The F Word

Season 1 | Episode 2: Patty Kreamer & Michelle Donovan - Productivity Uncorked

An episode of The F Word

By Sheryl Brown
The F Word is a podcast designed for women working in the financial services and financial technology landscape, as well as the men who champion them.

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Season 1 | Episode 27: Sarah Marcopolos - New York Life
On today's episode of The F Word, Sheryl Brown is speaking with Sarah Marcopolos of New York Life.   Sarah is a financial services professional with New York Life Insurance and has an office in Frisco, Texas. She also was born with a genetic disorder called Polycystic Kidney Disease - sometimes referred to as PKD. She was diagnosed at the age of 15 making her uninsurable for life insurance.  It has become her mission to bring awareness to every parent and grandparent about what she believes is one of the most important financial tools not only for themselves - but children, too: life insurance.    In today's chat we will discuss:  Life Insurance: Why families need to look into this more often. Investment Professionals: If you don't want to sell it to your clients, partner with someone like Sarah. The Latin/Hispanic Market: How do we reach more consumers in the Latin/Hispanic market today? Be sure to connect with Sarah Marcopolos:  LinkedIn:  https://www.linkedin.com/in/sarahmarcopolos/  Twitter:  https://twitter.com/sarahmarcopolos  Facebook:  https://www.facebook.com/SarahMarcopolos/  Website:  https://www.newyorklife.com/agent/smarcopolos  Email: smarcopolos@ft.newyorklife.com
36:35
May 10, 2019
Season 1 | Episode 26: Judy Hoberman - Selling in a S.K.I.R.T.
 On today's episode of The F Word, Sheryl Brown is speaking with Judy Hoberman of Selling in a S.K.I.R.T. and Walking on the Glass Floor.   A highly sought after keynote presenter, executive coach, leadership and sales trainer, and accountability coach - Judy works with a variety of communities on helping brands increase diversity and profitability. She specializes in working with C Suite Executives who want to promote, retain, and champion women in leadership positions.   Judy is also an author, owns a non-profit organization, as well as mentoring others in growing their financial service practice. She is certified in the areas we are talking about today from Cornell University and is one of our Advisory Board Members at Females and Finance.   In today's chat we will discuss:  Supporting Female Talent: Are we doing enough today? What do women want from financial service organizations: How do we stop giving lip service to the flexible needs of women today? Male Allies: How do men champion women in today's #MeToo era? Be sure to connect with Judy Hoberman: LinkedIn:  https://www.linkedin.com/in/judyhoberman/  Twitter:  https://twitter.com/SellingInASkirt  Website:  http://www.sellinginaskirt.com/  Email: judy@sellinginaskirt.com
35:21
May 10, 2019
Season 1 | Episode 25: Katie Donovan - Equal Pay Negotiations
On today's episode of The F Word, Sheryl Brown is speaking with Katie Donovan of Equal Pay Negotiations.  Katie Donovan is the pay equity expert who started the movement to ban using salary history in hiring and compensation decisions.  Katie speaks at and conducts workshops on equal pay, salary negotiations, and unintended biases in hiring at such venues as Harvard Business School, MIT, NASDAQ, Society of Women Engineers, and Human Resource Association of Southern Maine. She is a sought-after commentator on pay equity and women in business by media including BBC, NPR, Hollywood Reporter, Boston Business Journal, The Washington Post, and many other programs. In today's chat we will discuss:  Pay Equity: What is it? Why is it important? The Pay Gap: Is it real? Pay Gaps and Financial Services: What does it look like today? Be sure to connect with Katie Donovan:  LinkedIn:  https://www.linkedin.com/in/donovankatie/  Twitter:  https://twitter.com/KDSalaryCoach   Facebook:  https://www.facebook.com/EqualPayNegotiations  Website:  https://equalpaynegotiations.com/   Email: katie@equalpaynegotiations.com
29:08
May 10, 2019
Season 1 | Episode 24: Mike Maddock - Maddock Douglas
On today's episode of The F Word, Sheryl Brown is speaking with Mike Maddock of Maddock Douglas.  Mike’s purpose is to inspire and empower curiosity. A self-described Idea Monkey, he is the CEO and co-founder of Maddock Douglas, an innovation agency in Chicago. He is an entrepreneur, a consultant, a keynote speaker and author that works with leaders with the vision, will and authority to drive their industries into a better future.  His most recent book, Plan D: How to Dream, Drive, and Deliver with lessons from the world’s most successful disruptors touches on the very idea that The future belongs to the Disruptors. We need them, and they need you.  In today's chat we will discuss:  Embracing Change: What is it? Do we all have what it takes? Disruption: Who has Plan D ready? Losing Your Edge: How do we remove the "weird" from the way we always have done things? Be sure to connect with Mike Maddock:  LinkedIn:  https://www.linkedin.com/in/innovationexpert/  Twitter:  https://twitter.com/theideamonkey   Website:  https://www.maddockdouglas.com/  Email: mike@maddockdouglas.com
38:03
May 10, 2019
Season 1 | Episode 23: Robyn Pollack - Trellis Consulting
 On today's episode of The F Word, Sheryl Brown is speaking with Robyn Pollack of Trellis Consulting.  A business strategist with an expertise in diversity and inclusion, Robyn increases financial return by teaching organizations to leverage their D&I Initiatives more effectively.  Robyn brings years of experience working with businesses as a restructuring attorney and believes that business goals, objectives and strategies can best be achieved in an inclusive culture.  A shout out to Cheryl Nash of Fiserv for the introduction to Robyn!   In today's chat we will discuss:  Diversity, Equity, and Inclusion: What are the cultural shifts necessary to make better headway? Diversity: We really breakdown what this words means in the show. How Does Financial Services Promote DEI Initiatives: Without sounding trendy given the focus on this area today? Be sure to connect with Robyn Pollack:  LinkedIn:  https://www.linkedin.com/in/robyn-pollack-esquire-62837317/  Twitter:  https://twitter.com/trellis4change  Facebook:  https://www.facebook.com/Trellis-Consulting-LLC-224894791175110/  Website:  https://trellisconsultingllc.com/  Email: rpollack@trellisconsultingllc.com
40:34
May 10, 2019
Season 1 | Episode 22: Priscilla O'Neill - Summit Scholars
On today's episode of The F Word, Sheryl Brown is speaking with Priscilla O'Neill, President of Summit Scholars.  Priscilla is a Certified Educational Planner and as President and CEO of Summit Scholars, she is equipping young people to discover their trajectory for success. As a college planning advisor, she works not only with individuals and families, but aligns with other financial service professionals too as an independent educational consulting organization specializing in college and career selection, admissions, scholarships, financial aid, and college coaching.  In today's chat we will discuss:  Student Loan Debt: How much is there? Who holds the most? How do we lesson the load? Diversity, Equity, and Inclusion: How does this affect applications for college? Financial Aid? Retirement Funds: How do you help financial advisors avoid parents burning through their retirement income to fund college for their children? Be sure to connect with Priscilla O'Neill:  LinkedIn:  https://www.linkedin.com/in/priscilla-oneill-cep-4912965/  Twitter:  https://twitter.com/summitscholars1  Facebook:  https://www.facebook.com/SummitScholars4realcollegeadvice/  Website:  https://summitscholars.com/  Email: advisor@summitscholars.com
29:44
May 10, 2019
Season 1 | Episode 21: Stoy Hall - Majors & Mondragon
On today's episode of The F Word, Sheryl Brown is speaking with Stoy Hall.  Stoy grew up in Omaha, Nebraska in a family that was not financially independent. He excelled in sports, mostly football and baseball, and ended up going to Drake University to play football. While there, he not only met his wonderful wife, Michelle, but he also earned his degree in Finance with an emphasis in business law and insurance. He also started working at the Boys & Girls Club of Central Iowa and saw the effects financial illiteracy could have on families. Today, Stoy is a young financial services professional at 29 years of age, a father of two boys, and uses his  CERTIFIED FINANCIAL PLANNER™ work to help families in and around the Des Moines area.   In today's chat we will discuss:  Diversity, Equity, and Inclusion: It's the only way we will change financial services today. Male Allies: What does this look like from their side? Designations in Financial Services: How important are they to the work we do? Be sure to connect with Stoy Hall:  LinkedIn:  https://www.linkedin.com/in/stoy-hall-cfp%C2%AE-0b359031/  Twitter:  https://twitter.com/Stoy_Hall  Website:  https://majorsmondragon.com/  Email: stoyhall@majorsmondragon.com
53:10
May 10, 2019
Season 1 | Episode 20: Karen Catlin - Better Allies
 On today's episode of The F Word, Sheryl Brown is speaking with Karen Catlin of Better Allies.  Karen Catlin is a leadership coach, keynote speaker, author, and passionate advocate for inclusion in the workplace. After spending twenty-five years building software products and serving as a vice president of engineering at Macromedia and Adobe, she witnessed a sharp decline in the number of women working in tech.   Today, Karen coaches women to be stronger leaders and men to be better allies. Her writing on these and related topics has appeared in Inc., The Daily Beast, and Fast Company, and she’s consulted on articles for The Wall Street Journal, Forbes, and The New York Times. To help more people cultivate ally skills, she wrote Better Allies: Everyday Actions to Create Inclusive, Engaging Workplaces.   In today's chat we will discuss:  Recruiting Women: What does championing women in the workforce look like today? Why avoiding women today is a bad idea: #MeToo cannot be ignored Male Allies: How do men join the movement to support women? Be sure to connect with Karen Catlin:  LinkedIn:  https://www.linkedin.com/in/kecatlin/  Twitter:  https://twitter.com/kecatlin  Website:  https://karencatlin.com/  Email: karen@karencatlin.com
54:46
May 10, 2019
Season 1 | Episode 19: Emily Tisdale - Recourse Resource
On today's episode of The F Word, Sheryl Brown is speaking with Emily Tisdale. Emily is Founder and CEO of Recourse Resource Consulting, a firm based in Indianapolis that works with individuals and teams to improve everyday human experiences in the areas of Leadership Development, Organizational Culture, and Operational Efficiency.  I met Emily through a common friend in Amy Stark where we both were speakers at the annual Social Media Dames Unconference. We have been friends ever since. And although Emily doesn't directly work in financial services, this episode will hit home for many of us.  In today's chat we will discuss:  Entrepreneurship: It's not for the faint of heart. Harmonize Your Life Roles: We are many things and we don't have to choose just one! Growing Your Practice: How do you start with where you are to get to where you want to be? Be sure to connect with Emily Tisdale:  LinkedIn:  https://www.linkedin.com/in/emilydtisdale/  Twitter:  https://twitter.com/emdt  Facebook:  https://www.facebook.com/RecourseResource  Website:  http://www.recourseresource.com/  Email: emily@recourseresource.com
1:10:44
May 9, 2019
Season 1 | Episode 18: Marci Bair - Bair Financial Planning
On today's episode of The F Word, Sheryl Brown is speaking with Marci Bair. Marci is a  CERTIFIED FINANCIAL PLANNER™ with more than  25 years of experience in working with female executives, LGBT couples and and progressive business owners to help them work toward their financial goals and pursue what's important to them.   I was introduced to Marci's work through a common friend in Sonya Dreizler. After talking with Marci and following her work, I knew we should have her on the how.  In today's chat we will discuss:  Online Business Presence: Why Marci uses social media - and you should, too! Diversity, Equity, and Inclusion: Why it matters in all financial service practices today. Investment Prowess: Are women REALLY behind in investment matters and principles?  Be sure to connect with Marci Bair:  LinkedIn:  https://www.linkedin.com/in/marcibair/  Twitter:  https://twitter.com/MarciBair   Facebook:  https://www.facebook.com/bairfinancialplanning/  Website:  https://www.bairfinancialplanning.com/  Email: marci@bairfinancialplanning.com
41:57
May 9, 2019
Season 1 | Episode 17: Dawn Manske - Made for Freedom
On today's episode of The F Word, Sheryl Brown is speaking with Dawn Manske. President of Made for Freedom, Dawn works with women internationally to help fight against sex trafficking. A for-profit venture, Made for Freedom is a fashion company that has clothing made by survivors of exploitation and those at-risk of human trafficking.  Dawn simply popped up on my LinkedIn one day as someone who I should connect with and since we were both in St. Louis, I reached out and set-up our introducturing call. Little did I know how much Dawn's insight on human trafficking would make such an impact on my life.  In today's chat we will discuss:  What is human trafficking: And, is it only happening overseas? How do wome become prey to this:  What are the ways we can look out for ourselves, our families, and others? For the few who manage to make it out, how do they live: Are jobs easy to find?  Be sure to connect with Dawn Manske:  LinkedIn:  https://www.linkedin.com/in/dawnmanske/  Twitter:  https://twitter.com/madeforfreedom  Facebook:  https://www.facebook.com/MadeforFreedom  Website:  https://madeforfreedom.com/  Email: dawn@madeforfreedom.com
1:01:31
May 9, 2019
Season 1 | Episode 16: Kristin Andree - The Andree Group
On today's episode of The F Word, we are talking to Kristin Andree. Kristin is the Chief Strategist at Andree Consulting, as well as an author, keynote speaker, and podcast host of No Limits with Kristin Andree.  Kristin is no BS performance coach who tells it like it is. I met her through the Females and Finance community and have enjoyed her no-nonsense direction ever since. You're in for a treat!  In today's chat we will discuss:  No Bullshit Help: Why we need more people to say it the way it is. Women and Business: Watch out world - here we come! Becoming an Author: Why Kristin wrote "Don't Make Me Pull This Car Over: A Roadmap for the Working Mom" Be sure to connect with Kristin Andree: LinkedIn: https://www.linkedin.com/in/kristinandree/ Twitter: https://twitter.com/andreegroup Facebook:  https://www.facebook.com/andreegroup  Website: https://andreegroup.com/ Email:  kristin@andreegroup.com
54:53
May 9, 2019
Season 1 | Episode 15: Joanna Bloor - The Amplify Lab
On today's episode of The F Word, we are talking to Joanna Bloor. This one is probably a *NSFW* one - so put those earbuds in and take a listen! Joanna is a bonafide LadyBadAss (as in the founder!) and is an introduction expert on a mission to get people to talk about themselves in a new way. She is a TED speaker, a self-described "start-up" junkie, and has worked with firms such as GE, EY, 21st Century Fox, and Salesforce. Joanna's work is featured in so many places and after I listened to her TED talk, I felt compelled to reach out and chat with her. She agreed to do this show and again - adult language is used so earbuds, please! You will be thoroughly entertained to hear what she has to share - I promise! In today's chat we will discuss:  LadyBadAss: Why this? What does it mean? Being Bloored: Joanna has her own verb! Women, Careers, and Branding: Oh my! You'll hear her creative and ingenious way she works with others. Just Ask Already: Where do women lack the confidence to go for what they want?   Be sure to connect with Joanna Bloor: LinkedIn: https://www.linkedin.com/in/joannabloor/ Twitter: https://twitter.com/JoannaBloor Website: https://www.joannabloor.com/theamplifylab  Email: info@theamplifylab.com 
1:04:47
May 9, 2019
Season 1 | Episode 14: Laura Shelton Garfield - Idea Decanter
On today's episode of The F Word, we are talking to Laura Shelton Garfield. Laura is the co-founder of Idea Decanter and has spent most of her career in broadcast journalism. Over the span of more than a decade, she worked her way up through stations in Omaha and New Orleans to a position at CBS News in New York and then CNN in Atlanta. Along the way she has written a book, worked as a foreign correspondent, and has lately been drawn to the emerging possibilities of digital storytelling.  Laura works with financial service professionals to tell their story in new and meaningful ways (yet she also speaks compliance!) and I met her through a Raymond James' friend, Melissa Joy.  In today's chat we will discuss:  Broadcast Journalism: How she got from here to #FinServ.  Context: How important is it in content marketing?  Video: Is it here to stay?  Marketing Tools: What works best for you?  Be sure to connect with Laura Shelton Garfield:  LinkedIn: https://www.linkedin.com/in/laura-shelton-garfield-81173613/ Twitter: https://twitter.com/LauraGarfield Facebook:  https://www.facebook.com/ideadecanter/  Website: http://www.ideadecanter.com/ Email: laura@ideadecanter.com  
50:07
May 9, 2019
Season 1 | Episode 13: Holly Chessman
On today's episode of The F Word, we are talking with Holly Chessman, Vice President of Marketing at GlowTouch Technologies. Holly is also the author of 'Amplify' where you'll learn more about growing your reputation and the kickass career you love.  I met Holly at the MarketingProfs conference held in Boston, Mass. and a few years later we were reconnected through a mutual marketing friend from Social Sprout, Stephan Hovnanian.  In today's chat we will discuss:  Marketing Yourself: Do's and Don'ts in today's marketing landsscape. Emotional Marketing: How Reputation Perception hinders your amplification. Writing Professionals: Hire one if you're not a strong writer. Women in Business: What does advocacy look like in this community?  Be sure to connect with Holly Chessman: LinkedIn: https://www.linkedin.com/in/hollychessman/ Website:  https://www.hollychessmanmarketing.com/  Twitter: https://twitter.com/HollyChessman Email: holly@hollychessmanmarketing.com  
49:23
May 9, 2019
Season 1 | Episode 12: Barbara Provost - Purse Strings
On today's episode of The F Word, we are talking to Barbara Provost. Barb is Founder of Purse Strings, LLC and President of Provost Consulting, Inc. where she focused on financial fearlessness. She found that women are consistently overlooked by insurance and financial institutions, to the tune of leaving a possible $14-trillion dollars of untapped sales on the table.  Barb is just one of those people who showed up in my life and the rest was history. She is one of the people who have helped me with my personal finances, too.  In today's chat we will discuss:  Financial Education: What does literacy really mean? Young Women and Money: How can we help them? Student Loan Debt: How do we help manage this in financial services? Longevity Planning: Overwhelmingly women outlive men, how does this affect their personal finances?  Be sure to connect with Barb Provost:  LinkedIn: https://www.linkedin.com/in/barbprovost/ Facebook:  https://www.facebook.com/pursestringsco/  Twitter: https://twitter.com/ProvostConsult Website: http://www.bprovost.com/ Email: barb@bprovost.com 
38:45
May 9, 2019
Season 1 | Episode 11: Debbie Peterson - Getting to Clarity
On today's episode of The F Word, we are talking to Debbie Peterson. Debbie is a keynote speaker and certified NLP - Neuro-Linguistic Prgramming trainer. She founded Getting To Clarity to provide inspiration, motivation, and education for professionals so they can realize and reach their potential.  I met Debbie through an introduction made by Jane Blaufus of The Blaufus Group. This episode is a real treat!  In today's chat we will discuss:  NLP: What is it and why is it important? Channeling Energy: It can work for good and for bad. Self-Sabotage: How are women holding themselves back? Children Are Affected, Too: How do we create more confident kids? Confidence Killers: What are they? Be sure to connect with Debbie Peterson:  LinkedIn: https://www.linkedin.com/in/debbiespeterson/ Twitter: https://twitter.com/Getting2Clarity Facebook:  https://www.facebook.com/GettingToClarity/  Website: https://gettingtoclarity.com/ Email: debbie@gettingtoclarity.com 
52:19
May 9, 2019
Season 1 | Episode 10: Saskia Jennings - Creating Being Well
On today's episode of The F Word, we are talking to Saskia Jennings. Saskia is the CEO of Creating Being Well - a personal caregiving firm in Canada. She is a certified caregiving consultant and educator and works with busy professionals whose life, health and career are affected by the ongoing challenges of caring for their parents or elderly relatives.  I met Saskia on LinkedIn as a person suggested I should know. I take those suggestions seriously and when I read her profile - I knew her message would be important to the #FinServ community.  In today's chat we will discuss:  Professional Caregiving: What is it? Who needs it?  Long-Term Care Facilities: What happens here and the real chat about hospice care. Medical Interventions: People are living longer now and long-term care is a real need in the financial planning profession. Caregiver Qualities: What should you look for in a good caregiver? How much continuing education do they really need? Be sure to connect with Saskia Jennigns:  LinkedIn: https://www.linkedin.com/in/saskiabjennings/  Facebook:  https://www.facebook.com/caregivercoach/  Website: http://creatingbeingwell.com/ Email: saskia@creatingbeingwell.com 
52:06
May 9, 2019
Season 1 | Episode 9: Gerri Detweiler - Nav, Inc.
On today's episode of The F Word, we are talking to Gerri Detweiler. Gerri is the Education Director of Nav, Inc. as well as the author of several books on personal finance.  I met Gerri because she and I had more than 100 common connections on LinkedIn and felt like I should know her, too. I read her bio and saw her work and was excited to bring this topic up to the Females and Finance community about credit and debt.  In today's chat we will discuss:  Credit and Debt: Just how much does this plague consumers today? Women and Debt: What are the real worries about this for them? Budgeting: Are we having enough of the RIGHT conversations around this? Student Loans: How do we get out of the debt cycle? Financial Literacy: Who needs it more - men or women?  Be sure to connect with Gerri:  LinkedIn: https://www.linkedin.com/in/gerridetweiler/  Twitter: https://twitter.com/gerridetweiler  Website: https://www.nav.com/ Email: gerri@gerridetweiler.com  
46:48
May 9, 2019
Season 1 | Episode 8: Nicole Lewis Keeber
On today's episode of The F Word, we are talking to Nicole Lewis Keeber, a business therapist with her own consulting practice. Nicole is also a speaker, holds a Master's Degree in social work and is a licensed clinical worker.  I met Nicole through the Females and Finance online community (Join Us!) and she had a business therapy session with me - and I was forever changed from our conversation and needed to bring her talent to you!  In today's chat we will discuss:  Boundaries: People will meet us where we put our boundaries up Purpose: How important is it to what we do? Money Stories: We all have them and they drive how we behave with our money Children: How do we set them up for success with money? Mindset: How do you change yours?  Be sure to connect with Nicole Lewis Keeber:  LinkedIn: https://www.linkedin.com/in/nicolelewiskeeber/ Twitter: https://twitter.com/LewisKeeber Website: https://nicole.lewis-keeber.com/ Email: nicole@lewis-keeber.com 
38:21
May 9, 2019
Season 1 | Episode 7: Hannah Buschbom - The W Source
On today's episode of The F Word, we are talking with Hannah Buschbom. Hannah is  CERTIFIED FINANCIAL PLANNER™  and Certified Divorce Financial Analyst with Ameriflex Financial Services. She is also the Founder of The W Source - a unique network of local professional women and service providers.  I originally reached out to Hannah to talk about featuring her in my book, but we quickly realized although both of us where in membership organizations geared toward #FinServ women, each had their own niche.  In today's chat we will discuss:  College and Young Women: Are we sharing the financial services career option enough? Attrition Rate of #FinServ Women: We discuss why women do not stay in financial services and what we can do collectively to change this. Male Allies: How do they support women-focused organizations like Females and Finance and The W Source?  Be sure to connect with Hannah: LinkedIn: https://www.linkedin.com/in/hannah-buschbom/ Facebook: https://www.facebook.com/TheWSource/ Twitter: https://twitter.com/TheWSource Website: https://www.thewsource.com/ Email: hannah.buschbom@ameriflex.com  
37:43
May 9, 2019
Season 1 | Episode 6: Vernon Johnson - Blue Cross Blue Shield of Illinois
On today's episode of The F Word, we are talking to Vernon Johnson. Vernon is diversity and inclusion specialist at Blue Cross and Blue Shield of Illinois. He's currently a doctoral candidate at the Chicago School of Professional Psychology in Organizational Leadership.  I met Vernon through LinkedIn because he was suggested as a person to connect with and you have no idea what a treat this connection has been for me. I have introduced Vernon to several other allies in financial services to interview for his D&I work!  In today's chat we will discuss:  Diversity and Inclusion: It's more than gender and skin color. Male Allies: We need all of our men to support feminine energy in careers. Youth Advocacy: How can you be more involved in your community in supporting young people on macro and micro skills?  Be sure to connect with Vernon:  LinkedIn: https://www.linkedin.com/in/vernonlj/ Twitter:  https://twitter.com/FeeltheeVern  Website:  https://www.bcbsil.com/  Email: vernon_l_johnson@bcbsil.com
49:53
May 9, 2019
Season 1 | Episode 5: Bridget Venus Grimes & Katie Burke - Equita Financial Network
On today's episode of The F Word, Sheryl is talking with Bridget Venus Grimes and Katie Burke of Equita Financial Network. Katie is a CERTIFIED FINANCIAL PLANNER™  in Philadelphia while Bridget (also a CERTIFIED FINANCIAL PLANNER™ ) is located in San Diego. Together, they are building a network of member firms to support the increasing number of women-led financial planning firms and to attract more women to the field of financial planning.  Initially, I reached out to both women to talk about featuring them in the Females and Finance book I'm writing, but their network aligned so well with my mission of recruiting, training, advancing, and retaining more women in #FinServ - that we became friends in this common space.  In today's chat we will discuss:  RIA: What is a registered investment advisory firm? Fee-Based vs. Fee-Only: What is the difference and why does that matter? Bridging Gaps: How do you find the obstacles in your financial planning practice? Fiduciary: Do you think #FinServ takes this seriously? Male Allies: How does Equita embrace them?   Be sure to connect with Bridget and Katie: LinkedIn (Bridget): https://www.linkedin.com/in/bridget-venus-grimes-cfp%C2%AE-7972a527/ LinkedIn (Katie): https://www.linkedin.com/in/katie-burke-cfp%C2%AE-50586a1b/ Facebook: https://www.facebook.com/EquitaFinancialNetwork/ Website: http://www.equitafn.com/ Email: info@equitafn.com
49:11
May 9, 2019
Season 1 | Episode 4: Dr. Edward Lewellen - Transformative Thinking
On today's episode of The F Word, Sheryl Brown is speaking with Dr. Edward Lewellen. President of Transformative Thinking. Ed is a highly acclaimed  Neuro-linguistic programming (NLP) trainer who works primarily with financial advisors on changing mindsets.  I was introduced to Ed and his work through a common good friend in Judy Hoberman of Selling in a Skirt and Walking on the Glass Floor.  In today's chat we will discuss:   Limiting Beliefs: What are they and how do they hinder our lives? Male Allies: Why Ed believes men in financial services should be involved with the Females and Finance community.  Women and Challenges: What are they and where are they today? Be sure to connect with Dr. Lewellen:  LinkedIn: https://www.linkedin.com/in/edwardlewellen/ Twitter:  https://twitter.com/TransThink Website: http://trans-think.com/ Email: ed@trans-think.com
37:16
May 8, 2019
Season 1 | Episode 3: Pam Drzewiecki - Powerful Purpose
On today's episode of The F Word, Sheryl Brown is speaking with Pam Drezewiecki of Powerful Purpose.  Pam is a business and life coach for financial advisors, as well as the author of '#NUGGET: 28 Days to Self-Discovery'.   Pam worked in the office a wealth manager I have known for years and she has become a very close friend, even helping me as a life coach through my divorce in 2017.   In today's chat we will discuss:    Life Coaching: What is this? Is it just for the wealthy? Event Planning: How we need to get this right with our clients going forward and what that looks like. Male Allies: How her book has helped the men in #FinServ, too. Be sure to connect with Pam:  LinkedIn: https://www.linkedin.com/in/pamdrzewiecki/ Twitter: https://twitter.com/pam_drzewiecki Website: https://powerful-purpose.com/ Facebook: https://www.facebook.com/empoweringabundance Email:  pam@powerful-purpose.com
57:43
May 8, 2019
Season 1 | Episode 2: Patty Kreamer & Michelle Donovan - Productivity Uncorked
On today's episode of The F Word, Sheryl Brown is speaking with Patty Kreamer and Michelle Donovan of Productivity Uncorked.   Patty is a Productivity Coach for Financial Advisors and Michelle is a Referral and Business Coach for Financial Advisors. Together, they released a book called 'A Woman's Way: Empowering Female Financial Advisors to Authentically Lead and Flourish in a Man's World'.   Initially, I reached out to Patty to learn more about her work. She then introduced me to Michelle and both women have been instrumental leaders in the Females and Finance community.  In today's chat we will discuss:   Women Leadership: Why tell this story? Challenges: Where are women today in male-dominated communities and what does their future look like? Male Allies: Do we need men in #FinServ in order to succeed? Be sure to connect with Patty and Michelle:  LinkedIn (Patty): https://www.linkedin.com/in/pattykreamer/ LinkedIn (Michelle): https://www.linkedin.com/in/michellerdonovan/ Twitter: https://twitter.com/ByeByeClutter Website: http://productivityuncorked.com/ Facebook: https://www.facebook.com/ProductivityUncorked/ Email:  patty@productivityuncorked.com
37:40
May 8, 2019
Season 1 | Episode 1: Julie Kratz - Pivot Point
On today's episode of The F Word, Sheryl Brown is speaking with Julie Kratz. President of Pivot Point, Julie is a highly acclaimed leadership trainer who focuses on women leaders to build winning plans. She is also the author of Two books - Pivot Point: How to Build a Winning Career Game Plan and ONE: How Male Allies Support Women for Gender Equality.   I was introduced to Julie's work in unconscious bias training a few years ago and this episode fully supports our work in diversity, equity and inclusion within the Females and Finance community.  In today's chat we will discuss:  Unconscious Bias: What is it? Do we all have it?  Diversity, Equity, and Inclusion: What are their major roadblocks? Male Allies: How do men champion women in today's #MeToo era? Be sure to connect with Julie Kratz:  LinkedIn: https://www.linkedin.com/in/juliekratz/ Twitter: https://twitter.com/nextpivotpoint Website: https://www.nextpivotpoint.com/ Email: julie@nextpivotpoint.com 
51:22
April 11, 2019
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