Shows
Rainmaker Multiplier On-DemandCreating change for Females in Finance: Sheryl Hickerson on Advancement and Allyship70% of women prefer to work with female advisors. * Learn how to serve your female clients and their complex needs by creating a supportive and welcoming environment where female advisors can thrive. Join host Kirsten Schlumbohm and guest Sheryl Hickerson, CEO of Females and Finance and a pioneer in promoting diversity in financial services. Together they explore Sheryl's unexpected journey into the industry and her mission to empower women in finance and fintech. Throughout their engaging conversation, Sheryl offers valuable insights on building inclusive communities, effective strategies for engaging women in finance, and the future of the industry. She also...2025-06-1933 min
A Woman's Clarity®Creating change for Females in Finance: Sheryl Hickerson on Advancement and Allyship70% of women prefer to work with female advisors. * Learn how to serve your female clients and their complex needs by creating a supportive and welcoming environment where female advisors can thrive. Join host Kirsten Schlumbohm and guest Sheryl Hickerson, CEO of Females and Finance and a pioneer in promoting diversity in financial services. Together they explore Sheryl's unexpected journey into the industry and her mission to empower women in finance and fintech. Throughout their engaging conversation, Sheryl offers valuable insights on building inclusive communities, effective strategies for engaging women in finance, and the future of the industry. She also...2024-07-2439 min
FAST Podcast - Financial Advisor Strategy TalksWoman and Finance: Shattering the Glass Ceiling with Sheryl Hickerson (Ep. 10)Despite progress in recent years, the financial services industry remains a challenging environment for women due to its male-dominated nature. But Sheryl Hickerson took action to break down these barriers by creating Females and Finance. With a community of over 4,100 members, her organization is revolutionizing the industry through its mission to make financial services a more welcoming profession for women. Hickerson’s unwavering dedication to empowering female professionals has forever changed the lives of many. In this episode, Lara Galloway is joined by Sheryl to discuss how she has paved her way in this industry as...2023-02-2231 min
Optimized Advisor PodcastThe Fearless Summit and Females and Finance Part II with Sheryl Hickerson and Beth MossScott was joined virtually by Beth Moss, Regional Director of Producers Choice Network and Sheryl Hickerson, CEO and Founder of Females & Finance to discuss their attendance of the Riskalyze Fearless Investing Summit.They discussed an article title, How Men Can Become Better Allies to Women from the Harvard Business Review.Here are the top 3 takeaways from that article: How men are the biggest advocates of helping women advanced in the financial services industryHow the Females & Finance Fearless Pledge applies and what it means to the world of women in financeA few speakers that have i...2022-11-1129 min
Invest In WomenWorking With Women — Here’s What’s Beyond This Empowering Feeling with Sheryl HickersonFinding a space where women can be women is tough in a predominantly male-dominated industry, and the financial services field is not an exception. Thankfully, Sheryl Hickerson, the founder and CEO of Females and Finance, values the empowerment of being in a room with females on the same path.And that’s exactly why Sheryl started Females and Finance. A private online membership organization for women to support the hiring, mentoring, training, and advancement of 100,000 females in financial services.This week, Sheryl unveils her exp...2022-08-1828 min
On PurposeHow Building Community Helps Create a Space for Women in Finance with Sheryl HickersonWhen Sheryl Hickerson started her career in financial services, she was often the only woman in the room. She decided that needed to change. With a passion for community and commitment to growth, Sheryl launched Females and Finance™ in 2018. The membership group is dedicated to recruiting, training, and advancing women in financial services.2022-04-2733 min
Meet The Author ShowSeason 1 | EPISODE 16: Nicole Lewis-KeeberOn the latest episode of Meet the Author, Tony Steuer spoke with Nicole Lewis-Keeber, a business therapist about her book "How to Love Your Business: Stop Recreating Trauma and Have a Business You Love- And That Loves You Back".
Nicole Lewis-Keeber is a business therapist and mindset coach who works with entrepreneurs to create and nurture healthy relationships with their businesses. Nicole is a Licensed Clinical Social Worker with a Master's in Social Work and a rich experience of working as a therapist. Certified in Brené Brown’s The Daring Way™ and Dare To Lead™ methodologies, she’s also been...2021-12-0323 min
Meet The Author ShowSeason 1 | EPISODE 15: Julia CarlsonOn the latest episode of Meet the Author, Tony Steuer spoke with Julia Carlson, Founder and CEO of Financial Freedom Wealth Management Group, LLC, about her book "Fit Money: 7 Steps to Get Your Financial Life in Shape".
Julia Carlson is an author, speaker and founder & CEO of Financial Freedom Wealth Management Group, LLC. Julia has been identified as an InvestmentNews 2020 Women to Watch honoree. She was also recognized as one of Forbes’ 2018-2020 Top Women Wealth Advisors as well as a 2018-2021 Top Wealth Advisor Mom by Working Mother magazine and SHOOK Research.
In this episod...2021-11-1925 min
Meet The Author ShowSeason 1 | EPISODE 14: Joy LoverdeOn the latest episode of Meet the Author, Tony Steuer spoke with Joy Loverde, founder of Elderindustry.com, about her book "Who Will Take Care of Me When I'm Old?: Plan Now to Safeguard Your Health and Happiness in Old Age".
Joy Loverde is an author, speaker, media expert responder, long-term care strategist, product spokesperson, and founder of Elderindustry.com. With a focus on the mature-market population, Joy serves as a marketing and media consultant to senior housing, HR professionals, attorneys, financial planners, clergy, and other members of the fast-growing eldercare industry.
In this episode we dis...2021-11-0533 min
Meet The Author ShowSeason 1 | EPISODE 13: Andrea BullardOn the latest episode of Meet the Author, Tony Steuer spoke with Andrea K. Bullard, CEO of Andrea Bullard and Company about her book "Turn-Key Secrets: The Ultimate Guide to Building Your Multi-Million Dollar Wealth Management Practice".
Andrea Bullard is one of the leading business development and high-performance team coaches for financial advisors and reps. Her “Play to Win” attitude, sharp business sense, dynamic coaching methods, and proprietary Turn-Key Systems© have allowed many people to grow their business to multiple six and seven figures while gaining more time, freedom, and peace of mind. Her first book, Turn-Key Office Sys...2021-10-2935 min
Meet The Author ShowSeason 1 | EPISODE 12: Inge Natalie HolOn the latest episode of Meet the Author, Tony Steuer spoke with Inge Natalie Hol, Personal Finance Advocate about her books "100 steps to financial independence" and "30 days to financial excellence".
Inge Natalie Hol is an author, personal finance coach and educator and runs two businesses. She also hosts the weekly podcast "The Financial Harmoney Podcast”. Inge is passionate about helping others improve their financial situations. She believes that small, consistent steps lead to incredible results if applied consequently over time.
In this episode we discussed:
- Inge's latest book: 30 days to financial excellence
...2021-10-1533 min
Meet The Author ShowSeason 1 | EPISODE 11: Juli McNeelyOn the latest episode of The Females and Finance Meet the Author Show, Tony Steuer spoke with Juli McNeely, President of McNeely Financial Services about her book "No Necktie Needed: A Woman's Guide to Success in Financial Services".
Juli McNeely, CLU, CFP, LUTCF is the President of McNeely Financial Services. Juli specializes in the areas of retirement planning, education funding, business continuity planning and estate planning. Her clientele consists of business owners, individuals, married couples, and successful professionals. Juli also served as the only female President of the National Association of Insurance and Financial Advisors (NAIFA).
2021-10-0127 min
Meet The Author ShowSeason 1 | EPISODE 10: Jamie HopkinsOn the latest episode of Meet the Author, Tony Steuer spoke with Jamie Hopkins, Managing Partner of Wealth Solutions at Carson Group about his book "Rewirement: Rewiring The Way You Think About Retirement”.
Jamie Hopkins, ESQ., MBA, CFP®, LLM, CLU®, CHFC®, RICP®, is the Managing Partner of Wealth Solutions at Carson Group, a national wealth management firm that offers coaching and partnership to financial advisors. A nationally recognized writer, researcher, and educator, Jamie is a regular contributor to Forbes, InvestmentNews, and MarketWatch. He has been published in dozens of financial, educational, and legal journals, and he’s the media’s g...2021-09-2440 min
Meet The Author ShowSeason 1 | EPISODE 9: Hugh MassieOn the latest episode of Meet the Author, Tony Steuer spoke with Hugh Massie, Identity Trailblazer about his book “Leadership Behavior DNA: Discovering Natural Talents and Managing Differences ”.
Hugh Massie is a “reformed accountant” who has become an identity trailblazer, behavioral finance insights pioneer, serial entrepreneur, award-winning author, experiential speaker, devoted dad, and keen golfer. He is the Chairman and Founder of Atlanta-based DNA Behavior International.
In this episode we discussed:
- Hugh's latest book: Leadership Behavior DNA: Discovering Natural Talents and Managing Differences
- How individual differences can lead to conflict2021-09-1731 min
The F WordSeason 3 | EPISODE 19: Matt Halloran with ProudMouthOn today's episode of The F Word, Sheryl Hickerson is speaking with the podcast master himself, Matt Halloran.
Matt Halloran, along with Kirk Lowe, founded ProudMouth in 2017. They agreed to collaborate after initially meeting as guest speakers at a small conference in 2015. The collaboration ended up solving one of the biggest obstacles professionals and companies face: the ability to consistently produce authentic and valuable content to power their content marketing strategy. At ProudMouth, they're committed to helping you Be Your Own Loud!
In today's chat we will discuss:
- Be Your Own...2021-09-1434 min
Meet The Author ShowSeason 1 | EPISODE 8: Karen RobertsOn the latest episode of Meet the Author, Tony Steuer spoke with Karen Roberts, Owner of The Emerald Financial Group about her book "20 Questions: What You Don't Know Matters".
Karen Roberts is an author, speaker, and owner of The Emerald Financial Group. She is also a past national president of Women in Insurance and Financial Services (WIFS).
In this episode we discussed:
- Karen's latest book: 20 Questions: What You Don't Know Matters
- Her philosophy, “Live for Today, Plan for Tomorrow”
- Why women need to "break the rules"
2021-09-1029 min
Meet The Author ShowSeason 1 | EPISODE 7: Mikaela KinerOn the latest episode of Meet the Author, Tony Steuer spoke with Mikaela Kiner, founder and CEO of Reverb about her book “Female Firebrands: Stories and Techniques to Ignite Change, Take Control, and Succeed in the Workplace”.
Mikaela Kiner is an experienced HR / People Operations professional, founder/CEO, and executive coach. In 2015, Mikaela founded Reverb, a leading provider of flexible People Operations services for startups and fast-growing companies in the Pacific Northwest. A People Operations professional for nearly twenty years, Mikaela enjoys coaching leaders at all levels and promoting gender equality at work. She’s been quoted in Fast...2021-09-0337 min
Meet The Author ShowSeason 1 | EPISODE 6: Mike SkrypnekOn the latest episode of Meet the Author, Tony Steuer is speaking with Mike Skrypnek, owner and founder of Get Grow Give Coaching about his book “Entrepreneur Secrets To A Grow Get Give Life”.
Mike Skrypnek is a renowned business coach, 7-time international bestselling author, featured podcast guest speaker & producer of The Social Movement TV series. His Grow Get Give philosophy & training leverages the secrets to the success of the world’s most successful entrepreneurs. Mike's the catalyst that helps mid-career entrepreneurs with great potential put their vision into action for big impact.
In this episode...2021-08-2751 min
Meet The Author ShowSeason 1 | EPISODE 5: Adrean TurnerOn today's episode of Meet the Author, Tony Steuer is speaking with Adrean Turner, owner of Turner Coaching Training and Consulting about her book “F.I.T. for Success: Fearless. Inspired. Transformed for Success".
Adrean Turner is the owner of Turner Coaching Training and Consulting, Llc (TCTC), a nationally certified MBE. She has coached and trained more than 9,000 professionals across various industries and is the author of “F.I.T. for Success: Fearless. Inspired. Transformed for Success". Adrean enjoys her role as an Adjunct Professor of Business at Alvernia and Widener Universities where she teaches Economics, Entrepreneurship, and Lea...2021-08-2037 min
Meet The Author ShowSeason 1 | EPISODE 4: Eric BrotmanOn today's episode of Meet the Author, Tony Steuer is speaking with Eric Brotman, founder of BFG Financial Advisors about his book “Don't Retire... Graduate!: Building a Path to Financial Freedom and Retirement at Any Age”.
Eric D. Brotman, CFP®, AEP®, CPWA® is Chief Executive Officer of BFG Financial Advisors, an independent firm assisting clients with wealth creation, preservation, and distribution. Eric is also an author and the host of the “Don’t Retire… Graduate!” podcast, available at www.dontretiregraduate.com.
In today's chat we will discuss:
- His latest book: Don't Retire... Graduate!: Build...2021-08-1353 min
The F WordSeason 3 | EPISODE 18: Nicole Lewis-Keeber, The Business TherapistOn today's episode of The F Word, Sheryl Hickerson is speaking with business therapist, Nicole Lewis-Keeber.
Nicole Lewis- Keeber, affectionately referred to as The Business Therapist, is joining us on The F Word. Nicole works with entrepreneurs to create and nurture healthy relationships with their businesses. She is a Licensed Clinical Social Worker with a Masters in Social Work and has a rich and varied experience as a therapist. She is personally trained and certified in Brené Brown’s Dare To Lead™ methodology, and has been featured on numerous media outlets including Fast Company and NPR for h...2021-08-1337 min
The F WordSeason 3 | EPISODE 17: Jamar Jones of Foureva MediaOn today's episode of The F Word, Sheryl Hickerson is speaking with Jamar Jones, President of Foureva Media.
We brought in someone special for this episode of The F Word! Jamar is a visionary who believes business is more than a product or service. It’s about change and building up others. Creating things that are relatable. Jamar has worked in everything from music to IT corporate to video production and marketing. He is the proud owner of Foureva Media where they help businesses grow and succeed. And you know what, marketing is so much more than yo...2021-08-0946 min
Meet The Author ShowSeason 1 | EPISODE 3: Heather EttingerOn today's episode of Meet the Author, Tony Steuer is speaking with Heather Ettinger, founder of Luma Wealth Advisors about her book “Lumination: Shining a Light on a Woman's Journey to Financial Wellness”
Heather Ettinger is an author, speaker, CEO and Founder of Luma Wealth Advisors. For conceiving new ideas and tools that have propelled the financial industry forward, she was recognized at “Icons and Innovators” by Investment News and proudly accepted The Ruth Bader Ginsburg award from the Women’s Vote Project for advancing the aspirations of women in 2019.
In today's chat we will discuss:2021-08-0632 min
The F WordSeason 3 | EPISODE 16: Cathy Sikorski, Elder Law AttorneyOn today's episode of The F Word, Sheryl Hickerson is speaking with Cathy Sikorski, Esq.
Cathy is a practicing consulting attorney dealing in Elder Law and has been a significant caregiver for the past 25 years. She has engaged in many speaking engagements, radio programs, and podcasts to promote financial and legal preparation as well as humor in aging, healthcare, and caregiving. Her first book, Showering with Nana: Confessions of a Serial (killer) Caregiver, was released by HumorOutcasts Press in 2016. Corner Office Books released Cathy’s second book Who Moved My Teeth? a practical and legal guide for ad...2021-08-0536 min
The F WordSeason 3 | EPISODE 15: Seth Brickman of QCash FinancialOn today's episode of The F Word, Sheryl Hickerson is speaking with Seth Brickman, CEO of QCash Financial.
Today, we have Seth Brickman of QCash Financial with us. Their mission at QCash is “To empower financial institutions in their quest to improve the financial wellness of their communities.” Seth is a bit of a serial entrepreneur, which we will discuss over the next 30 minutes.
In today's chat we will discuss:
- Credit Unions: A great partner for many and simply overlooked
- Innovative Lending: Why small loans matter and how to a...2021-08-0233 min
The F WordSeason 3 | EPISODE 14: Meet the Author with Ericka YoungOn today's episode of The F Word, Tony Steuer is speaking with Ericka Young, founder of Tailor-Made Budgets about her book “Naked and Unashamed: 10 Money Conversations Every Couple Must Have”.
Ericka Young is an Author, Speaker, Financial Coach, Budget Expert, and founder of Tailor-Made Budgets. Ericka helps others gain control over their money through personal financial coaching. Ericka is also passionate about creating diverse and inclusive communities, workplaces, and organizations. Ericka facilitates trainings on racial equity, intersectionality, recognizing privilege, and unpacking racism. She is busy working to create a world where everyone is welcome in all spaces AND...2021-07-1633 min
Meet The Author ShowSeason 1 | EPISODE 2: Ericka YoungOn today's episode of Meet the Author, Tony Steuer is speaking with Ericka Young, founder of Tailor-Made Budgets about her book “Naked and Unashamed: 10 Money Conversations Every Couple Must Have”.
Ericka Young is an Author, Speaker, Financial Coach, Budget Expert, and founder of Tailor-Made Budgets. Ericka helps others gain control over their money through personal financial coaching. Ericka is also passionate about creating diverse and inclusive communities, workplaces, and organizations. Ericka facilitates trainings on racial equity, intersectionality, recognizing privilege, and unpacking racism. She is busy working to create a world where everyone is welcome in all spaces AND...2021-07-1633 min
HerSuiteSpotEP54 Building Community to Advance in Leadership with Sheryl HickersonJoin us for a conversation with Sheryl Hickerson the Founder and CEO of Female and Finance. Earlier we talked about joining communities to advance in leadership but now let's explore how important it is to build a community as you advance in leadership. Let's learn how Sheryl grew her community to over 3K during the pandemic.
Connect with Sheryl online:
https://www.femalesandfinance.com/
2021-07-1238 min
The F WordSeason 3 | EPISODE 13: Elizabeth Eiss of ResultsResourcingOn today's episode of The F Word, Sheryl Hickerson is speaking with Elizabeth Eiss, Founder of ResultsResourcing.
Elizabeth Eiss is a self-proclaimed serial entrepreneur! Founder of ResultsResourcing, she is on a mission to empower your purpose - with the skilled, flexible talent you need to succeed. She is a results guru who helps others get work done well. A thinker, creator, planner, people and project leader, process and systems designer and agile/freelancer talent curator, Elizabeth is an accomplished, well-rounded, entrepreneurial executive who has successfully led multi-billion-dollar organizations to start-up ventures in a variety of business...2021-07-0826 min
The F WordSeason 3 | EPISODE 12: Dr. Travis Parry of Make Time InstituteOn today's episode of The F Word, Sheryl Hickerson is speaking with Dr. Travis Parry, Founder of Make Time Institute.
Dr. Travis Parry is the best-selling author of "Achieving Balance: The Make Time Method to Help Advisors Reach Business and Personal Goals in an Overworked World." He started in the financial industry as a financial advisor and saw many couples who weren't on the same page financially. Dr. Parry now focuses his effort to help financial professionals (advisors, insurance agents, planners, realtors, etc.) make time at work so they can spend more time at home with...2021-07-0830 min
Meet The Author ShowSeason 1 | EPISODE 1: Tony SteuerOn today's episode of Meet the Author, Sheryl Hickerson is speaking with Tony Steuer, Chief Content and Financial Education Officer at Paperwork, financial literacy advocate, and the Host of Meet the Author Show at Females and Finance™.
Tony Steuer is the Chief Content and Financial Education Officer at Paperwork, best-selling author, host of The Tony Steuer Podcast, host of The Females & Finance: Meet The Author show, speaker, contributor to Forbes Advisor, and an award-winning financial preparedness advocate. Tony's goal is to empower people to make smart money choices by providing them with the knowledge, and resources so th...2021-07-0255 min
The F WordSeason 3 | EPISODE 11: Meet the Author with Tony SteuerOn today's episode of The F Word, Sheryl Hickerson is speaking with Tony Steuer, Chief Content and Financial Education Officer at Paperwork, financial literacy advocate, and the Host of Meet the Author Show at Females and Finance™.
Tony Steuer is the Chief Content and Financial Education Officer at Paperwork, best-selling author, host of The Tony Steuer Podcast, host of The Females & Finance: Meet The Author show, speaker, contributor to Forbes Advisor, and an award-winning financial preparedness advocate. Tony's goal is to empower people to make smart money choices by providing them with the knowledge, and resources so...2021-07-0255 min
The F WordSeason 3 | EPISODE 10: Vicki Vollweiler of College Financial PrepOn today's episode of The F Word, Sheryl Hickerson is speaking with Vicki Vollweiler, Founder of College Financial Prep.
As a divorced mom, Vicki knew she wanted to spend the least amount of money necessary to ensure, both, her child's college success and happiness while allowing her to maintain her bank account and not go into debt. She knew we all want the absolute best for our children, especially, when preparing for college. The key was to be informed, strategic and detail-oriented so we can maximize savings on the cost of college. If you're unsure how...2021-04-2120 min
The F WordSeason 3 | EPISODE 9: Lisa Dion of Strategic Advisor SolutionsOn today's episode of The F Word, Sheryl Hickerson is speaking with Lisa Dion, Founder of Strategic Advisor Solutions.
Strategic Advisor Solutions helps business owners grow through creating vision and clarity to take their business to the next level. The focus is to help entrepreneurs break through barriers while strengthening their entire organization. Lisa and her team help you clarify your vision by identifying who you are, why you exist, and where you are going and develop your team to execute on it. Expectations, processes, and accountability are defined so everyone is in sync and operating...2021-04-2123 min
The F WordSeason 3 | EPISODE 8: David Wood of Gateway Financial PartnersOn today's episode of The F Word, Sheryl Hickerson is speaking with David Wood, Founder and Chief Visionary Officer of Gateway Financial Partners.
Gateway Financial Partners provides Independent Advisors with cutting edge technology and resources, as well as an experienced office support team to execute transactions and deliver accurate, up-to-date information to their clients – their primary focus and commitment. Headquartered in Glastonbury, Connecticut, Gateway supports over 70 Independent Advisors and a support team of 30 throughout the country. Advisors specialize in financial planning, wealth accumulation, wealth distribution, wealth protection, 401k plans and employee benefits. Gateway Financial Partners prides itself on...2021-04-1337 min
The F WordSeason 3 | EPISODE 7: Ryan Shanks of FA MatchOn today's episode of The F Word, Sheryl Hickerson is speaking with Ryan Shanks, co-Founder of FA Match.
FA Match is the industry’s only data-driven solution for advisor recruiting. A digital-hybrid recruiting platform, FA Match connects experienced advisors with financial services firms who are equipped to help them thrive. His proprietary Advisor Match™ technology helps clients focus on the criteria that actually matter to long-term success, at any stage of the search process. And their 20+ years of recruitment expertise enables them to oversee matches on the basis of mutual compatibility.
In today's chat we will...2021-04-1233 min
Mitlin Money MindsetFemales and Finance with Sheryl Hickerson: Empowering Women to Lead in the Financial World, Episode #20Today's guest on Mitlin Money Mindset™ is Sheryl Hickerson, an international speaker on social and digital marketing strategies for financial services organizations and has worked with thousands of professionals to grow the presence of the financial services profession through online platforms. She is the founder of Females and Finance, a private online membership organization dedicated to fostering the recruitment training and advancement of women in financial service or financial technology roles. Females and Finances’ membership has grown to more than 3000 and is rapidly increasing. Cheryl has dedicated her professional life to promoting better networking and diversity initiatives withi...2021-03-1732 min
The F WordSeason 3 | EPISODE 5: H. Adam Holt, CEO of Asset-MapOn today's episode of The F Word, Sheryl Hickerson is speaking with H. Adam Holt, CFP®, ChFC®, CEO of Asset-Map
The Asset-Map Platform is one of the fastest growing processes adopted by modern financial professionals. Successfully enabling professionals to visually facilitate a meaningful financial conversation with customers in both traditional and digital media, Adam has served as the creative visionary behind Asset-Map and its corresponding technologies- impacting tens of thousands of households world-wide and cataloging over $250 billion in financial instruments.
In today's chat we will discuss:
- Innovation and Disruption: Why creativity wins....2021-03-0943 min
The F WordSeason 3 | EPISODE 5: Matt Shanlian: Great Lakes Division President at Primary Residential MortgageOn today's episode of The F Word, Sheryl Hickerson is speaking with Matt Shanlian, Great Lakes Division President at Primary Residential Mortgage.
Matt travels the country speaking to Financial Planners, Insurance Agents, Trust and Family Attorneys, and retirement specialists educating them on the power of Proactive Home Equity Management. His Sound Alternatives For Equity (S.A.F.E.) Philosophy outlines the opportunities and value of having a plan for your clients' equity as they go through life. He believes a trusted third-party referral source solidifies his partners' financial plans.
In today's chat we will...2021-03-0950 min
The F WordSeason 3 | EPISODE 4: Joe Lukacs "Coach Joe" - The Coach to Financial AdvisorsOn today's episode of The F Word, Sheryl Hickerson is speaking with Coach Joe Lukacs, CEO of The Magellan Network
One of the most experienced coaches for financial advisors with more than 25 years and over 50,000 individual coaching sessions during that time, Coach Joe Lukacs brings together like-minded independent advisors, RIA’s, and selected industry thought leaders to discuss, brainstorm, teach, mastermind, associate,& create innovative practice/business models.
In today's chat we will discuss:
- Morning Success Ritual: The importance of protecting the first hour of every day.
- Change is Un...2021-02-1148 min
The F WordSeason 3 | EPISODE 3: Kristin O'Neal - Financial Planner, Yoga Instructor, Podcast Host, and AuthorOn today's episode of The F Word, Sheryl Hickerson is speaking with Kristin O'Neal, CEO of her own private financial planning firm.
In her web-based financial planning practice, Kristin focuses her efforts on on female primary income earners and women who are the money managers of their households. She's passionate about helping her clients achieve greatness and her mission is to support clients in the area of financial planning so they can be great where it matters without apology. Kristin is also passionate about empowering other female advisors and has been called an up-and-coming voice in...2021-01-0625 min
The F WordSeason 3 | EPISODE 2: Julia Carlson - Financial Advisor, AuthorOn today's episode of The F Word, Sheryl Hickerson is speaking with Julia Carlson, CEO of her own private financial planning firm.
Julia's passion is inspiring others to pursue financial freedom and abundance in all aspects of their lives. She loves to inspire others to follow a plan for growth and pursue financial freedom and in 2017, she wrote a book titled, "Fit Money: 7 Steps to Get Your Financial Life in Shape" where she shares her personal experience of losing weight and getting in the best shape of her life while also teaching how those same strategies...2021-01-0625 min
The F WordSeason 3 | EPISODE 1: Peggy Haslach with Finity GroupOn today's episode of The F Word, Sheryl Hickerson is speaking with Peggy Haslach, Financial Advisor at Finity Group, LLC.
Peggy works with female veterinarians, medical professionals and practice owners across the country. She lives in the Pacific Northwest with her spouse and 4 Border Collies.
In today's chat we will discuss:
- Career-Changing at 53: What made Peggy decide to become a financial advisor?
- Why dog agility and financial planning are more similar than we realize.
- Diversity: The real game-changer of 2021 advisors who want to grow.
2020-12-1837 min
FSPtalksFSPtalks with Sheryl Hickerson, CEO of Females and Finance (2.1)Sheryl Hickerson, the CEO of Females and Finance, joins host David Maola to discuss leadership, being a woman in a male dominated industry, and the skills necessary to be an effective leader.2020-11-1826 min
The F WordSeason 2 | EPISODE 17: Dina Mabry with BGA InsuranceOn today's episode of The F Word, Sheryl Hickerson is speaking with Dina Mabry, Managing Director of BGA Insurance.
Dina received her BA in Sociology from Loyola Marymount University. She spent a large part of her sales career in the pharmaceutical industry as a sales and management leader at Bristol Myers Squibb. Her background has strengthened BGA’s presence among financial service professionals, Attorneys and CPA’s in all states.
Although her focus is in the areas of Life, Long term care, Disability and Annuities, Dina’s passion is the combination products of Life/L...2020-10-2300 min
The F WordSeason 2 | EPISODE 16: Leslie Samuelrich with Green Century Capital ManagementOn today's episode of The F Word, Sheryl Hickerson is speaking a second-time with Leslie Samuelrich, President of Green Century Capital Management.
Leslie Samuelrich leads Green Century Capital Management, focusing on the firm’s investment strategies, business development, and impact investing program. The Green Century Funds have experienced 570% growth under her leadership.
Ms. Samuelrich has more than 25 years of experience in ESG investing, corporate engagement, and environmental and public health advocacy. Her comments have appeared in The Wall Street Journal, Bloomberg, the New York Times, Responsible Investor, Barron’s, and ...2020-10-1500 min
She Handled It! with Arwen BeckerA Man is Not a Financial Plan with Sheryl HickersonThrough divorce, Sheryl Hickerson learned the hard way that a man is not a financial plan. After 25 years of marriage, and standing outside a Michael’s Craft store, with her two grandson’s hands in her own, her husband called to tell her the big news, “I don't want to be married to you anymore.” Sheryl is the founder of Females & Finance, a 3000-strong private membership dedicated to fostering recruitment, training, and advancement of women in financial services and financial technology roles. Today, Sheryl joins the podcast to share what she’s learned from her 30+ years in th...2020-09-0129 min
The F WordSeason 2 | EPISODE 15: Tina Powell with C-Suite Social MediaOn today's episode of The F Word, Sheryl Hickerson is speaking with CEO and Podcast Host, Tina Powell of C-Suite Social Media!
Founder and CEO of C-Suite Social Media, Tina is a digital marketing and social media consultant for the financial services community. Tina’s team builds multi-channel marketing campaigns for RIAs, independent financial advisors, and organizations leading the financial services profession. Their role is to formulate marketing strategies and execute the work to achieve business objectives of their clients.
Tina is also a sought-after podcaster. Her “In the Suite” podcast shares amazing stories of wom...2020-08-2147 min
The F WordSeason 2 | EPISODE 14: Arwen Becker - LIFE with ArwenOn today's episode of The F Word, Sheryl Hickerson is speaking with Financial Advisor, Author, and Podcast Host, Arwen Becker of LIFE with Arwen!
Arwen is a Financial Adviser, National Speaker, recent Author of 'She Handled It, So Can You!' and Co-Owner of Becker Retirement Group.
After meeting with thousands of ladies over the years, Arwen has taken a very direct focus to impacting the way women are handled in the area of finance through public speaking. Since 80% of men die married and 80% of women die single, she made it the mission of...2020-08-2050 min
The F WordSeason 2 | EPISODE 13: Lesley McCarthy - Forest Hills Financial GroupOn today's episode of The F Word, Sheryl Hickerson is speaking with Disability and Long-Term Care Insurance Specialist, Lesley McCarthy of Forest Hills Financial Group.
Lesley has been in the insurance profession for nearly 25 years. She has worn many hats over the course of her career beginning with compliance for a major carrier and gradually moving over to the relationship management, sales and marketing side for a carrier, as well as independent general agency.
She currently holds a position of Brokerage Manager, Life and Disability for Forest Hills Financial Group, a Guardian General Agency...2020-08-1936 min
Protect Help Give PodcastWomen are the Market! - With guest Sheryl HickersonEpisode #8: Sheryl Hickerson is a digital marketing ninja! She is the founder of Females and Finance and in less than 3 years the organization has over 2,800 professionals. Come learn how to work better with your underwriter, improve your leadership and utilize social media to grow your business. 30 Years of experience provides a lot of amazing insight to succeed in the financial industry and she shares a lot of that with us.An international speaker on social and digital marketing strategies for financial services organizations, Sheryl Hickerson has worked with thousands of professionals to grow the presence of t...2020-07-2240 min
The F WordSeason 2 | EPISODE 12: Cathy Sikorski - Elder Law AttorneyOn today's episode of The F Word, Sheryl Hickerson is speaking with elder law attorney, Cathy Sikorski, Esq.
Cathy is a practicing consulting attorney dealing in Elder Law and has been a significant caregiver for the past 25 years. She has engaged in many speaking engagements, radio programs, and podcasts to promote financial and legal preparation as well as humor in aging, healthcare, and caregiving.
Her first book, Showering with Nana: Confessions of a Serial (killer) Caregiver, was released by HumorOutcasts Press in 2016. Corner Office Books released Cathy’s second book Who Moved My Teeth? a...2020-07-0640 min
In the Suite10. Starting a Movement and a Male Ally Network with Sheryl Hickerson, CEO of Females & FinanceSend us a textThis week In The Suite welcomes Sheryl Hickerson into the guest chair. Sheryl serves as the CEO of two companies, including one of the most successful private membership organizations in FinServ, Females and Finance. In addition to leading Females and Finance, Sheryl is the CEO of Unified Financial Network and AVP of Business Development at Highland Capital Brokerage. Through all expressions of her career, Sheryl brings her energy and her desire to serve. In this episode, Sheryl shares how she’s built Females and Finance; how she’s continued to remain open...2020-07-061h 02
TacoTechEpisode 7: Crafting a Network with Sheryl HickersonThis week Johnny and Torie are thrilled to welcome Sheryl Hickerson, the founder of Females and Finance. Sheryl talks with us about the mission of Females and Finance and how it came to be, what men can do to be good allies to women professionals in the financial services industry, and at the end of the episode she leaves us speechless with her taco recipe. Thanks for listening!2020-06-1117 min
The F WordSeason 2 | EPISODE 11: Keina Newell - Wealth Over NowOn today's episode of The F Word, Sheryl Hickerson is speaking with financial coach, Keina Newell of Wealth Over Now.
Keina Newell supports her clients in reducing stress, building wealth, and gaining clarity and confidence with their money. She empowers those who desire to experience life differently by helping them get control of their money, make conscious choices, and prioritize their goals. Keina's own financial successes, failures, and desires have inspired her to want to help others. Your goals might seem far off, but she can help you put them within reach.
Keina also partners...2020-06-0447 min
The F WordSeason 2 | EPISODE 10: Tony SteuerOn today's episode of The F Word, Sheryl Hickerson is speaking with author and male ally, Tony Steuer.
Tony helps people create and maintain their financial first aid kit, so that they can be prepared for any financial emergency. He provides tools and standards to implement ethical financial preparedness. These resources are available for consumers, members of the financial services community and employers.
His books, including GET READY!, Insurance Made Easy and Questions and Answers on Life Insurance have won numerous awards. He is the founder of the Get Ready Initiative which includes the Get...2020-06-0340 min
The F WordSeason 2 | EPISODE 9: Ryan Metzler - FinlocityOn today's episode of The F Word, Sheryl Hickerson is speaking with male ally, Ryan Metzler, of Finlocity.
Finlocity is an online community for financial services professionals. It delivers educational resources via Live and On-demand webcasts, virtual summits, and private forums featuring industry subject matter experts and thought leaders.
In today's chat we will discuss:
- Online Webcasts: Why they are important after COVID-19
- Advisor Education: Why outsourcing your online summit is a good idea
- In-Person Events: When are we prepared for going back?
...2020-06-0340 min