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
The Out and About PodcastHow 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
NoBS Wealth®Episode 4: Sheryl Hickerson - CEO of Females and FinanceJoin us as we have our first guest, Sheryl Hickerson: CEO of Females and Finance. We discuss her background, what Females and Finance was born out of, abundance vs scarcity, inclusivity, empathy, why people have been avoiding hiring professionals and much more!https://femalesandfinance.com/https://femalesandfinance.com/basic-membership-registration code: NOBSWEALTH - first ten to sign up get a free community+ membership!More information about Females and Finance below:Females and Finance™ provides a vetted ecosystem for our members, sponsors, partners, and pledged firms who are committed to our...
2021-12-151h 34
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 conflict
2021-09-1731 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 wit...
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
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 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 and p...
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
The F WordSeason 2 | EPISODE 8: Leslie Samuelrich - Green CenturyOn today's episode of The F Word, Sheryl Hickerson is speaking with Green Century President, Leslie Samuelrich.
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 many other outlets. She curr...
2020-05-1539 min
The F WordSeason 2 | EPISODE 7: Misty Lynch - Beck Bode, LLCOn today's episode of The F Word, Sheryl Hickerson is speaking with financial advisor and Director of Financial Planning, Misty Lynch, CFP®, of Beck Bode, LLC
Misty Lynch is a CERTIFIED FINANCIAL PLANNER™, Behavioral Financial Advisor, Certified Life/Business Coach and Financial Advisor at Beck Bode, LLC. She helps people handle their money with confidence for the betterment of their life, family and business. Misty is also a personal finance expert and a resource for media outlets. She has been featured in The New York Times, CNBC, CNN, Investopedia, Real Simple, Student Loan Hero and many others. US...
2020-05-1435 min
The F WordSeason 2 | EPISODE 6: Reshell Smith - AMES FinancialOn today's episode of The F Word, Sheryl Hickerson is speaking with financial advisor and author, Reshell Smith, MBA, CFP® of AMES Financial Solutions, Inc.
Reshell is a self-proclaimed Transition Money Coach and has authored several books, most recently is 'A Women’$ Worth' which I had the privilege of reading and we will discuss here today. Her greatest passions are promoting financial literacy and helping her clients meet their financial goals. Through comprehensive financial planning, she works with clients to create a road map to help them achieve short-term and long-term goals. One of her specialties is...
2020-05-0743 min
The F WordSeason 2 | EPISODE 5: JM Ryerson - Let's Go Win!On today's episode of The F Word, Sheryl (Brown) Hickerson is speaking with financial advisor, author, and motivational speaker, JM Ryerson of Appeciation Financial and Let's Go Win!
One of JM’s great passions is helping team members lead a life of fulfillment and become vulnerable and open to what life has in store for them. His ultimate goal is to give others the tools that will allow them to transcend their self-limiting beliefs. There is nothing more inspiring than watching someone achieve more than they could ever imagine. JM considers it a privilege to be a...
2020-04-2633 min
The F WordSeason 2 | EPISODE 4: Meredith Moore - Artisan Financial StrategiesOn today's episode of The F Word, Sheryl (Brown) Hickerson is speaking with financial advisor and national speaker, Meredith Moore, of Artisan Financial Strategies.
Meredith Moore brings a passion for lifelong learning to her role as Founder and CEO of Artisan Financial Strategies. Clients and colleagues alike appreciate Meredith’s unflagging commitment to empowering others through knowledge, skills and insights that help them meet financial and personal goals. Her boundless drive and curiosity are always evident, whether she’s creating a comprehensive financial plan, working to understand and advance women’s issues or serving as a mentor for ot...
2020-03-1751 min
The F WordSeason 2 | EPISODE 3: Brian Haney - The Haney GroupOn today's episode of The F Word, Sheryl (Brown) Hickerson is speaking with financial advisor, podcaster and national speaker, Brian Haney of The Haney Company.
Brian has been in the Financial Services Business since 2003, working with a diverse group of clients representing a slice of the Washington DC marketplace. As a native of the Washington area, he grew up in Chevy Chase, Maryland, attending high school in Bethesda. He founded The Haney Company with his father 6 years ago, to combine 2 generations of industry experience.
In today's chat we will discuss:
- Millennial Advisors...
2020-02-0659 min
The F WordSeason 2 | EPISODE 1: Eric Brotman - BFG Financial AdvisorsOn today's episode of The F Word, Sheryl (Brown) Hickerson is speaking with financial advisor, author, and national speaker, Eric Brotman of BFG Financial Advisors.
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 began his financial planning practice in Baltimore in 1994, and founded Brotman Financial Group in 2003, which later changed its corporate identity to BFG Financial Advisors. He provides investment, retirement, estate, insurance, and comprehensive financial planning services for families, professionals, executives, and business owners, all of who...
2019-12-3043 min
The F WordSeason 1 | BONUS EPISODE 36: Hispanic Heritage Month with Al Vilar of LifefyOn today's BONUS episode of The F Word, Sheryl Brown is speaking with Al Vilar of Lifefy.
Al is the CEO of Lifefy, a Sales, Distribution and Marketing company focused on the $300B underserved US life insurance market. He has a long-tenured history in financial services, with a special emphasis on the Hispanic community and the needs of those in communities where financial services needs more representation. Al is also a male ally of the Females and Finance community, too.
In today's chat we will discuss:
- Hispanic Heritage Month: Why the Hispanic...
2019-09-1636 min
The F WordSeason 1 | BONUS EPISODE 35: Joy Loverde - Author, "Who Will Take Care of Me When I'm Old"On today's BONUS episode of The F Word, Sheryl Brown is speaking with Joy Loverde.
Over 30 years’ experience as a media spokesperson, Joy's appearances include the TODAY Show, Good Morning America, CBS Early Show, ABC News, Fox News, National Public Radio, SiriusXM, and others.
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 today's chat we will discuss:
- Assisted Living Facilities: What ar...
2019-09-0432 min
The F WordSeason 1 | Episode 34: David Holland - Holland FinancialOn today's episode of The F Word, Sheryl Brown is speaking with financial advisor and television host, David D. Holland, CFP®, CPA, PFS, ChFC® of Holland Financial.
In 1991, David began his career in the financial field as a CPA for an international accounting firm in Jacksonville. There, he developed a strong sense of responsibility to his clients, which in 1997, led him to begin his own financial services firm, Holland Financial. Later on, David would author two books to educate people about money, planning and the impact it can have on their futures: Confessions of a Financial Pl...
2019-09-0434 min
The F WordSeason 1 | Episode 33: Dani Hughes and Valerie Sanchez - Divine Asset ManagementOn today's episode of The F Word, Sheryl Brown is speaking with the dynamic women from Divine Asset Management, Danielle "Dani" Hughes and Valerie Sanchez.
Dani has more than 27 years experience on Wall Street as a trader, investment banker, and is considered a thought leader in the financial services profession.
Valerie has almost 30 years experienc in our financial services community and is also co-creator of Divine WealthWise, a financial education program at Divine Asset Management.
In today's chat we will discuss:
- Women: Why they are more than a market...they...
2019-08-2652 min
The F WordSeason 1 | Episode 32: Amy Waninger - Lead at Any LevelOn today's episode of The F Word, Sheryl Brown is speaking with Amy Waninger of Lead at any Level.
Amy works with organizations that want to develop diverse leadership bench strength for sustainable competitive advantage. Her original programs have been described as "revolutionary" by established experts in multiple professions.
In today's chat we will discuss:
- Chief Diversity Officers: Are they making a difference in organizations today?
- Start with our own networks: Find people who are not like you!
- What should someone listening today do...
2019-08-2649 min
The F WordSeason 1 | BONUS EPISODE 31: Lucila Williams with The Intentional AdvisorOn today's BONUS episode of The F Word, Sheryl Brown is speaking with Lucila A. Williams CFP®, founder and President of The Intentional Advisor.
As an active CFP® with a successful planning firm in Denver, Colorado, Lucila spends time training and consulting other financial services professionals and partnering closely with Females and Finance to grow stronger more dynamic planning firms across the United States.
In today's chat we will discuss:
- Sistering: What it is and why Lucila is the essence of this in financial services today
- Women in...
2019-08-2549 min
The F WordSeason 1 | Episode 30: Kyle Christensen - Personal Financial SnapshotOn today's episode of The F Word, Sheryl Brown is speaking with Kyle Christensen of Personal Financial Snapshot. Kyle is a financial planner who created an incredible financial technology software platform for your financial services practice!
In today's chat we will discuss:
- Why men should champion women working in financial services
- Financial Technology: It is the future of financial services
- Why any financial technology today should come with the consumer in mind first
Be sure to connect with Kyle Christensen:
LinkedIn: ...
2019-08-2542 min
The F WordSeason 1 | BONUS EPISODE 29: Amanda Dumas with Life Office Management Association (LOMA)On today's BONUS episode of The F Word, Sheryl Brown is speaking with Amanda Dumas, CLTC, ALMI, ACS with Life Office Management Association (LOMA).
As the Member Solutions Manager with LOMA, Amanda works closely with organizations, such as Females and Finance, on their continuing education needs in the financial services community.
In today's chat we will discuss:
-Why does continuing education matter in financial services?
-How do LOMA and LIMRA work together?
-Who pursues more designation in 2019? (Stay tuned - the answer might surprise you.)
2019-08-2534 min
The F WordSeason 1 | BONUS EPISODE 28: College Savings Month with Sam X. Renick, Children's Financial Literacy ExpertOn today's BONUS episode of The F Word, Sheryl Brown is speaking with Sam X. Renick, a nationally recognized expert in the children's financial literacy landscape.
Sam is an award-winning financial educator, children's author, songwriter, and entrepreneur. He is the driving force behind Sammy Rabbit and his Dream Big Read financial education strategy. You can learn more about Sam and Sammy at SammyRabbit.com
In today's chat we will discuss:
-Who's responsible for educating children on financial matters: Parents or Teachers?
-Are...
2019-08-2553 min
The F WordSeason 1 | BONUS EPISODE: National Women's Equality Day with Joanne Cleaver - Nationally Published WriterOn today's BONUS episode of The F Word, Sheryl Brown is speaking with Joanne Cleaver, a nationally published writer on topics including pay equity, diversity and inclusion, and measurable trends in the advancment of women.
Through her MOVE project at Wilson-Taylor Associates, Joanne has designed a research methodology that have transformed the accounting, cable television, and other industries showing that women gain lifelong economic independence by investing in careers and companies that evolve.
Joanne is also an author and has been quoted in the Wall Street Journal, Chicago Tribune, and numerous business publications.
...
2019-07-2451 min
The F WordSeason 1 | Episode 26: Judy Hoberman - Selling in a S.K.I.R.T. On today's episode of The F Word, Sheryl Brown is speaking with Judy Hoberman of Selling in a S.K.I.R.T. and Walking on the Glass Floor.
A highly sought after keynote presenter, executive coach, leadership and sales trainer, and accountability coach - Judy works with a variety of communities on helping brands increase diversity and profitability. She specializes in working with C Suite Executives who want to promote, retain, and champion women in leadership positions.
Judy is also an author, owns a non-profit organization, as well as mentoring others...
2019-05-1035 min
The F WordSeason 1 | Episode 25: Katie Donovan - Equal Pay NegotiationsOn today's episode of The F Word, Sheryl Brown is speaking with Katie Donovan of Equal Pay Negotiations. Katie Donovan is the pay equity expert who started the movement to ban using salary history in hiring and compensation decisions.
Katie speaks at and conducts workshops on equal pay, salary negotiations, and unintended biases in hiring at such venues as Harvard Business School, MIT, NASDAQ, Society of Women Engineers, and Human Resource Association of Southern Maine. She is a sought-after commentator on pay equity and women in business by media including BBC, NPR, Hollywood Reporter, Boston...
2019-05-1029 min
The F WordSeason 1 | Episode 24: Mike Maddock - Maddock DouglasOn today's episode of The F Word, Sheryl Brown is speaking with Mike Maddock of Maddock Douglas. Mike’s purpose is to inspire and empower curiosity. A self-described Idea Monkey, he is the CEO and co-founder of Maddock Douglas, an innovation agency in Chicago. He is an entrepreneur, a consultant, a keynote speaker and author that works with leaders with the vision, will and authority to drive their industries into a better future. His most recent book, Plan D: How to Dream, Drive, and Deliver with lessons from the world’s most successful disruptors touches on the very...
2019-05-1038 min
The F WordSeason 1 | Episode 23: Robyn Pollack - Trellis Consulting On today's episode of The F Word, Sheryl Brown is speaking with Robyn Pollack of Trellis Consulting. A business strategist with an expertise in diversity and inclusion, Robyn increases financial return by teaching organizations to leverage their D&I Initiatives more effectively. Robyn brings years of experience working with businesses as a restructuring attorney and believes that business goals, objectives and strategies can best be achieved in an inclusive culture.
A shout out to Cheryl Nash of Fiserv for the introduction to Robyn!
In today's chat we will...
2019-05-1040 min
The F WordSeason 1 | Episode 22: Priscilla O'Neill - Summit ScholarsOn today's episode of The F Word, Sheryl Brown is speaking with Priscilla O'Neill, President of Summit Scholars.
Priscilla is a Certified Educational Planner and as President and CEO of Summit Scholars, she is equipping young people to discover their trajectory for success. As a college planning advisor, she works not only with individuals and families, but aligns with other financial service professionals too as an independent educational consulting organization specializing in college and career selection, admissions, scholarships, financial aid, and college coaching.
In today's chat we will discuss:
Student Loan...
2019-05-1029 min
The F WordSeason 1 | Episode 21: Stoy Hall - Majors & MondragonOn today's episode of The F Word, Sheryl Brown is speaking with Stoy Hall.
Stoy grew up in Omaha, Nebraska in a family that was not financially independent. He excelled in sports, mostly football and baseball, and ended up going to Drake University to play football. While there, he not only met his wonderful wife, Michelle, but he also earned his degree in Finance with an emphasis in business law and insurance. He also started working at the Boys & Girls Club of Central Iowa and saw the effects financial illiteracy could have on families. Today...
2019-05-1053 min
The F WordSeason 1 | Episode 20: Karen Catlin - Better Allies On today's episode of The F Word, Sheryl Brown is speaking with Karen Catlin of Better Allies. Karen Catlin is a leadership coach, keynote speaker, author, and passionate advocate for inclusion in the workplace. After spending twenty-five years building software products and serving as a vice president of engineering at Macromedia and Adobe, she witnessed a sharp decline in the number of women working in tech.
Today, Karen coaches women to be stronger leaders and men to be better allies. Her writing on these and related topics has appeared in Inc., The Daily Beast...
2019-05-1054 min
The F WordSeason 1 | Episode 19: Emily Tisdale - Recourse ResourceOn today's episode of The F Word, Sheryl Brown is speaking with Emily Tisdale. Emily is Founder and CEO of Recourse Resource Consulting, a firm based in Indianapolis that works with individuals and teams to improve everyday human experiences in the areas of Leadership Development, Organizational Culture, and Operational Efficiency.
I met Emily through a common friend in Amy Stark where we both were speakers at the annual Social Media Dames Unconference. We have been friends ever since. And although Emily doesn't directly work in financial services, this episode will hit home for many of us...
2019-05-101h 10
The F WordSeason 1 | Episode 18: Marci Bair - Bair Financial PlanningOn today's episode of The F Word, Sheryl Brown is speaking with Marci Bair. Marci is a CERTIFIED FINANCIAL PLANNER™ with more than 25 years of experience in working with female executives, LGBT couples and and progressive business owners to help them work toward their financial goals and pursue what's important to them.
I was introduced to Marci's work through a common friend in Sonya Dreizler. After talking with Marci and following her work, I knew we should have her on the how.
In today's chat we will discuss:
Online Bu...
2019-05-0941 min
The F WordSeason 1 | Episode 17: Dawn Manske - Made for FreedomOn today's episode of The F Word, Sheryl Brown is speaking with Dawn Manske. President of Made for Freedom, Dawn works with women internationally to help fight against sex trafficking. A for-profit venture, Made for Freedom is a fashion company that has clothing made by survivors of exploitation and those at-risk of human trafficking.
Dawn simply popped up on my LinkedIn one day as someone who I should connect with and since we were both in St. Louis, I reached out and set-up our introducturing call. Little did I know how much Dawn's insight on human...
2019-05-091h 01
The F WordSeason 1 | Episode 16: Kristin Andree - The Andree GroupOn today's episode of The F Word, we are talking to Kristin Andree. Kristin is the Chief Strategist at Andree Consulting, as well as an author, keynote speaker, and podcast host of No Limits with Kristin Andree.
Kristin is no BS performance coach who tells it like it is. I met her through the Females and Finance community and have enjoyed her no-nonsense direction ever since. You're in for a treat!
In today's chat we will discuss:
No Bullshit Help: Why we need more people to say it the way it...
2019-05-0954 min
The F WordSeason 1 | Episode 15: Joanna Bloor - The Amplify LabOn today's episode of The F Word, we are talking to Joanna Bloor. This one is probably a *NSFW* one - so put those earbuds in and take a listen! Joanna is a bonafide LadyBadAss (as in the founder!) and is an introduction expert on a mission to get people to talk about themselves in a new way. She is a TED speaker, a self-described "start-up" junkie, and has worked with firms such as GE, EY, 21st Century Fox, and Salesforce.
Joanna's work is featured in so many places and after I listened to her TED talk...
2019-05-091h 04
The F WordSeason 1 | Episode 14: Laura Shelton Garfield - Idea DecanterOn today's episode of The F Word, we are talking to Laura Shelton Garfield. Laura is the co-founder of Idea Decanter and has spent most of her career in broadcast journalism. Over the span of more than a decade, she worked her way up through stations in Omaha and New Orleans to a position at CBS News in New York and then CNN in Atlanta. Along the way she has written a book, worked as a foreign correspondent, and has lately been drawn to the emerging possibilities of digital storytelling.
Laura works with financial service...
2019-05-0950 min
The F WordSeason 1 | Episode 13: Holly ChessmanOn today's episode of The F Word, we are talking with Holly Chessman, Vice President of Marketing at GlowTouch Technologies. Holly is also the author of 'Amplify' where you'll learn more about growing your reputation and the kickass career you love.
I met Holly at the MarketingProfs conference held in Boston, Mass. and a few years later we were reconnected through a mutual marketing friend from Social Sprout, Stephan Hovnanian.
In today's chat we will discuss:
Marketing Yourself: Do's and Don'ts in today's marketing landsscape.
Emotional Marketing: How Reputation Perception hinders...
2019-05-0949 min
The F WordSeason 1 | Episode 12: Barbara Provost - Purse StringsOn today's episode of The F Word, we are talking to Barbara Provost. Barb is Founder of Purse Strings, LLC and President of Provost Consulting, Inc. where she focused on financial fearlessness. She found that women are consistently overlooked by insurance and financial institutions, to the tune of leaving a possible $14-trillion dollars of untapped sales on the table.
Barb is just one of those people who showed up in my life and the rest was history. She is one of the people who have helped me with my personal finances, too.
In...
2019-05-0938 min
The F WordSeason 1 | Episode 11: Debbie Peterson - Getting to ClarityOn today's episode of The F Word, we are talking to Debbie Peterson. Debbie is a keynote speaker and certified NLP - Neuro-Linguistic Prgramming trainer. She founded Getting To Clarity to provide inspiration, motivation, and education for professionals so they can realize and reach their potential.
I met Debbie through an introduction made by Jane Blaufus of The Blaufus Group. This episode is a real treat!
In today's chat we will discuss:
NLP: What is it and why is it important?
Channeling Energy: It can work for good and for bad.
...
2019-05-0952 min
The F WordSeason 1 | Episode 10: Saskia Jennings - Creating Being WellOn today's episode of The F Word, we are talking to Saskia Jennings. Saskia is the CEO of Creating Being Well - a personal caregiving firm in Canada. She is a certified caregiving consultant and educator and works with busy professionals whose life, health and career are affected by the ongoing challenges of caring for their parents or elderly relatives.
I met Saskia on LinkedIn as a person suggested I should know. I take those suggestions seriously and when I read her profile - I knew her message would be important to the #FinServ community.
2019-05-0952 min
The F WordSeason 1 | Episode 9: Gerri Detweiler - Nav, Inc.On today's episode of The F Word, we are talking to Gerri Detweiler. Gerri is the Education Director of Nav, Inc. as well as the author of several books on personal finance.
I met Gerri because she and I had more than 100 common connections on LinkedIn and felt like I should know her, too. I read her bio and saw her work and was excited to bring this topic up to the Females and Finance community about credit and debt.
In today's chat we will discuss:
Credit and Debt: Just how...
2019-05-0946 min
The F WordSeason 1 | Episode 8: Nicole Lewis KeeberOn today's episode of The F Word, we are talking to Nicole Lewis Keeber, a business therapist with her own consulting practice. Nicole is also a speaker, holds a Master's Degree in social work and is a licensed clinical worker.
I met Nicole through the Females and Finance online community (Join Us!) and she had a business therapy session with me - and I was forever changed from our conversation and needed to bring her talent to you!
In today's chat we will discuss:
Boundaries: People will meet us where we...
2019-05-0938 min
The F WordSeason 1 | Episode 7: Hannah Buschbom - The W SourceOn today's episode of The F Word, we are talking with Hannah Buschbom. Hannah is CERTIFIED FINANCIAL PLANNER™ and Certified Divorce Financial Analyst with Ameriflex Financial Services. She is also the Founder of The W Source - a unique network of local professional women and service providers.
I originally reached out to Hannah to talk about featuring her in my book, but we quickly realized although both of us where in membership organizations geared toward #FinServ women, each had their own niche.
In today's chat we will discuss:
College an...
2019-05-0937 min
The F WordSeason 1 | Episode 6: Vernon Johnson - Blue Cross Blue Shield of IllinoisOn today's episode of The F Word, we are talking to Vernon Johnson. Vernon is diversity and inclusion specialist at Blue Cross and Blue Shield of Illinois. He's currently a doctoral candidate at the Chicago School of Professional Psychology in Organizational Leadership.
I met Vernon through LinkedIn because he was suggested as a person to connect with and you have no idea what a treat this connection has been for me. I have introduced Vernon to several other allies in financial services to interview for his D&I work!
In today's chat...
2019-05-0949 min
The F WordSeason 1 | Episode 5: Bridget Venus Grimes & Katie Burke - Equita Financial NetworkOn today's episode of The F Word, Sheryl is talking with Bridget Venus Grimes and Katie Burke of Equita Financial Network. Katie is a CERTIFIED FINANCIAL PLANNER™ in Philadelphia while Bridget (also a CERTIFIED FINANCIAL PLANNER™ ) is located in San Diego. Together, they are building a network of member firms to support the increasing number of women-led financial planning firms and to attract more women to the field of financial planning.
Initially, I reached out to both women to talk about featuring them in the Females and Finance book I'm writing, but their network aligned so w...
2019-05-0949 min
The F WordSeason 1 | Episode 4: Dr. Edward Lewellen - Transformative ThinkingOn today's episode of The F Word, Sheryl Brown is speaking with Dr. Edward Lewellen. President of Transformative Thinking. Ed is a highly acclaimed Neuro-linguistic programming (NLP) trainer who works primarily with financial advisors on changing mindsets.
I was introduced to Ed and his work through a common good friend in Judy Hoberman of Selling in a Skirt and Walking on the Glass Floor.
In today's chat we will discuss:
Limiting Beliefs: What are they and how do they hinder our lives?
Male Allies: Why Ed believes men in...
2019-05-0937 min
The F WordSeason 1 | Episode 3: Pam Drzewiecki - Powerful PurposeOn today's episode of The F Word, Sheryl Brown is speaking with Pam Drezewiecki of Powerful Purpose. Pam is a business and life coach for financial advisors, as well as the author of '#NUGGET: 28 Days to Self-Discovery'.
Pam worked in the office a wealth manager I have known for years and she has become a very close friend, even helping me as a life coach through my divorce in 2017.
In today's chat we will discuss:
Life Coaching: What is this? Is it just for the...
2019-05-0957 min
The F WordSeason 1 | Episode 2: Patty Kreamer & Michelle Donovan - Productivity UncorkedOn today's episode of The F Word, Sheryl Brown is speaking with Patty Kreamer and Michelle Donovan of Productivity Uncorked. Patty is a Productivity Coach for Financial Advisors and Michelle is a Referral and Business Coach for Financial Advisors. Together, they released a book called 'A Woman's Way: Empowering Female Financial Advisors to Authentically Lead and Flourish in a Man's World'.
Initially, I reached out to Patty to learn more about her work. She then introduced me to Michelle and both women have been instrumental leaders in the Females and Finance community.
2019-05-0837 min
The F WordSeason 1 | Episode 1: Julie Kratz - Pivot PointOn today's episode of The F Word, Sheryl Brown is speaking with Julie Kratz. President of Pivot Point, Julie is a highly acclaimed leadership trainer who focuses on women leaders to build winning plans. She is also the author of Two books - Pivot Point: How to Build a Winning Career Game Plan and ONE: How Male Allies Support Women for Gender Equality.
I was introduced to Julie's work in unconscious bias training a few years ago and this episode fully supports our work in diversity, equity and inclusion within the Females and Finance...
2019-04-1151 min