Stepping Outside Your Comfort Zone as a Female Financial Advisor with Michelle Kaufman, CFA, CPWA®



As a woman in the financial industry, you are often forced to step outside your comfort zone and make decisions that you truly know are right for yourself and your clients. 

In this episode, Adri talks to Michelle Kaufman, CFA, CPWA®, Founder of Prioritas Financial Advisors about Michelle’s journey in the financial industry and why she decided to go from working with major companies such as Credit Suisse and Bloomberg to open her independent practice. 

Adri and Michelle discuss: 

  • What drove Michelle to be successful initially when she started her professional journey
  • Michelle’s experience as a woman in high male testosterone environments 
  • How she was able to step out of her comfort zone 
  • Michelle’s experience transitioning from massive firms such as Credit Suisse and Bloomberg to her on independent wealth management firm 
  • How being open-minded and thoughtful played a role in Michelle’s career path
  • And more

Connect with Adri Miller-Heckman:

Connect with Michelle Kaufman, CFA, CPWA®: 

About our Guest:

Michelle Kaufman, CFA, CPWA®’s clients have ambitious goals and lead hectic lives, constantly juggling personal and professional responsibilities that leaves little time for other priorities. The need to make important financial decisions adds to their already full plate creating additional challenges, even for the most successful individuals. Michelle works with the complexity of executive compensation (e.g. restricted stock, stock options, deferred compensation) and classic retirement planning (e.g. 401(k), IRA, Roth, after-tax contributions, pensions).

Michelle simplifies the complex, creating more financial clarity, focus and direction. By building a dynamic partnership with my clients, they are able to focus on what they do best, while she guides them on their path to success.

With nearly a decade and a half experience in finance, Michelle holds the designation of Certified Private Wealth Advisor® (CPWA®), an advanced credential for financial professionals who advise high net worth clients as well as the Chartered Financial Analyst (CFA), the highest distinction in the investment management profession.

 


The Defining Moment for Women Advisors with Catherine M. Magaña



Success as a female advisor is not only about long hours and elbow grease. 

Great success is often a result of a defining moment in our lives—a moment when we choose to go our own way, and begin to carve out our own path, defying industry pressures, because it feels right and is what authenticity is all about

In this episode, Adri speaks to Catherine Magaña, managing partner and CERTIFIED FINANCIAL PLANNER™ professional at WWM Financial about how she fearlessly embraced her authentic self, and transformed her business as an advisor to help both women and men understand their true financial success. 

Adri and Catherine discuss: 

  • The change in a woman’s role in the financial industry 
  • Managing building a business while still following industry protocols 
  • Balancing having a family and running a successful business
  • How the focus shifted for WWM Financial from men to women 
  • Advice Catherine has for other female advisors 
  • And more

Resources:

Connect with Catherine Magaña: 

Connect with Adri Miller-Heckman:

About our Guest: 

Catherine began her financial management career at Smith Barney (now Morgan Stanley Wealth Management) in 1999. She then partnered with Steve Wolff and Cliff Wiese in 2004 while at Smith Barney and now serves as a CERTIFIED FINANCIAL PLANNER (TM) for Wolff Wiese Magaña, dba WWM Financial which she helped found in 2011. Catherine graduated from Cal Poly San Luis Obispo with a bachelor’s degree in business administration. Catherine is active in local community service activities such as Holiday Baskets, Fill the Plate, and Backpacks for Kids. Catherine is well respected among other San Diego business professionals and participates in many organizations. She was awarded “2013 to 2021 Five Star Wealth Manager,” “2016 Carlsbad Chamber Small Business Awards for Women Owned Business,” “2016 Carlsbad Chamber Go Giver Award,” “NCPC Volunteer of the Year for The Carlsbad Charitable Foundation” and was a finalist in the 2016 San Diego Business Journal Women Who Mean Business awards.

She serves as Chairwoman of the Board and Past Chair of the Government Affairs Committee for the Carlsbad Chamber of Commerce, is a Member and the Past Chair of Board of Directors for the Carlsbad Charitable Foundation, is a Board Member and Past President for the Financial Planning Association of San Diego and an Executive Board Member of the Financial Planning Association of California. 

 


A Resource For Women Advisors Everywhere



femXadvisor started with a goal of coaching advisors on marketing to women, but since then it has evolved into so much more, and truly become a necessary resource for female advisors all over the country. 

In this episode, Adri dives into how femXadvisor started, and how it has helped both men and women to truly understand the importance of an empowering female designed business model to best engage female advisors to fearlessly embrace their authentic selves. 

Adri discusses:

  • Her vision when starting the company in 2004
  • What prompted Adri to work with female advisors
  • Difficulties and challenges she faced in her career
  • The types of advisors femXadvisor attracts 
  • The importance of creating a tribal market that works with your company goals 
  • femXadvisor’s “Tiffany Box Process” 
  • And more

Resources:

Connect with Adri Miller-Heckman:

About Adri Miller-Heckman: Adri is a success coach to financial advisors, providing one-on-one coaching, group training programs, developmental workshops and motivational presentations throughout the United States. She is a Senior Executive Financial Services Expert with extensive nationwide experience in business development training, as well as an approved Financial Advisor Coach at Smith Barney, Merrill Lynch, Deutsche Bank, UBS and Bank of America. Formerly a national trainer for Smith Barney then Director of National Sales for Women and Co. (a division of Citigroup), she is also known for her annual “Breaking the Mold” event, her “Thematic Wealth Program,” and her book, Seminars for the Financial Advisor, based on her own experience of building a successful practice.

 


The Start To A Better Women’s Financial Future



The history of women entering the financial industry has always been that they had to adapt their skills and strengths to follow the business model that was designed by men for men. Not anymore. 

In this inaugural episode, Adri Miller-Heckman introduces herself, her business and her vision for success. Adri tells her story on how she became a financial advisor and found her calling, founding the femXadvisor to inspire and empower women to leverage their natural strengths and create a successful practice. 

Adri discusses: 

  • How she got started in the financial industry 
  • Who her clients primarily tend to represent and who she models her methods towards
  • Adri’s unique coaching method unlike any you’ve heard before
  • Her journey as a National Training Officer
  • Her defining moment in life that helped shape her path
  • How to find balance in success 
  • And more

Resources:

Connect with Adri Miller-Heckman:

About Adri Miller-Heckman: Adri is a success coach to financial advisors, providing one-on-one coaching, group training programs, developmental workshops and motivational presentations throughout the United States. She is a Senior Executive Financial Services Expert with extensive nationwide experience in business development training, as well as an approved Financial Advisor Coach at Smith Barney, Merrill Lynch, Deutsche Bank, UBS and Bank of America. Formerly a national trainer for Smith Barney then Director of National Sales for Women and Co. (a division of Citigroup), she is also known for her annual “Breaking the Mold” event, her “Thematic Wealth Program,” and her book, Seminars for the Financial Advisor, based on her own experience of building a successful practice.