Tina Powell, Chief of Community at Intention.ly, is a recent cancer survivor. The experience transformed her perspective on life. Listen as Tina addresses the transformative power that financial independence has on women who take charge of their financial life, now and in retirement.

Patricia Lizarraga understands the importance of investing in women and wants to make it easier for others to do so. With the WCEO ETF, Patricia aims to get advisors and investors on board the train of more women in leadership positions, and more women CEOs.

Patricia Discusses:

• Investing And Working With Companies With Women CEOs

• The Ongoing Wealth Transfer To Women Financial Advisors

• How Men And Women CEOs Differ In Hiring And Promotions For Leadership

Emma Rodriguez-Ayala wanted to be an attorney from a young age. It’s no surprise then that she leads Ariel Investments as its General Counsel. In this episode, Emma discusses working in the financial services industry, as well as diversity and inclusion, how philanthropy fits into the big picture, and how she got to be where she is today.

Emma Discusses:

• DEI Initiatives and Financial Literacy

• Working in Financial Services as an Attorney

• How having diverse vendors can strengthen your client relationships

Often times women are left out of the financial conversation, whether it be education about finances from a young age, or the management of finances in later life. Bridget Costello is hoping to change that, and works with women to teach and empower them to take control of their financial life. From writing their first check to managing stock portfolios, women can learn to do it all and take an active role in their financial affairs.

Dr. Emily Koochel is an experienced financial professional, academic, and researcher. She currently serves as a leader for eMoney Advisor’s Financial Education and Wellness initiatives in her role as the Senior Financial Planning Education Consultant.

As a successful woman, Robyn Crane understands the ins and outs of the pressure women face while wanting to exact change in the world. From generational pressures and anxiety to how society views you, there can be many things that women need to set aside in order to be successful, make money, and live fulfilling lives.

Philanthropy can mean many things to different people. In this episode of the Invest In Women Podcast, Gillian Howell of Foundation Source discusses philanthropy, motivations, and how Foundation Source can help high-net-worth clients create their own philanthropic endeavors. In particular, she breaks down what drives women to give, and the ways that can sometimes differ from their male counterparts. She also notes that for advisors who want to offer a holistic approach to wealth management for women clients, philanthropy is an essential part of the conversation.

Gillian discusses:

• Philanthropic motivations in women versus men

•- How to talk to your female clients about philanthropy

• How philanthropy can pass on values to the next generation

Career paths can often be complex, winding roads with spontaneous decisions leading us into the uncertain future. For Heather Fortner, the decision to become a Chief Compliance Officer has brought her a successful, yet unique path to the top of the corporate ladder.

In this episode, Heather Fortner discusses her rise through the ranks of SignatureFD, and how she uses her background and her journey from the bottom to provide a special perspective on risk management, client relationships, and how that allows her to connect various dots across the organization.

Heather discusses:

• Her decision to take on the Chief Compliance Officer role

• Problem-solving to create solutions rather than just saying “No”

• Integrating compliance into the foundation of a company’s operations

• Aligning job roles with your personality traits and preferences