It’s Not the End of the Road

Episode 69: It’s Not the End of the Road
Guest: Rachel Carpenter

 

On this episode we have the founder and CEO of Intrinio, Rachel Carpenter. Intrinio is a disruptive, self-serve financial data marketplace launched in 2015 for investors, entrepreneurs, developers and students. Their data feeds power spreadsheets, quant models, fintech apps, website, and enterprise applications. Rachel’s responsibility includes strategy and positioning for Intrinio’s long-term growth. Rachel graduated from the University of Wisconsin with a BA in Finance and Management. Rachel founded Intrinio with Joey French, another graduate from the University of Wisconsin, when they sparked an idea for a valuation service industry app they wanted to create. Many iterations later, Intrinio was designed. When fundraising, Rachel emphasizes the importance of telling a compelling story, a compelling problem, and delivering a passionate message instead of just preparing you financial plan, pitch deck, and other materials. Rachel believes that those who invest, invest because of the person and their passion. Intrinio’s current goal is to get as much data on the platforms as possible because the more types of data, the more types of products they’re able to power. Aside from her love for data, Rachel spends her free time as a board member for Community Action Stops Abuse, a domestic violence organization in Florida. For her, giving back has always been important. In addition to this, she’s a member of the Forbes Finance Council and the Data Coalition Advocating for Open Structure Data. Rachel leads her team at Intrinio in an effort to make financial data affordable and accessible, all while giving back to women and the community. How about that for an inspiring woman?

Bill + Melinda Gates Article

Morgan Stanley: Diversity & Inclusion

Wendy Murphy: MAKERS

Wendy Murphy: LinkedIn

Rachel Carpenter: LinkedIn

Rachel Carpenter: Twitter

Intrinio Website

CASA Website

Freakanomics: How to Fail Like a Pro

Nike: Dream Crazier

 

Morgan Stanley Wealth Management Diversity & Inclusion

This podcast has been sponsored by Morgan Stanley, a Firm where diversity is an opportunity – for both clients and employees. By valuing diverse perspectives, Morgan Stanley believes it can better serve its clients while also helping employees achieve their professional objectives. Morgan Stanley’s corporate culture is one that is open and inclusive, which is fundamental to its role as a global leader.

The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and figures contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast.

This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

MAKERS@ Morgan Stanley Wealth Management

Since 2013, Morgan Stanley was one of a select group of companies, and the first financial services firm, invited to participate in the organization’s MAKERS@ corporate initiative to annually recognize women across Wealth Management who serve as groundbreakers, innovators and advocates along with the men who sponsor and champion women’s advancement. To date, Morgan Stanley has recognized 95 women and two men.

CRC# 2450415  03/06

Hustle and Hard Work

Episode 68: Hustle and Hard Work
Guest: Winnie Sun

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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 Wealth Partners, 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.

    • Winnie Sun: Twitter
    • Winnie Sun: Facebook
    • Winnie Sun: Instagram
    • The Icarus Deception
    • Coffee for Badass Segment: Leslie Fram, Tracy Gershon, and Beverly Keel are three successful music executives who started Change the Conversation. Change the Conversation was started to bridge the gap of gender inequality in the country music industry. Country radio stations were playing very few female artists songs. They created change with their dedication to improving the environment for women in music and their goal to become obsolete and “to never have this conversation again”
    • Lily Trager: MAKERS
    • Lily Trager: LinkedIn
    • Morgan Stanley: Diversity & Inclusion

 

Morgan Stanley Wealth Management Diversity & Inclusion

This podcast has been sponsored by Morgan Stanley, a Firm where diversity is an opportunity – for both clients and employees. By valuing diverse perspectives, Morgan Stanley believes it can better serve its clients while also helping employees achieve their professional objectives. Morgan Stanley’s corporate culture is one that is open and inclusive, which is fundamental to its role as a global leader.

The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and figures contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast.

This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

MAKERS@ Morgan Stanley Wealth Management

Since 2013, Morgan Stanley was one of a select group of companies, and the first financial services firm, invited to participate in the organization’s MAKERS@ corporate initiative to annually recognize women across Wealth Management who serve as groundbreakers, innovators and advocates along with the men who sponsor and champion women’s advancement. To date, Morgan Stanley has recognized 95 women and two men.

CRC# 2450415  03/06

Being a Modernist in Finance

Episode 67: Being A Modernist in Finance
Guest: Georgia Lee Hussey

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With training in instillation sculpture and creative writing, Georgia Lee Hussey was focused on becoming a professional artist. However, after 12 years, Georgia decided it was time to try something new. At the time she was living in Portland, Oregon during the sub-prime mortgages phase and Georgia found herself with two mortgages: the first had a 7.5% interest rate and the second had 11.5% interest, and both were variable. She had never been taught about money or budgeting and found herself in a difficult, unstable position. Georgia began reading everything she could about financing and budgeting and found that she loved it. She became inspired to become a financial planner and went back to school to get her CFP.

By the time Georgia successfully passed her CFP exam, she already had some clients, which meant that she needed a home for her business. She looked to a brokerage firm to help and was extremely grateful for all the support that they provided. However, she felt out of place because it was very male-dominated and there was a general sense of inequality. She also quickly came to realize that the institutionalized structures of the industry weren’t going to support her vision. As a result, Georgia started Modernist Financial, which was built on a foundation of creativity and collaboration.

Today, Georgia is working with Jennifer Armbrust, with Armbrust & Co. to create a feminist business model. The basic core of the model is equity and inclusion, and flattening inequalities. Modernist Financial is built on values of inviting and including, investing in people, innovating and iterating, and doing good work well. Georgia is striving to create a sense of partnership and empowerment between her advisors and clients and ensuring her staff can support the innovative advice that they are providing to clients.

If you’d like to learn more about Georgia, visit modernistfinancial.com. Thanks for listening. If you liked what you heard, be sure to hit subscribe, share it with others and write us a quick review on iTunes.

Changing Your Filter

Episode 65: Changing Your Filter
Guest: Andrea Leda Wilborn

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This week’s guest on the Women Rocking Wall Street Show is Andrea Leda Wilborn. She is a coach, intuitive and behind-the-scene’s worker in Portland, Oregon. Andrea began her journey through social work and counselling, and eventually moved to creative arts, consulting, and fitness. Today, she has taken her experiences in all fields and turned them into a business, helping entrepreneurs offer their gifts to the world in real and powerful ways.

One area of expertise for Andrea is Neurolinguistic Programming (NLP), which refers to how one can speak to the brain and how we can use language to shift how we store data. There is no way that our brain can process all the information that we encounter on a daily bases. By using our central nervous system (5 senses), our brain reads our environment. We also use our stories and experiences to filter information, determining what we see and what we don’t. Andrea works with clients to help ensure they have the right filters in place to help them focus on their goals and achievements.

Andrea’s hope is to get everyone to look in the mirror and realize that they are the only solution to any perceived problem that they can see outside of themselves. Through asking the right questions, she strives to shift limits and therefore changes the experience for each of her clients. This not only empowers others, but also creates accountability for achieving goals.

For anyone who is looking for a shift in their career, Andrea challenges you to ask yourself a powerful question – if I knew I could not fail. It puts fear and failure aside and provides you with access to information and data that is available inside you that was previously hidden by negative emotions. Also, she tells us all to stop pretending that something isn’t accessible.

If you would like to learn more about Andrea, be sure to check out her website, andrealeda.com. She also has a powerful weekend coming up in September called Awaken Your Practice, a 3-day immersion into the soul of your business.

Thanks for listening. If you liked what you heard, be sure to hit subscribe, share it with others and write us a quick review on iTunes.

Finding Energy to Recharge Your Battery

Episode 64: Finding Energy to Recharge Your Battery
Guest: Debbie Pokornik

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Welcome back to the Women Rocking Wall Street Show. This week’s show is all about reconnecting with our feminine energy and to empower ourselves to live a vibrant and powerful life.

My guest this week is Debbie Pokornik, a women of many talents. She is a mother, natural health nut, dedicated dog owner, award-winning author and a passionate social worker. Debbie is also the Chief Empowerment Officer for her company Empowering NRG, which helps proactive moms create the vibrant and powerful life that they crave by guiding them to stand in their own power while at home, work or at play.

Debbie’s began her career working for school districts and helping them create programs for kids, parents, teachers and the community, with the purpose of bringing out the best in everyone. Debbie left in 2010 to write her first book, Break Free of Parenting Pressures: Embrace Your Natural Guidance and from there she wrote another book, Standing in Your Power: A Guide for Living Your Life Fully Awake.

Today, Debbie focuses on helping moms learn to recharge their batteries, which is necessary to live a vibrant and powerful life. When talking about a balanced person, Debbie highlights two types of energy that exist in everyone – divine masculine and divine feminine energy. While most of us associate each with a specific gender, Debbie say to think of them as an operating system, both pieces are equally important to both genders. When society perceives the feminine energy as weak, it actually weakens society as a whole because according to Debbie, the feminine energy is what recharges our batteries.

The key to success is finding time to reconnect with your divine feminine energy. Even if you think that you don’t have the time, it’s identifying those pleasurable moments that we experience each day and really focusing on that moment. The more you focus on them, the easier it becomes to notice those little moments rather than focusing on the difficult times. Also, make the time to get out in nature, which is a great way to reconnect with your feminine energy.

If you would like to learn more about Debbie, be sure to check out her podcast, Vibrant, Powerful Moms. Thanks for listening. If you liked what you heard, be sure to hit subscribe, share it with others and write us a quick review on iTunes.

Battling Inequality Through Words

Episode 63: Battling Inequality Through Words
Guest: Kelly Shikany

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Welcome back to the Women Rocking Wall Street Show! This week’s guest was spurred to contact me when she heard the Women Rocking Wall Street episode where I had the pleasure of interviewing Kathleen Burns Kingsbury about embracing being a female and not being afraid to ‘ski like a girl.’ As someone who has held different positions in the financial industry, Kelly Shikany is familiar with being the only female at the table and is now working to change public perceptions around women and finance.

Kelly’s first experience with gender inequality occurred while she was working at the Chicago Mercantile Exchange. Although she loved her job (in the late 80’s) it was not a female friendly workplace. Treated differently by colleagues as well as clients (some weren’t even interested in hearing a women’s voice), Kelly accepted both at the time because of the experience she was gaining. Kelly was aware what was going to happen and accepted it because she wanted the experience. However, today Kelly is glad to see that there has been substantial progress when it comes to women’s rights and has made it her mission to help mentor the next generation.

As a Financial Advisor at Lakeside Wealth Management, Kelly now has the pleasure of working with clients from across the United States. She spends her time building women’s confidence on their financial investments while battling the conception that women aren’t able to understand money. There have been many times where she has been sitting in a boardroom where complex concepts are being discussed and the presenter has said, “I’ll make it so easy that your mom will understand.” Whenever this happens, Kelly takes the time to speak to the presenter about not singling out women or using gender pronouns. It’s important to raise awareness so that the next generation has more confidence and doesn’t have to battle the gender issues.

For any women looking at getting into the financial industry, Kelly recommends joining the CFP mentorship program, known as WIN-to-WIN, which strives to build up female advisors. Also, don’t be afraid to share your knowledge and network so that there can be more females in the industry. If you would like to learn more about the work being done for women within the CFP program, tune into the Women Rocking Wall Street episode with Eleanor Blayney. If you would like to learn more about Kelly, you can connect through Lakeside Wealth Management’s Facebook and Twitter account.

Thank you for listening. If you liked what you heard, please write us a quick review on iTunes and share this with others whom you think might find it interesting or valuable.

Financial Freedom Through Intention

Episode 62: Financial Freedom Through Intention
Guest: Julia Carlson

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Welcome back to the Women Rocking Wall Street Show. This week’s episode is all about the power of intention and setting your mind to achieving your goals.

My guest this week is Julia Carlson, founder of Financial Freedom Wealth Management. She was one of the 40 Under 40 in InvestmentNews and won the 2015 Women’s Choice Award for Financial Advisors. In 2000, Julia started her company in Newport, Oregon and has now grown her business to include 4 locations. Fortunately for Julie, in 2008, Financial Freedom was endorsed as a local provider, which brought in 20 to 30 referrals per month.

Julia is an extremely entrepreneurial person and she has always been a go-getter. Here she was in her 20’s trying to build her business. Like all of us at that age, she had to work hard to prove herself and now she has the established confidence that is driving her dream big. Her drive comes from her passion for her work and attributes some of her success to the goals that she has set throughout the years. Rather than being reactive, Julie focuses on always being in a state of intention and strives to be proactive when it comes to problem solving.

Through education, Julia works to help women embrace their wealth. One such example is their Women Wealth and Wisdom seminar which encourages women to discuss the values that are put on money and how to take charge of their financial future. She also makes her own personal learning a priority so that she can better help her clients.

One final thing that Julia that she attributes to her success is visualizing what the end result looks like while meditating. A book that Julie recommends, which illustrates the power of the mind is You Are The Placebo: Making Your Mind Matter by Dr. Joe Dispenza.

If you’d like to reach out to Julia, you can connect with her on Facebook and Twitter. Thank you for listening. If you liked what you heard, please write us a quick review on iTunes and share this with others whom you think might find it interesting or valuable.

Surviving the Overwired World

Episode 61 – Surviving the Overwired World
With Sheri Fitts

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Happy summer! As you may know, with the summer season comes a lot of activities that fill up the calendar. I’m finding the same this year so as a result I’m going to be releasing an episode of Women Rocking Wall Street every other week. My intention is to kick off a new podcast, Deconstructing Digital, which is a companion piece to my new book, Deconstructing Digital: Simple Ways To Connect With Your Next-Generation Financial Clients.

This week’s episode of Women Rocking Wall Street 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 all about surviving the overwired world.

There are so many dif fervent distractions that we can choose from that affect our decisions on how we should be spending our time. As a result, we tend to run into digital overload, all because we don’t want to miss out on anything. This dilemma has created the term “life hacking” and there are several online tools that can create efficiencies in our personal and work life, making us more productive. One tool is focus@will, a program that plays music developed and edited to elicit alpha brains waves. Another similar online tool that allows you to pick which brain waves you want to elicit is called Brainwaves. Not only will it allow you to be focused and alert, but it has settings that encourage power naps, mediation and relaxation.

While there are many tools that can help you survive the overwired world, there are still some very basic things that you can do. Meditation can help reset your thoughts and help center you for your day. It doesn’t have to consist of sitting in a room quietly but could also be getting out into nature and going for a walk while taking deep breaths and taking a personal moment to unwind. If you are interested in getting more comfortable with meditating, there are two online tools that I use, Calm and HeadSpace.

The most important thing when surviving the overwired world is doing what is right for you. If you can identify what is holding you back or taking up most of your time, then you can find the tools that will help.

Thank you for listening. If you liked what you heard, please write us a quick review on iTunes and share this with others whom you think might find it interesting or valuable.

Your Brand, Your Business, Your Bottom Line

Episode 60 – Your Brand, Your Business, Your Bottom Line
With Sheri Fitts

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This week’s episode is slightly different than what you may be used to. I had the pleasure of being a guest on the Fiduciary Talk Podcast with Ben Aiken, which was recorded live from the Insights 2016 Conference in San Diego. The topic of my presentation was titled Your Brand, Your Business, Your Bottom Line and really focused on creating a compelling, courageous brand.

With financial services in a PR tailspin, it’s extremely important that financial advisors maintain a strong brand. People have stories about their money, good or bad, and that includes financial services. The best way to combat their story is with a better one. Unfortunately, advisor brands are not powered by stories. At this conference I had the opportunity to guide attendees on create courageous brands, and to do this using feelings and stories to connect with their current and potential clients.

I encouraged everyone at the conference, as well as yourself, to sit down with a piece of paper and write “once upon a time.” Leading with this, tell me about your foundation story. Don’t make it about you but rather about the people you help. This is a great way to come up with a better story and will help strengthen your brand, your business and your bottom line.

Thanks you for listening. If you liked what you heard, please write us a quick review on iTunes and share this with others whom you think might find it interesting or valuable.