Sheryl Hickerson, CEO & Founder of Females and Finance, sits with longtime friend, mentor, and member of the Females and Finance community - Juli McNeely - to talk about growing our financial service professional base, the need for better business coaching for advisors, and Juli's background of being a Second Generation Advisor, former President of NAIFA, as well as her consulting work, too.
ABOUT JULI MCNEELY...
Juli joined the firm, formerly McNeely Financial Services, Inc. in 1996 after working in the banking industry for five years. Juli and her team changed the business name to Financial Clarity by Design in 2022. Juli specializes in the areas of retirement planning, education funding, business continuity planning and estate planning. Her clientele consists of business owners, individuals, married couples and successful professionals. Juli has a Bachelor of Science degree in marketing from Northwestern College. She is professionally affiliated with National Association of Insurance and Financial Advisors (NAIFA), where she serves as the National Past President.
Licenses & Credentials:
• CERTIFIED FINANCIAL PLANNER™ certification
• Charter Life Underwriter (CLU)
• Life Underwriters Training Council Fellow (LUTCF)
• Series 7 and 63 securities registrations through Woodbury Financial.
Juli enjoys travel and spending time with family and friends.
Financial Clarity by Design, formally McNeely Financial Services, offers comprehensive strategies through a spectrum of financial services. From growing your wealth to planning for your family’s future, Financial Clarity by Design is ready to lead you down the path to obtain those goals and dreams. Financial Clarity by Design can help you achieve your goals.
Contact Information for Juli McNeely
LinkedIn: https://www.linkedin.com/in/juli-mcneely/
Website: https://www.financialclaritybydesign.com/
Amazon: https://amzn.to/3Wi3Vfj
On today's episode of The F Word, Sheryl Hickerson is speaking with the podcast master himself, Matt Halloran.
Matt Halloran, along with Kirk Lowe, founded ProudMouth in 2017. They agreed to collaborate after initially meeting as guest speakers at a small conference in 2015. The collaboration ended up solving one of the biggest obstacles professionals and companies face: the ability to consistently produce authentic and valuable content to power their content marketing strategy. At ProudMouth, they're committed to helping you Be Your Own Loud!
In today's chat we will discuss:
- Be Your Own Loud: Why it matters
- Women in Finance: Why ProudMouth is proactively working with these specific financial professionals
- Content Calendars: Why you should create one
Be sure to connect with Matt:
Website: https://proudmouth.com/
Twitter: https://twitter.com/MattHalloran_
LinkedIn: https://www.linkedin.com/in/matthalloranpm/
Email: matt@proudmouth.com
On today's episode of The F Word, Sheryl Hickerson is speaking with business therapist, Nicole Lewis-Keeber.
Nicole Lewis- Keeber, affectionately referred to as The Business Therapist, is joining us on The F Word. Nicole works with entrepreneurs to create and nurture healthy relationships with their businesses. She is a Licensed Clinical Social Worker with a Masters in Social Work and has a rich and varied experience as a therapist. She is personally trained and certified in Brené Brown’s Dare To Lead™ methodology, and has been featured on numerous media outlets including Fast Company and NPR for her work in breaking the stigma of mental health and business ownership. Nicole writes and speaks about the impact of small t trauma on businesses but her biggest, most important work is in combining therapeutic processes with business coaching to help entrepreneurs build emotionally sustainable & financially stable businesses. She is the Founder of Love Your Business School TM and the Do No Harm Business Intensive.
In today's chat we will discuss:
- Little t Trauma: What is it?
- Women Business Owners: Where is trauma showing up in their business?
- Psychological Safety: Are our relationships providing this today?
Be sure to connect with Nicole:
Website: https://nicole.lewis-keeber.com/
Twitter: https://twitter.com/LewisKeeber
LinkedIn: https://www.linkedin.com/in/nicolelewiskeeber/
Book - How to Love Your Business: https://www.amazon.com/dp/B092CBWWX9?ref_=pe_3052080_276849420
Email: nicole@lewis-keeber.com
On today's episode of The F Word, Sheryl Hickerson is speaking with Jamar Jones, President of Foureva Media.
We brought in someone special for this episode of The F Word! Jamar is a visionary who believes business is more than a product or service. It’s about change and building up others. Creating things that are relatable. Jamar has worked in everything from music to IT corporate to video production and marketing. He is the proud owner of Foureva Media where they help businesses grow and succeed. And you know what, marketing is so much more than you think. Jamar believes it’s time for everyone to start thinking differently!
In today's chat we will discuss:
- Marketing: What do most people get wrong?
- Video: Is it here to stay?
- Mindset: How important is it to your success?
Be sure to connect with Jamar:
Website: https://www.fourevamedia.com/
Twitter: https://twitter.com/Iam40
LinkedIn: https://www.linkedin.com/in/relatablejamar/
Facebook: https://www.facebook.com/fourevamedia
Instagram: https://www.instagram.com/fourevamedia/
Email: jjones@fourevamedia.com
On today's episode of The F Word, Sheryl Hickerson is speaking with Cathy Sikorski, Esq.
Cathy is a practicing consulting attorney dealing in Elder Law and has been a significant caregiver for the past 25 years. She has engaged in many speaking engagements, radio programs, and podcasts to promote financial and legal preparation as well as humor in aging, healthcare, and caregiving. Her first book, Showering with Nana: Confessions of a Serial (killer) Caregiver, was released by HumorOutcasts Press in 2016. Corner Office Books released Cathy’s second book Who Moved My Teeth? a practical and legal guide for adults and caregivers. Cathy is a SheSource expert for the Women’s Media Center (WMC) in Washington, D.C. She has been featured on the Huffington Post and AARP. She can also be seen on the West Chester Story Slam YouTube channel. Cathy has a blog, “You just have to Laugh... Where Caregiving is Comedy”.
In today's chat we will discuss:
- Longevity Planning: Ladies, are you ready?
- Elder Law: Why you need this professional as a resource
- Retirement Planning: Women are woefully behind and it will matter deeply when they age
Be sure to connect with Cathy:
Website: https://cathysikorski.com/
Twitter: https://twitter.com/cathy_sikorski
LinkedIn: https://www.linkedin.com/in/cathysikorski24/
Email: cathy.sikorski@gmail.com
On today's episode of The F Word, Sheryl Hickerson is speaking with Seth Brickman, CEO of QCash Financial.
Today, we have Seth Brickman of QCash Financial with us. Their mission at QCash is “To empower financial institutions in their quest to improve the financial wellness of their communities.” Seth is a bit of a serial entrepreneur, which we will discuss over the next 30 minutes.
In today's chat we will discuss:
- Credit Unions: A great partner for many and simply overlooked
- Innovative Lending: Why small loans matter and how to access them
- Women and BIPOC: How to get more money into the hands of those who often are denied
Be sure to connect with Seth:
Website: https://qcashfinancial.com/
Twitter: https://twitter.com/qcashfinancial
LinkedIn Company Page: https://www.linkedin.com/company/qcashfinancial/
Email: sbrickman@qcashfinancial.com
On today's episode of The F Word, Sheryl Hickerson is speaking with Elizabeth Eiss, Founder of ResultsResourcing.
Elizabeth Eiss is a self-proclaimed serial entrepreneur! Founder of ResultsResourcing, she is on a mission to empower your purpose - with the skilled, flexible talent you need to succeed. She is a results guru who helps others get work done well. A thinker, creator, planner, people and project leader, process and systems designer and agile/freelancer talent curator, Elizabeth is an accomplished, well-rounded, entrepreneurial executive who has successfully led multi-billion-dollar organizations to start-up ventures in a variety of business sectors.
In today's chat we will discuss:
- Small Business: It's what powers America today
- The Gig Economy: Why freelancers are not just individuals who don't want to work at a real job
- Create an Outsource List: What are all the things you're doing in your business that should be outsourced?
Be sure to connect with Elizabeth:
LinkedIn: https://www.linkedin.com/in/elizabetheiss/
Website: https://www.resultsresourcing.net/
Twitter: https://twitter.com/doubleenyc
Email: eeiss@resultsresourcing.com
On today's episode of The F Word, Sheryl Hickerson is speaking with Dr. Travis Parry, Founder of Make Time Institute.
Dr. Travis Parry is the best-selling author of "Achieving Balance: The Make Time Method to Help Advisors Reach Business and Personal Goals in an Overworked World." He started in the financial industry as a financial advisor and saw many couples who weren't on the same page financially. Dr. Parry now focuses his effort to help financial professionals (advisors, insurance agents, planners, realtors, etc.) make time at work so they can spend more time at home with their family. He and his wife are parents to six children!
In today's chat we will discuss:
- Work/Life Balance: Why this is a myth
- Time: Why it's so elusive
- Build Intention: Why your calendar holds all the answers
Be sure to connect with Travis:
LinkedIn: https://www.linkedin.com/in/travisparry/
Website: https://www.travisparry.com/coaching
Twitter: https://twitter.com/TravisParry
Email: travis@travisparry.com
On today's episode of The F Word, Sheryl Hickerson is speaking with Vicki Vollweiler, Founder of College Financial Prep.
As a divorced mom, Vicki knew she wanted to spend the least amount of money necessary to ensure, both, her child's college success and happiness while allowing her to maintain her bank account and not go into debt. She knew we all want the absolute best for our children, especially, when preparing for college. The key was to be informed, strategic and detail-oriented so we can maximize savings on the cost of college. If you're unsure how to proceed, College Financial Prep was created to guide families through the maze of college financial aid.
In today's chat we will discuss:
- FASFA: The F word that really makes most parents cringe.
- Student Loan Debt: How Vicki changes Debt to Savings
- High School Graduation: What advice does Vicki give to clients after kids have made it through the high school journey?
Be sure to connect with Vicki:
LinkedIn: https://www.linkedin.com/in/vicki-vollweiler-mba-cdc-1616a5ba/
On today's episode of The F Word, Sheryl Hickerson is speaking with Lisa Dion, Founder of Strategic Advisor Solutions.
Strategic Advisor Solutions helps business owners grow through creating vision and clarity to take their business to the next level. The focus is to help entrepreneurs break through barriers while strengthening their entire organization. Lisa and her team help you clarify your vision by identifying who you are, why you exist, and where you are going and develop your team to execute on it. Expectations, processes, and accountability are defined so everyone is in sync and operating together. If you are looking to take your business to the next level and reduce complexity she can help.
In today's chat we will discuss:
- Structure and Processes: How important is this for financial advisors?
- Direction Planning Worksheet: How you breakdown the goals for an advisor, especially when they are a visionary.
- Clarity Breaks: Why we need to be consistent with taking them.
Be sure to connect with Lisa:
LinkedIn: https://www.linkedin.com/in/lisadion1/
On today's episode of The F Word, Sheryl Hickerson is speaking with David Wood, Founder and Chief Visionary Officer of Gateway Financial Partners.
Gateway Financial Partners provides Independent Advisors with cutting edge technology and resources, as well as an experienced office support team to execute transactions and deliver accurate, up-to-date information to their clients – their primary focus and commitment. Headquartered in Glastonbury, Connecticut, Gateway supports over 70 Independent Advisors and a support team of 30 throughout the country. Advisors specialize in financial planning, wealth accumulation, wealth distribution, wealth protection, 401k plans and employee benefits. Gateway Financial Partners prides itself on exceptional client service, and offers access to a variety of solutions.
In today's chat we will discuss:
- Females and Finance: Why David supports outreach efforts when it comes to female financial advisors.
- Thought Leadership: Why it's important to be involved with media and messaging.
- Advisor Support: What are most advisors missing today in their office?
Be sure to connect with David:
LinkedIn: https://www.linkedin.com/in/davidhwood/
Website: https://joingateway.com/
Email: dwood@mygfpartner.com
On today's episode of The F Word, Sheryl Hickerson is speaking with Ryan Shanks, co-Founder of FA Match.
FA Match is the industry’s only data-driven solution for advisor recruiting. A digital-hybrid recruiting platform, FA Match connects experienced advisors with financial services firms who are equipped to help them thrive. His proprietary Advisor Match™ technology helps clients focus on the criteria that actually matter to long-term success, at any stage of the search process. And their 20+ years of recruitment expertise enables them to oversee matches on the basis of mutual compatibility.
In today's chat we will discuss:
- #QUARANTINA: How Ryan and his team were a beacon during the pandemic.
- Women and Recruiting: Are we behind?
- Diversity and Recruiting: How FA Match is helping make a difference.
Be sure to connect with Ryan:
LinkedIn: https://www.linkedin.com/in/ryannshanks/
Website: https://www.famatch.com/
Twitter: https://twitter.com/FAMatch
Email: ryan@famatch.com
On today's episode of The F Word, Sheryl Hickerson is speaking with H. Adam Holt, CFP®, ChFC®, CEO of Asset-Map
The Asset-Map Platform is one of the fastest growing processes adopted by modern financial professionals. Successfully enabling professionals to visually facilitate a meaningful financial conversation with customers in both traditional and digital media, Adam has served as the creative visionary behind Asset-Map and its corresponding technologies- impacting tens of thousands of households world-wide and cataloging over $250 billion in financial instruments.
In today's chat we will discuss:
- Innovation and Disruption: Why creativity wins.
- Financial Literacy: The power of educating children about money, savings, investing, and more.
- Financial Inventory: Why an Asset-Map needs to be on the fridge in every home, starting NOW!
Be sure to connect with Adam:
LinkedIn: https://www.linkedin.com/in/hadamholt/
LAMP General Session Video: https://vimeo.com/263898414
Website: https://www.asset-map.com/
Twitter: https://twitter.com/asset_map
Facebook: https://www.facebook.com/AssetMapPlatform
YouTube: https://www.youtube.com/channel/UCzIhXGvI5YnL62TOQR4gcEA
Email: adam@asset-map.com
On today's episode of The F Word, Sheryl Hickerson is speaking with Matt Shanlian, Great Lakes Division President at Primary Residential Mortgage.
Matt travels the country speaking to Financial Planners, Insurance Agents, Trust and Family Attorneys, and retirement specialists educating them on the power of Proactive Home Equity Management. His Sound Alternatives For Equity (S.A.F.E.) Philosophy outlines the opportunities and value of having a plan for your clients' equity as they go through life. He believes a trusted third-party referral source solidifies his partners' financial plans.
In today's chat we will discuss:
- Real Estate and Financial Services: The importance of communication between both professionals with a client.
- Why Fiduciaries Matter: (And yes, there are fiduciaries in real estate!)
- The Power of "No": Why Matt and his team say it often to clients and financial service professionals.
Be sure to connect with Matt:
LinkedIn: https://www.linkedin.com/in/matthew-shanlian-2b111582/
Website: https://www.primeres.com/wooster/about/loan-officers/loan-officer/matt-shanlian
Email: mshanlian@primeres.com
On today's episode of The F Word, Sheryl Hickerson is speaking with Coach Joe Lukacs, CEO of The Magellan Network
One of the most experienced coaches for financial advisors with more than 25 years and over 50,000 individual coaching sessions during that time, Coach Joe Lukacs brings together like-minded independent advisors, RIA’s, and selected industry thought leaders to discuss, brainstorm, teach, mastermind, associate,& create innovative practice/business models.
In today's chat we will discuss:
- Morning Success Ritual: The importance of protecting the first hour of every day.
- Change is Uncomfortable: Who are you willing to become to get where you want to go?
- Hire a Coach: Find someone who is right for you and do the work.
Be sure to connect with Coach Joe:
LinkedIn: https://www.linkedin.com/in/coachjoelukacs/
Website: https://www.magellannetwork.net/
Twitter: https://twitter.com/CoachJoeLukacs
Email: jjl@ipginc.net
On today's episode of The F Word, Sheryl Hickerson is speaking with Kristin O'Neal, CEO of her own private financial planning firm.
In her web-based financial planning practice, Kristin focuses her efforts on on female primary income earners and women who are the money managers of their households. She's passionate about helping her clients achieve greatness and her mission is to support clients in the area of financial planning so they can be great where it matters without apology. Kristin is also passionate about empowering other female advisors and has been called an up-and-coming voice in her profession.
In today's chat we will discuss:
- Podcasting: How Kristin uses her podcast to help women
- Commission to Fee: How Kristin made the switch (and you can, too!)
- Diversity: Why Kristin is talking about this every chance she can
Be sure to connect with Kristin O'Neal:
LinkedIn: https://www.linkedin.com/in/kristinoneal/
Website: https://www.kristinoneal.com/
Email: kristin@kristinoneal.com
On today's episode of The F Word, Sheryl Hickerson is speaking with Julia Carlson, CEO of her own private financial planning firm.
Julia's passion is inspiring others to pursue financial freedom and abundance in all aspects of their lives. She loves to inspire others to follow a plan for growth and pursue financial freedom and in 2017, she wrote a book titled, "Fit Money: 7 Steps to Get Your Financial Life in Shape" where she shares her personal experience of losing weight and getting in the best shape of her life while also teaching how those same strategies can be used to become financially strong.
In today's chat we will discuss:
- Fitness and Finances: How writing a book tied her favorite topics together.
- Coaching Other Advisors: How she became an advisor to other advisors.
- Diversity: Why Julia's office has flourished through challenging unconscious bias.
Be sure to connect with Julia Carlson:
LinkedIn: https://www.linkedin.com/in/juliamcarlson/
Website: https://www.juliamcarlson.com/
Email: julia@juliamcarlson.com
On today's episode of The F Word, Sheryl Hickerson is speaking with Peggy Haslach, Financial Advisor at Finity Group, LLC.
Peggy works with female veterinarians, medical professionals and practice owners across the country. She lives in the Pacific Northwest with her spouse and 4 Border Collies.
In today's chat we will discuss:
- Career-Changing at 53: What made Peggy decide to become a financial advisor?
- Why dog agility and financial planning are more similar than we realize.
- Diversity: The real game-changer of 2021 advisors who want to grow.
Be sure to connect with Peggy Haslach
LinkedIn: https://www.linkedin.com/in/peggyhaslach/
On today's episode of The F Word, Sheryl Hickerson is speaking with Dina Mabry, Managing Director of BGA Insurance.
Dina received her BA in Sociology from Loyola Marymount University. She spent a large part of her sales career in the pharmaceutical industry as a sales and management leader at Bristol Myers Squibb. Her background has strengthened BGA’s presence among financial service professionals, Attorneys and CPA’s in all states.
Although her focus is in the areas of Life, Long term care, Disability and Annuities, Dina’s passion is the combination products of Life/LTC. She is a trusted resource for all options to protect clients’ estates from an extended long term care event.
Dina is involved in many networking and charitable organizations. Including a member of the Executive Leadership Team with the Circle of Red/American Heart Association, W Source, The Exchange LA, NAIFA and W2W.
Dina is married with three children and lives in Oak Park, CA.
In today's chat we will discuss:
- Long-Term Care Insurance: Why it's really the life insurance product we are looking for today.
- Risk Management: We need more conversations around this, especially for women.
- Insurance: It should be a top-of-the-agenda discussion in financial planning.
Be sure to connect with Dina Mabry:
LinkedIn: https://www.linkedin.com/in/dina-mabry-46666b8/
Website: https://www.bgainsurance.com/
Email: dinam@bgainsurance.com
On today's episode of The F Word, Sheryl Hickerson is speaking a second-time with Leslie Samuelrich, President of Green Century Capital Management.
Leslie Samuelrich leads Green Century Capital Management, focusing on the firm’s investment strategies, business development, and impact investing program. The Green Century Funds have experienced 570% growth under her leadership.
Ms. Samuelrich has more than 25 years of experience in ESG investing, corporate engagement, and environmental and public health advocacy. Her comments have appeared in The Wall Street Journal, Bloomberg, the New York Times, Responsible Investor, Barron’s, and many other outlets.
She currently serves on the Board of Directors of the Forum for Sustainable and Responsible Investment (US SIF) and the Advisory Board of the Intentional Endowments Network. She is a guest lecturer on impact investing at The Wharton School and annually presents at dozens of national and regional industry conferences and events.
Ms. Samuelrich was honored with the 2019 SRI Service Award, which recognizes an “individual who has demonstrated leadership, innovation, high standards of professional conduct, and accomplishment in collaboration with other SRI industry leaders.” She also was selected as one of the “43 World-Changing Women in Conscious Business” in 2020.
She holds a BA in Economics from Boston College.
In today's chat we will discuss:
- ESG: Why Environmental, Social, and Governance Performance matters.
- Shareholder Advocacy: How to set your investment strategies apart and make everything more relatable with your clients.
- Impact: Understanding how ESG impacts our local and national communities and even the planet.
Be sure to connect with Leslie Samuelrich:
LinkedIn: https://www.linkedin.com/in/leslie-samuelrich/
Website: https://www.greencentury.com/
Email: lsamuelrich@greencentury.com
US | SIF Trends Report: https://www.ussif.org/trends
Green Century Newsletter: https://www.greencentury.com/email-signup/