up on Ash's past appearance on Bound & Determined℠ here: 5.06 | Giving Grace with Ashley FitzsimmonsLearn more about the Ohio Insurance Agents’ 2025 LeadHERship Collective, coming up in Columbus on March 18th and 19thSpecial thanks to the folks at Studio 4980 in Westerville, OH, for use of your lovely space.Have a question for Meg? Submit it here and she may answer it on a future episode!Bound & Determined℠ Live is an intimate, in-person gathering curated to provide connection and support to women in the insurance industry in a highly accessible way. It is open to a woman regardless of her role or title or tenure, is low-cost, hyper-local, and does not require extensive time away from work or family. Join us as we take the conversations we're already having on the podcast and invite you to participate in them, too. Learn more about the 8 events planned in 2025 and consider supporting these events financially here.To learn more about this podcast, and the work Meg McKeen does to support insurance professionals, visit Adjunct Advisors. To receive To Taking the Risk, the monthly newsletter Meg curates, including updates on her #digitalnomad adventures, subscribe here.Love the podcast? To show your support, consider leaving a positive review here, sharing this episode with a friend, or making a financial contribution here. Thank you for listening!
Listen to a recording of Bound & Determined℠ Live in Cincinnati, where podcast host Meg McKeen was joined in conversation by Colleen Heister-Miles. Recorded in front of a live audience, we share about imposter syndrome, loneliness - even when in community - a scarcity mindset and the chance we have to honor the past while we create a different future.Meet Colleen Heister-MilesA Cincinnati native, after several years on the carrier side of the insurance business, Colleen moved her focus to her family’s insurance agency in Cincinnati, where she has worked for the last 16 years. Her family’s agency is a 4th generation independent insurance agency, founded in 1901. Colleen is in the process of purchasing the agency from her father and is excited to become not only the 5thgeneration family owner, but first female owner of the agency. When not binding insurance and over-explaining the complexities of the hard market, she enjoys growing her vegetable garden, strength training, cooking, traveling and, of course, spending most of her time with her husband and 3 children.Links & Resources Mentioned in This EpisodeConnect with Colleen on LinkedInCatch up on past episodes of Bound & Determined℠ with Tiffanie DeMasters and Erin KellerLearn more about the Ohio Insurance Agents’ 2025 LeadHERship Collective, coming up in Columbus on March 18th and 19thSpecial thanks to the folks at The Living Room in Norwood, Ohio, for the lovely space, to my friend Myranda Joseph and Westfield for so generously providing breakfast for attendees, and to Tiffanie DeMasters (photography) and Kellie Rubenacker (breathwork) for their impromptu support.Have a question for Meg? Submit it here and she may answer it on a future episode!Bound & Determined℠ Live is an intimate, in-person gathering curated to provide connection and support to women in the insurance industry in a highly accessible way. It is open to a woman regardless of her role or title or tenure, is low-cost, hyper-local, and does not require extensive time away from work or family. Join us as we take the conversations we're already having on the podcast and invite you to participate in them, too. Learn more about future events and consider supporting these events financially here.To learn more about this podcast, and the work Meg McKeen does to support insurance professionals, visit Adjunct Advisors. To receive To Taking the Risk, the monthly newsletter Meg curates, including updates on her #digitalnomad adventures, subscribe here.Love the podcast? To show your support, consider leaving a positive review here, sharing this episode with a friend, or making a financial contribution here. Thank you for listening!
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