femXadvisor Podcast

In this episode, Adri sits down with Jammie Serrano, Vice President of Advisor Development with Advisors Excel, to discuss Jammie’s journey as a female financial advisor, and why she won’t stop until every woman has reached her true potential.

In this episode, Adri sits down with Margaret Marapao, CFP® Certified Financial Planner™, of Integrity Wealth Advisors, about her journey in the financial industry. She shares the wisdom gained from 10 years in a male-dominated trading company, frequently enduring demeaning ridicule that many women in the industry need to hear.

In this episode, Adri talks with Sheryl Hickerson-Brown, Founder and Chief Engagement Officer for Females and Finance, and Matt Halloran, Podcasting Expert, and Co-Founder of ProudMouth, all make a personal commitment that is destined to change the industry.

In this episode, Adri talks to Lynn Daly, CLTC®, CDFA®, founder and owner of Daly & Associates at Focus Financial, about her experience as a female advisor in the financial industry and how her experience with a sudden illness shaped her path.

In this episode, Adri talks to Sheryl Hickerson, Founder, and CEO of Females and Finance, about what it takes to be fearless. Women advisors, you’ll get how the journey to find yourself can quickly put things in perspective and change everything!

In this episode, Adri sits down with Matt Halloran, the co-founder of ProudMouth and a podcasting expert, about his views on what needs to happen in the financial world to better embrace female financial advisors by leveraging their natural strengths as women.

In this episode, Adri sits down with Arielle Bittoni CFA, CFP® to talk about Arielle’s past, present, and a sneak peek at the future of her life in the financial industry. We talk about how.

In this episode, Adri sits down with Emily to talk about her experience in the financial industry, from gymnastics to special needs and ultimately to women. For Emily, following her true purpose always led her to success and living the dream.

In this episode, Adri talks to Michelle Kaufman, CFA, CPWA®, Founder of Prioritas Financial Advisors about Michelle’s journey in the financial industry and why she decided to go from working with major companies such as Credit Suisse and Bloomberg to open her independent practice. 

In this episode, Adri speaks to Catherine Magaña, managing partner and CERTIFIED FINANCIAL PLANNER™ professional at WWM Financial, about how she fearlessly embraced her authentic self and transformed her business as an advisor to help both women and men understand their true financial success.

In this episode, Adri dives into how femXadvisor started, and how it has helped both men and women to truly understand the importance of an empowering female designed business model to best engage female advisors to fearlessly embrace their authentic selves.

In this inaugural episode, Adri Miller-Heckman introduces herself, her business, and her vision for success. Adri tells her story on how she became a financial advisor and found her calling, founding the femXadvisor to inspire and empower women to leverage their natural strengths and create a successful practice.