Counting On Her WIFS

In this episode of The Counting on Her Podcast, host Amber Stitt interviews Jessica Perez, a powerhouse idea maker in the financial services industry.

Jessica shares her journey from working in title and escrow to finding her passion in financial advising.

She discusses the challenges she faced as a Hispanic woman in a male-dominated field and how she has been working to shake up the antiquated industry norms.

 Amber and Jessica also talk about the importance of supporting and uplifting women in the industry.

Listeners are encouraged to embrace their uniqueness and strive to become the best versions of themselves.

The production of this episode was sponsored by The Arizona Leadership Foundation, our 2023 Counting on Her Podcast Sponsor. Follow them on social media too. 

Thank you for listening!

In this episode of The Counting on Her podcast, host Kelly Sese interviews guest Ramona Maior, an experienced financial advisor.

Ramona discusses her recent career transitions, including becoming an adjunct professor at Grand Canyon University in Arizona and a regional relationship manager at Priority Financial Group.

She emphasizes the importance of networking in landing these positions and shares advice for those new to networking.

Ramona also highlights the significance of being intentional and thoughtful in choosing job opportunities that align with one's values.

Listeners gain insights into the power of building professional relationships and the value of taking time to consider long-term career goals.

The production of this episode was sponsored by The Arizona Leadership Foundation, our 2023 Counting on Her Podcast Sponsor. Follow them on social media too. 

Thank you for listening!

In this episode of The Counting on Her Podcast, host Kelly Sese sits down with mortgage industry expert Juli Doyle to discuss her experience in the reverse mortgage business.

They address common misconceptions about reverse mortgages, such as the fear of losing ownership of one's home, and highlight the benefits of passing on equity rather than the physical property.

They also discuss the current state of the real estate market, emphasizing the importance of local factors and the need for mortgage planning.

Juli shares valuable advice for homebuyers, including the importance of getting fully approved for a mortgage and relying on the expertise of professionals rather than online sources.

The production of this episode was sponsored by The Arizona Leadership Foundation, our 2023 Counting on Her Podcast Sponsor. Follow them on social media too. 

Thank you for listening!

In this episode of The Counting on Her episode, host Kelly Sese interviews Destiny Cover, an insurance agent with Mutual Omaha, about her first year in the insurance business.

Destiny shares her journey of leaving her previous job due to unhappiness and wanting more flexibility.

After taking a career aptitude test, she decided to pursue a degree in finance and ultimately joined the insurance industry.

Destiny's personal experience of losing her mother-in-law without any financial planning inspired her to help others avoid similar situations.

She discusses the importance of starting early with insurance and highlights the supportive onboarding experience and mentorship she received at Mutual Omaha.

The production of this episode was sponsored by The Arizona Leadership Foundation, our 2023 Counting on Her Podcast Sponsor. Follow them on social media too. 

Thank you for listening!

In this episode of The Counting on Her Podcast, host Sue Kuraja interviews Kelly Sese, a corporate recruiter at Mass Mutual. 

Kelly shares her journey into recruiting and how her multicultural background gives her an edge in the industry. They discuss the impact of automation and AI in recruiting, with Kelly emphasizing the importance of a personal touch. 

They also delve into the challenges of hiring women in the insurance and financial services space and the need for inclusive recruiting practices. Kelly highlights the role of supportive leadership and the potential for change in the industry's perception. 

Overall, the episode highlights the importance of diversity and flexibility in the workplace.

The production of this episode was sponsored by The Arizona Leadership Foundation, our 2023 Counting on Her Podcast Sponsor. Follow them on social media too. 

Thank you for listening!

In this episode of The Counting on Her Podcast, host Amber Stitt interviews special guest Diane, who shares her personal journey into the financial services industry.

Diane's experience helping her mother navigate the complexities of Medicare inspired her to become a Medicare specialist.

She discusses the challenges she faced in finding the right plan for her clients and highlights the importance of customizing solutions for individual needs. Diane's story serves as motivation for listeners to explore unique pathways and specialize in their chosen fields.

She also emphasizes the significance of preventive care in planning for a secure future.

The production of this episode was sponsored by The Arizona Leadership Foundation, our 2023 Counting on Her Podcast Sponsor. Follow them on social media too. 

Thank you for listening!