Tag Archives: Business Management

A Journey Through Unexpected Change with Susan Washburn

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Sometimes life presents unexpected events that can quickly change the course of your life, forcing you to step back and reevaluate your path forward. What can feel like a crisis can often be a new refreshing path forward.  

Hurricane Katrina forced a series of changes that Susan never saw coming. Losing her home and relocating her family, followed by an unexpected divorce, was a triple whammy. But through it all, she found her path forward to a new life, taking her on an amazing journey.  

Join Adri as she speaks with Susan Washburn, a former femXadvisor client. Together they discuss Susan’s journey to becoming a CFP and Partner in a successful wealth management firm.  

Susan discusses: 

  • How she is able to empower other women through storytelling and asking questions
  • Why she encourages financial advisors to use their own stories to connect with clients
  • How the femXadvisor program helped her gain confidence and be fearlessly authentic 
  • Questions advisors can ask women to empower them in their financial journey.
  • And more

Connect with Adri Miller-Heckman:

About Adri Miller-Heckman: 

Adri Miller-Heckman is a powerful influencer in the world of women. As a former financial advisor and National Training Officer with Smith Barney, she learned firsthand what it takes to succeed as a woman in a male-dominated industry, and it’s not about working longer, harder, or sacrificing more. Adri’s femXadvisor business model provides new solutions, systems, and female-friendly tools fueled by a passion that drives growth.

As a globally recognized speaker, author, and consultant in the financial industry, Adri is highly motivational, challenging her audience to expand their vision of what is possible. Using humor and real-life experiences, Adri eloquently transforms thinking from linear to creative, traditional to innovative, conformers to disruptors, and redesigning long-held industry concepts.

Adri’s book, Keys to the Ladies Room, has empowered thousands of advisors to create a female-friendly business and marketing plan that appeals to women and attracts clients of both genders. Adri’s new podcast, femXadvisor, is quickly becoming a trusted resource for female financial advisors to embrace their authentic selves.

Connect with Susan Washburn: 

About our Guest:

Susan Washburn, CFP®, JD is a Senior Financial Planner at Provise Management Group. Born and raised in New England, Susan ventured south to attend Goucher College in Towson, MD where she graduated with a Bachelor of Arts in English. Four years later she continued her trek south to New Orleans and graduated from Tulane Law School. After graduation, she called New Orleans home until Hurricane Katrina forced her evacuation to drier shores in Vero Beach, FL.

Prior to relocating to the Tampa Bay area and joining ProVise Management Group, LLC, Susan worked for ten years as an Investment Advisor Representative in a family wealth management firm on the east coast of Florida. During that time, she earned her CFP® designation. Susan is also a former femXadvisor and has been coached by Adri.

Susan is the proud mom of two sons: Max and Jake. She has had the privilege of serving as a trustee on several boards including the Herman-Grima and Gallier Historic Houses in New Orleans, Louisiana; St. Edward’s School and the Community Church of Vero Beach. In her spare time, Susan can be found in the yoga or ballet studio.

 

How To Support Your Client Through Her Divorce With Allison Jeffereys

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How to support your client through her divorce. 

In this episode, Adri speaks with Allison Jeffereys, author and life re-creation coach, about how women often feel ashamed and alone when experiencing divorce. Allison shares why divorce is on the rise, how financial advisors can support women during this turbulent life change, and how women are finding success along their divorce journey.

Allison discusses: 

  • How financial advisors can better serve women who are going through a divorce
  • The three most important questions advisors can ask recent or soon-to-be divorcees
  • How advisors who market to women can get their message heard  
  • And more

Resources:

Connect with Adri Miller-Heckman:

About Adri Miller-Heckman: 

Adri Miller-Heckman is a powerful influencer in the world of women. As a former financial advisor and National Training Officer with Smith Barney, she learned firsthand what it takes to succeed as a woman in a male-dominated industry, and it’s not about working longer, harder, or sacrificing more. Adri’s femXadvisor business model provides new solutions, systems, and female-friendly tools fueled by a passion that drives growth.

As a globally recognized speaker, author, and consultant in the financial industry, Adri is highly motivational, challenging her audience to expand their vision of what is possible. Using humor and real-life experiences, Adri eloquently transforms thinking from linear to creative, traditional to innovative, conformers to disruptors, and redesigning long-held industry concepts.

Adri’s book, Keys to the Ladies Room, has empowered thousands of advisors to create a female-friendly business and marketing plan that appeals to women and attracts clients of both genders. Adri’s new podcast, femXadvisor, is quickly becoming a trusted resource for female financial advisors to embrace their authentic selves.

Connect with Allison Jeffereys: 

About our Guest:

Allison Jeffereys is the Author of the Amazon bestselling book “A Woman’s Guide to Surviving Divorce”.  She started her coaching business as a Divorce Coach but views the most important aspect of her coaching as what she calls “Life Re- Creation” coaching.  As a coach, Allison guides women living in the shadow of divorce through the emotional work of becoming whole, re-creating lives that are filled with love, and laughter. 

Allison earned her Degree in Psychology from the College of William and Mary before embarking on a 30+ year corporate career working for multiple Fortune 100 companies, which included Prudential, Merrill Lynch, CitiGroup and Wells Fargo.   

Allison has two grown sons and two grandsons, is an avid horse lover, lives on their 60 acre Horse Ranch in Texas with Jeff, and their 6 horses.

All Growth Stems From Fear with Barbara Huson

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Don’t let fear hold you back. Use it to push forward.

In this episode, Adri speaks with Barbara Huson, bestselling author of Prince Charming Isn’t Coming, financial therapist and wealth coach, about her story of how she leveraged fear to put her life back together in the most extraordinary way. Barbara is a former journalist turned author, who has interviewed hundreds of successful women in order to find the secrets of earning six figures.

Listen as Barbara discusses: 

  • Why women often resist facing their fears
  • How she helps women break free and listen to their own heart and soul
  • What women can do to embrace their value, and carve their own paths
  • And more

Resources:

Connect with Adri Miller-Heckman:

About Adri Miller-Heckman: Adri Miller-Heckman is a powerful influencer in the world of women. As a former financial advisor and National Training Officer with Smith Barney, she learned firsthand what it takes to succeed as a woman in a male-dominated industry, and it’s not about working longer, harder, or sacrificing more. Adri’s femXadvisor business model provides new solutions, systems, and female-friendly tools fueled by a passion that drives growth.

As a globally recognized speaker, author, and consultant in the financial industry, Adri is highly motivational, challenging her audience to expand their vision of what is possible. Using humor and real-life experiences, Adri eloquently transforms thinking from linear to creative, traditional to innovative, conformers to disruptors, and redesigning long-held industry concepts.

Adri’s book, Keys to the Ladies Room, has empowered thousands of advisors to create a female-friendly business and marketing plan that appeals to women and attracts clients of both genders. Adri’s new podcast, femXadvisor, is quickly becoming a trusted resource for female financial advisors to embrace their authentic selves.

Connect with Barbara Huson: 

About Our Guest:

Barbara Huson is a powerful influencer for women in the financial world. She is a wealth coach and financial therapist and is on a mission. She has written five books, starting with Prince Charming Isn’t Coming, a best seller, and has inspired thousands of women to take more ownership of their financial lives.

 

Fighting Your Fears With Robyn Crane

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Success lies just beyond your comfort zone.

Do you let fear get the best of you? (We all do sometimes.)

In this episode, Adri welcomes fellow female advisor coach Robyn Crane to share her story of facing her fears and how that led her along the path of her success. 

Adri and Robyn discuss: 

  • How Robyn needed to make mistakes in order to learn and grow
  • Why women struggle with imposter syndrome
  • The importance of finding your purpose and peeling back the layers to find it
  • And more

Connect with Robyn Crane:

About Our Guest:

Speaker/Trainer and Business Growth Expert, Robyn Crane, CFP is known for hosting the TV show, The Financial G-Spot, Radio show, Let’s Talk Money, and is a 4-Time #1 Best Selling Author. Her blueprint for financial and business success has been featured on ABC, NBC, O, Oprah Magazine, Entrepreneur, Fortune, and the Wall St. Journal.

She is an engaging and in-demand speaker who, after a decade in the financial industry, decided to devote her life to helping female financial professionals grow their businesses and make a bigger impact.

In her latest book, Make More Money, Help More People, Robyn reveals success strategies that helped her go from $500 a year to $500,000 a year in sales in just 2 years… to over $1,000,000 a year in just 5 years.

Connect with Adri Miller-Heckman:

About Adri Miller-Heckman: 

Adri Miller-Heckman is a powerful influencer in the world of women. As a former financial advisor and National Training Officer with Smith Barney, she learned firsthand what it takes to succeed as a woman in a male-dominated industry, and it’s not about working longer, harder, or sacrificing more. Adri’s femXadvisor business model provides new solutions, systems, and female-friendly tools fueled by a passion that drives growth.

As a globally recognized speaker, author, and consultant in the financial industry, Adri is highly motivational, challenging her audience to expand their vision of what is possible. Using humor and real-life experiences, Adri eloquently transforms thinking from linear to creative, traditional to innovative, conformers to disruptors, and redesigning long-held industry concepts.

Adri’s book, Keys to the Ladies Room, has empowered thousands of advisors to create a female-friendly business and marketing plan that appeals to women and attracts clients of both genders. Adri’s new podcast, femXadvisor, is quickly becoming a trusted resource for female financial advisors to embrace their authentic selves.



Becoming Financially Fearless With Barbara Provost

Business, Coaching, Education, Finance, Financial Advisor, Uncategorized, , , , , , , , ,

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Women deserve to be financially fearless.

In this episode, Adri speaks with Barbara Provost, the founder of Purse Strings, about how she helps women learn what they need to know to make the right financial decisions for themselves and their families.

Barbara discusses: 

  • How the old school industry pushed her to strike out on her own
  • What starting her own advisory firm was like and what motivated her to go independent
  • The challenges she faced in financial services
  • What she would change if she could redesign the industry
  • How she avoids death by PowerPoint when educating adults
  • And more

Resources:

Connect with Adri Miller-Heckman:

About Adri Miller-Heckman:

Adri Miller-Heckman is a powerful influencer in the world of women. As a former financial advisor and National Training Officer with Smith Barney, she learned firsthand what it takes to succeed as a woman in a male-dominated industry, and it’s not about working longer, harder, or sacrificing more. Adri’s femXadvisor business model provides new solutions, systems, and female-friendly tools fueled by a passion that drives growth.

As a globally recognized speaker, author, and consultant in the financial industry, Adri is highly motivational, challenging her audience to expand their vision of what is possible. Using humor and real-life experiences, Adri eloquently transforms thinking from linear to creative, traditional to innovative, conformers to disruptors, and redesigning long-held industry concepts.

Adri’s book, Keys to the Ladies Room, has empowered thousands of advisors to create a female-friendly business and marketing plan that appeals to women and attracts clients of both genders. Adri’s new podcast, femXadvisor, is quickly becoming a trusted resource for female financial advisors to embrace their authentic selves.

Connect with Barbara Provost:

About our Guest:

No stranger to hard work and challenges, the Founder of Purse Strings LLC, Dr. Barbara Provost, has leveraged her strong experience, active research, and continuous data-gathering activities to solve a problem. Barbara found that women are consistently overlooked by financial organizations, to the tune of leaving a possible 22 trillion dollars of untapped sales on the table. 

Not only is this buying power being ignored for lack of tailoring to women, but this powerful demographic is also underserved and under-planned for their financial future. With that sole purpose in mind, Barbara leveraged her years of business consulting and expertise in adult learning, which resulted in what financial institutions need to reach and engage women, creating the first empowerment, education, and training tool to earn the vast spending power of the female dollar.

Purse Strings help women become financially fearless by learning what they need to know to make the right financial decisions for themselves and their families. Moreover, Purse Strings provides a cadre of financial professionals who have been trained and vetted to provide the right products and the unique service women want.

 

3 Ways To Be Fearlessly Authentic

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Adri Miller-Heckman has coached thousands of female advisors, and by doing so, she has discovered what it takes for women to achieve the level of success they want.

Are you ready for an inspirational pep talk?! Listen as Adri shares stories and examples of how you can be fearlessly authentic in your professional and personal lives.

In this episode, Adri discusses:

  • How your story should be compelling and truthful
  • Why it’s important to dig deep to be fearlessly authentic
  • What your tribal market is, and how to fearlessly share it
  • And more

Connect with Adri Miller-Heckman:

About Adri Miller-Heckman: Adri Miller-Heckman is a powerful influencer in the world of women. As a former financial advisor and National Training Officer with Smith Barney, she learned firsthand what it takes to succeed as a woman in a male-dominated industry, and it’s not about working longer, harder, or sacrificing more. Adri’s femXadvisor business model provides new solutions, systems, and female-friendly tools fueled by a passion that drives growth.

As a globally recognized speaker, author, and consultant in the financial industry, Adri is highly motivational, challenging her audience to expand their vision of what is possible. Using humor and real-life experiences, Adri eloquently transforms thinking from linear to creative, traditional to innovative, conformers to disruptors, and redesigning long-held industry concepts.

Adri’s book, Keys to the Ladies Room, has empowered thousands of advisors to create a female-friendly business and marketing plan that appeals to women and attracts clients of both genders. Adri’s new podcast, femXadvisor, is quickly becoming a trusted resource for female financial advisors to embrace their authentic selves.

The Leap from Healthcare to Financial Services with Jill Minette

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Changing a career to enter into financial services can be exciting and nerve-wracking – Transforming your message and focus as a financial advisor can be just as scary, you know you want to do it, need to do it, but change is tough. 

For Jill Minette LLC, one negative experience was all it took for her to take the leap from a 17-year career in healthcare into the world of financial services. This wasn’t her last leap of faith; eventually, she changed her focus as a financial advisor to support her passion, and her business took off. 

Join host Adri Miller-Heckman as she chats with Jill about the fateful day that changed her career path, to being a single mom in a male-dominated industry, and how sometimes you must stop listening to what other people tell you and make your own decisions.

Listen in as Adri and Jill discuss: 

  • How moments of “what the hell am I doing?” can recharge your focus
  • Why speaking from your heart is so important
  • How working with Adri helped Jill flourish as a female financial planner
  • Why surrounding yourself with a like-minded, dedicated team can make all the difference
  • And more

Resources:

Connect with Adri Miller-Heckman:

Connect with Jill Minette: 

About our Guest:

Jill Minette: As a Financial Professional with Prudential, Jill can help you with many of the financial questions you have – from evaluating insurance needs to helping you prepare for college costs or meeting your retirement goals. Her promise: to work tirelessly to help you achieve your goals. At Prudential, they are dedicated to building and maintaining close relationships with customers– relationships founded on trust, respect and integrity. No matter what stage of life you find yourself in, Jill can help you find solutions to your financial challenges. So whether you’re ‘Just Starting Out,’ ‘Settling into Retirement,’ or somewhere in between, you can discuss your current financial situation, goals and challenges – and together they can help you meet your challenges.



How to Build a Female-Forward Firm with Rich Marooney

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Men are penguins, and women are peacocks. And no matter how hard they try to be like the other, they can’t because they are different. 

Men and women require different things to be the best versions of themselves, which is why businesses are flocking to Adri for coaching. 

In this episode, Rich Marooney, femXadvisor client and managing director of The Greater New England Financial Group, joins Adri to discuss how implementing the femXmodel within his firm has not only surprised him, but has provided more referrals, and has his team feeling empowered.

Listen in to hear Adri and Rich discuss: 

  • How Adri’s book “Keys to the Ladies’ Room” inspired change within Rich’s firm
  • The importance of creating a warm and inviting environment within your office space
  • Why some firms are missing out by not having women on their team
  • How female-forward thinking can empower both men and women
  • And more

Resources:

Connect with Adri Miller-Heckman:

Connect with Rich Marooney: 

About our Guest:

As Managing Director of theGreater New England Financial Group, Richard Marooney is actively involved in the local community and interested in networking with other like-minded business professionals. His top priority is growing his organization to be able to best serve the needs of the community where he lives and works. He is proud to lead an organization that has been helping clients tackle their biggest financial challenges for nearly 140 years. 



Taking Back Control with Midori Verity

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Facing your fears is scary, but it can also be motivating.

In this episode, Midori Verity, CEO of Fuel to Fire, shares how she took control of her life after suffering from exhaustion and depression. She now helps other female entrepreneurs tackle their fears and prioritize their goals by providing a community that focuses on accountability, core values, and empowerment.

Together, Adri and Midori discuss: 

  • Why being uncomfortable can lead to personal and professional growth 
  • How, with the right mindset, past traumatic events can propel you forward 
  • What neuroplasticity is and how it changed Midori’s life
  • And more

Connect with Midori Verity: 

Connect with Adri Miller-Heckman:

About our Guest:

Midori is a serial entrepreneur with three decades of vetted experience, she knows what it takes to start, grow, and rapidly scale a business with ease. Plus, as a mom, she knows the added responsibilities of being both a successful business owner and a parent.

Whether consulting with startups or Fortune 500 Silicon Valley giants, Midori’s unique approach unlocks the potential in every entrepreneur she coaches. Midori is also a highly sought-after public speaker and the CEO of Fuel to Fire Entrepreneur Accountability Groups.



Why YOU Should Be Your Top Priority with Kristen Higgins

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In order to give your family, friends, and clients your best – you must become your best self.

So how do you unleash your innermost badass self?

Kristen Higgins shares her journey from childhood to volunteering in Africa to where she is today, turning down clients to serve her better self, in our recent episode. We talk about the importance of putting yourself first and the benefits it can have on your life.

Adri and Kristen discuss: 

  • How Kristen’s experience in Africa guided her to the path of success she’s on today
  • The Penguin Approach and how it can hold you back from making necessary changes
  • And more

Connect with Adri Miller-Heckman:

Connect with Kristen: 

About our Guest:

Kristen Higgins grew up in a small suburban community in Georgia.  She longed to travel the world and studied International Affairs and French at the University of Georgia.  After volunteering in Africa, she ended up studying public policy for her master’s degree in Washington, DC.  Seven years of working behind a computer doing research left an empty void.  She moved back to Georgia to pursue a career as a financial advisor, following in her father’s footsteps.  She now works full-time as an advisor, has two little ones at home, cooks when she can, and doesn’t miss a UGA football game.