Women Rocking Wall Street - A podcast dedicated to women in financial services

From the teller window to the corner office, women in finance mean business! Sheri reveals their stories and top tips in this weekly podcast.

092: Championing Cybersecurity with Rachel Wilson 07/01/2020

091: New Thoughts about Negotiating with Mori Taheripour 06/12/2020

090: Conversation and Care with Dr. Joy Lere 05/20/2020

089: Women, Movies, and Media with Madeline Di Nonno 04/23/2020

088: Speak Up, Step Up, Make it Happen with Minda Harts and Christine Brown-Quinn 04/10/2020

087: Ageless FinTech with Lisa Moyle 03/27/2020

086: Speaking Out with Alex Chalekian 03/12/2020

085: One Girl at a Time with Seema Hingorani 02/27/2020

084: Clapping Back with Elijah Lawal 02/13/2020

083: Changing the Language of Wealth with Chloe B. Mckenzie 01/30/2020

082: Financially Fierce with Veronica Dagher 01/24/2020

081: Power. Focus. Intention. 09/19/2019

080: Inclusion and Belonging 07/12/2019

079: Work and Meaning 07/08/2019

078: Culture and Balance 06/13/2019

077: The Lawyer Who Rocks 05/29/2019

076: Seeds of Independence 05/16/2019

075: To Bee or Not to Bee 05/08/2019

074: In It For the Long Game 04/25/2019

0:73 Money Girl’s, Money Moves 04/18/2019

0:72 Moving the Industry, One Action at a Time 04/12/2019

071: Finance, Fashion and Feminism 04/03/2019

070: Debugging Meritocracy 03/28/2019

069: It’s Not the End of the Road 03/21/2019

068: Hustle and Hard Work 03/13/2019

067: Being A Modernist in Finance 09/08/2016

067: Being A Modernist in Finance Episode 67: Being A Modernist in Finance Guest: Georgia Lee Hussey 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 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 . 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. /episode/index/show/womenrockingwallstreet/id/4651144

066: Slowing Down to Speed Things Up 08/24/2016

066: Slowing Down to Speed Things Up Episode 66: Slowing Down to Speed Things Up Guest: Laura Moore Welcome back to the Women Rocking Wall Street Show! This week’s show is all about how slowing down can actually help you speed things up. Laura Moore has a very interesting business story. Having moved to Australia from the UK several years ago, she fell into the health and wellness industry. Starting as a personal trainer she found that she loved it and therefore threw herself into her work. With several years under her belt, Laura started her own gym, which became her pride and joy. Eight months into the business, and just as it was starting to become profitable, Laura received a call that changed everything. Unfortunately her gym had caught fire and she was faced with a whole host of challenges. She was able to relocate her gym to another location but at that point she had come to the realization that it wasn’t working for her anymore. She also found some changes were happening with her body that put her on a new journey. Eventually she came to the realization that her mind was causing her health issues. This forced her to learn where the problems were stemming from and how to change her behaviour. Today, Laura is the founder of , a performance and health coaching program that aims to help professional and driven women to make changes in their life to achieve what they want. When we're busy and on the go all the time, our body thinks that we’re in danger, and releases adrenaline and cortisol. These hormones release energy so that we can fight or run. The problem is, if we’re not actually running or fighting, these hormones don’t get used and are left cycling through our system, which results in the extra fat in our hips and belly (known as a cortisol belly). Unfortunately, this fat likes to attract more fat. There are other side effects, including erratic energy, causing extreme exhaustion and moments of high energy, especially at night. Our body can also stop anything that isn’t necessary to function, including digestion, which is what leads to bloating. If these symptoms resonate with you, perhaps it's your body telling you to slow down. There are several things that Laura recommends that you can do to make subtle changes. The biggest thing is becoming aware again with your body and how it responds to different situations. Second, allow your brain to take a break, sometime in the day, so that your body knows that you're not in danger. You can do this by breathing deeply for several minutes. Third, determine what is important to you and identifying your real, deep level goals and values. Finally, she suggests setting boundaries that create more space for you to do the things that meet your goals and values. If you would like to learn more about Laura and Uppy, visit . 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. /episode/index/show/womenrockingwallstreet/id/4617254

065: Changing Your Filter 08/11/2016

065: Changing Your Filter Episode 65: Changing Your Filter Guest: Andrea Leda Wilborn This week’s guest on the Women Rocking Wall Street Show is Andrea Leda Wilborn. She is a coach, intuitive and behind-the-scene’s worker in Portland, Oregon. Andrea began her journey through social work and counselling, and eventually moved to creative arts, consulting, and fitness. Today, she has taken her experiences in all fields and turned them into a business, helping entrepreneurs offer their gifts to the world in real and powerful ways. One area of expertise for Andrea is Neurolinguistic Programming (NLP), which refers to how one can speak to the brain and how we can use language to shift how we store data. There is no way that our brain can process all the information that we encounter on a daily bases. By using our central nervous system (5 senses), our brain reads our environment. We also use our stories and experiences to filter information, determining what we see and what we don't. Andrea works with clients to help ensure they have the right filters in place to help them focus on their goals and achievements. Andrea’s hope is to get everyone to look in the mirror and realize that they are the only solution to any perceived problem that they can see outside of themselves. Through asking the right questions, she strives to shift limits and therefore changes the experience for each of her clients. This not only empowers others, but also creates accountability for achieving goals. For anyone who is looking for a shift in their career, Andrea challenges you to ask yourself a powerful question – if I knew I could not fail. It puts fear and failure aside and provides you with access to information and data that is available inside you that was previously hidden by negative emotions. Also, she tells us all to stop pretending that something isn’t accessible. If you would like to learn more about Andrea, be sure to check out her website, . She also has a powerful weekend coming up in September called , a 3-day immersion into the soul of your business. 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. /episode/index/show/womenrockingwallstreet/id/4582950

064: Finding Energy to Recharge Your Battery 07/27/2016

064: Finding Energy to Recharge Your Battery Episode 64: Finding Energy to Recharge Your Battery Guest: Debbie Pokornik Welcome back to the Women Rocking Wall Street Show. This week’s show is all about reconnecting with our feminine energy and to empower ourselves to live a vibrant and powerful life. My guest this week is Debbie Pokornik, a women of many talents. She is a mother, natural health nut, dedicated dog owner, award-winning author and a passionate social worker. Debbie is also the Chief Empowerment Officer for her company , which helps proactive moms create the vibrant and powerful life that they crave by guiding them to stand in their own power while at home, work or at play. Debbie’s began her career working for school districts and helping them create programs for kids, parents, teachers and the community, with the purpose of bringing out the best in everyone. Debbie left in 2010 to write her first book, and from there she wrote another book, Today, Debbie focuses on helping moms learn to recharge their batteries, which is necessary to live a vibrant and powerful life. When talking about a balanced person, Debbie highlights two types of energy that exist in everyone - divine masculine and divine feminine energy. While most of us associate each with a specific gender, Debbie say to think of them as an operating system, both pieces are equally important to both genders. When society perceives the feminine energy as weak, it actually weakens society as a whole because according to Debbie, the feminine energy is what recharges our batteries. The key to success is finding time to reconnect with your divine feminine energy. Even if you think that you don’t have the time, it’s identifying those pleasurable moments that we experience each day and really focusing on that moment. The more you focus on them, the easier it becomes to notice those little moments rather than focusing on the difficult times. Also, make the time to get out in nature, which is a great way to reconnect with your feminine energy. If you would like to learn more about Debbie, be sure to check out her podcast, . 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. /episode/index/show/womenrockingwallstreet/id/4546761

063: Battling Inequality Through Words 07/14/2016

063: Battling Inequality Through Words Episode 63: Battling Inequality Through Words Guest: Kelly Shikany Welcome back to the Women Rocking Wall Street Show! This week’s guest was spurred to contact me when she heard the Women Rocking Wall Street episode where I had the pleasure of interviewing about embracing being a female and not being afraid to ‘ski like a girl.’ As someone who has held different positions in the financial industry, Kelly Shikany is familiar with being the only female at the table and is now working to change public perceptions around women and finance. Kelly’s first experience with gender inequality occurred while she was working at the Chicago Mercantile Exchange. Although she loved her job (in the late 80’s) it was not a female friendly workplace. Treated differently by colleagues as well as clients (some weren’t even interested in hearing a women’s voice), Kelly accepted both at the time because of the experience she was gaining. Kelly was aware what was going to happen and accepted it because she wanted the experience. However, today Kelly is glad to see that there has been substantial progress when it comes to women’s rights and has made it her mission to help mentor the next generation. As a Financial Advisor at , Kelly now has the pleasure of working with clients from across the United States. She spends her time building women’s confidence on their financial investments while battling the conception that women aren’t able to understand money. There have been many times where she has been sitting in a boardroom where complex concepts are being discussed and the presenter has said, “I’ll make it so easy that your mom will understand.” Whenever this happens, Kelly takes the time to speak to the presenter about not singling out women or using gender pronouns. It’s important to raise awareness so that the next generation has more confidence and doesn’t have to battle the gender issues. For any women looking at getting into the financial industry, Kelly recommends joining the CFP mentorship program, known as , which strives to build up female advisors. Also, don't be afraid to share your knowledge and network so that there can be more females in the industry. If you would like to learn more about the work being done for women within the CFP program, tune into the Women Rocking Wall Street episode with . If you would like to learn more about Kelly, you can connect through Lakeside Wealth Management’s and account. Thank you for listening. If you liked what you heard, please write us a quick review on iTunes and share this with others whom you think might find it interesting or valuable. /episode/index/show/womenrockingwallstreet/id/4513856

Women Rocking Wall Street - A podcast dedicated to women in financial services

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