Seeds of Independence

Episode 76: Seeds of Independence

Guest: Alice Tang

Becoming financially independent is no easy feat. And getting to a point in your career where you can advise those on being financially independent is truly an adventure. Listen in to hear how Alice Tang, the Vice President of BPG Wealth Management LLC, has endured through all. From cold-calling people non-stop to making a mere $2,000 in one year, Alice talks about what she went through to get to where she is today. Her dad once told her, “no matter what happens, it’s important to remember that you planted a seed that could one day be a plant”. Alice’s a strong believer in creating apprenticeships for newcomers to the financial industry so that they have a place to learn and grow with the right people and resources. Her mission is to help people become financially independent and retire with confidence. Give it a listen to hear more!

Alice Tang: LinkedIn

BPG Wealth Management

Christina Gili: MAKERS

Christina Gili: LinkedIn

Greta Thunberg: Instagram Post

Greta Thunberg: TedTalk

 

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

To Bee or Not to Bee

Episode 75: To Bee or Not to Bee

Guest: Dr. Melissa Briggs-Phillips

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, 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.

Melissa Briggs-Phillips: LinkedIn

Melissa Briggs-Phillips: Twitter

Melissa Briggs-Phillips: Blog 

Next Generation Behavioral Health

Abigail Disney: Twitter Series

Abigail Disney: Good.Is Article

Abigail Disney: Fortune Article

Noel Brown: MAKERS

Noel Brown: LinkedIn

Coffee for Badass: Rachel Farnsworth

Rachel Farnsworth: Instagram Video

 

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

In It For the Long Game

Episode 74: In It For the Long Game

Guest: Lindsay Holden

This weeks guest is the CEO & 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!

Long Game

Long Game: Twitter

Lindsay Holden: LinkedIn

Lindsay Holden: Twitter

Nudge by Richard Thaler

Money Girl’s Quick and Dirty Tips: Ep. 588

Sharon Cunningham:  LinkedIn

Sharon Cunningham: MAKERS

Coffee for Badass: Article by Louis Valdez

 

 

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

Money Girl’s, Money Moves

Episode 73: Money Girl’s, Money Moves

Guest: Laura Adams

 

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: LinkedIn

LauraAdams: Website

Money Girl’s Smart Moves to Grow Rich: Book 

Money Girl Podcast

War of Art: Book

Marietta Hesdorffer: MAKERS

Marietta Hesdorffer: LinkedIn

Coffee for Badass: Maura Cunningham

Maura Cunningham: LinkedIn

Rock the Street, Wall Street

 

 

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

Moving the Industry, One Action at a Time

 

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

Guest: Michael Kitces

 

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 & 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.

 

Michael Kitces

Michael’s Blog Post

Michael Kitces: LinkedIn

Financial Advisor Success: Listen Here

XY Planning Network

New Planning Recruiting

Claudia Marmolejo: LinkedIn

Claudia Marmoleji: MAKERS

Coffee for Badass: Jennifer Kupcho + Maria Fassi on Jimmy Fallon

Coffee for Badass: Jennifer Kupcho

House Finance Committee

 

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

Finance, Fashion and Feminism

Episode 71: Finance, Fashion and Feminism

Guest: Charlene Quaresma

 

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.

 

Charlene Quaresma: Facebook

Charlene Quaresma: LinkedIn

Charlene’s Website: Planningwithcharlene.com

Fashion, Finance and Feminism: Facebook Page

Terri Ferri: MAKERS

Terri Ferri: LinkedIn

Book: Big Magic by Elizabeth Gilbert

Riley Morrison, Steph Curry Story

 

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

Debugging Meritocracy

Episode 70: Debugging Meritocracy

Guest: Lori Mackenzie

On this episode, we’re talking about research with Lori Mackenzie. Lori is the Executive Director of Stanford University’s Clayman Institute for Gender Research as well as the Co-Founder of the new Stanford VMware Women’s Leadership Innovation Lab. She advises diversity and inclusion efforts at the Stanford Graduate School of Business and teaches executive education. Her work has been published in the Harvard Business Review, New York Times, BBC, and San Francisco Chronicle. In fact, she was one of the 100 women who was interviewed for the 2018 documentary bias. Lori holds an MBA from the Wharton School of Business and a BA in Economics from the University of California, Berkeley. Her main focus of work is at the Clayman Institute which was founded to produce research that motivates gender equality. In her interview, Lori touches on the Paradox of Meritocracy, which is how we as individual managers opened the doors to be more bias. The Paradox of Meritocracy has created the conversation about how to debug meritocracy and the way that bias will make the performance of men look better for the same level of performance, disadvantaging women and people of color. She emphasizes the importance of providing individuals with tools so that change will actually happen. She also touches on the coping strategy with good news. Research states that women who self monitor are more successful than even the most assertive men. This means being able to move fluidly between a warm and welcoming approach and a direct assertive approach. Lori recommends to stay curious and try to understand what would be effective and how we can create change. The best way to do that? Take a growth mindset approach in your everyday life.

 

Clayman Institute

Book: Lean In

Articles that Lori sent (Attach)

Stanford: Gender 

Stanford: Women’s Leadership 

Nicole Dickerson:MAKERS 

Nicole Dickerson: LinkedIn 

Lori Mackenzie: LinkedIn

Lori Mackenzie: Twitter

Amy Cuddy: Ted Talk 

Joan C. Williams: Video

Joan C. Williams: Book

Gillette Ad

 

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

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

Podcast: Play in new window

Listen via iTunes

Listen via Stitcher

Listen via Spotify

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

Listen via iTunes
Listen via Stitcher Radio

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.