Welcome to Season 2 of the femXadvisor podcast!
What does success look like to you? How can you overcome resistance and establish your niche? How do you balance work and life without guilt?
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.
Be empowered and inspired as Kathleen discusses:
- Her journey as a female advisor and how she got into the business
- What her definition of success is and why it’s an ongoing journey
- How she overcame internal resistance and fear, and acknowledged her need to embrace technology to conduct business in this digital age
- Why managing your workload and expectations to increase pleasure and decrease feelings of guilt
- And more
- femX Coaching Programs
- 6 Steps to Success for Women Advisors
- Forbes: America’s Top Wealth Advisors 2023
Connect with Adri Miller-Heckman:
- Facebook: femXadvisor
- Twitter: femXadvisor
- YouTube: femXadvisor
- LinkedIn: femXadvisor
- LinkedIn: Adri Miller-Heckman
- Schedule a Strategy Session
Connect with Kathleen Barlow:
- Journey Strategic Wealth
- Linkedin: Kathleen Barlow
- Facebook: Kathleen Barlow
- Call: 201-882-0256
About Our Guest:
Kathleen spent the early part of her career in real estate, buying and selling properties in Atlanta In 2008, despite a lifetime of prudent financial decision making, Kathleen and her family’s lives were turned upside down because of the Financial Crisis. That year of uncertainty taught Kathleen one critical lesson: even the most even-keeled, organized, financially prudent women need a professional guiding them. She became a financial advisor the following year with the mission of ensuring women never face the same uncertainty and panic she felt in 2008. She has been running a financial practice for nearly 15 years and serves women all over the country, helping them plan for life’s unexpected and live the life of their dreams.
About Adri Miller-Heckman:
Adri Miller-Heckman is a powerful influencer in the world of women. As a former financial advisor and National Training Officer with Smith Barney, she learned firsthand what it takes to succeed as a woman in a male-dominated industry, and it’s not about working longer, harder, or sacrificing more. Adri’s femXadvisor business model provides new solutions, systems, and female-friendly tools fueled by a passion that drives growth.
As a globally recognized speaker, author, and consultant in the financial industry, Adri is highly motivational, challenging her audience to expand their vision of what is possible. Using humor and real-life experiences, Adri eloquently transforms thinking from linear to creative, traditional to innovative, conformers to disruptors, and redesigning long-held industry concepts.
Adri’s book, Keys to the Ladies Room, has empowered thousands of advisors to create a female-friendly business and marketing plan that appeals to women and attracts clients of both genders. Adri’s new podcast, femXadvisor, is quickly becoming a trusted resource for female financial advisors to embrace their authentic selves.
Publishing Tags: Podcast, femXadvisor, Financial Advisors, Financial Planning, Success, Women Empowerment, Financial Future, Business Management, Redefining Success, Journey, Female Advisor, Women In Business, Entrepreneur, Boss Babe, Female Leader, Speaker, Author, Consultant, Marketing, Finances