WomenShare

"What is meant for us won't miss us. And whatever the future is for us as individuals, for the podcast, for the industry, all of that, the only thing we can do is show up as the most authentic versions of ourselves with that calming kind of mission — and a whole lot of trust." — Leah Alter, WomenShareWelcome to WomenShare, a celebration of women in financial services. In this very special episode, hosts Joanna Ehresman and Leah Alter reflect on nearly two transformative years of building a platform devoted to sharing women’s stories, building community, and catalyzing change in the financial services industry.This episode serves as both a heartfelt look back and an honest assessment of where WomenShare stands today. Since its inception, WomenShare has operated as a true passion project, bootstrapped by Joanna and Leah’s commitment to amplifying women’s voices and providing a much-needed platform in a traditionally male-dominated field. As the show hits its 49th episode, the hosts speak candidly about the inflection point they're at — balancing the emotional fulfillment of past conversations with the practical realities of sustainability and growth.Key Takeaways:Purpose-Driven Content Can Build Powerful Communities: WomenShare’s success is rooted in authenticity, resilience, and genuinely valuing stories that often go unheard in financial services. Even a niche podcast can be a wellspring of connection and influence.Sponsorship and Partnership are Essential for Growth: For WomenShare to continue, the next step is securing long-term sponsorship. The team invites listeners, organizations, and individuals to reach out and help sustain the platform for future episodes and generations.Industry Momentum is Real — But There’s More to Do: While progress has been made in the representation and visibility of women in financial services, much work remains. The WomenShare community has an active role to play in breaking down silos and rowing collectively toward a more equitable future.Authenticity > Perfectionism: Personal and professional growth comes from embracing imperfection and showing up authentically — a lesson modeled by Joanna and Leah both behind the mic and in their careers.The Power of Trust and Letting Go: Both hosts convey that true impact and fulfillment come not just from strategy and grit, but from faith in the journey — trusting that what is meant for you genuinely won’t pass you by.Get Involved:WomenShare is at a pivotal juncture. If you or your organization resonate with the show’s mission and are interested in becoming a presenting sponsor or a pay-it-forward episode sponsor, please reach out at WomenSharepodcastmail.com. Partnership is essential to keeping this community and important conversation alive.Thank You to the Community:To every listener, past guest, supporter, and champion who has helped WomenShare reach this point: thank you. Your engagement, encouragement, and advocacy are what have made this journey so impactful. Whether or not WomenShare returns for more episodes, Joanna and Leah remain passionate advocates for change, cheering on every woman in financial services as the industry moves forward.

"There's a part of me that can help me make decisions that are in alignment with my best interest. And even though I’m used to overriding that part of me or ignoring that part of me, I can—now that I’m aware of it—learn how to listen to that part." – Amy YoungWelcome to WomenShare, a celebration of women in financial services. In this episode, hosts Leah Alter and Joanna Ehresman are joined by Amy Young—a transformative speaker, intuitive, and coach who specializes in guiding women to reclaim their power and lead from their intuition. Amy is the creator of Invincible, a rite-of-passage experience for women ready to step into their most authentic selves.This episode explores how the divine feminine—a concept rooted in embracing intuition, being, and authentic emotional expression—can bring profound change to industries often dominated by conventionally “masculine” models of success. Amy’s personal journey dovetails with the experiences of many women in financial services who find themselves out of step with traditional industry norms and in search of a more aligned, fulfilling leadership style.Leah and Joanna connect the dots between Amy’s teachings and the realities of life in financial services. Citing industry research and personal stories, they discuss how many women have started their own advisory firms after feeling out of place at larger institutions. Amy illuminates this "forced entrepreneurship" as a natural creative response, rooted in feminine energy’s urge to build something more aligned.Throughout the episode, Amy shares her own awakening—moving from experiencing burnout as a business owner, to discovering the importance of slowing down, listening to her inner knowing, and allowing her feminine energy to guide decision-making. She describes the challenges and rewards of reorienting her life and work around these values—including navigating the fear of change, being okay with messiness, and modeling transparent leadership for others.Key TakeawaysEmbracing Divine Feminine in Finance: Amy explains how embracing the feminine principles of being, feeling, and creation can help women navigate industries that prioritize action, achievement, and logic. Recognizing and honoring these energies brings a sense of homecoming and new appreciation for women’s unique strengths.Why Burnout Isn’t Your Fault: Many high-achieving women blame physical exhaustion on health or capability, when often it’s the result of operating in a model that doesn’t honor natural cycles or ways of working. Smaller, more cyclical bursts of productivity paired with intentional rest can lead to more sustainable success.The Power of Creation: Leaving ill-fitting workplaces and starting new ventures is not just a necessity, but also a manifestation of feminine energy’s drive to build belonging, connection, and innovation.Universal Balance: Every individual, regardless of gender, contains both masculine and feminine energies. The key is not to suppress one in favor of the other, but to seek balance—this leads to healthier workplaces and more fulfilling careers.Leadership Through Vulnerability: Amy and Leah discuss the value of showing up transparently—even (and especially) when navigating messy periods of change. This models resilience and gives others permission to honor their own journeys.Permission to Be Messy and Evolving: Transitions are rarely clean or immediate. Both Amy and Leah recount how giving themselves time and grace in career transitions led to more authentic alignment and personal growth. Trusting the process, even in phases of "unrest and destruction," paves the way for genuine renewal.Courage to Challenge Industry Norms: Financial professionals don’t have to choose between certainty and authenticity. By...

“Don’t run away from something, but run towards something.” — Nina SmithWelcome to WomenShare: a celebration of women in financial services. Today, hosts Joanna Ehresman and Leah Alter sit down for an insightful and heartfelt conversation with Nina Smith: a seasoned growth and business development leader known for her marketing ingenuity and her passion for community leadership. Nina joins the show at a pivotal transition point in her career, moving from a seven-year tenure at boutique firm Kendall Capital to an exciting new role at global powerhouse UBS.The interview kicks off with Nina’s signature career philosophy—never fleeing, always advancing. Nina traces her decision to leave a role she genuinely loved at Kendall Capital for a bigger stage at UBS, sharing the inner workings of her decision-making process, the value of listening to your gut, and the importance of not waiting until you’re dissatisfied to make a bold move. Her story powerfully reframes what courage and timing look like for women aiming high in financial services.Joanna and Leah also dive into Nina’s playbook for leaving jobs on great terms, maintaining relationships, and nurturing a robust network that pays dividends throughout one’s career. Nina reflects candidly on her New York agency days, her pivotal years at Capital One, and her success in fostering long-lasting professional connections—including turning former bosses and clients into references and partners.You'll get a behind-the-scenes look at Nina’s “Women and Wealth” client development program—rooted in community, fun, and low-pressure engagement. From pickleball socials to lavender farm gatherings, Nina explains how she prioritized authentic relationships over transactional networking, with an emphasis on events that create belonging and loyalty rather than sales quotas.As the discussion turns personal, Nina opens up about the challenges and joys of balancing her role as a mom with her professional ambitions. She reveals her strategies for managing the ever-evolving demands of work and home, and the critical importance of asking for help, cultivating a supportive community, and modeling ambition and adaptability for her children.Key Takeaways1. Run Toward, Not Away: Nina’s anchor advice—credited to her close friend and HR executive Melanie—reminds women not to wait for unhappiness to drive career decisions. Instead, look for opportunities that inspire excitement, and don’t be afraid to revisit doors you once closed.2. Relationships Are Your Legacy: Professional moves can be amicable and even mutually empowering. Nina’s career is a testament to the value of keeping bridges unburned and actively sustaining relationships with references, mentors, and colleagues, especially among women in financial services.3. Healthy Departures Require Honesty and Openness: Both Nina and Leah share how transparency—with the right timing—about growth ceilings or changing ambitions can lead to smoother transitions and continued support from previous employers and peers.4. Community-Focused Client Development Works: The most successful business development efforts are about genuine connections. Nina’s “Women and Wealth” events emphasize fun and wellness, swapping hard pitches for experiences that foster trust and a sense of belonging. Her approach demonstrates that a light touch and consistency build better business than aggressive prospecting.5. The Power of Women’s Networks: From ex-bosses to clients to peers, Nina’s story demonstrates how investing in long-term, supportive female relationships opens doors and creates opportunities—personally and professionally.6. Balancing Ambition and Family with Flexibility: Nina is transparent about the demands of raising children while pursuing growth....

“My framework for everything I do right now in my life is about investing in women. Not because I'm anti male, because I believe that diversity brings better outcomes for me, for Joe, for Steve, and Tom, all of us.” — Cokie CoxWelcome to another episode of WomenShare, a celebration of women in financial services. In this week’s episode, hosts Joanna Ehresman and Leah Alter are joined by trailblazer Cokie Cox, founder and CEO of AlphaVest LLC. With nearly three decades of experience, Cokie stands out as a passionate advocate for women’s advancement and equity in wealth management, bringing fresh perspective and a tangible framework for meaningful change.Cokie Cox’s journey into finance didn’t start with passion—it began with practicality and a desire to take charge of her own financial future. From her candid story about fighting for her book’s original title (“I majored in finance so I wouldn’t get screwed”) to her eventual embrace of the industry’s potential for impact, Cokie’s narrative is both authentic and relatable.Throughout the episode, Cokie unpacks the philosophy behind her book, Perfect Day: A Guide for Overcoming Lifestyle Deficit Disorder, and the innovative planning process she developed to help clients reclaim wellness, growth, and a sense of contribution in addition to financial stability. This lifestyle-forward approach turns traditional wealth management on its head, empowering women to design fuller, more integrated lives.Listeners will be inspired by Cokie’s commitment to cultivating an all-female advisory firm, AlphaVest, and her mission to create a ripple effect of opportunity and mentorship for women in an industry still grappling with gender imbalance. As wealth is poised to shift increasingly into women’s hands over the next decade, her call to “invest in women” is both timely and essential.Key TakeawaysRedefining Wealth Through Lifestyle-Forward Planning: Cokie’s Perfect Day framework moves beyond spreadsheets and dollars, encouraging clients to prioritize wellness, personal growth, experiences, and giving back—alongside financial strategy. Her “4/1/1” routine (taking a small step in each area before 11 AM) empowers individuals to claim agency over their days, their well-being, and their impact.The Power and Necessity of Investing in Women: AlphaVest’s all-female approach is not about exclusion but about correcting a systemic imbalance. With women expected to control two-thirds of U.S. wealth in coming years but still vastly underrepresented in advisory roles, Cokie is building a firm that matches the needs and preferences of future clients.Mentorship, Community, and Pathways Forward: Cokie, Leah, and Joanna dive into the importance of mentorship, frameworks for retention, and community-building that go beyond just hiring more women. With references to studies like the Carson Group’s Women in Wealth Management and their own lived experiences, the conversation advocates for creating clear, supportive pathways for women at every stage of their careers.Outcomes That Matter: Diversity Drives Performance: Citing twenty-year data and industry research, Cokie makes a strong case: Diverse and female-led financial teams don’t just create better workplaces, they deliver better investment outcomes and manage risk more effectively. For firms and clients alike, the message is clear—empowering women isn’t just fair, it’s smart business.Personal Agency and Self-Care: Cokie’s advice extends to working mothers and professionals navigating multiple roles. Through the story of wise words from a seasoned colleague, she underscores the importance of giving oneself permission to build a sustainable career—knowing that “children need you at 13,” not just in their baby years, and planning your...

“A lot of organizations wanna hire women. They just aren't getting as many applicants for it. So I think that what we have to do then is pull them in in some cases, and I've done a lot of that over the years. One of my best hires, I reached out to the University of Maryland's head women's lacrosse coach and said, hey. Let me talk to your seniors. So I hired this girl who was a premed, no finance background, and she was a rock star.” – Jania StoutWelcome to WomenShare, a celebration of women in financial services. In this episode, hosts Leah Alter and Joanna Ehresman sit down with Jania Stout, President of Prime Capital Retirement and Prime Capital Wellness, for a rich and candid conversation about following your intuition, championing women in finance, navigating career-defining transitions—and why taking the leap is sometimes the most powerful move you can make.Jania Stout brings nearly three decades of expertise in the retirement plan space. This episode charts her career journey, beginning with thriving at Fidelity on the recordkeeping side, to taking bold, non-linear paths—including major pay cuts and the gut-wrenching decision to leave a billion-dollar book of business. As the show’s first retirement plan adviser guest, Jania shares unfiltered insights on what it means to build, leave, and lead with courage in a male-dominated industry.You'll hear firsthand how Jania’s choices spring less from calculated risk and more from an unwavering belief in following your heart and intuition. With characteristic warmth, she reveals how personal values—not just business metrics—shaped her biggest decisions, including starting at Prime Capital and letting go of mentorship “crutches” so her team could fly solo.Key Takeaways:Navigating Change with Courage: Jania recounts navigating emotional and professional turmoil—from being the “mom” of her old team and fearing to let them down, to surviving a protracted legal battle after leaving her previous firm. Her story is a testament to resilience and to trusting that, when you act with integrity, the right opportunities will follow—even if they arrive as “hippie-ish” moments of serendipity.The Power (and Necessity) of Proactive Female Recruitment: Quite simply, women aren't applying for finance roles at the rates organizations desire. Jania breaks down why leaders need to go beyond passive recruiting. Her proactive strategies—such as recruiting nontraditional candidates like a women's lacrosse player with no finance background—demonstrate the untapped potential in overlooked talent pools. She urges listeners, “Don’t sit on your laurels and wait—go out there and find them.”Mentoring and Modeling Success: Jania’s passion for mentorship, especially for women returning from career breaks, sets her apart. Through personal anecdotes, she details how she “shoots confidence” into women, offering real roles of responsibility (not just administrative support) and encouraging them to do things before they feel ready. Her philosophy: “Do it scared.”Embracing Your Strengths—Not Mimicking the Status Quo: Drawing from her own experience, Jania encourages women—and the men who champion them—not to suppress emotions or adopt exclusively “male” professional norms. Diversity in approach and perspective, she argues, results in healthier, more innovative teams and client solutions.Industry Evolution & Advocacy: The episode spotlights positive changes: from NAPA events where women’s presence has grown from mere handfuls to 30%. Still, the path forward depends on deliberate action—outreach, tailored encouragement for young women (and those pivoting careers), and helping new generations realize the creative, relationship-driven rewards of financial advisory work.Jania also shares the impact of her mother’s role...

“At the end of the day, you're asking somebody to trust you with your money. But in reality, there is so much commonality. Putting your authentic self out there and getting people to know who you are to build that relationship is going to have a bigger impact for you in the long run.” — Michelle BorkowskiWelcome to WomenShare, a celebration of women in financial services. In this episode, hosts Joanna Ehresman and Leah Alter sit down with Michelle Borkowski, Head of Marketing at F2 Strategy, to explore the evolving intersection of human connection, brand storytelling, and innovation in the finance industry.Michelle brings to the table more than a decade of leadership in financial services marketing, with a career that spans architecture, nonprofit, and strategic creative direction. Her unique blend of creativity and industry insight makes this episode a must-listen for professionals who want to elevate their brands while maintaining deep, purpose-driven client relationships.This episode dives into how the most successful financial firms establish lasting brand loyalty—not just through superior services, but by expressing authentic values and forging genuine human connections. Michelle explores the power of authenticity in a highly regulated industry, the creativity that flourishes within constraints, and the increasingly crucial role of alignment between client and adviser values.From her own unexpected journey into financial marketing to current trends in technology-driven strategy, Michelle gives listeners an insider look at what it takes to build powerful brands in finance today. She also shares tactical insights into when firms should bring in external experts, how to leverage proprietary research, and the delicate balance between data-driven decisions and instinctive creativity.Key Takeaways1. Authenticity Trumps Uniformity in Financial MarketingMichelle underscores that, despite a crowded industry where offerings often appear similar, genuine human connection and personal storytelling create differentiation. She advocates for brands to “lead with the need” and focus on showing empathy and alignment with clients’ life goals—not just selling solutions. This authenticity, she explains, is especially resonant with younger, values-driven investors.2. Creativity Thrives with ConstraintsFor marketers and firms navigating heavy regulations, Michelle reframes limits as fertile ground for problem-solving and innovation. “You have the puzzle or, like, the sandbox, and you've got to make it work within the confinements of what you have. And I think that's where people produce their best work too.” By embracing these creative constraints, marketers can unlock truly distinct and effective campaigns.3. Relationship Building Is Central to Brand LoyaltyThe most enduring brands in financial services are rooted in strong relationships and mutual trust. Michelle shares how her passion for partnership has shaped her own career and why, across the industry, relationship-based marketing generates far greater impact than transactional approaches.4. Brand, Technology, and Insights Must Work in ConcertMichelle discusses F2 Strategy’s philosophy of integrating brand narrative with technology and actionable insights. Client experience—both external (such as user interfaces) and internal (adviser workflow efficiencies)—is a core part of brand delivery. Furthermore, leveraging data and proprietary research ensures that marketing strategies remain responsive to evolving client needs and industry trends.5. Data-Informed Decisions Enhance, Not Replace, Human InstinctRegularly reviewing data on campaign performance and client engagement is crucial, but Michelle advises firms to avoid knee-jerk reactions to short-term fluctuations. Instead, a...

"I really love the idea of taking down the barrier that keeps people from getting to what we all need, and that's financial health and well-being." – Dr. Lisa ToppinWelcome back to WomenShare, a celebration of women in financial services. In this episode, we had the privilege of talking with Dr. Lisa Toppin, a prominent figure in the HR and diversity landscape, who is currently redefining workforce strategies at the Carson Group. With her extensive experience in leadership roles at firms like Illumina and Charles Schwab, and as a fractional Chief People Officer, Dr. Toppin brings unmatched insight into how diversity can shape the future of financial services.Dr. Toppin opens up about Carson Group's progressive research focused on women in wealth management, aimed at understanding their pathways to success. The initiative is set to launch findings in the second quarter, promising to shed light on effective strategies and inspire women advisors.This conversation extends into broader themes across multiple industries, highlighting mentorship, sponsorship, and how shared experiences can dismantle barriers for women. Dr. Toppin shares her personal journey in navigating the financial world as a Black woman, observing the positive shifts in inclusivity, while also pinpointing areas needing further work. Her optimism and actionable insights offer a roadmap for cultivating a more supportive and diverse environment in wealth management.Key takeaways:Research-Driven Support for Women: Dr. Toppin discusses Carson Group's commitment to understanding women's experiences in financial advisement to provide better support and pathways for success. The forthcoming report promises new insights into creating successful advisory practices for women.Mentorship and Community Building: The episode underscores the importance of mentorship and community among women in financial services. Dr. Toppin emphasizes that candid discussions can challenge and change industry norms, enhancing growth opportunities for women.Cultural Sensitivity in Client Relations: Dr. Toppin highlights the importance of understanding diverse client backgrounds and tailoring financial advice to fit cultural and individual needs, fostering trust and building long-lasting client relationships.Strategic Industry Positioning: With an imminent adviser shortage and a diversifying client base, Dr. Toppin's role at Carson Group exemplifies how firms can strategically position themselves for sustainable growth through inclusivity and proactive HR practices.Optimism in Diversity: Despite the challenges faced, Dr. Toppin remains optimistic about the evolving landscape of financial services. Her message is one of encouragement and action—enabling women to rise, mentor each other, and forge paths through traditionally male-dominated spaces.Dr. Lisa Toppin is not just shaping the future of Carson Group but also inspiring women across financial services to break barriers and lead with empathy and expertise. Her approach demonstrates the power of inclusivity and strategic empowerment, setting a benchmark for the industry as a whole. Join us for this deep dive into the intricacies of diversity, support systems, and career growth for women in finance.

"Surely, by now, we should be teaching people it's your career to run. You are the CEO of your life and career."Welcome to WomenShare, a celebration of women in financial services. In this episode, co-hosts Leah Alter and Joanna Ehresman sit down with Liz Ryan, CEO and founder of Human Workplace, to discuss transformative shifts in career dynamics and Human Resource practices. Liz, recognized globally for her forward-thinking approach to work and career management, invites listeners to rethink the paradigms of employment, career growth, and personal empowerment.In this conversation, Liz shares her journey from opera student to HR executive, highlighting how her diverse experiences shaped her pioneering outlook on career treks. With over 3 million members in the Human Workplace movement, Liz is championing a work-life evolution where individuals are encouraged to lead their own career paths and embrace their roles as the CEOs of their lives.Key Takeaways:Transforming Career and Life Management: Liz opens up the conversation by re-emphasizing that each individual is the CEO of their own career and life. She encourages listeners to take active roles in shaping their career trajectories to align with personal goals and values, rather than conventional corporate expectations.Human Resource Practices Reimagined: Drawing from personal experiences, Liz narrates her initial encounters with dysfunctional corporate practices and how these ignited her passion to transform HR into a more human-centric and empowering function within organizations.Shifting Mindsets and Breaking Boundaries: Liz challenges listeners to break free from the outdated paradigms and fears imbibed in traditional work cultures. She highlights the importance of embracing freelance and entrepreneurial mindsets, even within corporate roles, for authentic and successful career journeys.Empowerment Through Personal Power: Empowering individuals to step into their personal power is highlighted as a pivotal element Liz promotes, where she stresses the need for professionals to reclaim their narrative, assert their worth, and pursue meaningful career paths that reflect personal authenticity.Managers and Leaders as Enablers: Liz shares transformative insights into effective leadership, focusing on how true leaders are those who remove obstacles, foster environments where talent thrives, and allow individuals to organically develop their strengthsJoin us in this conversation and let Liz Ryan's insights transform the way you navigate your career journey. Because when women embrace their power and careers, industries revolutionize. Let’s keep pushing these boundaries together.Explore more from Liz Ryan and her innovative approach at Human Workplace. Visit humanworkplace.com to dive deeper into the resources and community she has built. Also, for more enriching episodes, subscribe to WomenShare on your favorite podcast platform.

"I don't know why this memo never made it to our industry, but in every single other industry, bar none, maybe the exception of real estate agents, but every other industry, the owner of the business hires other people to do the work of the business."Welcome to WomenShare, a celebration of women in financial services. In today's episode, we sit down with Erin Botsford, a trailblazer in the financial advisory field. Erin has revolutionized her professional journey from being in the Barron's top 100 advisors to developing systems that empower other advisors to achieve remarkable success. She's the founder of the Elite Advisor Success System and author of "Seven Figure Firm: How to Build a Financial Services Business That Grows Itself."This conversation dives into Erin's transformative career path, starting from humble beginnings filled with personal adversity to selling her successful advisory practice. Her story is not only inspiring but also offers a fresh perspective on constructing a financial firm that thrives independently. Erin emphasizes the importance of building a business that holds value without relying solely on one individual's direct involvement. Her systems and teaching focus on training advisors to elevate their skills, broaden their market, and empower their teams effectively.Additionally, Erin shares her expertise on strategic business structuring and why planning for your practice's enduring value should begin on day one. She talks about overcoming industry norms, educating new advisors straight from college, and building a firm that continues to succeed even in the absence of its founder. Erin presents insights on focusing on risks as opposed to merely investments — a model that has helped her reach high-worth clientele successfully.Key takeaways:Value-Driven Business Models: Erin discusses the significance of establishing a business that can sustain itself beyond the founder’s involvement. Advisors should focus on creating systems that delegate client interactions to a well-trained team, ensuring the business retains its value in the marketplace.Empowering Advisors for Growth: The episode highlights the significance of skill enhancement and personal development in order to attract high-net-worth clients. Erin emphasizes training on the "risk side" of the balance sheet, which addresses vulnerabilities that affluent clients often overlook.Team Structure and Client Interaction: Erin introduces a transition method to gradually entrust junior advisors with client relationships. Her process aims to enhance the efficiency of the firm while ensuring that the quality of service remains uncompromised.Mentorship and Confidence Building: The journey from being just an advisor to owning an advisory firm is about more than just financial acumen. Erin shares how mentorship and training can break barriers and foster a culture of confidence and ambition among women in finance.Philanthropic Pursuits: Beyond her advisory triumphs, Erin invests in philanthropic efforts, supporting thousands of orphans in Zambia. Her story extends beyond financial growth, highlighting her commitment to humanitarian causes and creating a legacy of giving back.As we align with these insights and lessons from Erin Botsford, we spark transformative conversations and advocate for more strategic empowerment in financial services. By embracing new paradigms for growth and inclusion, we aim to reshape the industry from within.

"I've always felt that being a woman in this industry is a strength, and that's how I've always been. So I've taken my being a female and used it for good in this industry."Welcome to another episode of WomenShare, where we highlight and celebrate the outstanding contributions of women in the financial services industry. In today’s episode, we’re thrilled to be joined by Cary Carbonaro, a leading Managing Wealth Advisor with Ashton Thomas Private Wealth. Cary isn’t just an advisor; she is a beacon of financial empowerment, especially for women. Her extensive background includes ambassador roles with the CFP Board and an impressive portfolio of leadership positions at top-tier firms like Goldman Sachs. She is also an accomplished author dedicated to advancing financial literacy and empowerment for women.With women expected to control two-thirds of the nation's wealth by 2030, Cary sheds light on the evolving role of women in finance and the crucial changes needed in the industry to become more inclusive. This episode also explores Cary's personal journey, from her passion for helping women from a young age to using her career setbacks as a catalyst for change.Our conversation doesn’t just stop at industry dynamics. We address the existing barriers within financial services that women face, discuss misconceptions about female clients, and explore the pervasive bro culture that has steered industry narratives for far too long. Highlighting some key misconceptions that often impede progress, Cary provides insights into how the industry can better serve its increasingly female clientele.Key takeaways:Future Female Wealth Holders: With an anticipated $30 trillion wealth shift to women by 2030, financial services must evolve to become more female-centric, addressing the unique needs and perspectives of women clients.Barriers and Bias: The industry’s existing framework often overlooks women, marked by unconscious and implicit biases. Addressing these can foster a more inclusive environment welcoming to women, both as clients and industry professionals.Building Emotional Rapport: Developing genuine connections through empathy and understanding is key to gaining the trust of female clients, who often value relational interactions in financial advisory roles.Navigating Bro Culture: Cary shares her insights on overcoming prevailing bro culture and structural biases, drawing from personal experiences, including her transformative time at Goldman Sachs.Actionable Strategies for Inclusion: Through initiatives like the "see it to be it" campaign by the CFP Board, Cary emphasizes the importance of visibility for women in finance. Encouraging women to enter and stay in the financial industry, the initiative aims to make financial advisory a welcoming and lucrative career opportunity.This episode invites listeners to reflect on their own roles in fostering change and advocates for a collective effort towards a more inclusive industry—because when women are empowered, financial services flourish, and clients thrive.Join us in this engaging discussion and be part of the journey towards financial empowerment for women. Follow Cary Carbonaro on her social media platforms for further insights, and don’t forget to preorder her impactful new book, "Women and Wealth, a Playbook to Empower Clients and Unlock Their Fortune," which promises to be a valuable resource in navigating the financial landscape as a woman.Be sure to subscribe to WomenShare for more enlightening episodes as we continue to champion the voices and stories of women reshaping the financial world.

"Building a business or a career is not done in a silo. It's a community thing."Welcome to another episode of WomenShare, a celebration of women in financial services. In today's episode, hosts Joanna Ehresman and Leah Alter dive deep into the world of digital marketing with Kalli Fedusenko, founder of the Kalli Collective. Kalli is transforming the way financial advisors connect with their clients in the digital age by marrying authenticity with effective marketing strategies.Kalli shares her entrepreneurial journey, highlighting the transformation from a one-person firm to a thriving agency employing subcontractors and serving numerous financial advisors. Her mission is to simplify the complex world of marketing while infusing personal elements that resonate with audiences. Kalli emphasizes the importance of advisors embracing niche marketing strategies and integrating genuine, personal touches into their content.Key TakeawaysThe Importance of Personalization in Marketing: Kalli emphasizes that the most engaging content includes personal stories and insights. Financial advisors need to cultivate a personal touch in their digital strategies to differentiate themselves and build authentic client relationships.Navigating Time Constraints: Advisors often face time barriers in implementing content strategies. While marketing agencies can handle the bulk of content creation, the unique personal elements must come from the advisors themselves to truly engage clients.Embracing Niches for Effectiveness: While many advisors fear that focusing on a niche might limit their reach, Kalli recommends this approach. It allows for more targeted, resonant marketing strategies that effectively engage and attract the desired clientele.Utilizing Technology and Modern Platforms: The episode touches on the necessity for financial advisors to adapt to new technologies and platforms, ensuring that they meet the evolving preferences of their clients and stay competitive in a digital-first world.Sharing Unique Services: Kalli advises highlighting unique aspects of the advisor’s services, which can set them apart in a saturated market. Tailoring the marketing message to reflect these unique services can drive client interest and engagement.Marketing is a dynamic, evolving field, particularly within financial services, where building trust and rapport with clients is essential. By focusing on authenticity, targeted content, and leveraging new technologies, advisors can create meaningful connections with their clients. Kalli Fedusenko’s insights provide a roadmap for advisors seeking to broaden their impact and foster long-lasting client relationships.Join us in celebrating Kalli's dedication to empowering financial advisors and enhancing their marketing effectiveness. For more insights, visit KalliCollective.com and connect with Kalli for tailored marketing solutions.

"It just takes one woman to just open that door, break that barrier so that we can bring along other women in the process."Welcome to another inspiring episode of WomenShare: a celebration of women in financial services. In today's episode, our hosts Leah Alter and Joanna Ehresman sit down with Sheena Yap Chan, a Wall Street Journal best-selling author, award-winning podcaster, and keynote speaker who is on a mission to close the gender confidence gap. Sheena is the creator and host of the Tao of Self Confidence, a globally top-ranked podcast with over 1 million downloads, and she has interviewed hundreds of women from celebrities to eight-figure CEOs about their journeys to self-confidence.In this episode, Sheena shares her remarkable journey and mission to empower women by helping them tap into their leadership potential and move beyond limiting beliefs. Sheena's insights and experiences resonate profoundly with those in the financial services industry, where women are striving for representation and leadership roles.Key Takeaways:Empowering Through Representation: One of Sheena's driving motivations for starting her podcast, "The Tao of Self Confidence," was the glaring lack of representation she observed growing up in North America. She emphasizes the importance of offering support and visibility, especially for Asian women who often face stereotypical challenges that undermine their confidence.The Healing Power of Storytelling: Sheena discusses how the act of sharing personal stories can be healing and empowering. Allowing women to voice their journeys creates a shared sense of struggle and triumph, which can inspire and motivate others to overcome their own obstacles.Themes in Building Self-Confidence: Throughout her interviews with over 800 women, Sheena identifies recurring themes such as self-love, gratitude, and the importance of hitting a "boiling point" where one realizes the need for change. The stories reveal that growth is not a linear process but a messy, yet rewarding, journey.Navigating Stereotypes and Self-Promotion: Sheena explores the limiting stereotypes Asian women face, such as being labeled as submissive or overly accommodating. She highlights the need to dismantle these views by sharing stories and being the representation they want to see in the world. Self-promotion is another critical topic, challenging the notion that it is unladylike and emphasizing its necessity in professional growth.Collaboration Over Competition: Sheena discusses the importance of women having each other's backs in professional settings, drawing parallels with how men often support one another to advance. Transitioning from a mindset of scarcity to one of abundance is crucial for women to lift each other up and achieve greater collective success.Adapting to Change: Reflecting on the lessons from the pandemic, Sheena underscores the importance of resilience and adaptability. Change is inevitable, and building the confidence to navigate through uncertainty can lead to unexpected and fulfilling opportunities.Addressing Imposter Syndrome: In her upcoming book, "Bridging the Confidence Gap," Sheena delves into the pervasive issue of imposter syndrome among women. She aims to equip women with the confidence to embrace leadership roles, highlighting the massive economic and societal benefits of having more women in leadership.As Sheena poignantly puts it, when one door closes, another one opens. Her journey serves as an inspiration for women worldwide to overcome their fears, embrace their vulnerabilities, and step confidently into their potentials.For more empowering discussions and to join us in our mission to celebrate and elevate women in financial services, subscribe to WomenShare on your favorite podcast platform. With...

"Always have your money work for you. Don't work for your money."Welcome to another episode of WomenShare, a celebration of women in financial services. In today's episode, we're joined by Tish Berbaum, who is known by her clients as their voice of reason. She is the founder and wealth advisor at Blue Sands Wealth and is here to discuss her journey, her philosophies, and her impactful work in the financial industry.Throughout the episode, Tish shares how her family's entrepreneurial and educational background ignited her passion for investing as a child. Since entering the industry in 2008, she has developed a niche in assisting business owners with exit plans and empowering widows to manage finances independently. Tish's commitment extends beyond finance; she volunteers with community projects alongside her daughter, embedding a culture of giving back in her personal and professional life.The conversation emphasizes the importance of openness, asking questions, and aligning business practices with personal values. Tish discusses the significance of fostering collaborations among peers with diverse strengths and the power of community. She underscores the importance of creating systemic changes and highlights her involvement with national boards and local organizations aimed at advancing literacy and financial education.Key Takeaways:Balancing Professional and Personal Goals: Tish Berbaum opens up about how founding Blue Sands Wealth has allowed her to achieve a work-life balance, making time for her family while meeting her professional goals.Significance of Partnering for Support: Tish highlights the value of her partnership with RFG Advisory, which provides the necessary tools, technology, and investment management support to enhance client experiences and maintain business compliance.Educating and Empowering Clients: Emphasizing the role of education, Tish aims to empower her clients, particularly widowed women, to be involved in financial decisions, securing their independence and control over their financial futures.Community and Collaboration: Community engagement is central to Tish's approach. She involves estate attorneys, accountants, and trustees to provide comprehensive support to her clients, ensuring concerted efforts toward clients' financial well-being.Embracing Vulnerability and Openness: Throughout the conversation, the importance of vulnerability and openness within a supportive group is reiterated. Tish believes that such an environment fosters sharing, learning, and collaboration.Supporting Women’s Career Advancement: Tish's work on national boards and local nonprofit efforts showcases her commitment to advancing women's careers in finance. She advocates for more inclusive policies and practices from grassroots levels to executive boards.Authenticity and Reciprocal Relationships: Authenticity in professional relationships and the importance of reciprocation in mentorship and support circles are critical aspects discussed, showcasing how genuine connections can propel individual and collective success.Tish Berbaum is proof of how women in finance can navigate their careers while making impactful societal contributions. As we continue to advocate for more inclusive spaces and celebrate female empowerment in the industry, let's keep the conversation going. Because when women thrive, industries revolutionize.You can find Tish at bluesandswealth.com or by email at tish@bluesandswealth.com. Don't forget to subscribe to WomenShare on your favorite podcast channel for more inspiring stories and insights from leading women in financial services.

Welcome back to WomenShare, a celebration of women in financial services, and welcome to 2025. WomenShare was launched in the Fall of 2023, so 2024 was our first full year as a podcast. During this year, WomenShare has transitioned from a focus on marketing best practices to celebrating the multifaceted experiences of women in the financial sector. This shift has led to richer conversations and a remarkable 284% growth in listenership, along with a 413% rise in streams in 2024. In this episode, we're looking back on some of our favorite moments from 2024, featuring amazing guests Julie Ragatz, Shannon Schlotter, Terri Kallsen, and Atricia Roberts.Key Takeaways:1. Diversity in Financial PlanningAtricia Roberts' reflections brought attention to the slow progress in diversity, emphasizing the need for significant industry changes. Despite being in the industry for over 20 years, she often remains the only Black female advisor at conferences. She highlighted the critical importance of organizations like the Certified Financial Planning Board promoting diversity and fostering a more inclusive environment.2. Mentorship and Career DevelopmentAtricia shared her powerful personal journey back into the financial industry with the mentorship of Bernie Wolfe. This mentorship not only rekindled her career in investment management but also built her confidence, helping her embrace authenticity and self-assurance. This underscores the significant impact that mentorship can have on one's career path and personal growth.3. Challenges in the Wealth Management IndustryJulie Ragatz from Carson Group highlighted the ongoing challenges women face in the wealth management industry, including "forced entrepreneurship." This trend, wherein women start their own businesses due to dissatisfaction with corporate environments, speaks volumes about the need for more inclusive and adaptable corporate structures. Notably, this trend is both empowering and a reflection of accessibility issues, as not all have the resources to start their own ventures.4. Experimentation and Self-Care during TransitionsShannon Schottler discussed the importance of embracing experimentation and self-care, especially during life transitions. Her personal anecdote about her daughter learning to bake underscores the beauty of imperfections and learning from 'messiness.' The idea of treating life changes as experiments, as discussed by Joanna, supports personal growth and adaptability, which is essential for professional and personal development.5. Impact of "WomenShare" and Future DirectionsWe reflected on the positive impact of the podcast in 2024, celebrating its growth and the richness of discussions facilitated by diverse guests. We expressed gratitude and optimism about the increasing alignment towards diversity and inclusivity in the financial industry. The call for community support and potential sponsors signals the show's commitment to continuing its mission, driven by community engagement and support.

"As advisors, we miss the opportunity to teach clients how they can use their wealth to live purposefully now, you know, in the moment. We may or may not have forever."Welcome to WomenShare: A Celebration of Women in Financial Services. In today's episode, hosts Joanna Ehresman and Leah Alter sit down with the extraordinary Marcia Miller, a wealth advisor with over 25 years of experience at RFG Advisory.Marcia, who is celebrating 11 years cancer-free from breast cancer, shares her journey of gratitude, highlighting personal and professional triumphs. She discusses the power of small actions leading to significant change, the generosity of people, and the importance of seeking guidance from knowledgeable individuals.We dive into the unique challenges faced by female veterinarians, a profession where women represent 80-90% of the workforce, and how Marcia's podcast, "Making Hay," offers tailored financial advice to support their demanding careers. She emphasizes the importance of purposeful living, making memories, and enjoying life without financial stress.Join us as we explore the evolving role of women in financial services, the impending "great wealth transfer," and how women are redefining financial priorities and client-advisor dynamics. Don't miss this captivating conversation with Marcia Miller, a true advocate for empowering women through empathy, financial education, and purposeful living.Tune in, subscribe, and be part of the WomenShare community as we celebrate women's unique contributions and transformative journeys. Thank you to RFG Advisory for supporting our mission and to Marcia for sharing her incredible story with us today!Key Takeaways:1. The Power of Small Actions and Generosity: Leah Alter and Marcia Miller emphasize that small actions can create significant change. Marcia highlights the importance of seeking guidance from knowledgeable individuals, showcasing the generosity and willingness of people to help.2. Personal Health Journeys: Both Leah and Marcia share their impactful personal health stories, with Marcia celebrating 11 years cancer-free from breast cancer and Leah discussing her experience as a BRCA1 carrier who underwent preventative surgery. Their stories underscore the importance of gratitude and proactive health management.3. Financial Empowerment for Women: Marcia underlines the significance of empathy, clarity, and eliminating feelings of guilt and intimidation for women regarding financial issues. Budgeting and self-care are portrayed as essential aspects of a fulfilling financial life.4. Purposeful Living and Wealth Management: The episode stresses the value of connecting money with personal purpose and rewarding experiences. Marcia advocates for enjoying and spending wealth during the peak years of happiness rather than hoarding it for potential future inheritances.5. The Evolving Role of Women in Finance: Marcia discusses the cultural shift in the financial industry, noting increased female representation and opportunities. She highlights the unique contributions women bring to financial advisory roles and the importance of acknowledging women clients, particularly with the upcoming "great wealth transfer."

"What we tend to forget is that business relationships are still relationships, and in no other way do we act transactionally in our relationships to maintain them."Welcome to WomenShare: A Celebration of Women in Financial Services. This week, we're joined by Julie D'Anastasio, a remarkable expert in creating memorable events and retention strategies. Julie focuses on fostering emotional connections and building communities, particularly in the tech-driven financial services realm.Throughout this episode, Julie shares invaluable insights on a range of topics, from the importance of human connection in business to creative event planning strategies. Julie highlights her own personal and professional journeys, offering listeners an abundance of wisdom and practical advice.Key Takeaways:The Importance of Human Connection: Julie underscores the significance of creating intentional and consistent human connections in business. Over-reliance on digital communications can erode meaningful relationships, whereas thoughtful gestures, like themed events and personalized client interactions, can foster loyalty and community.Innovative Event Planning: Julie shares effective strategies for building a sense of belonging through events. She emphasizes the need for creative and intentional experiences that transcend mere social drinking. For instance, themed events like the widely successful carnival, which brought joy and nostalgia to participants, including host Leah Alter.Authenticity in Business Relationships: Authenticity is a pivotal theme in this episode. Julie and the hosts discuss how being genuine, true to one's values, and embracing one's strengths can inspire others. Julie introduces the concept of being an "inconvenient woman," a woman who stands up for herself and knows her worth, as opposed to conforming or people-pleasing.Practical Tips for Connection: Julie offers simple yet impactful tips for breaking the ice and fostering connections at events. Using name badges with conversation prompts and colored lanyards to differentiate groups are practical suggestions that help ease networking and build rapport.Evolving Work and Inclusion: Julie discusses the evolution of work from impersonal, factory-like jobs to roles driven by passion. Integrating emotions and human elements into the workplace is essential for creating more inclusive, satisfying career experiences.Career Advice and Women Empowerment: Julie shares invaluable career advice, encouraging women to embrace their unique skills—like multitasking and crisis management—in leadership roles. She calls for recognition of women's contributions and stresses the importance of not settling for what is merely convenient for others but instead striving for authenticity and excellence.Thoughtful Gestures in Client Retention: Both Joanna and Julie emphasize that thoughtful gestures—such as sending Thanksgiving pies or congratulatory cookies—can significantly enhance client experiences and foster long-lasting relationships. They argue that community building and emotional connections are key retention strategies, especially in industries like financial services.Special Initiatives for Community Engagement: The hosts highlight successful initiatives like "Cocktails for a Cause," which emphasize community support without direct sales pitches. Julie and Leah discuss balancing heart-driven efforts with data-driven outcomes, showing that authenticity often leads to unexpected positive results.Looking Forward: The episode concludes with appreciation for Julie's participation and encouragement for listeners to subscribe to WomenShare for more empowering content.Subscribe to WomenShare to keep up with more inspiring conversations...

"You wanna make sure that it's someone who aligns with your values, someone who recognizes the value that you bring to the table, someone who's willing to to contribute to achieving the goals that you set out to do together."Welcome to another episode of WomenShare, a celebration of women in financial services. In today’s episode, we're exploring the evolving landscape of financial advisory with Marissa Comerford and Kerry Davis. Marissa and Kerry, both senior vice presidents from Gregory FCA, share their expertise on promoting proactive career growth, leveraging technology in marketing, and managing work-life balance effectively.In this episode, Leah and Joanna highlight the importance of internal efforts and resources in campaign success. They discuss with Marissa and Kerry the growing trend of financial advisors utilizing social media to share authentic, personalized content rather than relying on clichéd and recycled materials. Kerry Davis emphasizes the role of AI in enhancing content creation efficiency while maintaining authenticity. Marissa Comerford applauds the proactive adoption of new marketing strategies and technologies within the industry.Key Takeaways:Importance of Internal Investment: Leah Alter emphasizes that the success of any campaign is directly linked to the effort and resources dedicated internally. Organizations that prioritize internal investment are more likely to see substantial returns.Proactivity in Career and Life: Kerry Davis highlights the significance of being proactive. She advises against waiting for promotions or directions and encourages seeking out opportunities and presenting them. This proactive approach applies to both professional advancement and personal growth.Role of AI and Social Media in Financial Services: The discussion with Kerry Davis and Marissa Comerford underscores the increasing use of social media by financial advisors to present authentic content, moving away from canned material. They also touch on the positive role of AI in enhancing content creation efficiency without compromising authenticity.Balancing Professional and Personal Life: Both guests share insights on maintaining a work-life balance. Kerry Davis and Marissa Comerford discuss their routines involving self-care activities like fitness, cooking, baking, and reading. Emphasis is placed on celebrating personal milestones and ensuring time for self-care amidst professional responsibilities.Effective Collaboration with Agencies: The episode delves into fostering productive relationships with agencies like Gregory FCA. The hosts and guests highlight the importance of alignment in values, goals, and approaches between clients and agencies. Effective collaboration and ongoing engagement are vital for successful marketing and PR strategies, emphasizing an integrated partnership rather than a vendor-client relationship.This episode underscores the importance of proactivity, authenticity, and strategic partnerships in the financial advisory landscape. The discussion provides valuable insights and actionable strategies for women in financial services, encouraging them to take control of their careers, embrace technological advancements, and maintain a healthy work-life balance for overall success.Listen to the full episode to gain deeper insights into these topics. Don’t forget to subscribe to WomenShare and share our mission to empower women in financial services. For more information about Gregory FCA, visit their website or connect with them on LinkedIn. Special thanks to our sponsor, Catchlight, and check out their platform "Grow Organically" for more on wealth management growth.Because when women thrive, industries revolutionize. Join us in creating inclusive spaces and celebrating strides towards female empowerment.

"Most of the career advice I received, I ignored. That might have been the secret to my success."Welcome back to WomenShare: a celebration of women in financial services. Today, hosts Leah Alter and Joanna Ehresman bring you an inspiring conversation with Mary Beth Franklin, a trailblazer who turned skepticism into success. Mary Beth Franklin, a seasoned journalist and certified financial planner, shares her unconventional journey in the financial services industry.Known for her expertise in Social Security and Medicare, Mary Beth defied the advice of experts who dismissed her niche focus as too narrow. Instead, she trusted her deep knowledge and harnessed it to build a wildly successful business, culminating in the creation and hosting of the television program "Social Security and You." Despite initial doubts, Mary Beth’s intuition proved right, as her insights found a ready market eager for her specialized knowledge. Mary's achievements recently earned her a prestigious Telly Award, a testament to her influence and expertise.Throughout the episode, Mary Beth recounts her dynamic career trajectory, from her early days breaking norms in journalism to becoming a go-to authority on Social Security and Medicare. Initially launching her career in the bustling hub of Washington, D.C., she honed her skills in various roles, including as a Capitol Hill reporter and public information officer. After transitioning to freelance work to balance family commitments, she discovered her niche in writing about personal finance for older adults—a topic few had ventured into.Mary Beth’s breakthrough came with an article on maximizing Social Security benefits, garnering widespread attention and cementing her niche. Her career continued to flourish as she negotiated a unique arrangement with Investment News, allowing her to combine her journalism with speaking engagements. Now selectively engaging in speaking opportunities, Mary Beth continues to influence and educate, demonstrating the power of specialization and intuition in career success.Key Takeaways:Belief in Niche Expertise: Mary Beth Franklin’s success story underscores the importance of trusting your deep knowledge and finding the right market for it. Despite initial skepticism, her insights into Social Security and Medicare proved to be highly sought after.Career Flexibility and Innovation: Mary Beth’s ability to negotiate a flexible work arrangement allowed her to balance journalism with speaking engagements, exemplifying innovative career management in the financial services industry.Importance of Mentorship and Diversity: The episode highlights the growing need for supportive environments and mentorship, especially for young and aspiring female CFPs, to foster diversity and inclusion within the profession.Impact of Technology and Flexibility: The COVID-19 pandemic spurred the use of technology like Zoom for client engagement, offering geographic flexibility and enhancing work-life balance, particularly benefiting women with caregiving responsibilities.Career Adaptation and Resilience: Mary Beth’s journey from traditional journalism to becoming a certified financial planner and public speaker showcases the importance of resilience and adaptability in career advancement.Support for Women CFPs: As an advocate for increasing diversity, Mary Beth emphasizes the need for more women in the financial planning industry, arguing that a diverse profession better serves a diverse client base.For more about Mary Beth Franklin’s work, including her books, shows, and speaking engagements, visit her website at marybethfranklin.com, where you’ll find valuable resources on Social Security claiming...

"You ask yourself this question: What am I holding to that it wants to be released in my life right now?"Welcome to WomenShare, a celebration of women in financial services. In today’s episode, hosts Joanna Ehresman and Leah Alter sit down with Shannon Schottler, a professional coach specializing in life and career transitions. Shannon leads us on a journey through the complexities of embracing new identities and managing life’s big transitions with confidence.Shannon Schottler: A "Zingy Lemon Sorbet" to Embrace ChangeShannon Schottler uses the metaphor of “zingy lemon sorbet” to describe the exhilarating and experimental phases of transitions such as promotions, impending births, or marriages. These moments are brimming with excitement and a dash of trepidation as individuals dive into new roles.Fighting Imposter SyndromeBoth Joanna and Shannon discuss the common phenomenon of imposter syndrome, particularly prevalent during significant life changes. Feelings of self-doubt often come to the forefront, yet Shannon offers insights on building confidence through intentional experimentation, self-compassion, and active support.Support Strategies During TransitionShannon's advice centers around restoring oneself through self-care, reflecting on experiences, and embracing experimentation. She likens this restorative process to maintaining a full tank of gas, essential for navigating transitions smoothly and effectively.Experimentation Mindset: Taking ActionTransitioning from planning to action is crucial. Shannon advocates for hitting the ground running with small, manageable trials rather than succumbing to overthinking. This approach stands as a practical means to combat hesitation and uncertainty in new ventures.Imperfect Beginnings and Supportive EnvironmentsEmbracing the messiness of new endeavors is necessary. Shannon shares a heartfelt story of her daughter learning to bake, underscoring that growth flourishes in environments that accept imperfections. Surrounding oneself with a supportive community is vital for healthy transitions.Integrating Personal Identity: Shannon as the FarmerA highlight of Shannon’s journey includes her transition to becoming a farmer, an identity rooted in her upbringing on a Wisconsin farm. This new role, filled with hands-on skills such as building fences and driving a skid steer, not only fulfills her personally but enriches her coaching practices, bringing grounded, relatable metaphors to her clients.Financial Transitions: Common Pitfalls and StrategiesOn the financial front, Shannon illuminates three major pitfalls in transitions: succumbing to generic financial fears, viewing transitions as permanent, and engaging in cyclical worrying. She advocates for fact-based, present-focused planning and strategies to manage fixed versus variable expenses effectively during these periods.Creating a Culture of Contributions and Self-CareShannon's coaching philosophy transcends mere financial success. She encourages building a culture where contributions are celebrated over accolades or wealth accumulation. Importantly, she reiterates the necessity of self-care, equating it to having the energy needed to embrace life changes fully.Key TakeawaysExcitement of Transition ("Zingy Lemon Sorbet"): Embracing the thrill and experimentation during life transitions.Combatting Imposter Syndrome: Techniques to overcome self-doubt through trial and support.Practical Experimentation: Importance of acting on small, manageable trials to navigate new paths.Restoration Through Self-Care: Necessity of maintaining mental and physical...

"I've never had to think about what it is like to be on a leadership team where there are no other women or there are no women at all."Welcome back to WomenShare: A Celebration of Women in Financial Services. In today's discussion, our hosts Leah Alter and Joanna Ehresman sit down with industry trailblazers Meredith Lambert and Yelena Melamed from Catchlight, an innovative firm dedicated to transforming how financial advisers manage and convert leads using AI.In this episode, we celebrate Meredith and Yelena’s recent accolade from wealthmanagement.com and dive into the dynamics of their successful collaboration, focusing on mutual respect and aligned goals. They share invaluable advice for women striving to shine in tech and finance – touching on courage, confidence, and the power of failing elegantly.Join us as we explore Catchlight’s groundbreaking lead routing model, which revolutionizes adviser-client matching through data-driven insights, enhancing both efficiency and client satisfaction. Meredith and Yelena also discuss their personal milestones, celebrate small wins, and offer inspiration drawn from their own professional journeys.Let’s dive in to discover how diversity, trust, and innovative thinking are shaping the future of fintech, while our amazing guests highlight the importance of seizing opportunities and believing in one’s capability to thrive in a male-dominated industry. Stay tuned for an empowering conversation packed with actionable insights and uplifting wisdom.Key Takeaways:Improvements in Advisor-Client Matching: Catchlight’s data-driven matching model enhances adviser-client relationships, leading to better satisfaction and outcomes.Importance of Diversity: The episode stresses the need for more women in financial services and the benefits diversity brings to the industry.Confidence and Opportunity: Both guests encourage women to trust their abilities, step into opportunities, and not let self-doubt hinder their career progression.Failing Elegantly: Embrace failures as learning opportunities, and use them to innovate and solve problems creatively.