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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.
- 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:
- Facebook: femXadvisor
- Twitter: femXadvisor
- YouTube: femXadvisor
- LinkedIn: femXadvisor
- LinkedIn: Adri Miller-Heckman
- Schedule a Strategy Session
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.