Tag: Women-focused

Breaking Barriers: Wealth Building For Women with Susan Washburn

Breaking Barriers: Wealth Building For Women with Susan Washburn

How can women financial advisors embrace their strengths and challenge the status quo?

One way is with Adri’s Savvy Women Seminar.

Adri Miller-Heckman brings Susan Washburn, a Senior Financial Planner at ProVise Management Group, back onto the show today to talk about how she’s done just that – overcome personal challenges to establish her focus on women with a purpose. Susan walks us through the process of arranging and hosting her Savvy Women Invest on Purpose Seminar to engage potential clients. She emphasizes the importance of in-person events, clear communication, understanding women’s unique financial challenges, and overcoming your fears.

Susan discusses: 

  • Her journey in the financial industry, including how she overcame personal challenges
  • How she overcame her fear of the unknown and became fearless
  • What made her Savvy Women Invest on Purpose Seminar successful
  • The benefits of hosting in-person events over virtual events
  • Why having a compelling message and genuine story to share with potential clients is essential
  • 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 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.