In this compelling episode of Women Behind the Millions, host Jessica Weaver welcomes back the dynamic Leslie Lipscomb, a senior vice president at the Financial Independence Group. Together, they delve into the liberating theme "RIP Captive Life," which emphasizes the shift towards greater independence for women in the financial industry. Leslie, known for her mentorship and advocacy for women, shares her passion for guiding women as they break free from the confines of traditional, captive corporate roles and embrace their independent paths.

Throughout the conversation, Leslie talks about her own career journey, including her experiences in a male-dominated industry, and how she balances a thriving career with family life thanks to a supportive partnership with her husband. They discuss the challenges many women face, such as ageism, lack of confidence, and the daunting statistics of failure within the first years of financial advising. Leslie and Jessica offer encouragement and strategies for navigating these hurdles, focusing on the power of education, relationship-building, and having a robust support system like that at FIG.

Moreover, this episode sheds light on the importance of being in the right environment that encourages growth and independence. Jessica and Leslie explore the intricacies of the transition from a captive firm to an independent practice, outlining practical steps and highlighting the freedom and personal growth that comes with betting on oneself. They also touch on the evolving role of technology in the industry and its impact on efficiency and client transparency.

Listeners will gain valuable insights on how to embrace independence, overcome industry biases, and utilize their unique backgrounds to thrive in financial advising.

Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.

New episodes release every week: https://www.womenswealthboutique.com/women-behind-the-millions-podcast

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In this episode, we’re thrilled to introduce Susan Danzig. With over two decades of dedication to empowering financial advisors, Susan has honed her craft in helping professionals define their brand, attract ideal clients, and propel themselves to greater financial success.

We dive into Susan’s experience as a co-author of, "Beyond the Broker." She opens up about the courage and determination it takes for women to break free from traditional roles, tapping into their full potential and achieving independence in their career paths. Susan emphasizes the role of having a clear brand vision and the importance of innovative marketing strategies in standing out in a crowded industry.

Susan also shares her journey from working within a company that faced significant challenges during the market downturn to launching her successful business coaching practice for financial advisors. Her insights into the power of mindset, supported by her Master Certified NLP Practitioner background, reveal how belief systems can significantly impact professional growth and client relationships.

Whether you’re an advisor considering the leap to independence or seeking to refine your business strategies, Susan's invaluable advice will guide you on your path to success. Join us for a conversation filled with motivation, practical tips, and stories of transformation that will inspire your next steps.

Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.

New episodes release every week: https://www.womenswealthboutique.com/women-behind-the-millions-podcast

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In this episode we are joined by Kari Ellis. She is an experienced recruiter, career consultant, and industry transition expert who’s on a mission to guide seasoned financial professionals to find their true path. In this episode, Kari opens up about her deeply personal journey into the financial industry, spurred by the tragic loss of loved ones and a desire to help others avoid financial hardship during life's unexpected turns.

We’ll explore how Kari transformed her personal pain into her professional purpose, discovering boundless opportunities beyond just selling life insurance. She details the significant role that mentors have played in her success, shedding light on the importance of guidance, whether it came from seasoned men in the industry or the vibrant network of women she later built around herself.

Kari also shares valuable insights about the leap of faith she took when transitioning from corporate life to entrepreneurship, fueled by her husband’s unwavering support. She’ll take us through her meticulous process of helping financial advisors make career transitions, emphasizing the importance of aligning with one’s core values, understanding the diverse financial channels, and making decisions that benefit both advisors and their clients.

Finally, we dive into the empowerment and collaboration among women in finance, fostering a community where each woman has the opportunity to follow her passion and find her true place. Join us as we explore the emotional, spiritual, and practical sides of wealth with Kari Ellis, a true woman behind the millions.

Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.

New episodes release every week: https://www.womenswealthboutique.com/women-behind-the-millions-podcast

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In this insightful episode of "Women Behind the Millions," host Jessica Weaver welcomes back strategic recruitment expert Jordan Christa to uncover the nuanced intricacies of hiring within the wealth management industry. A veteran in industry-specific recruitment, Jordan dives deep into the dynamics of building successful teams by focusing on intentional hiring practices. Together, they unravel the common hurdles women CEOs and executives face, such as the tendency to make hurried hiring decisions due to desperation and the challenge of balancing immediate needs with long-term growth strategies.

Jessica and Jordan engage in a thought-provoking discussion on the importance of establishing a strong employee value proposition and how it plays a crucial role in attracting top talent. They also explore prevalent trends in recruitment, including evolving roles and the significance of cultural fit within firms. Notably, they address the emotional aspects of decision-making in career transitions, particularly for women who often find themselves at a crossroads between loyalty and the pursuit of professional growth.

This episode is a treasure trove of knowledge for women entrepreneurs aiming to refine their hiring processes and for those aspiring to cultivate a robust and supportive work environment. By understanding the deeper layers of recruitment, listeners will gain valuable insights on how effective team-building can lead to sustainable business success, while also empowering their own financial journeys and those of their clients. Don’t miss this opportunity to hear from one of the industry's leading voices on how to strategically align your hiring practices with your firm’s mission and values for a transformative impact.

Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.

New episodes release every week: https://www.womenswealthboutique.com/women-behind-the-millions-podcast

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In this episode, we're diving into the essential world of regulatory compliance in the financial services industry with our esteemed guest, Kristen Guerrero. Boasting over 20 years of experience, Kristen is the founder of RIA Compliance Key, a boutique firm specializing in guiding SEC registered firms through the complexities of compliance.

In this episode, Kristen shares her remarkable journey, from starting as a college intern to becoming a leader in compliance. We explore her pivotal decision to launch her own firm, the critical role compliance plays in the financial sector, and the courage and insight required to transition from a traditional career path to independence. Kristen offers practical advice for those contemplating starting their own Registered Investment Adviser (RIA) or making a strategic move to a new firm, emphasizing the importance of thorough research, understanding your motivations, and leveraging valuable resources.

Join us for a conversation filled with inspiration, practical tips, and invaluable insights, tailored for anyone navigating the financial industry's complex landscape. Whether you're a seasoned professional or someone eyeing a significant career shift, this episode is packed with wisdom to guide your journey. Tune in and discover how compliance can be a strategic ally in building a successful financial practice.

Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.

New episodes release every week: https://www.womenswealthboutique.com/women-behind-the-millions-podcast

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In this episode, we delve into the crucial topic of finances and taxes for emerging business owners. Navigating the transition from a corporate environment to crafting an independent business can be a significant challenge, particularly when establishing your company's financial framework, including payroll, taxes, and benefits.

In this episode, part of our Beyond the Broker series, we are honored to have Sandy Petty, a leader in client accounting services, joining us. Sandy brings a wealth of knowledge and expertise, discussing the importance of building a robust financial infrastructure necessary for the successful growth of your firm. We will explore critical components such as securing startup capital, developing a comprehensive business plan, and ensuring adequate insurance coverage.

Sandy shares her professional journey—from her beginnings in Aruba and her involvement in basketball to her distinguished career in the finance sector. Her experiences and insights are invaluable for those looking to establish a strong foundation as they transition into financial independence. Prepare for an engaging and informative discussion, providing you with the tools and understanding needed to confidently manage and grow your business.

Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.

New episodes release every week: https://www.womenswealthboutique.com/women-behind-the-millions-podcast

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In this episode of Women Behind the Millions, Jess talks with Jen DeBuhr, Vice President of Sales at Leading Response. With over two decades of experience, Jen has personally facilitated more than 60,000 seminars, making her a leader in marketing and outreach strategies for financial firms, especially those focused on women. Throughout the discussion, Jen shares insights into empowering women in financial settings, her strategic approach to marketing, and the importance of creating inclusive financial education environments. Jen journey at Leading Response highlights the significance of having female mentors and role models in male-dominated industries. Filled with inspiring stories and valuable business tips, this episode offers a look into the intricate work happening behind the scenes to connect and educate women in the financial world. Tune in to uncover the strategies, challenges, and successes of women navigating and revolutionizing the finance industry.

Contact our Guest:

www.leadingresponse.com

Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.

New episodes release every week: https://www.womenswealthboutique.com/women-behind-the-millions-podcast

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In this episode of "Women Behind the Millions," host Jessica Weaver sits down with Darci Smith, founder of Roklyn Consulting, to explore the pivotal role of company culture in financial firms and beyond. Darci shares her journey from a successful corporate recruiter to launching her own consulting firm, revealing how betting on oneself can lead to rewarding independence and fulfillment. Jessica and Darci delve into the significance of power redefined, the challenges women face in male-dominated industries, and the importance of creating a supportive community. They discuss strategies for establishing and evolving company culture, onboarding practices that resonate with employees, and the ongoing quest for alignment between personal and professional values. Whether you're in finance, seeking career independence, or an entrepreneur at heart, this episode offers valuable insights into empowering women to strive for more while nurturing environments where they can thrive. Tune in for an engaging discussion that's all about finding fun, keeping the momentum, and staying true to oneself in the world of wealth management.

Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.

New episodes release every week: https://www.womenswealthboutique.com/women-behind-the-millions-podcast

Follow us on Instagram & Facebook