Can energy work help successful women in finance achieve even greater success? Yes, it can, but how? Today, I host Holly Reimel and Beth Fitzgerald, experienced financial industry professionals and energy practitioners, to discuss the importance of energy work in the financial sector, especially for women advisors. Holly and Beth explain how techniques like tapping can help uncover and address underlying emotional issues, such as imposter syndrome or anxiety about discussing wealth and raising the bar to help larger clients. I also relate energy work as an aid in embracing individual strengths and talk about the importance of marketing to women in finance. Today’s episode emphasizes the importance of self-awareness, positive energy, and seeking support in achieving professional and personal success. Get ready to tap into your energy and achieve even greater success.
In this episode, Adri invites Susan Washburn, Senior Financial Planner at ProVise Management Group, to discuss her Women's events. She highlights the significance of in-person events, clear communication, and understanding women's financial challenges, offering valuable insights for women financial advisors to build meaningful connections with potential clients.
In this episode, Adri confronts the persistent underrepresentation of women in the financial industry. Drawing from her own experiences, she discusses her endeavors to champion a more feminine approach to financial advising. Despite making strides, she acknowledges that the industry still has a long way to go.
In this episode, Adri brings Niki Clark, the owner and president of Niki Clark Marketing, onto the show to discuss the critical role of marketing for financial advisors, centered around crafting a message that deeply resonates and forges emotional connections with clients.
Join Adri Miller-Heckman and René Nourse a pioneer in financial services who paved the way for many women advisors, as they talk about the challenges René faced and how she persevered to create something she loves.
In this episode, Adri speaks with Jessica Weaver, CFP®, CDFA, CFS, wealth advisor and founder of the Women's Wealth Boutique about how women financial advisors are challenging the status quo in the industry by embracing their natural strengths and bringing a more authentic approach to their work. Jessica shares her journey of starting her own RIA firm focused on serving the needs of women as both advisors and clients. They also discuss the importance of focusing on women in the industry, and the lack of authenticity and vulnerability.
In this empowering episode, Adri Miller-Heckman, founder of femXadvisor, sits down with Corinn Gibbs Burke, Owner, Certified Money Coach, and Women's Wealth Advisor at Successful Wealth Strategies, LLC to discuss the importance of listening to your heart and embracing your authenticity. Join them as they explore Corinn's journey to female empowerment, her evolving concept of success, and the challenges women face in the financial industry.
In this episode, Adri talks with Kathleen Barlow, financial advisor and managing director of Journey Strategic Wealth about how to define success. Kathleen emphasizes how success is an ongoing journey and talks about the shifts she made in her practice, including naming her niche as an intentional wealth practice for women. Adri and Kathleen also discuss the challenges faced by female advisors in establishing their niche and the importance of overcoming fear and finding the right environment and support system.
In this episode, Adri speaks with Allison Jeffereys, author and life re-creation coach, about how women often feel ashamed and alone when experiencing divorce. Allison shares why divorce is on the rise, how financial advisors can support women during this turbulent life change, and how women are finding success along their divorce journey.
In this episode, Adri speaks with Barbara Huson, best selling author of Prince Charming Isn’t Coming, financial therapist and wealth coach, about her story of how she leveraged fear to put her life back together in the most extraordinary way. Barbara is a former journalist turned author, who has interviewed hundreds of successful women in order to find the secrets of earning six figures.