Since escaping from the corporate ranks of wealth management in late 2023, I’ve been talking with women advisors, and I’ve been blown away by what I’ve learned. But, there is a stark distinction between those who are owners/independent advisors vs. those at captive firms. To unleash the full power of women advisors, corporate leaders at captive firms need to listen and get out of the way.

Melissa Reakenwalt has created a financial planning practice that represents a future for the industry and especially for the chronically underserved women clients. Her practice is in a hyper-growth mode AND she’s building that through emotion-based conversations about money and wealth. As she often says, “Women can do money. We can make it. We can save it, and we can invest it.”

I’m one. Are you? “Lunching” (aka relationship building) is no longer just about fashion and family life. It’s about growing your expertise, confidence and earnings. As a breadwinner (sole or joint), you owe it to your family to GO to lunch.

There’s no better way to kick open a door than to have your network do it for you. Jana Gregorek joins Shelby Nicholl and Stephanie McCarthy for a compelling conversation on growing, maintaining and leveling up your networking game.

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.

If you're a woman in wealth management (or any male-dominated industry), this podcast is for you.

We’ve all had those tough interactions with other women in the workplace…the ones where we feel that a woman has blocked us, cut us down, etc. and we’re infuriated. If you’re a woman who is behaving this way, consider yourself put on notice. We’re coming for your crown.

I've been lucky enough to cross paths with some incredible women who SPARK life – and they're doing it with audacity and embodiment.

I was a victim of the double-bind. If you’re a woman in business, you’ve likely heard this term. We must be warm, but not weak. We must be competent but not aggressive. We need to bring the cupcakes and rock the strategy.

When we think about personal value propositions, it's often all work-focused. The value we bring to the 9-to-5 in exchange for payments from our clients or the corporation. Yet, there’s so much more to us as people. It’s time to take control of our complete narrative.

I’m currently obsessed with the word “flourish.” Merriam-Webster defines “flourish” as more than just growth - it’s about thriving, abundance, and boldness. I want to flourish, and I want you to flourish too.

I was a typical white woman who believed my work would be enough. Why was the realization that the system was rigged a news flash? Cultural norming. Learn what I would say to my 27-year old self now that I know more.

Why closing the wealth gap for all women starts with creating safe, collaborative communities for women working in finance to come together, learn and support one another.

Get the real truth about why it’s important to check in on the effectiveness of your personal network, when to plan ahead and why it’s vital for every woman working in finance to pay attention to her connections.

More women are working in finance that ever before, yet the number of female financial leaders is pathetically small. The key to beating this unsettling trend starts with understanding its origins.