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femXadvisor Podcast

A Journey Through Unexpected Change With Susan Washburn
December 7, 2022

Join Adri as she speaks with Susan Washburn, a former femXadvisor client. Together they discuss Susan’s journey to becoming a CFP and Partner in a successful wealth management firm.

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Risk it All to Become Unstoppable with Jammie Serrano 
May 25, 2022

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.

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Finding Your Authentic Self While Working With Old School Attitudes (and Bullies) with Margaret Maraopa
May 13, 2022

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.

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Hear Her Roar: Time To Stop Wallowing And Start Doing with Sheryl Hickerson-Brown and Matt Halloran 
April 26, 2022

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.

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Embracing the Opportunity of Flexibility with Lynn Daly
April 15, 2022

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.

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Making Life Lessons Out of Life’s Challenges with Sheryl Hickerson
March 29, 2022

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!

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Finding Success in Being Unapologetically Yourself With Matt Halloran 
March 18, 2022

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.

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Breaking the Male-Dominated Mold with Arielle Bittoni CFA, CFP®
March 15, 2022

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.

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The Importance of Receptiveness and Openness in Your Career with Emily Patton
February 18, 2022

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.

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Stepping Outside Your Comfort Zone as a Female Financial Advisor with Michelle Kaufman, CFA, CPWA®
February 1, 2022

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. 

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The Defining Moment for Women Advisors with Catherine M. Magaña
January 20, 2022

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.

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A Resource For Women Advisors Everywhere
January 19, 2022

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.

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The Start To A Better Women’s Financial Future
January 18, 2022

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.

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Many female advisors feel uninspired & “boxed in” by the traditional model for doing business.  At femXadvisor we provide a new model for women that provides the coaching, tools and a proven business framework, that propel female advisors toward growing a thriving & life-giving practice their way.

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