I love telling people's stories. Stories of those pivoting to chase their entrepreneurial quests for success. Finding their passion and actually making it happen and the drive they have to help others in their own way. This episode is just that. About a woman in STEM. An engineer, turned financial advisor. A woman who through her own financial journey was driven to help other women, women in STEM, accomplish the same.

My guest, Sandra Park, a Texan born and raised engineer and now financial advisor, is dedicated to assisting women in STEM retire earlier. In 2016, she embarked on her personal finance journey to master money and now aims to accelerate the process for her fellow women in STEM.

We can all learn from each other’s journeys and we have a great conversation in this episode!

Connect with Sandra:

LinkedIn: https://www.linkedin.com/in/sandra-park-fs/

Website: https://www.financialserenity.co

More about your host Lindsey Burda:

Lindsey Burda is the founder of BurdaMarketing. Where she partners with passionate business owners to help them build a strong digital presence and win more leads online.

With over a decade of experience helping Finanical pros and Lindsey left her role in corporate America as Vice President of Marketing Services to start BurdaMarketing.

Find Lindsey online at the links below:

Website: burdamarketing.com

Instagram: https://www.instagram.com/burdamarketing

LinkedIn: www.linkedin.com/in/lindseyburda

From winning your client over to keeping them for the long-term, it all comes down to understanding human behavior and psychology, we need to earn and keep their trust. That begins with marketing but it doesn’t end once you land the client.

From marketing to client retention, it’s all a human first approach, a relationship first approach. And relationship require understanding of both sides.

We not only need to understand our client’s biases but our own so we don’t get stuck in our ways, with both marketing and client relationships, it requires flexibility.

We don’t want you to miss any opportunities in winning, and keeping clients, so Ashley and I are diving into the psychology behind it all and how we became so passionate about the topic.

Ashley is the Owner and Founder of Beyond the Plan™, a consulting practice that partners with firms to help advisors understand how their clients think, feel, and do money. As a therapist and financial behavior specialist, Ashley partners with advisory firms as their Financial Behavior Officer. providing client consultation, advisor coaching & training, facilitation & co-facilitation of client meetings, and onboarding assessments. Apart from helping firms to differentiate their services, Ashley’s main priority is helping firms improve their clients’ overall wellbeing.

In addition to her work with advisory firms, she is a speaker and teacher for Financial Behavior Keynote Group. She provides webinars, breakout sessions, and keynote presentations geared towards financial professionals.

Find Ashley online at:

1. Twitter: https://twitter.com/bamconsults
2. LinkedIn: https://www.linkedin.com/in/ashley-quamme
3. Beyond the Plan website: www.beyondthefp.com
4. Email: ashley@beyondthefp.com

More about your host Lindsey Burda:

Lindsey Burda is the founder of BurdaMarketing. Where she partners with passionate business owners to help them build a strong digital presence and win more leads online.

With over a decade of experience helping Finanical pros and Lindsey left her role in corporate America as Vice President of Marketing Services to start BurdaMarketing.

Find Lindsey online at the links below:

Website: burdamarketing.com

Instagram: https://www.instagram.com/burdamarketing

LinkedIn: www.linkedin.com/in/lindseyburda

When someone googles you what comes up? Now do you want to have better control of that narrative? Then you’ll want to think about mixing public relations into your strategy. Combing PR and marketing can be a powerful combination and my guest and I are showing you how to do it! 

My guest Jody Fisher is an award winning publicist and former journalist, PR agency founder, podcast host and relentless optimist. Over the past 20 years he has represented clients including The Intrepid Sea, Air & Space Museum, Friends of the High Line, The New York Post, Larry Silverstein at the World Trade Center and Elon Musk. He founded his namesake firm, Jody Fisher PR, and created his unique “PR Garage” brand after the 2020 pandemic, insisting that “Every Story Needs Someone to Tell it.” 

And I can’t argue with that. Every story does need someone to tell it. But how do you get your story out to the right people, well you have to think like those you are pitching to. 

Jody will share what makes a good pitch, what you should do and what you should avoid because your story needs to resonate with those who need you.

Listen to this episode to learn how to take control of your narrative with a public relations strategy. We’re going to learn a bit more about Jody, his strategies, and ways you can begin getting your story out to the world.

If you'd like to connect with Jody you can find him here...

Website: http://www.jodyfisherpr.com/

Instagram: https://www.instagram.com/jodyfisher_/

TikTok: https://www.tiktok.com/@jodyfisher_

https://twitter.com/jodyfisher