Month: April 2022

Hear Her Roar: Time To Stop Wallowing And Start Doing with Sheryl Hickerson-Brown and Matt Halloran

Hear Her Roar: Time To Stop Wallowing And Start Doing with Sheryl Hickerson-Brown and Matt Halloran

2022 is the year women take charge. No more wallowing in statistics, it’s time to change the industry. As women together our voices are being  heard. The movement has started. 

Learn why women advisors are shifting from a mindset of scarcity to abundance,  from being territorial to collaborative, from competing to supporting and motivating each other. This is the path to success and a better world, men take note! 

In this episode, Adri talks with Sheryl Hickerson-Brown, Founder and Chief Engagement Officer for Females and Finance, and Matt Halloran, Podcasting Expert, and Co-Founder of ProudMouth, all make a personal commitment that is destined to change the industry. 

Learn what you can do as firms, leaders, advisors, support staff in order to have a huge impact on the women’s market. 

Adri, Sheryl, and Matt discuss: 

  • The financial industry is doing the minimum to support women
  • Why women will rule the financial industry
  • Why now is the time to take BIG steps to make BIG advances
  • What men MUST learn from women
  • And more! 

Connect with Adri Miller-Heckman:

Connect with Sheryl Hickerson-Brown: 

Connect with Matt Halloran:

About Sheryl Hickerson-Brown: Sheryl Hickerson, CEO of Females and Finance, has proudly worked in the financial services profession for 32 years. She is an international speaker, an award-winning diversity advocate in the financial services community, and an award-winning financial services marketer.

About Matt Halloran: Matt got started in the financial services industry 20 years ago as a certified life and business coach. As he became immersed in his client’s biggest needs, he built his knowledge and expertise as a financial branding and social media expert.  More recently, Matt has added podcasting to that list.

Matt’s first book, “The Social Media Handbook for Financial Advisors,” available on Amazon, was a big hit. He’s been leading the social wave in financial services for years – teaching top advisors how to be human in an oftentimes inhuman industry. His second book, “99 Best Ideas”, was an Amazon bestseller filled with marketing ideas.

Matt has served in the Navy, is a trained therapist, been a radio host, and worked as a financial professional in his list of accomplishments. Matt’s breadth of hands-on experience positions him superbly to help financial professionals build the marketing side of their practices.  

Embracing the Opportunity of Flexibility with Lynn Daly

Embracing the Opportunity of Flexibility with Lynn Daly

After being diagnosed with a life-threatening autoimmune disorder at the age of 13, Lynn Daly discovered the importance of embracing flexibility. 

As a female financial advisor, Lynn quickly learned that flexibility is essential to be more effective in your life and workplace.

In this episode, Adri talks to Lynn Daly, CLTC®, CDFA®, founder and owner of Daly & Associates at Focus Financial, about her experience as a female advisor in the financial industry and how her experience with a sudden illness shaped her path. 

Adri and Lynn discuss: 

  • Why Lynn shifted her career path from social work to financial advising 
  • Lynn’s experience with a sudden illness and how it directed her priorities in life 
  • Lynn’s current role at Focus Financial and her decision to focus on women
  • Why female financial advisors need to embrace flexibility in the industry 
  • And more

Connect with Adri Miller-Heckman:

Connect with Lynn Daly: 

About our Guest:  With a passion for helping high net worth women, Lynn R. Daly has provided financial services since 1991. It is this intrinsic desire to serve her clients’ needs that has led to her successes and longevity in this profession, and it continues to motivate her every day. By using a holistic approach to financial planning, her client’s financial goals and concerns are addressed as a component of the health and welfare of the whole person. Approaching everything with the “big picture” in mind allows her clients to retain the proper perspective, always focusing on the client’s long-term goals and future.

As an independent fee-based financial advisor, Lynn enjoys the ability to represent her female clients first and foremost, rather than any company or product. She feels that this independence is vital in providing balanced and sound financial advice. One of her key skills as a financial planner is her ability to discuss complex financial issues with clients in a plain and down-to-earth manner. Her organizational skills further enhance this ability to help her female clients understand and address their financial situation.