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The F Word: Where Females and Finance Are NOT Dirty Words!

The F Word: Where Females and Finance Are NOT Dirty Words!

By Sheryl Hickerson

The F Word is a podcast designed for women working toward equity in financial services and financial technology, as well as the male allies who champion those efforts.
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Season 3 | EPISODE 19: Matt Halloran with ProudMouth

The F Word: Where Females and Finance Are NOT Dirty Words!Sep 14, 2021

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34:20
Season 3 | EPISODE 19: Matt Halloran with ProudMouth

Season 3 | EPISODE 19: Matt Halloran with ProudMouth

On 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 Loud: Why it matters

- Women in Finance: Why ProudMouth is proactively working with these specific financial professionals

- Content Calendars: Why you should create one

Be sure to connect with Matt: 

Website: https://proudmouth.com/

Twitter: https://twitter.com/MattHalloran_ 

LinkedIn: https://www.linkedin.com/in/matthalloranpm/ 

Email: matt@proudmouth.com

Sep 14, 202134:20
Season 3 | EPISODE 18: Nicole Lewis-Keeber, The Business Therapist

Season 3 | EPISODE 18: Nicole Lewis-Keeber, The Business Therapist

On 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 her work in breaking the stigma of mental health and business ownership. Nicole writes and speaks about the impact of small t trauma on businesses but her biggest, most important work is in combining therapeutic processes with business coaching to help entrepreneurs build emotionally sustainable & financially stable businesses. She is the Founder of Love Your Business School TM and the Do No Harm Business Intensive.

In today's chat we will discuss:

- Little t Trauma: What is it?

- Women Business Owners: Where is trauma showing up in their business? 

- Psychological Safety: Are our relationships providing this today?

Be sure to connect with Nicole: 

Website: https://nicole.lewis-keeber.com/

Twitter: https://twitter.com/LewisKeeber

LinkedIn: https://www.linkedin.com/in/nicolelewiskeeber/

Book - How to Love Your Business: https://www.amazon.com/dp/B092CBWWX9?ref_=pe_3052080_276849420

Email: nicole@lewis-keeber.com

Aug 13, 202137:42
Season 3 | EPISODE 17: Jamar Jones of Foureva Media

Season 3 | EPISODE 17: Jamar Jones of Foureva Media

On 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 you think. Jamar believes it’s time for everyone to start thinking differently!

In today's chat we will discuss:

- Marketing: What do most people get wrong? 

- Video: Is it here to stay?

- Mindset: How important is it to your success?

Be sure to connect with Jamar: 

Website: https://www.fourevamedia.com/

Twitter: https://twitter.com/Iam40

LinkedIn: https://www.linkedin.com/in/relatablejamar/ 

Facebook: https://www.facebook.com/fourevamedia

Instagram: https://www.instagram.com/fourevamedia/ 

Email: jjones@fourevamedia.com

Aug 09, 202146:04
Season 3 | EPISODE 16: Cathy Sikorski, Elder Law Attorney

Season 3 | EPISODE 16: Cathy Sikorski, Elder Law Attorney

On 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 adults and caregivers. Cathy is a SheSource expert for the Women’s Media Center (WMC) in Washington, D.C. She has been featured on the Huffington Post and AARP. She can also be seen on the West Chester Story Slam YouTube channel. Cathy has a blog, “You just have to Laugh... Where Caregiving is Comedy”.

In today's chat we will discuss:

- Longevity Planning: Ladies, are you ready?

- Elder Law: Why you need this professional as a resource

- Retirement Planning: Women are woefully behind and it will matter deeply when they age

Be sure to connect with Cathy: 

Website: https://cathysikorski.com/

Twitter: https://twitter.com/cathy_sikorski

LinkedIn: https://www.linkedin.com/in/cathysikorski24/

Email: cathy.sikorski@gmail.com

Aug 04, 202136:52
Season 3 | EPISODE 13: Seth Brickman of QCash Financial

Season 3 | EPISODE 13: Seth Brickman of QCash Financial

On 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 access them

- Women and BIPOC: How to get more money into the hands of those who often are denied

Be sure to connect with Seth: 

Website: https://qcashfinancial.com/

Twitter: https://twitter.com/qcashfinancial

LinkedIn Company Page: https://www.linkedin.com/company/qcashfinancial/

Email: sbrickman@qcashfinancial.com

Aug 02, 202133:18
Season 3 | EPISODE 12: Elizabeth Eiss of ResultsResourcing

Season 3 | EPISODE 12: Elizabeth Eiss of ResultsResourcing

On 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 sectors.

In today's chat we will discuss:

- Small Business: It's what powers America today

- The Gig Economy: Why freelancers are not just individuals who don't want to work at a real job

- Create an Outsource List: What are all the things you're doing in your business that should be outsourced?

Be sure to connect with Elizabeth: 

LinkedIn: https://www.linkedin.com/in/elizabetheiss/

Website: https://www.resultsresourcing.net/

Twitter: https://twitter.com/doubleenyc

Email: eeiss@resultsresourcing.com

Jul 08, 202126:52
Season 3 | EPISODE 11: Dr. Travis Parry of Make Time Institute

Season 3 | EPISODE 11: Dr. Travis Parry of Make Time Institute

On 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 their family. He and his wife are parents to six children!

In today's chat we will discuss:

- Work/Life Balance: Why this is a myth

- Time: Why it's so elusive

- Build Intention: Why your calendar holds all the answers

Be sure to connect with Travis: 

LinkedIn: https://www.linkedin.com/in/travisparry/

Website: https://www.travisparry.com/coaching

Twitter: https://twitter.com/TravisParry

Email: travis@travisparry.com

Jul 08, 202130:12
Season 3 | EPISODE 10: Vicki Vollweiler of College Financial Prep

Season 3 | EPISODE 10: Vicki Vollweiler of College Financial Prep

On 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 to proceed, College Financial Prep was created to guide families through the maze of college financial aid.

In today's chat we will discuss:

- FASFA: The F word that really makes most parents cringe.

- Student Loan Debt: How Vicki changes Debt to Savings

- High School Graduation: What advice does Vicki give to clients after kids have made it through the high school journey?

Be sure to connect with Vicki:

LinkedIn: https://www.linkedin.com/in/vicki-vollweiler-mba-cdc-1616a5ba/

Website: https://www.collegefinancialprep.com/

Email: collegefinancialprep@gmail.com

Apr 21, 202120:19
Season 3 | EPISODE 9: Lisa Dion of Strategic Advisor Solutions

Season 3 | EPISODE 9: Lisa Dion of Strategic Advisor Solutions

On 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 together. If you are looking to take your business to the next level and reduce complexity she can help.

In today's chat we will discuss:

- Structure and Processes: How important is this for financial advisors?

- Direction Planning Worksheet: How you breakdown the goals for an advisor, especially when they are a visionary.

- Clarity Breaks: Why we need to be consistent with taking them.

Be sure to connect with Lisa: 

LinkedIn: https://www.linkedin.com/in/lisadion1/

Website: https://www.strategicadvisorsolutions.com/

Email: lisadion@strategicadvisorsolutions.com

Apr 21, 202123:04
Season 3 | EPISODE 8: David Wood of Gateway Financial Partners

Season 3 | EPISODE 8: David Wood of Gateway Financial Partners

On 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 exceptional client service, and offers access to a variety of solutions.

In today's chat we will discuss:

- Females and Finance: Why David supports outreach efforts when it comes to female financial advisors.

- Thought Leadership: Why it's important to be involved with media and messaging.

- Advisor Support: What are most advisors missing today in their office?

Be sure to connect with David:

LinkedIn: https://www.linkedin.com/in/davidhwood/

Website: https://joingateway.com/

Email: dwood@mygfpartner.com

Apr 13, 202137:10
Season 3 | EPISODE 7: Ryan Shanks of FA Match

Season 3 | EPISODE 7: Ryan Shanks of FA Match

On 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 discuss:

- #QUARANTINA: How Ryan and his team were a beacon during the pandemic.

- Women and Recruiting: Are we behind?

- Diversity and Recruiting: How FA Match is helping make a difference.

Be sure to connect with Ryan:

LinkedIn: https://www.linkedin.com/in/ryannshanks/

Website: https://www.famatch.com/

Twitter: https://twitter.com/FAMatch

Email: ryan@famatch.com

Apr 12, 202133:37
Season 3 | EPISODE 6: H. Adam Holt, CEO of Asset-Map

Season 3 | EPISODE 6: H. Adam Holt, CEO of Asset-Map

On 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.

- Financial Literacy: The power of educating children about money, savings, investing, and more. 

- Financial Inventory: Why an Asset-Map needs to be on the fridge in every home, starting NOW!

Be sure to connect with Adam:

LinkedIn: https://www.linkedin.com/in/hadamholt/

LAMP General Session Video: https://vimeo.com/263898414

Website: https://www.asset-map.com/

Twitter: https://twitter.com/asset_map

Facebook: https://www.facebook.com/AssetMapPlatform

YouTube: https://www.youtube.com/channel/UCzIhXGvI5YnL62TOQR4gcEA

Email: adam@asset-map.com

Mar 09, 202143:17
Season 3 | EPISODE 5: Matt Shanlian: Great Lakes Division President at Primary Residential Mortgage

Season 3 | EPISODE 5: Matt Shanlian: Great Lakes Division President at Primary Residential Mortgage

On 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 discuss:

- Real Estate and Financial Services: The importance of communication between both professionals with a client.

- Why Fiduciaries Matter: (And yes, there are fiduciaries in real estate!)

- The Power of "No": Why Matt and his team say it often to clients and financial service professionals. 

Be sure to connect with Matt:

LinkedIn: https://www.linkedin.com/in/matthew-shanlian-2b111582/

Website: https://www.primeres.com/wooster/about/loan-officers/loan-officer/matt-shanlian

Email: mshanlian@primeres.com

Mar 09, 202150:58
Season 3 | EPISODE 4: Joe Lukacs "Coach Joe" - The Coach to Financial Advisors

Season 3 | EPISODE 4: Joe Lukacs "Coach Joe" - The Coach to Financial Advisors

On 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 Uncomfortable: Who are you willing to become to get where you want to go?

- Hire a Coach: Find someone who is right for you and do the work.

Be sure to connect with Coach Joe: 

LinkedIn: https://www.linkedin.com/in/coachjoelukacs/

Website: https://www.magellannetwork.net/

Twitter: https://twitter.com/CoachJoeLukacs

Email: jjl@ipginc.net

Feb 11, 202148:13
Season 3 | EPISODE 3: Kristin O'Neal - Financial Planner, Yoga Instructor, Podcast Host, and Author

Season 3 | EPISODE 3: Kristin O'Neal - Financial Planner, Yoga Instructor, Podcast Host, and Author

On 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 her profession. 

In today's chat we will discuss:

- Podcasting: How Kristin uses her podcast to help women

- Commission to Fee: How Kristin made the switch (and you can, too!)

- Diversity: Why Kristin is talking about this every chance she can

Be sure to connect with Kristin O'Neal: 

LinkedIn: https://www.linkedin.com/in/kristinoneal/

Website: https://www.kristinoneal.com/

Email: kristin@kristinoneal.com

Jan 06, 202125:22
Season 3 | EPISODE 2: Julia Carlson - Financial Advisor, Author

Season 3 | EPISODE 2: Julia Carlson - Financial Advisor, Author

On 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 can be used to become financially strong.

In today's chat we will discuss:

- Fitness and Finances: How writing a book tied her favorite topics together.

- Coaching Other Advisors: How she became an advisor to other advisors.

- Diversity: Why Julia's office has flourished through challenging unconscious bias.

Be sure to connect with Julia Carlson: 

LinkedIn: https://www.linkedin.com/in/juliamcarlson/

Website: https://www.juliamcarlson.com/ 

Email: julia@juliamcarlson.com

Jan 06, 202125:41
Season 3 | EPISODE 1: Peggy Haslach with Finity Group

Season 3 | EPISODE 1: Peggy Haslach with Finity Group

On 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.

Be sure to connect with Peggy Haslach

LinkedIn: https://www.linkedin.com/in/peggyhaslach/

Website: https://thefinitygroup.com/about-us/team

Email: peggy.haslach@thefinitygroup.com

Dec 18, 202037:57
Season 2 | EPISODE 17: Dina Mabry with BGA Insurance

Season 2 | EPISODE 17: Dina Mabry with BGA Insurance

On 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/LTC. She is a trusted resource for all options to protect clients’ estates from an extended long term care event.

Dina is involved in many networking and charitable organizations. Including a member of the Executive Leadership Team with the Circle of Red/American Heart Association, W Source, The Exchange LA, NAIFA and W2W.

Dina is married with three children and lives in Oak Park, CA.

In today's chat we will discuss:

- Long-Term Care Insurance: Why it's really the life insurance product we are looking for today.

- Risk Management: We need more conversations around this, especially for women.

- Insurance: It should be a top-of-the-agenda discussion in financial planning.

Be sure to connect with Dina Mabry:

LinkedIn: https://www.linkedin.com/in/dina-mabry-46666b8/ 

Website: https://www.bgainsurance.com/ 

Email: dinam@bgainsurance.com


Oct 23, 202023:29
Season 2 | EPISODE 16: Leslie Samuelrich with Green Century Capital Management

Season 2 | EPISODE 16: Leslie Samuelrich with Green Century Capital Management

On 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 many other outlets. 

She currently serves on the Board of Directors of the Forum for Sustainable and Responsible Investment (US SIF) and the Advisory Board of the Intentional Endowments Network. She is a guest lecturer on impact investing at The Wharton School and annually presents at dozens of national and regional industry conferences and events. 

Ms. Samuelrich was honored with the 2019 SRI Service Award, which recognizes an “individual who has demonstrated leadership, innovation, high standards of professional conduct, and accomplishment in collaboration with other SRI industry leaders.” She also was selected as one of the “43 World-Changing Women in Conscious Business” in 2020. 

She holds a BA in Economics from Boston College.

In today's chat we will discuss:

- ESG: Why Environmental, Social, and Governance Performance matters.

- Shareholder Advocacy: How to set your investment strategies apart and make everything more relatable with your clients.

- Impact: Understanding how ESG impacts our local and national communities and even the planet.

Be sure to connect with Leslie Samuelrich: 

LinkedIn: https://www.linkedin.com/in/leslie-samuelrich/

Website: https://www.greencentury.com/ 

Email: lsamuelrich@greencentury.com

US | SIF Trends Report: https://www.ussif.org/trends 

Green Century Newsletter: https://www.greencentury.com/email-signup/ 


Oct 15, 202038:44
Season 2 | EPISODE 15: Tina Powell with C-Suite Social Media

Season 2 | EPISODE 15: Tina Powell with C-Suite Social Media

On 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 women in business in the financial services and wealth management community. The podcast features interviews with inspiring, top women leaders in business and some of the biggest names in the wealth management profession. In the Suite is where you’ll discover their best secrets and top strategies to grow a great business, build a strong brand, and lead teams in the 21st century.

Tina is also a TEDx Speaker and former NYU Professor.

In today's chat we will discuss:

- September 11: How a tragic event led Tina to work more closely with financial service professionals.

- Marketing Your Practice: There is no quick fix, but Tina helps her clients get there in an impactful way.

- Podcasting: Because every has a story to tell.

Be sure to connect with Tina Powell: 

LinkedIn: https://www.linkedin.com/in/tinapowell/

Website: https://csuitesocialmedia.com/ 

Facebook: https://www.facebook.com/csuitesocialmedia/ 

Twitter:  https://twitter.com/tinacpowell

Instagram: https://www.instagram.com/tinacpowell/ 

In The Suite Podcast: https://inthesuite.buzzsprout.com/

Email: tina@csuitesocialmedia.com

Aug 21, 202047:30
Season 2 | EPISODE 14: Arwen Becker - LIFE with Arwen

Season 2 | EPISODE 14: Arwen Becker - LIFE with Arwen

On 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 Becker Retirement Group to help connect with ladies in her community who aren’t getting the attention and help they need and truly deserve.

LIFE with Arwen (with LIFE standing for Leaders Inspiring Female Empowerment), her deep desire is to help women answer that overarching question of, “Am I going to be okay?” whether that is in the area of finance or life because when women are prioritized first, families, generations and nations are changed!

In today's chat we will discuss:

- Leaders Inspiring Female Empowerment: How workshops with women became a driving revenue source for her financial service practice.

- She Handled It: Women and finance discussions starting from an inspirational space to a personal message about money.

- Believe In Yourself: Why the takeaway of this hour-long podcast is about growing yourself personally and professionally.

Be sure to connect with Arwen Becker: 

LinkedIn:  https://www.linkedin.com/in/arwen-becker-064980138/ 

Website: https://lifewitharwen.com/ 

Facebook: https://www.facebook.com/lifewitharwen/ 

Instagram: https://www.instagram.com/arwenbecker/ 

She Handled It! Book: https://amzn.to/2FJ62Uk 

Email: arwen@beckerretirement.com

Aug 20, 202050:49
Season 2 | EPISODE 13: Lesley McCarthy - Forest Hills Financial Group

Season 2 | EPISODE 13: Lesley McCarthy - Forest Hills Financial Group

On 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 based out of New York City and Long Island. Lesley recognizes the importance of the client/broker relationship and is passionate about developing and nurturing relationships with her brokers.

In today's chat we will discuss:

- Life Insurance Awareness: How do we take it from a month-long campaign to a lifelong one.

- Longevity Planning: Women outlive men but are the least prepared for the long-term care needs.

- Getting The Word Out: How do you let others know about your financial service skills?

Be sure to connect with Lesley McCarthy:

LinkedIn:  https://www.linkedin.com/in/lesley-mccarthy-50bb3a1/

Website: https://www.fhfg.com/ 

Facebook: https://www.facebook.com/fhfginc/ 

Email: lesley.mccarthy@fhfg.com

Aug 19, 202036:30
Season 2 | EPISODE 12: Cathy Sikorski - Elder Law Attorney

Season 2 | EPISODE 12: Cathy Sikorski - Elder Law Attorney

On 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 practical and legal guide for adults and caregivers

Cathy is a SheSource expert for the Women’s Media Center (WMC) in Washington, D.C. She has been featured on the Huffington Post and AARP. She can also be seen on the West Chester Story Slam YouTube channel. Cathy has a blog, “You just have to Laugh..where Caregiving is Comedy” at www.cathysikorski.com and speaker website at www.cathysikorski.com/Speaker.

In today's chat we will discuss:

- Retirement: How prepared (or not) is the older population for this transition?

- Caregiving: How good (or bad) is it out there?

- Elder Law: Why do we need expertise in this space? 

Be sure to connect with Cathy Sikorksi: 

LinkedIn: https://www.linkedin.com/in/cathysikorski24/ 

Website:  https://cathysikorski.com/ 

Facebook: https://www.facebook.com/Cathy.Sikorski24 

Cathy's Books: https://amzn.to/38uJRvt 

Email:  cathy.sikorski@gmail.com

Jul 06, 202040:60
Season 2 | EPISODE 11: Keina Newell - Wealth Over Now

Season 2 | EPISODE 11: Keina Newell - Wealth Over Now

On 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 with small businesses, colleges, and universities to lead financial wellness workshops. Her support provides access to hands-on money management workshops to alleviate financial stress, educate, and increase productivity.

In today's chat we will discuss:

- Financial Behaviors: Why your money mindset must be dealt with

- Debt: Just how over extended are Americans today?

- Financial Recovery after COVID-19: What will this look like for most people post-pandemic?

Be sure to connect with Keina Newell: 

LinkedIn: https://www.linkedin.com/in/keina-newell-55562b133/ 

Website:  https://wealthovernow.com/ 

Facebook: https://www.facebook.com/wealthovernow 

Email: keina.newell@gmail.com

Jun 04, 202047:27
Season 2 | EPISODE 10: Tony Steuer

Season 2 | EPISODE 10: Tony Steuer

On 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 Ready Financial Calendar (a road map of one simple action step each month that will keep your finances ready for any financial emergency.), the Get Ready financial organization system, Get Ready Podcast and the GET READY! Financial Principles, a best practices playbook for the financial services industry. 

Tony served as long-term member of the California Department of Insurance Curriculum Board. He is regularly featured in media including the New York Times, the Washington Post, Fast Company and other media and has appeared as a guest on shows like ABC’s Seven on Your Side.

In today's chat we will discuss:

- Financial Literacy: Why are our communities hungry for this

- Financial First Aid Kit: Why Tony provides resources for individuals and businesses alike

- Financial Preparedness: How we take financial literacy and make it more holistic

Be sure to connect with Tony Steuer:

LinkedIn: https://www.linkedin.com/in/tonysteuer/

Website:  https://tonysteuer.com/

Twitter:  https://twitter.com/tonysteuer

Email: tony@tonysteuer.com 

Jun 03, 202040:43
Season 2 | EPISODE 9: Ryan Metzler - Finlocity

Season 2 | EPISODE 9: Ryan Metzler - Finlocity

On 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?

Be sure to connect with Ryan Metzlier:

LinkedIn: https://www.linkedin.com/in/metzlerryan/

Website: https://www.finlocity.com/

Twitter:  https://twitter.com/finlocity 

Email: ryan.metzler@finlocity.com 

Jun 03, 202040:00
Season 2 | EPISODE 8: Leslie Samuelrich - Green Century

Season 2 | EPISODE 8: Leslie Samuelrich - Green Century

On 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 currently serves on the Board of Directors of the Forum for Sustainable and Responsible Investment (US SIF) and the Advisory Board of the Intentional Endowments Network. She is a guest lecturer on impact investing at The Wharton School and annually presents at dozens of national and regional industry conferences and events. 

Ms. Samuelrich was honored with the 2019 SRI Service Award, which recognizes an “individual who has demonstrated leadership, innovation, high standards of professional conduct, and accomplishment in collaboration with other SRI industry leaders.” She also was selected as one of the “43 World-Changing Women in Conscious Business” in 2020. She holds a BA in Economics from Boston College.

In today's chat we will discuss:

- Green Century: Why they are unique in today's impact investing opportunities

- Impact Investing: What are financial advisors missing out on in this area of investing

- Making a Difference: Is impact investing only for the wealthy or can everyday people make a difference?

Be sure to connect with Leslie Samuelrich:

LinkedIn: https://www.linkedin.com/in/leslie-samuelrich/

Website: https://www.greencentury.com/ 

Twitter:  https://twitter.com/LSamuelrich 

Newsletter Sign-up: https://www.greencentury.com/news-resources/

Email: lsamuelrich@greencentury.com

May 15, 202039:57
Season 2 | EPISODE 7: Misty Lynch - Beck Bode, LLC

Season 2 | EPISODE 7: Misty Lynch - Beck Bode, LLC

On 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 News and World Report named her one of the 9 Women in Finance to Follow "because sometimes you need life advice, not just financial advice".

In today's chat we will discuss:

- Financial Planning: Why Misty thinks mindset is the key to financial planning today and after COVID-19

- Financial Literacy: What is missing today when it comes to talking about money

- Behavioral Finance: Be prepared for money and mindset chats after the quarantine

Be sure to connect with Misty Lynch:

LinkedIn: https://www.linkedin.com/in/mistylynch/ 

Website: https://mistylynch.com/ 

Twitter: https://twitter.com/mistylynchcfp

Email: Misty.lynch@beckbode.com

May 14, 202035:36
Season 2 | EPISODE 6: Reshell Smith - AMES Financial
May 07, 202043:09
Season 2 | EPISODE 5: JM Ryerson - Let's Go Win!

Season 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 part of other people's incredible journeys.

In today's chat we will discuss:

- Family: Why writing this book for professionals was really about his children

- Simplicity: How easy is not always simple and why this should always be the goal

- Courage: Why you want to be the old naked person at the gym

Be sure to connect with JM Ryerson:

LinkedIn: https://www.linkedin.com/in/jm-ryerson-5877606/

Twitter: https://twitter.com/financialgirl

Facebook: https://www.facebook.com/letsgowin365

Instgram: https://www.instagram.com/letsgowin365/

Website: https://letsgowin.com/

Amazon: Buy Your Copy Here

Email: jm@letsgowin.com 

Apr 26, 202033:54
Season 2 | EPISODE 4: Meredith Moore - Artisan Financial Strategies

Season 2 | EPISODE 4: Meredith Moore - Artisan Financial Strategies

On 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 other professionals.

In today's chat we will discuss:

- Cancer: How a personal experience with cancer can make or break your career

- Marketing: Why learning new marketing skills and tools outside of the financial services profession provides trajectory

- 5 AM Club: How and why you should start a new morning success ritual

Be sure to connect with Meredith Moore: 

LinkedIn: https://www.linkedin.com/in/meredithmoore/

Twitter: https://twitter.com/financialgirl 

Facebook: https://www.facebook.com/artisanfinancialstrategies/ 

Website: https://www.artisanfsonline.com/ 

White Paper Available for Download: https://www.artisanfsonline.com/

Email: mmoore@artisanfsonline.com

Mar 17, 202051:53
Season 2 | EPISODE 3: Brian Haney - The Haney Group

Season 2 | EPISODE 3: Brian Haney - The Haney Group

On 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: We are not all NextGen Advisors when we work in an office with our parents.

- Diversity: What does it mean to the white guy in the room?

- Podcasting: Why is Brian investing in digital collateral for the next decade>

Be sure to connect with Brian Haney:

LinkedIn: https://www.linkedin.com/in/brian-haney-cltc-cfs-cfbs-cis-lacp-b4053a8/

Twitter: https://twitter.com/thehaneycompany

Facebook: https://www.facebook.com/thehaneycompany

Website: https://www.thehaneycompany.com/

Podcast: http://www.thatsmyfinancialguy.com/

Email: bhaney@thehaneycompany.com

Feb 05, 202059:26
Season 2 | EPISODE 1: Eric Brotman - BFG Financial Advisors

Season 2 | EPISODE 1: Eric Brotman - BFG Financial Advisors

On 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 whom enjoy extraordinary client service from working with multiple CFP® Practitioners and a team of specialists.

In today's chat we will discuss:

- Gender Differences in Financial Planning: Does it matter?

- Estate Planning: Is it only for the wealthy?

- CFP® certification: Why it's the designation of choice for Eric Brotman

Be sure to connect with Eric Brotman: 

LinkedIn: https://www.linkedin.com/in/ebrotman/ 

Twitter: https://twitter.com/brotmanplanning 

Facebook: https://www.facebook.com/BFGFinancialAdvisors

Website: https://www.bfgfa.com/

Email: ebrotman@bfgfa.com 

Dec 30, 201943:59
Season 1 | BONUS EPISODE 36: Hispanic Heritage Month with Al Vilar of Lifefy

Season 1 | BONUS EPISODE 36: Hispanic Heritage Month with Al Vilar of Lifefy

On 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 community is underserved as a market

- Bilingual: Why Bicultural is a more appropriate word

- Actionable Education: Learn more of the language and listen beyond the accent

Be sure to connect with Al Vilar: 

LinkedIn:   https://www.linkedin.com/in/alvilar/

Twitter:   https://twitter.com/belifefy

Facebook: https://www.facebook.com/belifefy/

Website:   https://lifefy.com/

Email: avilar@lifefy.com

Sep 16, 201936:29
Season 1 | BONUS EPISODE 35: Joy Loverde - Author, "Who Will Take Care of Me When I'm Old"

Season 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 ShowABC 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 are the realities behind them?

- Sixty: It's not the new 30!

- Social Engagement: Why they're important at all ages and stages of life

Be sure to connect with Joy Loverde:

LinkedIn:   https://www.linkedin.com/in/joyloverde/

Twitter:   https://twitter.com/joyloverde

Website:   http://www.elderindustry.com/

Email: jloverde@elderindustry.com

Sep 04, 201932:29
Season 1 | Episode 34: David Holland - Holland Financial

Season 1 | Episode 34: David Holland - Holland Financial

On 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 Planner: Secrets to a Secure Retirement and How to Get Great Advice & Avoid Financial Scams. 

For many years, David wrote a weekly column that appeared in local newspapers. In 2011, David started hosting the popular weekday radio show Real Money with David Holland. David has made the transition, from radio and newspapers, to television, as the host of PlanStrongerTV™, a program which features experts on retirement and financial planning. The show airs, locally, on WDSC Channel 15, at 7:00 pm, Sunday through Friday nights. PlanStrongerTV™ is also airing on dozens of public television stations around the country.

In today's chat we will discuss:

- Media Matters: Why embracing the right media for your firm is critical in today's online world

- PlanStrongerTV™: Why David enlists advice on his program from financial planners from around the country

- CFP® certification: Why it's the designation of choice for David Holland

Be sure to connect with David Holland:

LinkedIn: https://www.linkedin.com/in/daviddholland/

Twitter: https://twitter.com/PlanStronger

Facebook: https://www.facebook.com/hollandfinancial

Website:  http://planstronger.com/

Email: questions@planstronger.com

Sep 03, 201934:37
Season 1 | Episode 33: Dani Hughes and Valerie Sanchez - Divine Asset Management
Aug 25, 201952:09
Season 1 | Episode 32: Amy Waninger - Lead at Any Level
Aug 25, 201949:59
Season 1 | BONUS EPISODE 31: Lucila Williams with The Intentional Advisor
Aug 25, 201949:49
Season 1 | Episode 30: Kyle Christensen - Personal Financial Snapshot
Aug 25, 201942:60
Season 1 | BONUS EPISODE 29: Amanda Dumas with Life Office Management Association (LOMA)
Aug 25, 201934:53
Season 1 | BONUS EPISODE 28: College Savings Month with Sam X. Renick, Children's Financial Literacy Expert
Aug 25, 201953:24
Season 1 | BONUS EPISODE: National Women's Equality Day with Joanne Cleaver - Nationally Published Writer
Jul 24, 201951:26
Season 1 | Episode 26: Judy Hoberman - Selling in a S.K.I.R.T.
May 10, 201935:21
Season 1 | Episode 25: Katie Donovan - Equal Pay Negotiations
May 10, 201929:09
Season 1 | Episode 24: Mike Maddock - Maddock Douglas
May 10, 201938:04
Season 1 | Episode 23: Robyn Pollack - Trellis Consulting
May 10, 201940:34
Season 1 | Episode 22: Priscilla O'Neill - Summit Scholars
May 10, 201929:45
Season 1 | Episode 21: Stoy Hall - Majors & Mondragon
May 10, 201953:10
Season 1 | Episode 20: Karen Catlin - Better Allies
May 10, 201954:47