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Sheri Fitts

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401(k)ouple Podcast
401(k)ouple PodcastPersonal Branding in The Financial Industry With Sheri FittsFollow Sheri on LinkedIn: https://www.linkedin.com/in/sherifitts/ In this episode the 401(k)ouple dives into the world of marketing, personal branding, and leadership with the one and only Sheri Fitts. Sheri shares her journey through the financial industry, how she built a powerful personal brand, and what it takes to truly connect with clients and teams. Use promo code "401kouple" to get $100 off registration for Sway Live, Sheri’s incredible retreat experience designed for retirement pros who want to build a more intentional business and life. 📍 Learn more about the resor...
2025-07-2557 min401(k) Specialist Podcast
401(k) Specialist PodcastPreviewing SWAY | LIVE 2025 with Sheri FittsThe third edition of the retirement industry’s least traditional conference is coming up Aug. 3–5 in Milwaukee, Wis. To get the low-down, we spoke with organizer Sheri Fitts, a well-known expert in personal branding for financial advisors and 401(k) marketing. Audio here Sheri explains what sets the conference apart. It focuses on helping attendees strengthen their personal brand through storytelling and human connection. Additionally, she highlights key agenda items and explains why the event welcomes a broad mix of professionals.For more information about SWAY | LIVE, check out the event website here: https://swaylive.sherifitts.com/S...
2025-06-1615 minFearless Females
Fearless FemalesShow Up, Serve, Succeed with Sheri Fitts: The Career-Changing Power of ContributionToday, host Lorie Jones sits down with Sheri Fitts, a vibrant leader whose journey from graphic designer to CEO, keynote speaker, and founder of Sway Live, embodies what it means to be resilient and purposeful in a male-dominated industry. Sheri shares how she's built a thriving career by serving others, following her curiosity, and embracing both innovation and emotional intelligence. From her early days creating 401(k) education materials to launching her own conference, Sheri's path is a testament to the power of helping, mentorship, and being authentically yourself—no matter how winding the road may be.
2025-05-0546 minStep into the Pivot
Step into the PivotSheri Fitts: Resilient Love in the Grip of AddictionThis episode covers sensitive topics. Listener discretion is advised. Please prioritize your well-being while listening.In our latest heartfelt episode, recorded live at Sway Live, we sit down with Sheri Fitts, a single mother who opens up about the profound struggles and triumphs of her son Garrett's battle with heroin addiction. Sheri's candid recounting of Garrett's time living under a bridge and the critical intervention by a Portland police officer using Narcan paints a vivid picture of the relentless challenges faced by families dealing with addiction. Garrett's story is one of struggle and redemption, from...
2024-09-0622 minThe Advisor Journey
The Advisor JourneyUsing Digital EQ to Scale Your Practice with Sheri Fitts‬ ‭As an advisor, how do you wield your digital influence? And how do you do it in an emotionally intelligent way? Industry expert Sheri Fitts joins us for an exclusive conversation with Jason and Dasarte. In this episode, she breaks down the importance of digital EQ and explains how advisors can use it to take their firms to the next level. Want to hear more from Sheri? Check out her upcoming conference SWAYLive at https://swaylive.sherifitts.com/swaylive2024ABOUT ALTRUIST:We’re on a mission to make financial advice better, more affordable, and more ac...
2024-06-2841 minBe More Than A Fiduciary
Be More Than A FiduciarySheri Fitts: Enhancing Your Financial Service Using Behavioral ScienceSheri Fitts, founder/CEO, is a compelling public speaker and financial services marketing, sales, and brand guru on a mission to amplify the heart of financial services. Sheri harnesses the power of emotional connection to help financial professionals create more trust in their client relationships and make their engagements more meaningful to their businesses, and more impactful to their bottom line.In this episode, Eric and Sheri Fitts discuss:Logical and behavioral economistsEmotional decision making Decision-making when under stress Enhancing your proposal using behavioral science Key Takeaways:Logical eco...
2024-03-2742 min401(k) Specialist Podcast
401(k) Specialist PodcastSheri FittsWhy Financial Advisors Need Personal Branding: Sheri FittsAnyone who attends a retirement industry event knows there’s a pretty good chance Sheri Fitts is speaking at it. Today we’ve got the well-known branding consultant and founder of Sheri Fitts & Co. with us to talk about the need for and importance of personal branding among 401(k)-focused financial advisors.Sheri also tells us about an all-new industry branding and marketing event she is launching this August in San Diego called “SWAY| LIVE,” along with why such a focused event is needed in the reti...
2023-05-0813 minSpeaker Real
Speaker RealSheri Fitts: Enhancing Your Brand Through Emotional Intelligence In this episode, Cheryl and Sheri discuss: Why we should speak to people emotionally  Give yourself permission to be real  Countering judgment with curiosity  What is digital eq   Key Takeaways: We need to understand that 90% of decisions are emotionally based. Often, we try to rationalize logically what we have already decided emotionally.  Speaking with emotion starts with giving yourself permission to be more of your true self. When you make yourself available, vulnerable, and real to people, they’ll want to be with you more...
2023-03-3145 minReal Estate Elevated with Cheryl Knowlton, CSP
Real Estate Elevated with Cheryl Knowlton, CSPSheri Fitts: Enhancing Your Brand Through Emotional Intelligence In this episode, Cheryl and Sheri discuss: Why we should speak to people emotionally  Give yourself permission to be real  Countering judgment with curiosity  What is digital eq   Key Takeaways: We need to understand that 90% of decisions are emotionally based. Often, we try to rationalize logically what we have already decided emotionally.  Speaking with emotion starts with giving yourself permission to be more of your true self. When you make yourself available, vulnerable, and real to people, they'll want to be with you more. ...
2023-03-3145 minRetirement Inside Out with Tom Lamendola
Retirement Inside Out with Tom LamendolaEp 84: Marketing in the Financial Industry with Sheri FittsToday’s guest is Sheri Fitts, Founder/CEO of Sheri Fitts & Co. Sheri specializes in financial services marketing and branding. In this episode, Sheri tells the story of how she got into marketing in the financial industry and shares some of her knowledge with us. Sheri will be a keynote speaker at our upcoming symposium and will be highlighting the changes and future of marketing. You can find out more about the event on our website. Listen to get a small preview of the value Sheri will be bringing. Here is some of what you’ll l...
2022-11-1833 minThe Fiduciary U™ Podcast
The Fiduciary U™ PodcastEp #39: Capturing Hearts and Minds Through Authenticity, Empathy and Storytelling With Sheri FittsMy guest on this episode is the one and only Sheri Fitts. When it comes to financial services sales and marketing, Sheri is a gifted speaker, consultant, and creator and I always enjoy learning from her. One of the things I love about Sheri is her ENERGY. Her passion for connecting emotional intelligence and digital influence, what she calls Digital EQ, really comes through in this episode. We focus a lot of our conversation on the human aspect of financial services and how we communicate with our clients and prospects. We chat about the power o...
2022-09-1258 min401(k) Specialist Podcast
401(k) Specialist PodcastSheri FittsAnyone who knows Sheri Fitts knows her hard-charging, yet fun, approach to marketing and branding. The speaker, consultant, and creator with Sheri Fitts & Co. is a staple on the conference circuit, preaching the need for the digital adoption of social media marketing tactics for 401(k) advisors, and the real business-building and revenue-generating opportunities that result.Her energy and enthusiasm are infectious, which made, as always, for a great interview. Among other topics, she joined us to discuss LinkedIn, and the live streaming capabilities it now affords.  
2022-04-1113 minDancing in the Discomfort Zone with Anne Bonney
Dancing in the Discomfort Zone with Anne BonneyDancing with SHERI FITTS; Speaker, Creator and Generally Awesome PersonAging.  Wheeeee!  That's a fun topic!  And that's why we're talking about it here!  Let's get uncomfortable, shall we?  Are you leaning on the "I'm too old excuse"  Well knock that off!!The way I see it, we're all going to do it if we're here long enough, so I thought I would bring on my hilariously brilliant friend and fellow speaker Sheri Fitts to talk about turning 60, and all of her plans for the next chapter of her life.  (yes, she's still reinventing...and why wouldn't she?  Why wouldn't we all?)We talk about- ...
2022-01-2432 minTop Advisor Marketing Podcast
Top Advisor Marketing PodcastEpisode 290 – Little Things That Make Your Brand Unforgettable –– With Sheri FittsA coffee mug on your desk, the color of your walls, what you play on your office TV, and maybe even a pair of polka dot socks.  These small details are easy to overlook. But they carry huge potential for creating an unforgettable brand.  In this episode, Matt talks to Sheri Fitts, a nationally recognized speaker and host of the “Women Rocking Wall Street” podcast. Over the past 30 years, Sheri has helped countless advisors achieve an unbelievably high level of brand consistency. Now, Sheri is telling you why “the little things” about your brand can make a big impact on your audie...
2021-03-2329 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services092: Championing Cybersecurity with Rachel WilsonWhile cybersecurity is not a new concept, a spotlight has been placed on its importance given the ever-increasing sophistication of cybercriminals, COVID-19, and the new work-from-home evolution.   Our incredibly special guest is none other than the Head of Cybersecurity for Morgan Stanley Wealth Management, Rachel Wilson.   After her childhood love of all things cryptography, code making and code breaking, her dream of working for the National Security Agency (NSA) was realized, where she spent 15 years in various leadership roles and managed the NSA's counterterrorism operation and led global enterprise in detecting an...
2020-07-0130 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services091: New Thoughts about Negotiating with Mori TaheripourIn this episode, I sat work with the fabulous Mori Taheripour. The powerhouse professor who teaches Negotiation and Dispute Resolution to undergraduate and graduate students at the  Wharton School of the University of Pennsylvania.  She's also the author of Bring Yourself: How to Harness the Power of Connection to Negotiate Fearlessly.   From Public Health in the AIDS field to teaching at Wharton, Mori's experiences have armed her with the skills to be a great negotiator. For her, negotiation starts with learning more about oneself. She believes that you need to better understand yourself, what you want...
2020-06-1245 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services090: Conversation and Care with Dr. Joy LereOur special guest is Dr. Joy Lere, a psychologist, consultant, speaker and writer whose practice focuses on the intersection of human behavior and finance. Specializing in money, mindset and meaning, her experience has shown that the primary issue driving demand for her services, directly or indirectly, relates to money. She helps patients become financially savvy, emotionally strong and confident.   In my jubilant conversation with Joy, she discussed how to navigate the COVID-19 pandemic and how it all starts with self-care. Self-care is about making choices for yourself that gives you an opportunity to reflect, de-stress a...
2020-05-2048 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services089: Women, Movies, and Media with Madeline Di NonnoThis guest is one for the ages. We sat down with The Geena Davis Institute on Gender in Media, CEO, Madeline Di Nonno to discuss ways they're encouraging television and other media to infuse intersectionality, diversity and inclusion in their content.   Founded in 2004 by Academy Award Winning Actor Geena Davis, the Institute is the only organization working collaboratively within the entertainment industry to engage, educate and influence the creation of gender-balanced onscreen portrayals, reducing harmful stereotypes and creating an abundance of unique female characters targeting children 11 and under. The nonprofit's slogan is, If she can se...
2020-04-2340 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services088: Speak Up, Step Up, Make it Happen with Minda Harts and Christine Brown-QuinnThis episode we have two wonderful guests, Minda Harts and Christine Brown-Quinn. Both discussing career advice!   Minda is the CEO of The Memo LLC, a career development platform for women of color. She's also the best-selling author of, "The Memo: What Women of Color Need to Know To Secure A Seat at the Table". Minda says that success is not a solo sport, you have to build your squad. It all boils down to relationship building and how to articulate your value all while quantifying your worth.   Christine Brown-Quinn is a be...
2020-04-1059 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services087: Ageless FinTech with Lisa MoyleLisa Moyle is co-founder of VC Innovations where she's committed to connecting established financial institutions with financial technology (FinTech) startups and technology providers. All the while keeping an eye towards making sure women are part of the equation. Her annual event, FinTech Talents, beings together this ecosystem of nearly 3,000 attendees to facilitate networking, establishing business relationships, and giving university students a look inside the industry.   Aside from creating memorable, unique and interactive experiences at these events, her goal is to make sure women are not only a part of this ecosystem, but they're also part of...
2020-03-2752 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services086: Speaking Out with Alex ChalekianOur special guest is Alex Chalekian, founder and CEO of Lake Avenue Financial and ally and believer in women. In his words, "it's important for women to have a voice in this industry and to be able to do the things that they should be able to do!"   Alex started a universal dialogue around solving female harassment by notably speaking up against Ken Fisher who made controversial remarks at one particular fireside chat at the Tiburon CEO Summit. Since then, he penned a processes to report and address harassment and his selfless and important work c...
2020-03-1241 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services085: One Girl at a Time with Seema HingoraniThis one is a dream guest! Seema Hingorani is a Managing Director at Morgan Stanley Investment Management focused on talent development, client relationships and diversity initiatives. She served as a member of the National Finance Committee of Secretary Clinton's 2016 Presidential Campaign and is an active member of The Economic Club of New York and 100 Women in Finance. Seema's also the Founder and Chair of Girls Who Invest, a nonprofit organization dedicated to increasing the number of women in portfolio management and leadership in the asset management industry.    Seema has a 30x30 mission. Her life's work wi...
2020-02-2738 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services084: Clapping Back with Elijah LawalThis week's guest is passionate about debunking stereotypes. At a young age, Elijah wrote short stories about Nigerian myths and legends and sold them to his classmates for £1. Today, he's a published author of, The Clapback, a definitive guide to addressing negative stereotypes about the black community. From swimming and fried chicken to privilege and allyship, he discusses his opinions and learnings from his in-depth research.  
2020-02-1356 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services083: Changing the Language of Wealth with Chloe B. MckenzieChloe B. Mckenzie is an inspiration and one I absolutely feel privileged to interview.  She's a brilliant and resilient woman who coined the term "wealth justice". Her mission is to close the wealth gap for black women and create a curriculum that delivers messages about wealth and wealth accumulation. The most interesting part? Her target audience is students, starting in kindergarten! She has quite the story - from an abusive family to a liver failure – she's unstoppable at only 27.   After you listen, do yourself a favor and pick up her book, The Activist Investor.
2020-01-3046 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services082: Financially Fierce with Veronica DagherIf you know me, you know how important financial independence is. As a woman, you have to be. Never depend on anyone...ever. This week's guest, Veronica Dagher, is an award-winning Senior Wealth Management and Personal Finance Reporter for The Wall Street Journal.  When she lost her father, she quickly learned the importance of being a financially independent woman. "I don't want to be in this position where something happens to my spouse one day and I don't know how to handle money. This is not going to be my future," Veronica explains in regards to her m...
2020-01-2441 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services081: Power. Focus. Intention.Carla Harris is Vice Chairman, Managing Director, and Senior Client Advisor at Morgan Stanley. She is also an inspiration, a role model and a disruptor in the Financial Services industry. In her experience, people's perception of you is the co-pilot to your reality and success. Carla believes we all have the power to change how we're perceived. One of her first big professional mistakes: thinking she had to put her head down, get the work done and not ask any questions. She now knows that all mistakes are simply a matter of not knowing. Carla touches on...
2019-09-1933 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services080: Inclusion and BelongingDiversity and inclusion. To create a space in your business that ensures that diversity and inclusion are part of the solution. As the CEO of Bar the Door Consulting, Katee Van Horn does just that. She focuses on what businesses can do to change, improve, and create true cultures of inclusion. Katee gives her take on what exactly diversity, inclusion, and belonging mean. She believes there are various ways to establish diversity and inclusion within a company - whether that's at your town hall meetings or in your presentations. Start with small, incremental changes. You can't boil the ocean...
2019-07-1244 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services079: Work and MeaningAndrée Simon is truly making a difference in the world. As CEO & President of FINCA Impact Finance (FIF), she leads a global network of microfinance banks and institutions. FIF's network of community-based banks offer responsible and affordable loan and saving products to more than two million people across the world, empowering low income women and men to take control of their financial futures. Her two teenage kids are even committed to this mission…talk about an inspiration! Andree is a globetrotter who aims to conquer and save the world, one day at a time. With regular trips to Pakist...
2019-07-0838 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services078: Culture and BalanceThe Head of Fixed Income at BMO. Janelle Woodward is responsible for fixed income capabilities across BMO Global Asset Management's $250B platform. This position, this responsibility… it's a rarity as a woman in today's day. In fact, Janelle was raised in a home with the belief that women were supposed to stay at home. Now, she's the first generation professional women in her family. After having her first son, she quickly realized there was more that drove her than just being a stay at home mother. Listen in to hear Janelle touch on the importance of a work/life ba...
2019-06-1341 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services077: The Lawyer Who RocksThe Lawyer Who Rocks! Seriously, though. Joleen Hughes rocks and is the CEO and Founder of Hughes Media Law Group, a law firm that provides in-house counsel services to clients who are innovators in business. Did Joleen dream of being a lawyer? Absolutely not. In fact, after her undergrad, she worked for a music management company where she managed the up and coming bands in Seattle. After realizing that a band is a business with dynamics and people that are "married" together, similar to a startup, she decided it was time for something new. That's when one of her...
2019-05-2935 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services076: Seeds of IndependenceBecoming financially independent is no easy feat. And getting to a point in your career where you can advise those on being financially independent is truly an adventure. Listen in to hear how Alice Tang, the Vice President of BPG Wealth Management LLC, has endured through all. From cold-calling people non-stop to making a mere $2,000 in one year, Alice talks about what she went through to get to where she is today. Her dad once told her, "no matter what happens, it's important to remember that you planted a seed that could one day be a plant". Alice's a...
2019-05-1636 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services075: To Bee or Not to BeeThe Queen Bee Syndrome. To some, this means Beyonce. To others, the leader of the group. Hear Dr. Melissa Briggs-Phillips hit on what it is and how it impacts women today. Melissa explains why she dislikes the word "syndrome" and her reasoning. She compares research with her own insights as a woman. With experience teaching a Psychology of Women class at the Ohio State University, Melissa's well-versed on The Queen Bee Syndrome. She uses a theoretical lens that looks at research and facts all while using real-life experiences. And it makes sense! Melissa is the Owner and Founder of...
2019-05-0844 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services074: In It For the Long GameThis weeks guest is the CEO & co-founder of Long Game, a personal finance app that encourages users to save money while winning cash prizes. Users of Long Game can win from 10 cents to one million dollars. A million dollars?! In her interview, Lindsay Holden discusses her fascination and experience with behavioral economics and how it sparked the idea of Long Game. From a simple interaction to a full gamified experience,  you can now level up, win Crypto and cash all through saving on the Long Game app. You can start winning prizes by simply connecting your bank in the a...
2019-04-2530 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services0:73 Money Girl's, Money MovesLaura Adams is a nationally recognized personal finance expert. She's the author of many books and audiobooks, including Money Girl's Smart Moves to Grow Rich a fun, comprehensive guide to personal finance. This book is written in simple language to help readers digest and understand the terminology, tactics, and attitudes that create a foundation for smart financial decisions. From accounting and real estate to owning a floor covering business and a COO for a small company, Laura's had an extremely diverse career.  She never dreamed of becoming a personal finance writer. She's always been fascinated by the management side o...
2019-04-1834 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services0:72 Moving the Industry, One Action at a TimeA prolific doer and thinker who's passionate about moving the needle for financial advisors. Michael is a Partner and Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm. He's the co-founder of XY Planning Network which is dedicated to helping Gen X and Gen Y advisors serve their Gen X and Gen Y client peers with a fee-only monthly retainer financial planning model. It's designed to be a turnkey financial planning platform where they champion financial planning for a younger demographic. XY Planning Network has grown rapidly, coming up on their five year anniversary with...
2019-04-1242 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services071: Finance, Fashion and FeminismAlthough she's a financial planner, she's not your typical financial planner. Charlene never dreamed of working in this industry. In fact, she never imagined she'd land in the world of investments and long-term planning. Charlene considers herself an artist destined to a life of sales. Starting at age 16, she's been in commission retail. In fact, she started her career as a sales manager at a lingerie boutique. This is where she discovered the powerful link between money and emotion, passion and vulnerability. From a real-estate agent to making a Fox News parody television show and selling home theatre equipment...
2019-04-0337 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services070: Debugging MeritocracyOn this episode, we're talking about research with Lori Mackenzie. Lori is the Executive Director of Stanford University's Clayman Institute for Gender Research as well as the Co-Founder of the new Stanford VMware Women's Leadership Innovation Lab. She advises diversity and inclusion efforts at the Stanford Graduate School of Business and teaches executive education. Her work has been published in the Harvard Business Review, New York Times, BBC, and San Francisco Chronicle. In fact, she was one of the 100 women who was interviewed for the 2018 documentary bias. Lori holds an MBA from the Wharton School of Business and a...
2019-03-2831 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services069: It's Not the End of the RoadEpisode 69: It's Not the End of the Road Guest: Rachel Carpenter On this episode, we have the founder and CEO of Intrinio, Rachel Carpenter. Intrinio is a disruptive, self-serve financial data marketplace launched in 2015 for investors, entrepreneurs, developers, and students. Their data feeds power spreadsheets, quant models, fintech apps, website, and enterprise applications. Rachel's responsibility includes strategy and positioning for Intrinio's long-term growth. Rachel graduated from the University of Wisconsin with a BA in Finance and Management. Rachel founded Intrinio with Joey French, another graduate from the University of Wisconsin when they sparked an idea...
2019-03-2133 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial servicesHustle and Hard WorkEpisode 68: Hustle and Hard Work  Guest: Winnie Sun Women Rocking Wall Street is back and better than ever! Our first guest is a woman who's done it all. A hustler who has reinvented herself time after time. Winnie Sun started her career in Hollywood, owning a television audience production company that brought in audiences for shows like "America's Funniest Home Videos", and "Wheel of Fortune". This was her first successful business. Despite its success, Winnie's Chinese immigrant parents didn't delight in her chosen profession. Winnie decided to take night classes at UCLA, getting her certificate i...
2019-03-1331 minOnline Success Journey
Online Success Journey#134: Sheri Fitts - Sheri is well known in the financial services industry with more than 30 years of experience, a sought-after speaker and has twice been named one of the 100 top influencers in the retirement planning industry.Sheri is well known in the financial services industry as a true creative force… who would imagine it all started at the tender age of five, selling her own homemade rose petal perfume in baby food jars, door-to-door. Leveraging that entrepreneurial flair, Sheri debuted in the financial services industry as an award-winning graphic designer, progressed to participant curriculum design, and advanced to sales and marketing before stepping out on her own as a consultant and speaker. Now, with more than 30 years of industry experience in her pocket, Sheri shares her success insights with retirement plan advisors, third-party administrators, and fi...
2018-06-0527 minBOSS Academy Radio - Real Business Ownership Success Strategies: Entrepreneur, Small Business, Coaching, Start-ups
BOSS Academy Radio - Real Business Ownership Success Strategies: Entrepreneur, Small Business, Coaching, Start-upsSheri Fitts - The Age Of Authenticity And Its Impact On BusinessSheri  Fitts has  more  than  25  years  of  experience  in  digital  leadership  and  brand  marketing.  As  the  founder  of  ShoeFitts  Marketing,  she  has  helped  thousands  of  advisors  and  industry  influencers  convey  their  messages,  create  meaningful  connections,  improve  sales  performance  and  scale  their  digital  leadership. Ms.  Fitts  regularly  speaks  about  digital  marketing  and  social  media  at  financial  services  industry  events,  has  been quoted  in  numerous  publications  and  is  the  author  of  Deconstructing  Digital.  She  has  received  awards  and  recognition  from  the  Plan  Sponsor  Council  of  America,  the  National Association  of  Government  Defined  Contribution Administrators,  the  International Association  of  Business  Communicators  and  Pensions  and  Investments. 401kwire.com named  her  one  of  the  “mos...
2018-05-3028 minFinancial Advisor Success
Financial Advisor SuccessEp 073: Why Successful Advisor Marketing Is More About Staffing Than Spending with Sheri FittsMy guest today is well known in the financial services industry as a true creative force. Sheri Fitts is the founder of ShoeFitts Marketing—a marketing consulting firm for financial advisors—and the Chief Marketing Officer for Sheridan Road Advisors—a Chicago-area advisory firm with nearly $13 billion in AUM. With more than 25 years of industry experience, Sheri specializes in crafting unforgettable marketing strategies that really stand out. In this episode, she shares her journey from working a traditional corporate job to going out on her own as an independent consultant, as well as the key marketing concepts that h...
2018-05-221h 35Just The Tips, with James P. Friel and Dean Holland
Just The Tips, with James P. Friel and Dean HollandGreat Customer Experience and Whipped Cream with Sheri FittsOn today's episode of Just the Tips, Dean and I welcome a true entrepreneur, someone who has been building businesses literally since she was a kid. When she was just 5 or 6 years old, Sheri Fitts looked at the empty glass baby food jars that her younger brothers were feeding from and saw opportunity. She cleaned them out, put some rose petals and water in them, and began taking them around the neighborhood, selling rose-petal perfume. But that's just the beginning of Sheri's story. Now she's a sought-after speaker in the financial services industry, an expert in marketing financial services...
2018-03-0830 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services067: Being A Modernist in FinanceEpisode 67: Being A Modernist in Finance Guest: Georgia Lee Hussey With training in instillation sculpture and creative writing, Georgia Lee Hussey was focused on becoming a professional artist. However, after 12 years, Georgia decided it was time to try something new. At the time she was living in Portland, Oregon during the sub-prime mortgages phase and Georgia found herself with two mortgages: the first had a 7.5% interest rate and the second had 11.5% interest, and both were variable. She had never been taught about money or budgeting and found herself in a difficult, unstable position. Georgia began reading...
2016-09-0835 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services066: Slowing Down to Speed Things UpEpisode 66: Slowing Down to Speed Things Up Guest: Laura Moore Welcome back to the Women Rocking Wall Street Show! This week's show is all about how slowing down can actually help you speed things up. Laura Moore has a very interesting business story. Having moved to Australia from the UK several years ago, she fell into the health and wellness industry. Starting as a personal trainer she found that she loved it and therefore threw herself into her work. With several years under her belt, Laura started her own gym, which became her pride...
2016-08-2447 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services065: Changing Your FilterEpisode 65: Changing Your Filter Guest: Andrea Leda Wilborn This week's guest on the Women Rocking Wall Street Show is Andrea Leda Wilborn. She is a coach, intuitive and behind-the-scene's worker in Portland, Oregon. Andrea began her journey through social work and counselling, and eventually moved to creative arts, consulting, and fitness. Today, she has taken her experiences in all fields and turned them into a business, helping entrepreneurs offer their gifts to the world in real and powerful ways. One area of expertise for Andrea is Neurolinguistic Programming (NLP), which refers to how one...
2016-08-1136 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services064: Finding Energy to Recharge Your BatteryEpisode 64: Finding Energy to Recharge Your Battery Guest: Debbie Pokornik Welcome back to the Women Rocking Wall Street Show. This week's show is all about reconnecting with our feminine energy and to empower ourselves to live a vibrant and powerful life. My guest this week is Debbie Pokornik, a women of many talents. She is a mother, natural health nut, dedicated dog owner, award-winning author and a passionate social worker. Debbie is also the Chief Empowerment Officer for her company Empowering NRG, which helps proactive moms create the vibrant and powerful life that they...
2016-07-2740 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services063: Battling Inequality Through WordsEpisode 63: Battling Inequality Through Words Guest: Kelly Shikany Welcome back to the Women Rocking Wall Street Show! This week's guest was spurred to contact me when she heard the Women Rocking Wall Street episode where I had the pleasure of interviewing Kathleen Burns Kingsbury about embracing being a female and not being afraid to 'ski like a girl.' As someone who has held different positions in the financial industry, Kelly Shikany is familiar with being the only female at the table and is now working to change public perceptions around women and finance. ...
2016-07-1431 minFi360 Fiduciary Talk
Fi360 Fiduciary Talkfi360 Fiduciary Talk 30: An interview with Sheri Fitts, President at Shoe Fitts Marketing<span style="background-color: white; color: #333333; font-family: &quot;helvetica neue&quot; , &quot;helvetica&quot; , &quot;arial&quot; , sans-serif; font-size: 14px; line-height: 20px;">An interview with Sheri Fitts, President at Shoe Fitts Marketing, who was a speaker at INSIGHTS 2016. We spoke with Sheri about her conference session, Your Brand, Your Business, Your Bottomline. </span><br /><br /><iframe allowfullscreen="" frameborder="0" height="140" mozallowfullscreen="true" src="https://archive.org/embed/SheriFitts" webkitallowfullscreen="true" width="500"></iframe><div class="feedflare"> <a href="http://feeds.feedburner.com/~...
2016-07-0536 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services062: Financial Freedom Through IntentionEpisode 62: Financial Freedom Through Intention Guest: Julia Carlson Welcome back to the Women Rocking Wall Street Show. This week's episode is all about the power of intention and setting your mind to achieving your goals. My guest this week is Julia Carlson, founder of Financial Freedom Wealth Management. She was one of the 40 Under 40 in InvestmentNews and won the 2015 Women's Choice Award for Financial Advisors. In 2000, Julia started her company in Newport, Oregon and has now grown her business to include 4 locations. Fortunately for Julie, in 2008, Financial Freedom was endorsed as a local provider...
2016-06-2938 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services061: Surviving the Overwired WorldEpisode 61 – Surviving the Overwired World With Sheri Fitts Happy summer! As you may know, with the summer season comes a lot of activities that fill up the calendar. I'm finding the same this year so as a result I'm going to be releasing an episode of Women Rocking Wall Street every other week. My intention is to kick off a new podcast, Deconstructing Digital, which is a companion piece to my new book, Deconstructing Digital: Simple Ways To Connect With Your Next-Generation Financial Clients. This week's episode of Women Rocking Wall Street is another in...
2016-06-1535 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services060: Your Brand, Your Business, Your Bottom LineEpisode 60 – Your Brand, Your Business, Your Bottom Line With Sheri Fitts This week's episode is slightly different than what you may be used to. I had the pleasure of being a guest on the Fiduciary Talk Podcast with Ben Aiken, which was recorded live from the Insights 2016 Conference in San Diego. The topic of my presentation was titled Your Brand, Your Business, Your Bottom Line and really focused on creating a compelling, courageous brand. With financial services in a PR tailspin, it's extremely important that financial advisors maintain a strong brand. People have stories ab...
2016-06-0107 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services059: Influencing The MassesEpisode 59: Influencing The Masses Guest: Teresa de Grosbois Listen via iTunes Listen via Stitcher Radio Teresa de Grosbois is a mass influencer, international speaker, author and leader the Evolutionary Business Council, an international organization of thought leaders. This is a collaborative entity of people who are committed to creating positive change in the world. As mentioned earlier, Teresa is an influencer, and teaches the skill of mass influencing to others. Many don't realize that influence is a skill that can be learned and that there are many different levels of influence. ...
2016-05-2633 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services058: Financial PowerEpisode 58: Financial Power Guest: Rosemary Frank I have been looking forward to speaking with this week's guest of the Women Rocking Wall Street Show. Rosemary Frank, Financial Advisor, had a 30-year career in the corporate sector. She was always deeply immersed in financial issues and eventually decided that she wanted to transition to a personal approach, specifically personal finance. When she began transitioning, she realized that she had a lot to learn. She studied and worked her way up to where she is today. Throughout her entire career, Rosemary found that it was a...
2016-05-1833 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services057: Women in Securities LawEpisode 57: Women in Securities Law Guest: Linda Riefberg My guest this week was recently acknowledged as one of the 25 Most Influential Women in Securities Law. Linda Riefberg started out as a general commercial litigator in a large Wall Street firm where she was an associate working part time with two young children. When asked to increase her hours to full time, Linda decided it was time for a change. While job searching, she stumbled upon a position at the New York Stock Exchange and immediately loved the subject matter as well as the work environment. Collaboration...
2016-05-1142 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services056: Thriving in BusinessEpisode 56: Thriving in Business Guest: Martine Lellis Happy May! I have been enjoying the outdoors recently since the weather has been so gorgeous and I hope you've had the opportunity to do the same. My guest this week is Martine Lellis has a passion for learning. She grew up in a small town in South Carolina and was fortunate to gain admissions into Duke University, where she earned a bachelor's degree in mathematics. Upon graduation, Martine began working within the IT industry building systems for banks and insurance companies. While this was her first...
2016-05-0438 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services055: Business Is in Her BloodEpisode 55: Business Is in Her Blood Guest: Miriam Diwan Miriam Diwan's family has always been in business or finance, so you could say it runs in her blood. She attended the University of Pennsylvania to obtain her undergraduate and found that she had varied interests. She graduated with a dual degree in liberal arts and finance. From there, she began investment banking and eventually moved into hedge funds. With her first position, at a private equity firm, she was one of the first three women that were hired in a 10-year history. When her...
2016-04-2732 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services054: Finessing Financial EducationEpisode 54: Finessing Financial EducationGuest: Liz Davidson I’ve had the pleasure of meeting this week’s guest in 2003 and have been an admirer ever since. Liz Davidson is the Founder and CEO of Financial Finesse, the leading provider of workplace financial wellness programs for companies as an employee benefit. Companies, through Financial Finesse, are able to provide their employees with free financial advice and help them get to where they want to be financially without the pressure of sales. Liz began her career in financial services, specifically in investment banking, and eventually realized that...
2016-04-2040 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services053: Winning in SalesEpisode 53: Winning in SalesGuest: Carmela Elco This week’s guest came to my attention from a recent list from the National Association of Plan Advisors (NAPA) identifying the top women advisors in the country for 401K or retirement savings. Carmela Elco is the Managing Director and Senior ERISA Consultant with Blue Prairie Group. Originally from a human resources background, Carmela graduated from the University of Pittsburgh and holds an M.A. in Human Resources Management from St. Francis University. Working with retirement plans and 401Ks, Carmela found that she really enjoyed it over other areas of...
2016-04-1338 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services052: Challenging the Gender GapEpisode 52: Challenging the Gender GapGuest: Emily Viner I am so excited that it’s April and winter is finally past us. I hope that you’re enjoying the weather and being outdoors as much as I am. My guest this week has been making a difference in gender balance in the financial industry and sales, and she is calling on others to help. Emily Viner, Vice President of Agency Management & Leadership at The Guardian Life Insurance Company of America has found her passion and is hoping to help other women find theirs too.
2016-04-0629 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services051: Success through Hustling and ResiliencyEpisode 51: Success through Hustling and ResiliencyGuest: Jilliene Helman Hello and happy spring! I am so excited to welcome my guest this week. She is a young entrepreneur who has been a game changer in the real estate and finance industries. At 28, she made the Forbes magazine 2015 list of 30 Under 30 Rising Stars of Enterprise Technology and has underwritten over $5 billion of real estate. Jilliene Helmen, the former Vice President of Union Bank quit her job to start RealtyMogul.com in 2013. Her team’s mission is to simplify real estate investment through crowdfunding, allowing entrepreneurs an...
2016-03-3036 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services050: The Truth About Your FinancesEpisode 50: The Truth About Your FinancesGuest: Tammy Johnston Tammy Johnston has broken the rules within the financial services by doing things differently. Rather than speaking in acronyms and industry jargon, she has created a new way of doing things to educate people about their finances. While temping at Investor’s Group, Tammy was drawn into the financial side of things and that’s how her journey began. Over the past 9 years, she has worked in regional offices, for independent agents and has managed two different MGA’s. Eventually, she decided that she wanted to do...
2016-03-2334 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services049: How Caring Leads to SuccessEpisode 49: How Caring Leads to SuccessGuest: Anne McCabe Triana My guest this week truly cares about her clients and is an advocate for women in the financial industry. Anne McCabe Triana is a graduate of George Mason University and has been working in the financial industry since 2001. She has worked with organizations like American Express Financial Advisors and UBC and is an independent advisor (owning her own company). Her current venture, Curo Private Wealth is focused on caring and engaging with clients. Anne’s team strive to learn what the concerns are of their client and...
2016-03-1644 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services048: Powering Your BusinessEpisode 48: Powering Your BusinessGuest: Jessica Ballin Jessica Ballin has always been interested in finances. Even back in high school, she started as a bank teller and eventually was accepted into the Carlson School of Management, through the University of Minnesota. When she got there and was asked what she wanted to do, she chose finance, because of her previous experience. When she did her internship, she had the opportunity to learn a lot more about 401Ks. She became hooked and has been doing that ever since. In 2006, Jessica decided to try something on her own...
2016-03-1041 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services047: Navigating SocialEpisode 47: Navigating SocialGuest: Sheryl Brown LinkedIn can be a challenging tool but is so valuable when it comes to networking, building connections and your personal brand. This week’s guest is a Sheryl Brown, a social media maven who is skillful in navigating the social media world. She is by trade an Insurance Advisor and has been in the industry for over 20 years. Today, she has a social media consulting business, not to mention she is in charge of the social media strategy for one of the largest private insurance brokerage office in the U.S...
2016-03-0232 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services046: Becoming the CEO of Your LifeEpisode 46: Becoming the CEO of Your Life.   Happy February. It’s beginning to get lighter here in Portland, Oregon and I am finally able to get out the door and walking again. The Daphne are beginning to bloom and it’s such a beautiful, hopeful sign of spring.   This week is another interview where the microphone is turned around (metaphorically speaking) and I am the one being asked questions by Kristin Mountain, co-founder of Podcast SMARTER. This episode is around career growth and planning and how you can become the CEO of you...
2016-02-2445 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services045: Don't Tell Yourself No, Let Others Do It for YouEpisode 45: Don’t Tell Yourself No, Let Others Do It for YouGuest: Kim Shaw Elliott and Anne Elliot This week’s episode of The Women Rocking Wall Street Show is special because we have a mother and daughter duo. Both women are in financial services, each with interesting personal stories. Kim Shaw Elliott began her career as a litigator and eventually decided to combine her knowledge of the law with a Master of Business Administration. She now serves as President and in-house ERISA Counsel of Independent Financial Partners (IFP) Plan Advisors, a division of financial part...
2016-02-1743 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services044: Moving from Gender Diversity to Gender BalanceEpisode 44: Moving from Gender Diversity to Gender BalanceGuest: Avivah Wittenberg-Cox Welcome back and thank you for joining me again for this week’s episode of Women Rocking Wall Street. I have really been looking forward to this chat, ever since I read my guest’s content in the Harvard Business Review. Avivah Wittenberg-Cox is a prolific speaker and writer. As CEO of 20-first, Avivah works with top management teams from international companies to identify opportunities to create more balance within their organization, primarily around gender and culture. Having active, strategic debates with the execu...
2016-02-1028 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services043: What I've Learned From PodcastingEpisode 43: What I've Learned From Podcasting Hello again! I have been on a slight hiatus because I’ve been reflecting on 2015 and am looking at what I want for 2016. What I’ve found is that I want ShoeFitts, my marketing firm, to work with the right people and on the right projects. That means turning my business into a small batch, artisan marketing firm that does highly crafted work for my clients. Regarding Women Rocking Wall Street, I’ve been wondering how I can continue to give you high quality, relevant content that can provoke thoughts and motivat...
2016-02-0443 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services042: The Power PoseEpisode 42: The Power Pose  It’s been a great first year of the Women Rocking Wall Street, and I’ve had the pleasure of following up with Tracy Bagli Hooper, who was my very first guest when I first launched WRW. If you haven’t had a chance to listen to episode two, Confidence is Contagious, Tracy is the creator of The Confidence Project, an organization dedicated to help others build confidence in their lives. As she likes to say, “the Confidence Project is an equal opportunity endeavor.” According to Tracy, confidence may have a genetic component, and even th...
2015-12-0954 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services041: Permission to Take Up SpaceEpisode 41: Permission to Take Up Space  Now that it’s the time of year when we're stuck in crowded lines at the mall, we are very aware of the physical space that we take up. Our natural instinct is to make ourselves as small as possible. But our guest, Rachel Beohm has a lot to say about our body language and the way to inhabit the space around us to portray the authentic and strong people we are. Curious by nature, and with an unquenchable thirst for learning (especially when it comes to nonverbal communication and th...
2015-11-2540 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services040: Plan It! Do It! Love It!Episode 40: Plan It! Do It! Love It! Brrr! Dare I say happy winter? Now that the cold has come and the days are shorter, perhaps some of us are noticing that we’re not feeling as happy these days. Since we spend a lot of time at work, this probably seeps into our work life, especially with the Christmas holiday countdown on our minds. Perhaps you’ve even found that on Sunday, you’re dreading Monday and have come to the realization that you’ve fallen out of love with your job. Fear not! My g...
2015-11-1836 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services039: Getting GenerationalEpisode 39: Getting Generational   Welcome back and happy November! This week’s episode of the Women Rocking Wall Street show is a little unique. Last year, I had the pleasure of speaking at an event about the differences within various generations and how to talk to each of them about money in an effective way. Did you know that there are currently four generations that shape our workforce today?  There is the Traditionalist (born 1925 – 1945), which in 2014 made up eight percent of the workforce. This generation is conservative in their actions, and they prefer their commun...
2015-11-0419 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services038: Launching FearlesslyEpisode 38: Launching Fearlessly Guest: Anne Samoilov Happy Halloween! This week’s episode is a perfect fit to the Halloween theme around fear and the fun, excitement and joy that it can bring. This week’s guest, Anne Samoilov helps entrepreneurs, small business owners and consultants through the process of fearlessly launching a product or business, or another type of business launch. Anne says that it’s not about fear, it’s about that moment of committing to the decision to doing something new and taking that leap. Coming up with an idea is the easy...
2015-10-2841 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services037: Giving Yourself Permission to Say "No"Episode 37: Giving Yourself Permission to Say “No” Guest: Lane Kennedy  Welcome back! My guest this week has done it all. She is a woman who has many talents – especially when it comes to being an entrepreneur. Lane Kennedy has turned a startup into a million dollar business in less than 18 months, has built a lingerie company and has even worked for a non-profit company in Bangkok. She is a mom, fiction writer, podcaster, and business coach to women who are looking to start a business in the online market. Lane is one busy woman a...
2015-10-2136 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services036: Rocking An InterviewEpisode 35: Rocking An Interview Guest: Margot DeMore Listen via iTunes It’s officially fall and it is absolutely beautiful outside! I hope you’re enjoying the leaves, and all the pumpkin mania, as much as I am. We’ve all been in a situation where we’ve had butterflies in our stomach when getting ready for an interview. The stress of preparing for the interview is only half the battle. This week, I had the pleasure of chatting with Margot DeMore, founding partner of Broad Street Consulting Group, a search firm speciali...
2015-10-1442 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services035: Negotiating Salaries 101Episode 35: Negotiating Salaries 101 Guest: Jim Hopkinson   Listen via iTunes   We’ve all felt like we’ve rocked an interview and then dreaded question comes up, and we freeze – “what is your current salary?” Or even worse, “what are your salary expectations for this position?” It’s common for us to hesitate in answering that awful question because on one hand we don’t want to throw out a number that is too high (and risk losing our chance at the position) and, on the other hand, we don’t want to lowball oursel...
2015-10-0745 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services034: Funding Research for ChangeWRW034: Funding Research for Change with Michelle Clayman I can’t express how excited I am to share this week’s episode with you. My guest, Michelle Clayman is a CFA, Founder, Managing Partner and Chief Executive Officer of New Amsterdam Partners LLC, an institutional money management firm in New York. She has been published in the Financial Analysis Journal, the Journal of Investing and NYSSA Financial Professionals’ Post. She is also a frequent commentator on Bloomberg and other financial media. Having gone to an all girl's school, Michelle was encouraged to set her aspirations high...
2015-09-3033 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services033: Inspiring Women to Be WomenEpisode 33: Inspiring Women to Be Women Guest: Bri Seeley   Do you recall the power suits in the ‘80s? The shoulder pads, unfitted suit jackets – anything to hide the feminine figure. While the corporate dress code has improved and has slightly embraced the feminine figure, there is still plenty of room for change. This episode’s guest, Bri Seeley, is working to inspire women to be women by re-embracing their femininity and their feminine energy.   Working in the fashion industry, Bri found that women were not buying her clothing because her bran...
2015-09-2336 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services032: Proving Them WrongWRW32: Proving Them Wrong with Jeanne Fisher   Hello again!  I hope you’re having a great week and feeling happy and inspired. This week’s guest is truly a woman who is rocking Wall Street. Jeanne Fisher is a Certified Financial Planner with ARGI Financial Group and an ambassador for the CFP Board. A true believer in education, Jeanne has her CFP, a Bachelor of Science in Finance and Economics and a Masters in Business Administration. She is also one of the first female Certified Financial Planners in Bowling Green, K.Y.   Upon...
2015-09-1641 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services031: Woman and the NasdaqWRW031: Woman and the Nasdaq with Maureen Lowe Just imagine the sense of achievement you would feel if you were asked to ring the Nasdaq bell. That’s what my guest this week had the opportunity to do. Maureen Lowe is the President and Founder of Financial Technologies Forum (FTF), a media company for Wall Street, which provides content, specifically for people and companies that drive the post-trading processing industry.                       While she has grown a successful business, which has gained enough notice that she and her team were asked to ring the Nasdaq bell, Maureen still fac...
2015-08-2637 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services030: Planning to Be a CFPWRW030: Planning to Be a CFP with Eleanor Blayney   Intro Hello there, and welcome back to Women Rocking Wall Street. A couple weeks ago, I spoke with Renee Amochaev about her fight for gender equality on Wall Street. And on this episode, I’m continuing the theme and encouraging women out there to research the opportunities that a career in financial planning can bring. Well, who better to speak about this topic than Eleanor Blayney, author of “Women’s Worth: Finding Your Financial Confidence.” In addition to being an author, Eleanor is a CFP and c...
2015-08-1942 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services029: Investing in Gender ParityWRW 029: Investing in Gender Parity with Eve Ellis   Welcome back! I hope you’re still enjoying some nice, warm weather – wherever you may be. I am excited for this week’s episode of Women Rocking Wall Street because I have the pleasure of speaking with Eve Ellis, Financial Advisor with The Matterhorn Group at Morgan Stanley.   Competitive by nature, Eve started her career as a professional tennis player. Having served her well on the court, she now uses her competitive drive to help her clients prepare for their individual financial goals. In addit...
2015-08-1236 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services028: Fighting for Change On Wall StreetWRW 027: Fighting for Change On Wall Street with Renee Amochaev   Hello, and happy summer! This week, I’m thrilled to share the story of a woman who rocked Wall Street in a major, major way. You might remember the name Renee Amochaev from news headlines. Several years back, Amochaev and three other women brought a gender discrimination lawsuit against Smith Barney, which resulted in the brokerage firm paying a whopping $33 million settlement.   Renee was inspired to seek legal action for what she said were differences in the way she was treated comp...
2015-08-0541 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services027: Playing a Bigger GameWRW 027: Playing a Bigger Game with Sheri Fitts (and Michael Knouse) Welcome back! I hope you’re having a great summer and enjoying the warm weather. I wanted to switch things up this week and provide you with some insight into who I am as a person, business owner, and woman rocking Wall Street.   Several weeks ago, I had the privilege of being a guest on my dear friend Michael Knouse’s podcast, The Startup Sessions. Michael is a business coach, unconventional startup strategist and entrepreneur who not so long ago was selling softw...
2015-07-2958 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services026: Realigning Your VoiceWRW026: Realigning Your Voice with Hilary Blair   Happy summer, everyone! This week, I’m excited to invite a communication chiropractor to Women Rocking Wall Street. You’re probably thinking, “What the heck is a communication chiropractor?” Hilary Blair, CEO of ARTiculate: Real & Clear, helps clients align verbal and nonverbal communication with their messages. The result is a voice that connects the head, heart and spirit.   On this episode, Hilary walks us through vocal habits that can unintentionally send messages of insecurity, indecisiveness and all that other bad stuff. Maybe you’re using little...
2015-07-1544 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services025: What's Behind Your Investments?WRW 025 What’s Behind Your Investments? With Tim Smith   What an exciting episode! This week, I’m pleased to invite my second male guest to Women Rocking Wall Street. Tim Smith is co-chair of the investor committee for the 30 Percent Coalition, which may sound familiar to those who have been listening to the podcast for a while. I’ve had the pleasure of interviewing several people from this coalition, which strives for women to hold 30% of board seats across public companies. (Check out the related podcast episodes: “Let’s Get to 30%” and “The Getting Along Paradigm”).
2015-07-0835 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services024: Making ConnectionsWRW024: Making Connections with Maureen Adolf   Welcome back, and I hope you’re feeling happy, healthy and inspired. On this week’s episode of Women Rocking Wall Street, I’m thrilled to introduce Maureen Adolf, who’s an expert in government relations and pubic [CH1] policy. She’s also president of the Financial Women’s Association, a New York-based organization dedicated to accelerating women’s careers in the finance industry.   FWA recently conducted some very interesting research around the value of women’s internal networks at various firms. (Check out the full report here...
2015-07-0139 minThe Startup Sessions with Michael Knouse
The Startup Sessions with Michael KnouseEpisode 79: Playing A Bigger Game with Sheri FittsMy guest this week is a marketing powerhouse – she is a financial services marketer, social media speaker and financial industry influencer. Sheri Fitts is the founder of  ShoeFitts Marketing and works with retirement plan advisors, third-party administrators and financial services organizations to help them leverage marketing tools and social media to build meaningful connections. “How much bigger can I play?” […] The post Episode 79: Playing A Bigger Game with Sheri Fitts first appeared on Michael Knouse.
2015-06-2855 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services023: How to Work a RoomSusan RoAne: How to Work a Room    For many of us, the mere thought of a networking event causes sweaty palms and a racing heart. Susan RoAne, author of How to Work a Room, joins us on this week’s episode of Women Rocking Wall Street to share how we can float gracefully through a room and give a lasting first impression.    On this episode, Susan explains the distinction between networking and working a room—as you’ll discover, there are some big differences! Working a room involves socializing and making people feel wel...
2015-06-1046 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services022: Go For No!Andrea Waltz : Go For No! Hello, and welcome back! How are things with you? I hope you’re well and enjoying some nice, warm weather, wherever you are. On this week’s episode of Women Rocking Wall Street, I have the pleasure of chatting with Andrea Waltz, co-author of the best-selling book “Go For No! Yes is the Destination, No is How You Get There.” Andrea wrote the book with Richard Fenton, and together they own Courage Crafters Inc. Today she’ll teach us all about the Go For No concept, which is b...
2015-05-2738 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services021: Rocking a TED TalkCathey Armillas: Rocking a TED Talk On the latest episode of Women Rocking Wall Street, I’ve invited expert marketing strategist Cathey Armillas to share the elements of a successful TED Talk. Cathey has created an audio coaching program, “How to Rock a TED Talk,” where she covers how to get invited to a Talk, as well as how to prepare and deliver it. The tactics Cathey presents can be applied not just to TED Talks, but also on a larger scale for corporate communications. From having a universal theme to provid...
2015-05-2234 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services020: See Do GetCatherine Plano: See, Do, Get Have you ever despised a boss and found yourself expending energy thinking about it? Well, Catherine Plano—this week’s guest on Women Rocking Wall Street—wants you to remember this: Whatever you focus on will grow. Catherine is an executive coach, life coach and founder of the I Am Woman Project, a program designed to help women realize their purpose, power and potential. On this week’s episode, she shares techniques for finding purpose, as well as tips for changing our mindset rather than our environment. The “...
2015-05-1943 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services018: Toughing it OutToughing It Out with Alice Tang I’m pleased to welcome my friend Alice Tang to this week’s episode of Women Rocking Wall Street. Alice started her career as a financial advisor after moving to Portland in 1994, and today, she’s vice president of BPG Wealth Management LLC. Alice’s mission is to help people become financially independent and retire with confidence. As she tells us, getting to this point in her career was no easy feat. She describes her first year in the business as cold-calling people and setting up meetings nonstop. She was exha...
2015-05-1532 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services019: Just BreatheJill and Michael Knouse: Just Breathe We’ve all experienced workplace stress. No one knows this better than Jill Knouse, who left her job in financial services in 2005 to focus on nourishing her mind and body. Although Jill was making great money at her corporate job, it came at the cost of sacrificing her health. Her office hours were long and tiring. She felt withdrawn from her community. Simply put, she was depleted. So she bought a bungalow in Portland and left San Francisco to refuel and refresh. Today, she’s the owner of Jill Knou...
2015-05-0641 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services017: Finding Your Authentic VoiceAnita Stryker: Finding Your Authentic Voice  Welcome back! This week’s guest, Anita Stryker, is here to tell us all about the “authentic voice” and how it can benefit us in the workplace. Anita got into the voice-training business by first learning about her own vocal patterns. With help from Linda Brice, founder of the Transformational Voice method, Anita recognized vocal tension that was ultimately connected to fear and shame. Through breathing and posture techniques, Anita was able to reshape her vocal tone. Today, she helps others do the same through personal development workshops and speech coaching.  S...
2015-04-1531 minWomen Rocking Wall Street - A podcast dedicated to women in financial services
Women Rocking Wall Street - A podcast dedicated to women in financial services016: The 'Getting Along' ParadigmDr. Solange Charas: The "Getting Along" Paradigm Getting ahead or getting along at work—which approach is best? Well, according to Dr. Solange Charas, getting along in turn creates a successful team-oriented environment where companies are, in fact, getting ahead. Solange is the CEO of Charas Consulting, providing advisory services to boards and C-suite executives. She’s also a member of the Thirty Percent Coalition (see podcast: Let’s Get to 30% According to Solange, women by nature focus on getting along at work, whereas men tend to place importance on getting ahead. But in the...
2015-04-0840 min