Rachel Wilson

While cybersecurity is not a new concept, a spotlight has been placed on its importance given the ever-increasing sophistication of cybercriminals, COVID-19, and the new work-from-home evolution.   Our incredibly special guest is none other than the Head of Cybersecurity for Morgan Stanley Wealth Management, Rachel Wilson.   After her childhood love of all things cryptography, code making and code breaking, her dream of working for the National Security Agency (NSA) was realized, where she spent 15 years in various leadership roles and managed the NSA's counterterrorism operation and led global enterprise in detecting and disrupting terrorist plotting against the U.S. and its allies. Thereafter she entered the world of financial services and was later tapped by Morgan Stanley.   Rachel is extremely passionate about cybersecurity and this timely discussion helps us all understand where we are with cybersecurity and how we can protect ourselves. You don’t want to miss this. 

While cybersecurity is not a new concept, a spotlight has been placed on its importance given the ever-increasing sophistication of cybercriminals, COVID-19, and the new work-from-home evolution. Our incredibly special guest is none other than the Head of Cybersecurity for Morgan Stanley Wealth Management, Rachel Wilson. After her childhood love of all things cryptography, code making and code breaking, her dream of working for the National Security Agency (NSA) was realized, where she spent 15 years in various leadership roles and managed the NSA's counterterrorism operation and led global enterprise in detecting and disrupting terrorist plotting against the U.S. and its allies. Thereafter she entered the world of financial services and was later tapped by Morgan Stanley. Rachel is extremely passionate about cybersecurity and this timely discussion helps us all understand where we are with cybersecurity and how we can protect ourselves. You don’t want to miss this.

092: Championing Cybersecurity with Rachel Wilson

Mori Taheripour

In this episode, I sat work with the fabulous Mori Taheripour. The powerhouse professor who teaches Negotiation and Dispute Resolution to undergraduate and graduate students at the  Wharton School of the University of Pennsylvania.  She’s also the author of Bring Yourself: How to Harness the Power of Connection to Negotiate Fearlessly.   From Public Health in the AIDS field to teaching at Wharton, Mori’s experiences have armed her with the skills to be a great negotiator. For her, negotiation starts with learning more about oneself. She believes that you need to better understand yourself, what you want, and know that you deserve what you’re asking for. Once you have a grasp on that, you’ll connect with others effortlessly.     To hear more on negotiations, what they mean, and how to approach them - listen in! Mori provides some powerful insight that we can all benefit from. 

In this episode, I sat work with the fabulous Mori Taheripour. The powerhouse professor who teaches Negotiation and Dispute Resolution to undergraduate and graduate students at the  Wharton School of the University of Pennsylvania.  She’s also the author of Bring Yourself: How to Harness the Power of Connection to Negotiate Fearlessly. From Public Health in the AIDS field to teaching at Wharton, Mori’s experiences have armed her with the skills to be a great negotiator. For her, negotiation starts with learning more about oneself. She believes that you need to better understand yourself, what you want, and know that you deserve what you’re asking for. Once you have a grasp on that, you’ll connect with others effortlessly.   To hear more on negotiations, what they mean, and how to approach them - listen in! Mori provides some powerful insight that we can all benefit from.

091: New Thoughts about Negotiating with Mori Taheripour

Our special guest is Dr. Joy Lere, a psychologist, consultant, speaker and writer whose practice focuses on the intersection of human behavior and finance. Specializing in money, mindset and meaning, her experience has shown that the primary issue driving demand for her services, directly or indirectly, relates to money. She helps patients become financially savvy, emotionally strong and confident.   In my jubilant conversation with Joy, she discussed how to navigate the COVID-19 pandemic and how it all starts with self-care. Self-care is about making choices for yourself that gives you an opportunity to reflect, de-stress and regain control over your sleep, your calendar and personal space where you feel grounded. She also spoke of the recently common feeling of “important anxiety.” It’s a response that allows us to adapt to the world around us.   This conversation was exactly what I needed to center myself and hope it will do the same for you. Listen in! 

Our special guest is Dr. Joy Lere, a psychologist, consultant, speaker and writer whose practice focuses on the intersection of human behavior and finance. Specializing in money, mindset and meaning, her experience has shown that the primary issue driving demand for her services, directly or indirectly, relates to money. She helps patients become financially savvy, emotionally strong and confident. In my jubilant conversation with Joy, she discussed how to navigate the COVID-19 pandemic and how it all starts with self-care. Self-care is about making choices for yourself that gives you an opportunity to reflect, de-stress and regain control over your sleep, your calendar and personal space where you feel grounded. She also spoke of the recently common feeling of “important anxiety.” It’s a response that allows us to adapt to the world around us. This conversation was exactly what I needed to center myself and hope it will do the same for you. Listen in!

090: Conversation and Care with Dr. Joy Lere

Madeline Di Nonno

This guest is one for the ages. We sat down with The Geena Davis Institute on Gender in Media, CEO, Madeline Di Nonno to discuss ways they’re encouraging television and other media to infuse intersectionality, diversity and inclusion in their content.   Founded in 2004 by Academy Award Winning Actor Geena Davis, the Institute is the only organization working collaboratively within the entertainment industry to engage, educate and influence the creation of gender-balanced onscreen portrayals, reducing harmful stereotypes and creating an abundance of unique female characters targeting children 11 and under. The nonprofit’s slogan is, If she can see it, she can be it.TM   I’ve been following Geena and her organization for quite some time. When I joined as a member to support the organization, I dreamed of having this episode’s guest on my podcast. What an interview!

This guest is one for the ages. We sat down with The Geena Davis Institute on Gender in Media, CEO, Madeline Di Nonno to discuss ways they’re encouraging television and other media to infuse intersectionality, diversity and inclusion in their content. Founded in 2004 by Academy Award Winning Actor Geena Davis, the Institute is the only organization working collaboratively within the entertainment industry to engage, educate and influence the creation of gender-balanced onscreen portrayals, reducing harmful stereotypes and creating an abundance of unique female characters targeting children 11 and under. The nonprofit’s slogan is, If she can see it, she can be it.TM I’ve been following Geena and her organization for quite some time. When I joined as a member to support the organization, I dreamed of having this episode’s guest on my podcast. What an interview!

089: Women, Movies, and Media with Madeline Di Nonno

Minda Harts

Christine Brown-Quinn

This episode we have two wonderful guests, Minda Harts and Christine Brown-Quinn. Both discussing career advice!   Minda is the CEO of The Memo LLC, a career development platform for women of color. She’s also the best-selling author of, “The Memo: What Women of Color Need to Know To Secure A Seat at the Table”. Minda says that success is not a solo sport, you have to build your squad. It all boils down to relationship building and how to articulate your value all while quantifying your worth.   Christine Brown-Quinn is a best-selling author of “Step Aside Superwoman” and “Unlock Your Career Success”. Christine believes she’s a better mother, partner, sister, and daughter because of her career. These are life skills that teach you how to progress a career and enjoy a personal life.    Tune in to hear career advice on steroids and how you can up-level you! 

This episode we have two wonderful guests, Minda Harts and Christine Brown-Quinn. Both discussing career advice! Minda is the CEO of The Memo LLC, a career development platform for women of color. She’s also the best-selling author of, “The Memo: What Women of Color Need to Know To Secure A Seat at the Table”. Minda says that success is not a solo sport, you have to build your squad. It all boils down to relationship building and how to articulate your value all while quantifying your worth. Christine Brown-Quinn is a best-selling author of “Step Aside Superwoman” and “Unlock Your Career Success”. Christine believes she’s a better mother, partner, sister, and daughter because of her career. These are life skills that teach you how to progress a career and enjoy a personal life.  Tune in to hear career advice on steroids and how you can up-level you!

088: Speak Up, Step Up, Make it Happen with Minda Harts and Christine Brown-Quinn

Lisa Moyle

Lisa Moyle is co-founder of VC Innovations where she’s committed to connecting established financial institutions with financial technology (FinTech) startups and technology providers. All the while keeping an eye towards making sure women are part of the equation. Her annual event, FinTech Talents, beings together this ecosystem of nearly 3,000 attendees to facilitate networking, establishing business relationships, and giving university students a look inside the industry.   Aside from creating memorable, unique and interactive experiences at these events, her goal is to make sure women are not only a part of this ecosystem, but they’re also part of the voices that help create the products to be consumed by and meet the needs of women, specifically, women baby boomers.

Lisa Moyle is co-founder of VC Innovations where she’s committed to connecting established financial institutions with financial technology (FinTech) startups and technology providers. All the while keeping an eye towards making sure women are part of the equation. Her annual event, FinTech Talents, beings together this ecosystem of nearly 3,000 attendees to facilitate networking, establishing business relationships, and giving university students a look inside the industry. Aside from creating memorable, unique and interactive experiences at these events, her goal is to make sure women are not only a part of this ecosystem, but they’re also part of the voices that help create the products to be consumed by and meet the needs of women, specifically, women baby boomers.

087: Ageless FinTech with Lisa Moyle

Alex Chalekian

Our special guest is Alex Chalekian, founder and CEO of Lake Avenue Financial and ally and believer in women. In his words, “it’s important for women to have a voice in this industry and to be able to do the things that they should be able to do!”   Alex started a universal dialogue around solving female harassment by notably speaking up against Ken Fisher who made controversial remarks at one particular fireside chat at the Tiburon CEO Summit. Since then, he penned a processes to report and address harassment and his selfless and important work continues today.

Our special guest is Alex Chalekian, founder and CEO of Lake Avenue Financial and ally and believer in women. In his words, “it’s important for women to have a voice in this industry and to be able to do the things that they should be able to do!” Alex started a universal dialogue around solving female harassment by notably speaking up against Ken Fisher who made controversial remarks at one particular fireside chat at the Tiburon CEO Summit. Since then, he penned a processes to report and address harassment and his selfless and important work continues today.

086: Speaking Out with Alex Chalekian

Seema Hingorani

This one is a dream guest! Seema Hingorani is a Managing Director at Morgan Stanley Investment Management focused on talent development, client relationships and diversity initiatives. She served as a member of the National Finance Committee of Secretary Clinton’s 2016 Presidential Campaign and is an active member of The Economic Club of New York and 100 Women in Finance. Seema’s also the Founder and Chair of Girls Who Invest, a nonprofit organization dedicated to increasing the number of women in portfolio management and leadership in the asset management industry.    Seema has a 30x30 mission. Her life’s work will be realized when women manage 30% of the world’s investable capital by 2030. How will we get there? By focusing on talent, training and tenacity.   Invest your time in learning more about Seema. It will be well worth it!

This one is a dream guest! Seema Hingorani is a Managing Director at Morgan Stanley Investment Management focused on talent development, client relationships and diversity initiatives. She served as a member of the National Finance Committee of Secretary Clinton’s 2016 Presidential Campaign and is an active member of The Economic Club of New York and 100 Women in Finance. Seema’s also the Founder and Chair of Girls Who Invest, a nonprofit organization dedicated to increasing the number of women in portfolio management and leadership in the asset management industry.  Seema has a 30x30 mission. Her life’s work will be realized when women manage 30% of the world’s investable capital by 2030. How will we get there? By focusing on talent, training and tenacity. Invest your time in learning more about Seema. It will be well worth it!

085: One Girl at a Time with Seema Hingorani

Elijah Lawal

This week’s guest is passionate about debunking stereotypes. At a young age, Elijah wrote short stories about Nigerian myths and legends and sold them to his classmates for £1. Today, he’s a published author of, The Clapback, a definitive guide to addressing negative stereotypes about the black community. From swimming and fried chicken to privilege and allyship, he discusses his opinions and learnings from his in-depth research.

This week’s guest is passionate about debunking stereotypes. At a young age, Elijah wrote short stories about Nigerian myths and legends and sold them to his classmates for £1. Today, he’s a published author of, The Clapback, a definitive guide to addressing negative stereotypes about the black community. From swimming and fried chicken to privilege and allyship, he discusses his opinions and learnings from his in-depth research.

084: Clapping Back with Elijah Lawal

Chloe B. Mckenzie

Chloe B. Mckenzie is an inspiration and one I absolutely feel privileged to interview.  She’s a brilliant and resilient woman who coined the term “wealth justice”. Her mission is to close the wealth gap for black women and create a curriculum that delivers messages about wealth and wealth accumulation. The most interesting part? Her target audience is students, starting in kindergarten! She has quite the story - from an abusive family to a liver failure – she’s unstoppable at only 27.   After you listen, do yourself a favor and pick up her book, The Activist Investor.

Chloe B. Mckenzie is an inspiration and one I absolutely feel privileged to interview.  She’s a brilliant and resilient woman who coined the term “wealth justice”. Her mission is to close the wealth gap for black women and create a curriculum that delivers messages about wealth and wealth accumulation. The most interesting part? Her target audience is students, starting in kindergarten! She has quite the story - from an abusive family to a liver failure – she’s unstoppable at only 27.   After you listen, do yourself a favor and pick up her book, The Activist Investor.

083: Changing the Language of Wealth with Chloe B. Mckenzie

From the teller window to the corner office, women in finance mean business! Sheri reveals their stories and top tips in this weekly podcast.

Very powerful podcast to listen to even if you are not a financial service professional.

Love the concept of channel your rock star :)

Sheri does it again.  Bringing great resources to women.

Awesome

Women Rocking Wall Street - A podcast dedicated to women in financial services

Episode 44: Moving from Gender Diversity to Gender BalanceGuest: Avivah Wittenberg-Cox Welcome back and thank you for joining me again for this week’s episode of Women Rocking Wall Street. I have really been looking forward to this chat, ever since I read my guest’s content in the Harvard Business Review. Avivah Wittenberg-Cox is a prolific speaker and writer. As CEO of 20-first, Avivah works with top management teams from international companies to identify opportunities to create more balance within their organization, primarily around gender and culture. Having active, strategic debates with the executive team is a constant occurrence for Avivah. This helps the teams understand what the gender topic is and how best to lead a more “gender bilingual” organization. If gender balance isn’t established within an organization from the start, it’s not usually going to happen naturally. It takes three things to create balance: leadership, culture shift, and systems that are supportive and adaptive to the 21st century. Changing the balance within an organization is fairly simple. Most companies become frustrated with their lack of success when trying to create gender balance. Therefore, the executive team is open to suggestions and advice on where and how to move forward – which is where 20-first comes in. Avivah recommends we stop using the phrase ‘gender diversity’ because it frames the females as one diversity among many. By using the term ‘gender balance’, we’re helping create a movement that has been occurring throughout the 21st century. It's now gaining some strong momentum which will positively impact businesses and relationships. To learn more about Avivah and to find resources on how to promote gender balance, visit 20-first.com. Thanks for listening to this week’s episode of Women Rocking Wall Street. If what you heard today resonated with you, please liked this episode, share it with others and write us a quick review on iTunes.

Episode 44: Moving from Gender Diversity to Gender BalanceGuest: Avivah Wittenberg-Cox Welcome back and thank you for joining me again for this week’s episode of Women Rocking Wall Street. I have really been looking forward to this chat, ever since I read my guest’s content in the Harvard Business Review. Avivah Wittenberg-Cox is a prolific speaker and writer. As CEO of <a href="http://20-first.com/" rel="nofollow" target="_blank">20-first</a>, Avivah works with top management teams from international companies to identify opportunities to create more balance within their organization, primarily around gender and culture. Having active, strategic debates with the executive team is a constant occurrence for Avivah. This helps the teams understand what the gender topic is and how best to lead a more “gender bilingual” organization. If gender balance isn’t established within an organization from the start, it’s not usually going to happen naturally. It takes three things to create balance: leadership, culture shift, and systems that are supportive and adaptive to the 21st century. Changing the balance within an organization is fairly simple. Most companies become frustrated with their lack of success when trying to create gender balance. Therefore, the executive team is open to suggestions and advice on where and how to move forward – which is where 20-first comes in. Avivah recommends we stop using the phrase ‘gender diversity’ because it frames the females as one diversity among many. By using the term ‘gender balance’, we’re helping create a movement that has been occurring throughout the 21st century. It's now gaining some strong momentum which will positively impact businesses and relationships. To learn more about Avivah and to find resources on how to promote gender balance, visit <a href="http://20-first.com" rel="nofollow" target="_blank">20-first.com</a>. Thanks for listening to this week’s episode of Women Rocking Wall Street. If what you heard today resonated with you, please liked this episode, share it with others and write us a quick review on iTunes.

044: Moving from Gender Diversity to Gender Balance 

Episode 53: Winning in SalesGuest: Carmela Elco This week’s guest came to my attention from a recent list from the National Association of Plan Advisors (NAPA) identifying the top women advisors in the country for 401K or retirement savings. Carmela Elco is the Managing Director and Senior ERISA Consultant with Blue Prairie Group. Originally from a human resources background, Carmela graduated from the University of Pittsburgh and holds an M.A. in Human Resources Management from St. Francis University. Working with retirement plans and 401Ks, Carmela found that she really enjoyed it over other areas of human resources. She transitioned from working in a human resources capacity into a consultant position fairly holistically and has been providing great work for her clients ever since. Carmela is very collaborative and she has a passion for her work. That combined with her dedication to her clients and the industry has helped her stand out as one of the top female advisors of 2015. Securing the sale of a 401K can take anywhere between one to two years, making the sales process extremely important. Carmela recommends establishing an advocate and build trust with that individual. This is especially important in those competitive situations. By communicating with your advocate, you can ask certain questions including what the committee’s overall concerns are, or what materials others may find beneficial. Also, Carmela recommends understanding the culture of the organization and how they approach their decision making and working with their partners. One way to do this is by reaching out to your network and finding those connections. If you’re interested in learning more about the art of sales, be sure to read Pitch Anything: An Innovative Method for Presenting, Persuading, and Winning the Deal by Oren Klaff. This book will walk you through every step of a pitch and provide you with strategies and tactics to engage and persuade your audience. Thanks for listening to this week’s episode of Women Rocking Wall Street! If you liked this episode, share it with others and write us a quick review on iTunes.

Episode 53: Winning in SalesGuest: Carmela Elco This week’s guest came to my attention from a recent list from the National Association of Plan Advisors (NAPA) identifying the top women advisors in the country for 401K or retirement savings. Carmela Elco is the Managing Director and Senior ERISA Consultant with Blue Prairie Group. Originally from a human resources background, Carmela graduated from the University of Pittsburgh and holds an M.A. in Human Resources Management from St. Francis University. Working with retirement plans and 401Ks, Carmela found that she really enjoyed it over other areas of human resources. She transitioned from working in a human resources capacity into a consultant position fairly holistically and has been providing great work for her clients ever since. Carmela is very collaborative and she has a passion for her work. That combined with her dedication to her clients and the industry has helped her stand out as one of the top female advisors of 2015. Securing the sale of a 401K can take anywhere between one to two years, making the sales process extremely important. Carmela recommends establishing an advocate and build trust with that individual. This is especially important in those competitive situations. By communicating with your advocate, you can ask certain questions including what the committee’s overall concerns are, or what materials others may find beneficial. Also, Carmela recommends understanding the culture of the organization and how they approach their decision making and working with their partners. One way to do this is by reaching out to your network and finding those connections. If you’re interested in learning more about the art of sales, be sure to read <a href="http://www.amazon.com/Pitch-Anything-Innovative-Presenting-Persuading/dp/0071752854/ref=as_li_ss_tl?ie=UTF8&amp;refRID=04HYETBE56DR81D205SJ&amp;linkCode=ll1&amp;tag=shoemark-20&amp;linkId=5cb93febe5718c8da0088f2a934fbba8" rel="nofollow" target="_blank">Pitch Anything: An Innovative Method for Presenting, Persuading, and Winning the Deal by Oren Klaff</a>. This book will walk you through every step of a pitch and provide you with strategies and tactics to engage and persuade your audience. Thanks for listening to this week’s episode of Women Rocking Wall Street! If you liked this episode, share it with others and write us a quick review on iTunes.

053: Winning in Sales 

Cathey Armillas: Rocking a TED Talk    On the latest episode of Women Rocking Wall Street, I’ve invited expert marketing strategist Cathey Armillas to share the elements of a successful TED Talk. Cathey has created an audio coaching program, “How to Rock a TED Talk,” where she covers how to get invited to a Talk, as well as how to prepare and deliver it. The tactics Cathey presents can be applied not just to TED Talks, but also on a larger scale for corporate communications.    From having a universal theme to providing supporting evidence, Cathey talks us through how to be an effective presenter. Imagine you’re pitching an idea at work—rather than just focusing on convincing your own department, think about how the concept will benefit departments across the board. How do you get everyone behind your idea?    No matter where or what you’re presenting, it all goes back to the TED Talk format. It’s about finding a useful idea and supporting it with data, whether it’s for an ad campaign, a presentation to your team, or any idea at work. It’s about appealing to both logic and emotion.    And for those interested in being invited to a TED Talk, Cathey says to remember that everyone has a good idea; it’s about uncovering that idea by asking yourself questions like:  “What was the most traumatizing experience in your life?” “Who has been the biggest teacher in your life?” “When have you felt most at peace?”   I hope you enjoy this episode and it encourages you to find your next idea!    For more information about Cathey and her audio program, visit catheyarmillas.com and howtorockatedtalk.com. And check out her favorite TED Talk of all time with Ash Beckham, who discusses empathy and openness.     And be sure to check out Cathey’s own TED Talk about how helping others can bring happiness.    Stay tuned for next week’s episode with guest Andrea Waltz, co-author of the best-selling book “Go For No!”      Have a great week! 

Cathey Armillas: Rocking a TED Talk  On the latest episode of Women Rocking Wall Street, I’ve invited expert marketing strategist Cathey Armillas to share the elements of a successful TED Talk. Cathey has created an audio coaching program, “How to Rock a TED Talk,” where she covers how to get invited to a Talk, as well as how to prepare and deliver it. The tactics Cathey presents can be applied not just to TED Talks, but also on a larger scale for corporate communications.  From having a universal theme to providing supporting evidence, Cathey talks us through how to be an effective presenter. Imagine you’re pitching an idea at work—rather than just focusing on convincing your own department, think about how the concept will benefit departments across the board. How do you get everyone behind your idea?  No matter where or what you’re presenting, it all goes back to the TED Talk format. It’s about finding a useful idea and supporting it with data, whether it’s for an ad campaign, a presentation to your team, or any idea at work. It’s about appealing to both logic and emotion.  And for those interested in being invited to a TED Talk, Cathey says to remember that everyone has a good idea; it’s about uncovering that idea by asking yourself questions like:  “What was the most traumatizing experience in your life?” “Who has been the biggest teacher in your life?” “When have you felt most at peace?” I hope you enjoy this episode and it encourages you to find your next idea!  For more information about Cathey and her audio program, visit <a href="http://catheyarmillas.com/" rel="nofollow" target="_blank">catheyarmillas.com</a> and <a href="http://howtorockatedtalk.com/" rel="nofollow" target="_blank">howtorockatedtalk.com</a>. And check out her <a href="https://www.ted.com/talks/ash_beckham_we_re_all_hiding_something_let_s_find_the_courage_to_open_up?language=en" rel="nofollow" target="_blank">favorite TED Talk</a> of all time with Ash Beckham, who discusses empathy and openness.   And be sure to check out <a href="https://www.youtube.com/watch?v=uoYeslDEVhg" rel="nofollow" target="_blank">Cathey’s own TED Talk</a> about how helping others can bring happiness.  Stay tuned for next week’s episode with guest <a href="http://www.goforno.com/" rel="nofollow" target="_blank">Andrea Waltz</a>, co-author of the best-selling book “Go For No!”  Have a great week!

021: Rocking a TED Talk 

Carla Harris is Vice Chairman, Managing Director, and Senior Client Advisor at Morgan Stanley. She is also an inspiration, a role model and a disruptor in the Financial Services industry. In her experience, people’s perception of you is the co-pilot to your reality and success. Carla believes we all have the power to change how we’re perceived. One of her first big professional mistakes: thinking she had to put her head down, get the work done and not ask any questions. She now knows that all mistakes are simply a matter of not knowing. Carla touches on what to do as a woman on a board, how to gain early exposure and experience, and the value of a network. Listen in!

Carla Harris is Vice Chairman, Managing Director, and Senior Client Advisor at Morgan Stanley. She is also an inspiration, a role model and a disruptor in the Financial Services industry. In her experience, people’s perception of you is the co-pilot to your reality and success. Carla believes we all have the power to change how we’re perceived. One of her first big professional mistakes: thinking she had to put her head down, get the work done and not ask any questions. She now knows that all mistakes are simply a matter of not knowing. Carla touches on what to do as a woman on a board, how to gain early exposure and experience, and the value of a network. Listen in!

081: Power. Focus. Intention.

Erin Donley: Be Bold Not Bitchy The words we tell ourselves and tell others are truly powerful. Erin Donley is here on this week’s episode of Women Rocking Wall Street to tell us how to use our words wisely. It’s important to examine our words, Erin says, and to act with compassion through them. In a world of instant communication through email, phone and social media, people don’t often think about what they’re saying before hitting send. But learning the art of communication examination can elevate you as a leader in the business world and show that you’re a communication role model. Rather than acting on emotion and impulse and being construed as impolite, it’s important to think about our message before sending or speaking. Erin suggests asking ourselves questions such as, “Is there a selfish need in this email?” “Am I being impatient?” “What do I secretly hope will happen if I send this email?”   When we’re emotionally tethered, “communication blind spots” occur. And this can sabotage what we’ve worked so hard to create in the workplace. Remember the saying, “You can’t read the label from the inside of the bottle.” It’s hard to see ourselves objectively, which is why it takes practice to communicate effectively. After all, email tones can be distorted through unexpressed expectations and stereotypes of both the sender and receiver. Communicating with thoughtfulness and creativity is sure to make you stand out from the crowd—all it takes is a little confidence and practice!   To speak with Erin and learn more about effective communication, check out her online communication training course: “How Should I handle this?” which explores communication roadblocks. Erin also offers in-person trainings. For more information, check out her website at erindonley.com.    Stay tuned next week for my chat with Ana Melikian, Book Yourself Solid Elite Certified Coach, who specializes in helping self-employed professionals with online marketing. 

Erin Donley: Be Bold Not Bitchy  The words we tell ourselves and tell others are truly powerful. Erin Donley is here on this week’s episode of Women Rocking Wall Street to tell us how to use our words wisely. It’s important to examine our words, Erin says, and to act with compassion through them. In a world of instant communication through email, phone and social media, people don’t often think about what they’re saying before hitting send. But learning the art of communication examination can elevate you as a leader in the business world and show that you’re a communication role model. Rather than acting on emotion and impulse and being construed as impolite, it’s important to think about our message before sending or speaking. Erin suggests asking ourselves questions such as, “Is there a selfish need in this email?” “Am I being impatient?” “What do I secretly hope will happen if I send this email?” When we’re emotionally tethered, “communication blind spots” occur. And this can sabotage what we’ve worked so hard to create in the workplace. Remember the saying, “You can’t read the label from the inside of the bottle.” It’s hard to see ourselves objectively, which is why it takes practice to communicate effectively. After all, email tones can be distorted through unexpressed expectations and stereotypes of both the sender and receiver. Communicating with thoughtfulness and creativity is sure to make you stand out from the crowd—all it takes is a little confidence and practice! To speak with Erin and learn more about effective communication, check out her online communication training course: “<a href="http://www.howshouldihandlethis.com/" rel="nofollow" target="_blank">How Should I handle this</a>?” which explores communication roadblocks. Erin also offers in-person trainings. For more information, check out her website at <a href="http://www.erindonley.com/" rel="nofollow" target="_blank">erindonley.com</a>.  Stay tuned next week for my chat with Ana Melikian, Book Yourself Solid Elite Certified Coach, who specializes in helping self-employed professionals with online marketing.

013: Be Bold Not Bitchy

Episode 46: Becoming the CEO of Your Life.   Happy February. It’s beginning to get lighter here in Portland, Oregon and I am finally able to get out the door and walking again. The Daphne are beginning to bloom and it’s such a beautiful, hopeful sign of spring.   This week is another interview where the microphone is turned around (metaphorically speaking) and I am the one being asked questions by Kristin Mountain, co-founder of Podcast SMARTER. This episode is around career growth and planning and how you can become the CEO of your life.   I recall when I started thinking about this specifically, it was during the 2008 recession. A lot of people were coming to meet with me to network, in the hopes to get a job. I thought to myself that I didn’t want to be in a position to scramble to build my network when I needed it, but to build it when I didn’t need it at the moment.   When thinking about your career and where you are now versus where you want to be, you should ask yourself how big you can go. Begin thinking about what’s in your heart and how does that match up with your expertise and talents. Then determine where you want to be in 10 years. Not only should you be thinking of your career, but also what your day looks like and what do you want your surroundings to look like. The more you can put a vision to it, the more you can plan for it.   It takes time to get to where you want to go and sometimes we end up feeling stalled or under-appreciated. I always recommend volunteering your time, and skills, to an outside organization. This not only helps you experience new things, but you’re growing your skills, meeting new people and experiencing the appreciation that you may not be feeling at work.   Once you’ve determined where you want to go, the best thing to do is network. Getting involved in associations and creating a LinkedIn account are two simple ways to start getting yourself out there. By committing to attending a networking event one day a month, you can start building some great relationships. Then, once you have found some people that you connect with, help solidify that by following up with an email or phone call. If networking is out of your comfort zone, be sure to read The Power of Who: You Already Know Everyone You Need to Know by Bob Beaudine and listen to these previous WRW episodes: Confidence is Contagious and How to Work a Room.   Thanks for listening to this week’s episode of Women Rocking Wall Street! If you liked this episode, share it with others and write a quick review on iTunes.

Episode 46: Becoming the CEO of Your Life. Happy February. It’s beginning to get lighter here in Portland, Oregon and I am finally able to get out the door and walking again. The Daphne are beginning to bloom and it’s such a beautiful, hopeful sign of spring. This week is another interview where the microphone is turned around (metaphorically speaking) and I am the one being asked questions by Kristin Mountain, co-founder of Podcast SMARTER. This episode is around career growth and planning and how you can become the CEO of your life. I recall when I started thinking about this specifically, it was during the 2008 recession. A lot of people were coming to meet with me to network, in the hopes to get a job. I thought to myself that I didn’t want to be in a position to scramble to build my network when I needed it, but to build it when I didn’t need it at the moment. When thinking about your career and where you are now versus where you want to be, you should ask yourself how big you can go. Begin thinking about what’s in your heart and how does that match up with your expertise and talents. Then determine where you want to be in 10 years. Not only should you be thinking of your career, but also what your day looks like and what do you want your surroundings to look like. The more you can put a vision to it, the more you can plan for it. It takes time to get to where you want to go and sometimes we end up feeling stalled or under-appreciated. I always recommend volunteering your time, and skills, to an outside organization. This not only helps you experience new things, but you’re growing your skills, meeting new people and experiencing the appreciation that you may not be feeling at work. Once you’ve determined where you want to go, the best thing to do is network. Getting involved in associations and creating a LinkedIn account are two simple ways to start getting yourself out there. By committing to attending a networking event one day a month, you can start building some great relationships. Then, once you have found some people that you connect with, help solidify that by following up with an email or phone call. If networking is out of your comfort zone, be sure to read <a href="http://www.amazon.com/s/ref=nb_sb_ss_i_1_16?url=search-alias%3Dstripbooks&amp;field-keywords=the+power+of+who&amp;sprefix=the+power+of+who%2Cstripbooks%2C500&amp;rh=n%3A283155%2Ck%3Athe+power+of+who" rel="nofollow" target="_blank">The Power of Who: You Already Know Everyone You Need to Know by Bob Beaudine</a> and listen to these previous WRW episodes: <a href="https://shoefitts.com/confidence-is-contagious/" rel="nofollow" target="_blank">Confidence is Contagious</a> and <a href="https://shoefitts.com/how-to-work-a-room/" rel="nofollow" target="_blank">How to Work a Room</a>. Thanks for listening to this week’s episode of Women Rocking Wall Street! If you liked this episode, share it with others and write a quick review on iTunes.

046: Becoming the CEO of Your Life

Veronica Dagher

If you know me, you know how important financial independence is. As a woman, you have to be. Never depend on anyone...ever. This week’s guest, Veronica Dagher, is an award-winning Senior Wealth Management and Personal Finance Reporter for The Wall Street Journal.  When she lost her father, she quickly learned the importance of being a financially independent woman. “I don't want to be in this position where something happens to my spouse one day and I don’t know how to handle money. This is not going to be my future,” Veronica explains in regards to her mother not knowing how to write a check. Today, Veronica’s built a career around teaching women how to be financially independent. She’s the true definition of a go-getter. As a writer, she learned to be curious and prepare. I mean, she’s talking to people like Gloria Steinem!

If you know me, you know how important financial independence is. As a woman, you have to be. Never depend on anyone...ever. This week’s guest, Veronica Dagher, is an award-winning Senior Wealth Management and Personal Finance Reporter for The Wall Street Journal.  When she lost her father, she quickly learned the importance of being a financially independent woman. “I don't want to be in this position where something happens to my spouse one day and I don’t know how to handle money. This is not going to be my future,” Veronica explains in regards to her mother not knowing how to write a check. Today, Veronica’s built a career around teaching women how to be financially independent. She’s the true definition of a go-getter. As a writer, she learned to be curious and prepare. I mean, she’s talking to people like Gloria Steinem!

082: Financially Fierce with Veronica Dagher

Andrea Waltz : Go For No!   Hello, and welcome back! How are things with you? I hope you’re well and enjoying some nice, warm weather, wherever you are. On this week’s episode of Women Rocking Wall Street, I have the pleasure of chatting with Andrea Waltz, co-author of the best-selling book “Go For No! Yes is the Destination, No is How You Get There.” Andrea wrote the book with Richard Fenton, and together they own Courage Crafters Inc.   Today she’ll teach us all about the Go For No concept, which is based around letting go of the fear of rejection. Whether you are going for a raise or trying to get a new client, you’ll never hear a yes unless you conquer the fear of hearing no. In fact, when you overcome this fear of no, the yeses that you do receive will likely be grander in scale. It may seem strange to intentionally increase your failure rate, but in reality, it’s a sign that you’re really putting yourself out there and taking chances!    I encourage all of you to try hearing no for even just a week. Once you’ve gotten used to the idea, work your way up to a 30-day challenge. As Andrea says, practicing Go For No can be as simple as asking the restaurant waiter if you can move to another table closer to the window. See how many nos you can collect!   Imagine what your professional and personal life would look like if you decided to take a chance each day and put yourself out there. Think about how it would feel to embrace rejection with open arms and recognize it as a sign that you’re on the verge of something courageous and bold.    Here’s a preview of the five levels of failure, which Andrea explains on this episode:     the ability to fail  the willingness to fail the “wantingness” to fail failing bigger and faster failing exponentially    I hope you enjoy Andrea’s insights and they inspire you to face your fear of failure! To learn more about Go For No, visit Andrea and Richard’s website, or the book link on Amazon.    Tune in next week when I invite guest Maureen Adolf to the show.    Have a wonderful week! 

Andrea Waltz : Go For No! Hello, and welcome back! How are things with you? I hope you’re well and enjoying some nice, warm weather, wherever you are. On this week’s episode of Women Rocking Wall Street, I have the pleasure of chatting with Andrea Waltz, co-author of the best-selling book “<a href="http://www.amazon.com/Yes-Destination-How-You-There-ebook/dp/B00507TDJM" rel="nofollow" target="_blank">Go For No! Yes is the Destination, No is How You Get There</a>.” Andrea wrote the book with Richard Fenton, and together they own Courage Crafters Inc. Today she’ll teach us all about the Go For No concept, which is based around letting go of the fear of rejection. Whether you are going for a raise or trying to get a new client, you’ll never hear a yes unless you conquer the fear of hearing no. In fact, when you overcome this fear of no, the yeses that you do receive will likely be grander in scale. It may seem strange to intentionally increase your failure rate, but in reality, it’s a sign that you’re really putting yourself out there and taking chances!  I encourage all of you to try hearing no for even just a week. Once you’ve gotten used to the idea, work your way up to a 30-day challenge. As Andrea says, practicing Go For No can be as simple as asking the restaurant waiter if you can move to another table closer to the window. See how many nos you can collect! Imagine what your professional and personal life would look like if you decided to take a chance each day and put yourself out there. Think about how it would feel to embrace rejection with open arms and recognize it as a sign that you’re on the verge of something courageous and bold.  Here’s a preview of the five levels of failure, which Andrea explains on this episode:  <ol> <li>the ability to fail </li> <li>the willingness to fail</li> <li>the “wantingness” to fail</li> <li>failing bigger and faster</li> <li>failing exponentially</li> </ol> I hope you enjoy Andrea’s insights and they inspire you to face your fear of failure! To learn more about Go For No, visit Andrea and Richard’s <a href="http://www.goforno.com/" rel="nofollow" target="_blank">website</a>, or the book link on <a href="http://www.amazon.com/Yes-Destination-How-You-There/dp/0966398130" rel="nofollow" target="_blank">Amazon</a>.  Tune in next week when I invite guest Maureen Adolf to the show.  Have a wonderful week!

022: Go For No! 

Episode 68: Hustle and Hard Work  Guest: Winnie Sun Women Rocking Wall Street is back and better than ever! Our first guest is a woman who’s done it all. A hustler who has reinvented herself time after time. Winnie Sun started her career in Hollywood, owning a television audience production company that brought in audiences for shows like “America’s Funniest Home Videos”, and “Wheel of Fortune”. This was her first successful business. Despite its success, Winnie’s Chinese immigrant parents didn’t delight in her chosen profession. Winnie decided to take night classes at UCLA, getting her certificate in financial planning. Shortly after, she received an offer from Smith Barney. That’s when everything changed. While cold calling at Smith Barney, Winnie sought out a more strategic way to solicit new business. She stayed after hours and made her cold calls while all her colleagues went home. She left voicemails, getting callbacks from individuals who actually wanted to talk to her. A few firms and years later, Winnie now leads a group of practitioners at her Sun Group, a financial advisory firm in Southern California. She writes for Forbes, is on CNBC’s advisory council, and is a mother and a heartfelt advisor. Winnie’s focused on reshaping the image of advisors and inspiring the next generation of investors and audiences.

Episode 68: Hustle and Hard Work  Guest: Winnie Sun Women Rocking Wall Street is back and better than ever! Our first guest is a woman who’s done it all. A hustler who has reinvented herself time after time. Winnie Sun started her career in Hollywood, owning a television audience production company that brought in audiences for shows like “America’s Funniest Home Videos”, and “Wheel of Fortune”. This was her first successful business. Despite its success, Winnie’s Chinese immigrant parents didn’t delight in her chosen profession. Winnie decided to take night classes at UCLA, getting her certificate in financial planning. Shortly after, she received an offer from Smith Barney. That’s when everything changed. While cold calling at Smith Barney, Winnie sought out a more strategic way to solicit new business. She stayed after hours and made her cold calls while all her colleagues went home. She left voicemails, getting callbacks from individuals who actually wanted to talk to her. A few firms and years later, Winnie now leads a group of practitioners at her Sun Group, a financial advisory firm in Southern California. She writes for Forbes, is on CNBC’s advisory council, and is a mother and a heartfelt advisor. Winnie’s focused on reshaping the image of advisors and inspiring the next generation of investors and audiences.

068: Hustle and Hard Work 

Episode 51: Success through Hustling and ResiliencyGuest: Jilliene Helman Hello and happy spring! I am so excited to welcome my guest this week. She is a young entrepreneur who has been a game changer in the real estate and finance industries. At 28, she made the Forbes magazine 2015 list of 30 Under 30 Rising Stars of Enterprise Technology and has underwritten over $5 billion of real estate. Jilliene Helmen, the former Vice President of Union Bank quit her job to start RealtyMogul.com in 2013. Her team’s mission is to simplify real estate investment through crowdfunding, allowing entrepreneurs and investors to get in the game. Sitting on the RealtyMogul.com board, Jilliene is responsible for the company’s strategic direction and operations. Today, her company is a leading online real estate capital marketplace with over 73,000 members and 65 employees. Working in financial services as well as technology, Jilliene is no stranger to the male-dominated industries. Having grown up in an entrepreneurial and real estate savvy family, she found that she had a passion for both. After working in the banking circle for several years, Jilliene found it was stifling and decided as a result to become an entrepreneur. Knowing that her company needed investment to be successful, Jilliene went through the process of securing venture capital (VC). She had to work extremely hard, and hold plenty of meetings but as a result was successful in raising $45 million in capital across the company. Jilliene attributes hustle and resilience as the keys to being a successful entrepreneur, especially in male-dominated industries. Even if she doesn’t know the path, she knows her destination and works towards that every day. Through hustling, Jilliene has built a strong network that she can reach out to and leverage to her company’s advantage. An avid reader, Jilliene has found that she reads books based on the life stage of her company. If you’re starting a company, Jilliene recommends reading Topgrading: The Proven Hiring and Promoting Method that Turbocharges Company Performance by Bradford D. Smart and The First 90 Days: Proven Strategies for Getting Up to Speed Faster and Smarter by Michael Watkins. Several other books that she recommends include The Everything Store: Jeff Bezos and the Age of Amazon by Brad Stone, Hatching Twitter: A True Story of Money, Power, Friendship, and Betrayal by Nick Bilton, and Onward: Engaging the Culture without Losing the Gospel by Russell Moore. Thanks for listening to this week’s episode of the Women Rocking Wall Street show! If you liked this episode, be sure to hit subscribe, share it with others and write us a quick review on iTunes.

Episode 51: Success through Hustling and ResiliencyGuest: Jilliene Helman Hello and happy spring! I am so excited to welcome my guest this week. She is a young entrepreneur who has been a game changer in the real estate and finance industries. At 28, she made the Forbes magazine 2015 list of 30 Under 30 Rising Stars of Enterprise Technology and has underwritten over $5 billion of real estate. <a href="https://www.realtymogul.com/" rel="nofollow" target="_blank">Jilliene Helmen</a>, the former Vice President of Union Bank quit her job to start <a href="http://RealtyMogul.com" rel="nofollow" target="_blank">RealtyMogul.com</a> in 2013. Her team’s mission is to simplify real estate investment through crowdfunding, allowing entrepreneurs and investors to get in the game. Sitting on the <a href="http://RealtyMogul.com" rel="nofollow" target="_blank">RealtyMogul.com</a> board, Jilliene is responsible for the company’s strategic direction and operations. Today, her company is a leading online real estate capital marketplace with over 73,000 members and 65 employees. Working in financial services as well as technology, Jilliene is no stranger to the male-dominated industries. Having grown up in an entrepreneurial and real estate savvy family, she found that she had a passion for both. After working in the banking circle for several years, Jilliene found it was stifling and decided as a result to become an entrepreneur. Knowing that her company needed investment to be successful, Jilliene went through the process of securing venture capital (VC). She had to work extremely hard, and hold plenty of meetings but as a result was successful in raising $45 million in capital across the company. Jilliene attributes hustle and resilience as the keys to being a successful entrepreneur, especially in male-dominated industries. Even if she doesn’t know the path, she knows her destination and works towards that every day. Through hustling, Jilliene has built a strong network that she can reach out to and leverage to her company’s advantage. An avid reader, Jilliene has found that she reads books based on the life stage of her company. If you’re starting a company, Jilliene recommends reading <a href="http://www.amazon.com/Topgrading-3rd-Promoting-Turbocharges-Performance/dp/1591845262/ref=sr_1_1?ie=UTF8&amp;qid=1459278356&amp;sr=8-1&amp;keywords=Topgrading" rel="nofollow" target="_blank">Topgrading: The Proven Hiring and Promoting Method that Turbocharges Company Performance by Bradford D. Smart</a> and <a href="http://www.amazon.com/First-90-Days-Strategies-Expanded/dp/1422188612/ref=sr_1_1?ie=UTF8&amp;qid=1459278414&amp;sr=8-1&amp;keywords=The+first+90+days" rel="nofollow" target="_blank">The First 90 Days: Proven Strategies for Getting Up to Speed Faster and Smarter by Michael Watkins.</a> Several other books that she recommends include <a href="http://www.amazon.com/Everything-Store-Jeff-Bezos-Amazon/dp/0316219282/ref=sr_1_1?ie=UTF8&amp;qid=1459278497&amp;sr=8-1&amp;keywords=The+Everything+Store" rel="nofollow" target="_blank">The Everything Store: Jeff Bezos and the Age of Amazon by Brad Stone</a>, <a href="http://www.amazon.com/Hatching-Twitter-Story-Friendship-Betrayal/dp/1591847087/ref=sr_1_1?ie=UTF8&amp;qid=1459278537&amp;sr=8-1&amp;keywords=Hatching+Twitter" rel="nofollow" target="_blank">Hatching Twitter: A True Story of Money, Power, Friendship, and Betrayal by Nick Bilton,</a> and <a href="http://www.amazon.com/Onward-Engaging-Culture-without-Losing/dp/1433686171/ref=sr_1_1?ie=UTF8&amp;qid=1459278585&amp;sr=8-1&amp;keywords=ONward" rel="nofollow" target="_blank">Onward: Engaging the Culture without Losing the Gospel by Russell Moore.</a> Thanks for listening to this week’s episode of the Women Rocking Wall Street show! If you liked this episode, be sure to hit subscribe, share it with others and write us a quick review on iTunes.

051: Success through Hustling and Resiliency

Diversity and inclusion. To create a space in your business that ensures that diversity and inclusion are part of the solution. As the CEO of Bar the Door Consulting, Katee Van Horn does just that. She focuses on what businesses can do to change, improve, and create true cultures of inclusion. Katee gives her take on what exactly diversity, inclusion, and belonging mean. She believes there are various ways to establish diversity and inclusion within a company - whether that’s at your town hall meetings or in your presentations. Start with small, incremental changes. You can’t boil the ocean overnight. Katee provides many perspectives, analogies, and ways to think about diversity and inclusion. Listen in to hear her experiences, stories, thoughts, and some inspiration for creating a culture of diversity and inclusion!

Diversity and inclusion. To create a space in your business that ensures that diversity and inclusion are part of the solution. As the CEO of Bar the Door Consulting, Katee Van Horn does just that. She focuses on what businesses can do to change, improve, and create true cultures of inclusion. Katee gives her take on what exactly diversity, inclusion, and belonging mean. She believes there are various ways to establish diversity and inclusion within a company - whether that’s at your town hall meetings or in your presentations. Start with small, incremental changes. You can’t boil the ocean overnight. Katee provides many perspectives, analogies, and ways to think about diversity and inclusion. Listen in to hear her experiences, stories, thoughts, and some inspiration for creating a culture of diversity and inclusion!

080: Inclusion and Belonging

The Queen Bee Syndrome. To some, this means Beyonce. To others, the leader of the group. Hear Dr. Melissa Briggs-Phillips hit on what it is and how it impacts women today. Melissa explains why she dislikes the word “syndrome” and her reasoning. She compares research with her own insights as a woman. With experience teaching a Psychology of Women class at the Ohio State University, Melissa’s well-versed on The Queen Bee Syndrome. She uses a theoretical lens that looks at research and facts all while using real-life experiences. And it makes sense! Melissa is the Owner and Founder of Next Generation Behavioral Health, a full-service clinical psychology practice and consulting firm. After completing her Ph.D., Melissa spent 15 years providing leadership on complex projects before opening her clinical practice and organizational speaking full-time. She’s a “ruthless optimist” that believes innovation happens at the intersection of divergent disciplines. Listen in to hear more about research, the Queen Bee Syndrome, and what the word feminism means to her.

The Queen Bee Syndrome. To some, this means Beyonce. To others, the leader of the group. Hear Dr. Melissa Briggs-Phillips hit on what it is and how it impacts women today. Melissa explains why she dislikes the word “syndrome” and her reasoning. She compares research with her own insights as a woman. With experience teaching a Psychology of Women class at the Ohio State University, Melissa’s well-versed on The Queen Bee Syndrome. She uses a theoretical lens that looks at research and facts all while using real-life experiences. And it makes sense! Melissa is the Owner and Founder of Next Generation Behavioral Health, a full-service clinical psychology practice and consulting firm. After completing her Ph.D., Melissa spent 15 years providing leadership on complex projects before opening her clinical practice and organizational speaking full-time. She’s a “ruthless optimist” that believes innovation happens at the intersection of divergent disciplines. Listen in to hear more about research, the Queen Bee Syndrome, and what the word feminism means to her.

075: To Bee or Not to Bee

Although she’s a financial planner, she’s not your typical financial planner. Charlene never dreamed of working in this industry. In fact, she never imagined she’d land in the world of investments and long-term planning. Charlene considers herself an artist destined to a life of sales. Starting at age 16, she’s been in commission retail. In fact, she started her career as a sales manager at a lingerie boutique. This is where she discovered the powerful link between money and emotion, passion and vulnerability. From a real-estate agent to making a Fox News parody television show and selling home theatre equipment to selling cars, she’s done it all. Charlene has now been a Financial Advisor with Northwestern Mutual for seven years. She’s a first-generation American whose Portuguese parents taught her about the value of hard work and planning at a young age. She graduated early from the University of California, Santa Cruz with a BA in Consumer and Social Psychology. Charlene’s bread and butter is that she works primarily with creatives and millennials. She aims to get individuals to dream bigger. She’s always pursued with the “I’m going to be better than you” mentality, despite gender or differences.

Although she’s a financial planner, she’s not your typical financial planner. Charlene never dreamed of working in this industry. In fact, she never imagined she’d land in the world of investments and long-term planning. Charlene considers herself an artist destined to a life of sales. Starting at age 16, she’s been in commission retail. In fact, she started her career as a sales manager at a lingerie boutique. This is where she discovered the powerful link between money and emotion, passion and vulnerability. From a real-estate agent to making a Fox News parody television show and selling home theatre equipment to selling cars, she’s done it all. Charlene has now been a Financial Advisor with Northwestern Mutual for seven years. She’s a first-generation American whose Portuguese parents taught her about the value of hard work and planning at a young age. She graduated early from the University of California, Santa Cruz with a BA in Consumer and Social Psychology. Charlene’s bread and butter is that she works primarily with creatives and millennials. She aims to get individuals to dream bigger. She’s always pursued with the “I’m going to be better than you” mentality, despite gender or differences.

071: Finance, Fashion and Feminism

The Head of Fixed Income at BMO. Janelle Woodward is responsible for fixed income capabilities across BMO Global Asset Management's $250B platform. This position, this responsibility… it’s a rarity as a woman in today’s day. In fact, Janelle was raised in a home with the belief that women were supposed to stay at home. Now, she’s the first generation professional women in her family. After having her first son, she quickly realized there was more that drove her than just being a stay at home mother. Listen in to hear Janelle touch on the importance of a work/life balance and how her three children pushed her to become a better mother and harder worker. Seriously, how does she oversee billions of dollars in fixed income globally and raise three children? Did I mention she also has her CFA? You’re an inspiration to us all, Janelle.

The Head of Fixed Income at BMO. Janelle Woodward is responsible for fixed income capabilities across BMO Global Asset Management's $250B platform. This position, this responsibility… it’s a rarity as a woman in today’s day. In fact, Janelle was raised in a home with the belief that women were supposed to stay at home. Now, she’s the first generation professional women in her family. After having her first son, she quickly realized there was more that drove her than just being a stay at home mother. Listen in to hear Janelle touch on the importance of a work/life balance and how her three children pushed her to become a better mother and harder worker. Seriously, how does she oversee billions of dollars in fixed income globally and raise three children? Did I mention she also has her CFA? You’re an inspiration to us all, Janelle.

078: Culture and Balance

Laura Adams is a nationally recognized personal finance expert. She’s the author of many books and audiobooks, including Money Girl’s Smart Moves to Grow Rich a fun, comprehensive guide to personal finance. This book is written in simple language to help readers digest and understand the terminology, tactics, and attitudes that create a foundation for smart financial decisions. From accounting and real estate to owning a floor covering business and a COO for a small company, Laura’s had an extremely diverse career.  She never dreamed of becoming a personal finance writer. She’s always been fascinated by the management side of money as she was one of those teenagers that begged her parents for her own checking account at the age of 12 or 13. Eventually, she received an MBA from the University of Florida in Gainesville, becoming a student of finance through books, gurus, and advisers. This is when she became interested in writing and decided to write a blog about the various topics she had learned in her MBA program. Around this time, Laura fell in love with podcasts and took it upon herself to start her own show in 2007. Since then, Laura has podcasted every week. The following year, she was invited to join the Quick and Dirty Tips Network as the host of the Money Girl Podcast and blog. Laura’s latest book, Debt-Free Blueprint: How to Get Out of Debt and Build a Financial Life You Love, launched this year with detailed advice, strategies, helpful examples, and overlooked programs to eliminate debt and the stress that comes along with it. Laura focuses on financial confidence, being confident in your ability to use your knowledge and accomplish your goals.

Laura Adams is a nationally recognized personal finance expert. She’s the author of many books and audiobooks, including Money Girl’s Smart Moves to Grow Rich a fun, comprehensive guide to personal finance. This book is written in simple language to help readers digest and understand the terminology, tactics, and attitudes that create a foundation for smart financial decisions. From accounting and real estate to owning a floor covering business and a COO for a small company, Laura’s had an extremely diverse career.  She never dreamed of becoming a personal finance writer. She’s always been fascinated by the management side of money as she was one of those teenagers that begged her parents for her own checking account at the age of 12 or 13. Eventually, she received an MBA from the University of Florida in Gainesville, becoming a student of finance through books, gurus, and advisers. This is when she became interested in writing and decided to write a blog about the various topics she had learned in her MBA program. Around this time, Laura fell in love with podcasts and took it upon herself to start her own show in 2007. Since then, Laura has podcasted every week. The following year, she was invited to join the Quick and Dirty Tips Network as the host of the Money Girl Podcast and blog. Laura’s latest book, Debt-Free Blueprint: How to Get Out of Debt and Build a Financial Life You Love, launched this year with detailed advice, strategies, helpful examples, and overlooked programs to eliminate debt and the stress that comes along with it. Laura focuses on financial confidence, being confident in your ability to use your knowledge and accomplish your goals.

0:73 Money Girl’s, Money Moves

Andrée Simon is truly making a difference in the world. As CEO &amp; President of FINCA Impact Finance (FIF), she leads a global network of microfinance banks and institutions. FIF’s network of community-based banks offer responsible and affordable loan and saving products to more than two million people across the world, empowering low income women and men to take control of their financial futures. Her two teenage kids are even committed to this mission…talk about an inspiration! Andree is a globetrotter who aims to conquer and save the world, one day at a time. With regular trips to Pakistan, Tanzania, Afghanistan and more, Andrée visits and oversees FINCA Impact Finance operations in 20 of the most difficult, yet most beautiful countries in the world. What a rockstar. Listen in to hear how she navigates being a fish out of water in most of those environments along with some wise advice.

Andrée Simon is truly making a difference in the world. As CEO &amp; President of FINCA Impact Finance (FIF), she leads a global network of microfinance banks and institutions. FIF’s network of community-based banks offer responsible and affordable loan and saving products to more than two million people across the world, empowering low income women and men to take control of their financial futures. Her two teenage kids are even committed to this mission…talk about an inspiration! Andree is a globetrotter who aims to conquer and save the world, one day at a time. With regular trips to Pakistan, Tanzania, Afghanistan and more, Andrée visits and oversees FINCA Impact Finance operations in 20 of the most difficult, yet most beautiful countries in the world. What a rockstar. Listen in to hear how she navigates being a fish out of water in most of those environments along with some wise advice.

079: Work and Meaning

Charlotte Laurent-Ottomane: Let's Get to 30%  Welcome back! On this week’s episode of Women Rocking Wall Street, I’ve invited Charlotte Laurent-Ottomane to speak about the Thirty Percent Coalition. I first heard about Charlotte in an article and was so excited to learn more about this organization, which was formed to encourage gender diversity in boardrooms.    The Thirty Percent Coalition has several committees, including Institutional Investor, Corporate Leaders and Public Sector Initiatives. The Institutional Investor committee is the most active and has sent letters—signed by state treasurers and institutional investors—to major public companies that do not have women on their boards. The impact of these letters has been profound, with about 20% of these companies adding women to their boards.    Meanwhile, the Corporate Leaders committee encourages CEOs and board chairs to also add more women to their boards, and the Public Sector Initiatives works with government and public officials to aid the efforts of gender diversity. Such great stuff! 

Charlotte Laurent-Ottomane: Let's Get to 30% Welcome back! On this week’s episode of Women Rocking Wall Street, I’ve invited Charlotte Laurent-Ottomane to speak about the Thirty Percent Coalition. I first heard about Charlotte in an article and was so excited to learn more about this organization, which was formed to encourage gender diversity in boardrooms.  The Thirty Percent Coalition has several committees, including Institutional Investor, Corporate Leaders and Public Sector Initiatives. The Institutional Investor committee is the most active and has sent letters—signed by state treasurers and institutional investors—to major public companies that do not have women on their boards. The impact of these letters has been profound, with about 20% of these companies adding women to their boards.  Meanwhile, the Corporate Leaders committee encourages CEOs and board chairs to also add more women to their boards, and the Public Sector Initiatives works with government and public officials to aid the efforts of gender diversity. Such great stuff!

015: Let's Get to 30% 

A prolific doer and thinker who’s passionate about moving the needle for financial advisors. Michael is a Partner and Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm. He’s the co-founder of XY Planning Network which is dedicated to helping Gen X and Gen Y advisors serve their Gen X and Gen Y client peers with a fee-only monthly retainer financial planning model. It’s designed to be a turnkey financial planning platform where they champion financial planning for a younger demographic. XY Planning Network has grown rapidly, coming up on their five year anniversary with over 850 advisors. Michael is also the publisher of The Kitces Report &amp; Nerd’s Eye View. He’s a partner at New Planning Recruiting and the Treasure of the Board of Directors of Washington Improv Theatre. Michael’s a public speaker on financial planning and practice management topics, as well as the host of the Financial Advisor Success podcast. Michael got into financial services when he was graduating college and a life insurance sales manager told him he should be a financial advisor because it required hard work and a high income. Despite his background in psychology, financial services are exactly where he landed. Michael has always been intrigued and involved in gender and racial diversity. In fact, at a recent conference, an individual walked up to Michael and a group of women and asked, “Is this the Kitces harem?”. In response, Michael published a blog post asking for the appropriate response to these types of situations. He received a gamut of responses. From those, his biggest takeaway is that just by getting those to pause and think about the situation, is far more victorious than trying to get the conversation out there. Bottom line, let’s continue to have these conversations.

A prolific doer and thinker who’s passionate about moving the needle for financial advisors. Michael is a Partner and Director of Wealth Management for Pinnacle Advisory Group, a private wealth management firm. He’s the co-founder of XY Planning Network which is dedicated to helping Gen X and Gen Y advisors serve their Gen X and Gen Y client peers with a fee-only monthly retainer financial planning model. It’s designed to be a turnkey financial planning platform where they champion financial planning for a younger demographic. XY Planning Network has grown rapidly, coming up on their five year anniversary with over 850 advisors. Michael is also the publisher of The Kitces Report &amp; Nerd’s Eye View. He’s a partner at New Planning Recruiting and the Treasure of the Board of Directors of Washington Improv Theatre. Michael’s a public speaker on financial planning and practice management topics, as well as the host of the Financial Advisor Success podcast. Michael got into financial services when he was graduating college and a life insurance sales manager told him he should be a financial advisor because it required hard work and a high income. Despite his background in psychology, financial services are exactly where he landed. Michael has always been intrigued and involved in gender and racial diversity. In fact, at a recent conference, an individual walked up to Michael and a group of women and asked, “Is this the Kitces harem?”. In response, Michael published a blog post asking for the appropriate response to these types of situations. He received a gamut of responses. From those, his biggest takeaway is that just by getting those to pause and think about the situation, is far more victorious than trying to get the conversation out there. Bottom line, let’s continue to have these conversations.

0:72 Moving the Industry, One Action at a Time

This weeks guest is the CEO &amp; co-founder of Long Game, a personal finance app that encourages users to save money while winning cash prizes. Users of Long Game can win from 10 cents to one million dollars. A million dollars?! In her interview, Lindsay Holden discusses her fascination and experience with behavioral economics and how it sparked the idea of Long Game. From a simple interaction to a full gamified experience,  you can now level up, win Crypto and cash all through saving on the Long Game app. You can start winning prizes by simply connecting your bank in the application. With characters and animations, it truly makes the gaming experience enjoyable, magical, and pleasant. After two years, they already have hundreds of thousands of users whose average engagement is daily. Lindsay holds a B.S. in Chemical Engineering and an MBA from the University of Colorado, Boulder. After school, she helped launch an early stage venture capital firm, Formation 8 where she got to learn the process and get exposure. After two years in venture capital, Lindsay quickly became inspired by entrepreneurs and wanted to try it out herself. Before Long Game, she co-founded the Applicant Auction, the primary auction for Top Level Domain names which held over $500M in auctions and over $1B in escrow before being acquired. Today, Lindsay’s focuses on the growth of Long Game, influencing those to save. Start saving and receiving rewards by downloading the Long Game app in the app store!

This weeks guest is the CEO &amp; co-founder of Long Game, a personal finance app that encourages users to save money while winning cash prizes. Users of Long Game can win from 10 cents to one million dollars. A million dollars?! In her interview, Lindsay Holden discusses her fascination and experience with behavioral economics and how it sparked the idea of Long Game. From a simple interaction to a full gamified experience,  you can now level up, win Crypto and cash all through saving on the Long Game app. You can start winning prizes by simply connecting your bank in the application. With characters and animations, it truly makes the gaming experience enjoyable, magical, and pleasant. After two years, they already have hundreds of thousands of users whose average engagement is daily. Lindsay holds a B.S. in Chemical Engineering and an MBA from the University of Colorado, Boulder. After school, she helped launch an early stage venture capital firm, Formation 8 where she got to learn the process and get exposure. After two years in venture capital, Lindsay quickly became inspired by entrepreneurs and wanted to try it out herself. Before Long Game, she co-founded the Applicant Auction, the primary auction for Top Level Domain names which held over $500M in auctions and over $1B in escrow before being acquired. Today, Lindsay’s focuses on the growth of Long Game, influencing those to save. Start saving and receiving rewards by downloading the Long Game app in the app store!

074: In It For the Long Game

Anita Stryker: Finding Your Authentic Voice  Welcome back! This week’s guest, Anita Stryker, is here to tell us all about the “authentic voice” and how it can benefit us in the workplace. Anita got into the voice-training business by first learning about her own vocal patterns. With help from Linda Brice, founder of the Transformational Voice method, Anita recognized vocal tension that was ultimately connected to fear and shame. Through breathing and posture techniques, Anita was able to reshape her vocal tone. Today, she helps others do the same through personal development workshops and speech coaching.  So what does it mean to have an authentic voice? “It’s about starting with breath, and then turning that breath into resonance,” Anita explains. The authentic voice refers to aligning vocals with posture and diaphragmatic breathing. Much how a singer fine-tunes her voice for song, it’s equally important to sharpen the speaking voice. When the voice and breath are aligned, the result is a smoother, less choppy sound. It’s a voice that exudes confidence and authority. In the business world, women can benefit from finding their authentic voices in three major ways:  1) Making their messages more succinct through thoughtful pauses;  2) Identifying patterns of tension in others people’s voices, which  can help improve relationships with clients and colleagues; and,  3) Linking communication to both the mind and body, creating a more powerful voice.  The second point is particularly important for financial advisors. Conversations about money inevitably create tension. If advisors could sense this stress through their clients’ voices and address their concerns, the client/advisor relationship could become that much more powerful.   [For tips about how to create more commanding body language, check out the Women Rocking Wall Street episode, “Confidence Is Contagious.”]   For more information about Anita’s training and workshops, visit her website at  Anitastryker.com. Anita will also be teaching a course called Ignite Your Voice from April 17-19, alongside Audrey Steele and Amy Terepka. 

Anita Stryker: Finding Your Authentic Voice  Welcome back! This week’s guest, Anita Stryker, is here to tell us all about the “authentic voice” and how it can benefit us in the workplace. Anita got into the voice-training business by first learning about her own vocal patterns. With help from <a href="http://authenticvoiceconsultants.com/consultants/" rel="nofollow" target="_blank">Linda Brice</a>, founder of the Transformational Voice method, Anita recognized vocal tension that was ultimately connected to fear and shame. Through breathing and posture techniques, Anita was able to reshape her vocal tone. Today, she helps others do the same through personal development workshops and speech coaching.  So what does it mean to have an authentic voice? “It’s about starting with breath, and then turning that breath into resonance,” Anita explains. The authentic voice refers to aligning vocals with posture and diaphragmatic breathing. Much how a singer fine-tunes her voice for song, it’s equally important to sharpen the speaking voice. When the voice and breath are aligned, the result is a smoother, less choppy sound. It’s a voice that exudes confidence and authority. In the business world, women can benefit from finding their authentic voices in three major ways:  1) Making their messages more succinct through thoughtful pauses;  2) Identifying patterns of tension in others people’s voices, which  can help improve relationships with clients and colleagues; and,  3) Linking communication to both the mind and body, creating a more powerful voice.  The second point is particularly important for financial advisors. Conversations about money inevitably create tension. If advisors could sense this stress through their clients’ voices and address their concerns, the client/advisor relationship could become that much more powerful.   [For tips about how to create more commanding body language, check out the Women Rocking Wall Street episode, “<a href="http://www.shoefitts.com/confidence-is-contagious/" rel="nofollow" target="_blank">Confidence Is Contagious</a>.”] For more information about Anita’s training and workshops, visit her website at  <a href="http://www.anitastryker.com/" rel="nofollow" target="_blank">Anitastryker.com</a>. Anita will also be teaching a course called <a href="http://www.igniteyourvoice.org/" rel="nofollow" target="_blank">Ignite Your Voice</a> from April 17-19, alongside Audrey Steele and Amy Terepka.

017: Finding Your Authentic Voice 

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