Embracing Life's Spark with Advisor and Entrepreneur Shannon Foreman

In 'Kick It Open,' host Shelby Nichol, co-host Iyana Harris, and guest Shannon Foreman discuss the transformative changes needed in wealth management for the growing number of women controlling significant wealth by 2030. The discussion emphasizes financial empowerment, personal growth, and the evolution of mentorship and coaching in the industry. They highlight the life journeys of successful women, the importance of authenticity and vulnerability, and the creation of supportive communities for women in finance. Key themes include the role of women in financial advisory, building confidence, overcoming industry challenges, and the future shift towards inclusive financial planning. The podcast underscores the significance of life planning, financial literacy, and the need for safe spaces for women to discuss financial matters without shame.

0:00 Coming Up...

0:40 Introduction

0:55 Meet Co-Host: Iyana Harris

2:40 Meet CEO, Advisor, Entrepreneur Shannon Foreman

4:20 Shannon's Journey to Wealth Management

6:55 The Challenges and Triumphs of Entrepreneurship

9:36 Empowering Women in Wealth Management

12:53 The Importance of Vulnerability and Authenticity

22:21 Transforming Limiting Beliefs

23:17 Marketing and Authenticity

24:32 Evolving Financial Services

27:32 Coaching and Career Transitions

36:19 Recruiting the Next Generation

41:38 Resilience and Finding Your Spark

About this podcast: 

If you're a woman in wealth management (or any male-dominated industry), this podcast is for you. Muriel Siebert (first woman member of the NYSE ) said, "When a door is hard to open and nothing else works, sometimes you just have to rear back and kick it open.”  After decades of sluggish progress, it’s time for us to kick the door open on women’s success.

Produced by Shelby Nicholl. 

Edited by Aaron Sherman. 

Marketing by Sabrina Portnoy. 

Graphic Design by John Gallagher.
 
Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll

License code: EV5ON7Y3CSESDSEU

Previous
Previous

Finding the Right Culture Fit with Becca Hajjar, Managing Principal at Commonwealth

Next
Next

Being Courageous with CEO of Vestia Advisors Lauren Oschman, CFP, CDFA