Thrivefecta

BMO Women & Wealth
Thrivefecta

Thrivefecta is a limited audio series from BMO Wealth Management, celebrating Women’s History Month. Each episode is a triple-threat of insight from women thriving in business, finance, and life.

  1. Dr. Joanna Slusky, Entrepreneur and Integrative Medical Optometrist

    29 THG 3

    Dr. Joanna Slusky, Entrepreneur and Integrative Medical Optometrist

    Dr. Joanna Slusky is an entrepreneur and an integrative medical optometrist with nearly twenty years of experience. She attended Northwestern University, and graduated Magna Cum Laude from the Illinois College of Optometry. In addition to providing comprehensive eye exams, Dr. Slusky is a dry eye expert, contact lens and myopia control specialist who prefers a holistic approach to eyecare. She lives and works in Chicago. Learn more about Dr. Joanna Slusky's practice at https://www.chicagoeyedr.com/ The Thrivefecta podcast is part of our celebration of Women’s History Month. Visit ⁠https://uswealth.bmo.com/insights/thrivefecta-podcast-listen-insights-women-thriving-business-finance-and-life/ for the full list of episodes. Find the feed on ⁠Spotify⁠, ⁠Apple Podcasts⁠, ⁠YouTube⁠, or search for BMO Thrivefecta on your favorite podcast listening app. Contact BMO Wealth Management through our website at ⁠uswealth.bmo.com⁠. Thrivefecta was produced by Evan MacDonald, Jessica Theodore, and Alexa Jarvors. Music by Scorewizards, Snoiscope and Evan MacDonald. DeDe Cordell is our Host. Disclosure “BMO Wealth Management” is a brand delivering investment management services, trust, deposit and loan products and services through BMO Harris Bank N.A., a national bank with trust powers; family office services and investment advisory services through BMO Family Office, LLC, an SEC-registered investment adviser; investment advisory services through Stoker Ostler Wealth Advisors, Inc., an SEC-registered investment adviser; digital investment advisory and financial planning services through BMO Direct Invest Inc., an SEC-registered investment adviser; and trust and investment management services through BMO Delaware Trust Company, a Delaware limited purpose trust company.  “BMO Family Office” is a brand name that refers to BMO Harris Bank N.A., BMO Family Office, LLC, and BMO Delaware Trust Company. The BMO Family Office brand provides family office, investment advisory, investment management, trust, banking, deposit and loan products and services. These entities are all affiliates and owned by BMO Financial Corp., a wholly-owned subsidiary of the Bank of Montreal.  BMO Delaware Trust Company does not offer depository, financing or other banking products, and is not FDIC insured.  You must be an existing customer of BMO Harris Bank N.A. and enrolled in BMO Digital Banking to qualify for services from BMO Direct Invest Inc.  Not all products and services are available in every state and/or location. Family Office Services are not fiduciary services and are not subject to the Investment Advisers Act of 1940 or the rules promulgated thereunder. Investment products and services:  ARE NOT A DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE. Capital Advisory Services are offered by a division of BMO Harris Bank N.A.

    8 phút
  2. Jennifer Risher, Author, Speaker, Philanthropist, Investor

    28 THG 3

    Jennifer Risher, Author, Speaker, Philanthropist, Investor

    Jennifer Risher is an author, speaker, philanthropist, and investor. She’s on a mission is to move money out of the taboo category and has written a book that that end called "We Need to Talk: A Memoir About Wealth" and its purpose is to help start much-needed conversations about the sometimes touchy subject of money. Jennifer is on the board of Women Moving Millions and is a member of Women Donors Network and Solidaire. She lives in San Francisco with her husband David Risher, who is the CEO of Lyft. You can get your own copy of Jennifer’s book on Amazon, just search for "We Need to Talk: A Memoir About Wealth” or you find more info at her website http://JenniferRisher.com/. Also check out http://halfmydaf.com/. In 2020, Jennifer launched #HalfMyDAF with her husband, David and together, they have contributed millions in matching funds, rallied donors and nonprofits, and created a community that has moved $50 million to nonprofits. The Thrivefecta podcast is part of our celebration of Women’s History Month. Visit ⁠https://uswealth.bmo.com/insights/thrivefecta-podcast-listen-insights-women-thriving-business-finance-and-life/ for the full list of episodes. Find the feed on ⁠Spotify⁠, ⁠Apple Podcasts⁠, ⁠YouTube⁠, or search for BMO Thrivefecta on your favorite podcast listening app. Contact BMO Wealth Management through our website at ⁠uswealth.bmo.com⁠. Thrivefecta was produced by Evan MacDonald, Jessica Theodore, and Alexa Jarvors. Music by Scorewizards, Snoiscope and Evan MacDonald. DeDe Cordell is our Host. Disclosure “BMO Wealth Management” is a brand delivering investment management services, trust, deposit and loan products and services through BMO Harris Bank N.A., a national bank with trust powers; family office services and investment advisory services through BMO Family Office, LLC, an SEC-registered investment adviser; investment advisory services through Stoker Ostler Wealth Advisors, Inc., an SEC-registered investment adviser; digital investment advisory and financial planning services through BMO Direct Invest Inc., an SEC-registered investment adviser; and trust and investment management services through BMO Delaware Trust Company, a Delaware limited purpose trust company.  “BMO Family Office” is a brand name that refers to BMO Harris Bank N.A., BMO Family Office, LLC, and BMO Delaware Trust Company. The BMO Family Office brand provides family office, investment advisory, investment management, trust, banking, deposit and loan products and services. These entities are all affiliates and owned by BMO Financial Corp., a wholly-owned subsidiary of the Bank of Montreal.  BMO Delaware Trust Company does not offer depository, financing or other banking products, and is not FDIC insured.  You must be an existing customer of BMO Harris Bank N.A. and enrolled in BMO Digital Banking to qualify for services from BMO Direct Invest Inc.  Not all products and services are available in every state and/or location. Family Office Services are not fiduciary services and are not subject to the Investment Advisers Act of 1940 or the rules promulgated thereunder. Investment products and services:  ARE NOT A DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE. Capital Advisory Services are offered by a division of BMO Harris Bank N.A.

    9 phút
  3. Anita Adams, CEO of Black Bear Diner

    25 THG 3

    Anita Adams, CEO of Black Bear Diner

    Anita Adams is the Chief Executive Officer of Black Bear Diner. She has over 30 years of experience, half of which has been at the executive level. Among her notable achievements is the leading of her organization through the Pandemic, no small feat, just months after taking her post as Black Bear Diner’s CEO. And she did it without a single closure. Anita was named as one of the 50 most Influential Women in Foodservice by Nation's Restaurant News. The Thrivefecta podcast is part of our celebration of Women’s History Month. Visit ⁠https://uswealth.bmo.com/insights/thrivefecta-podcast-listen-insights-women-thriving-business-finance-and-life/ for the full list of episodes. Find the feed on ⁠Spotify⁠, ⁠Apple Podcasts⁠, ⁠YouTube⁠, or search for BMO Thrivefecta on your favorite podcast listening app. Contact BMO Wealth Management through our website at ⁠uswealth.bmo.com⁠. Thrivefecta was produced by Evan MacDonald, Jessica Theodore, and Alexa Jarvors. Music by Scorewizards, Snoiscope and Evan MacDonald. DeDe Cordell is our Host. Disclosure “BMO Wealth Management” is a brand delivering investment management services, trust, deposit and loan products and services through BMO Harris Bank N.A., a national bank with trust powers; family office services and investment advisory services through BMO Family Office, LLC, an SEC-registered investment adviser; investment advisory services through Stoker Ostler Wealth Advisors, Inc., an SEC-registered investment adviser; digital investment advisory and financial planning services through BMO Direct Invest Inc., an SEC-registered investment adviser; and trust and investment management services through BMO Delaware Trust Company, a Delaware limited purpose trust company.  “BMO Family Office” is a brand name that refers to BMO Harris Bank N.A., BMO Family Office, LLC, and BMO Delaware Trust Company. The BMO Family Office brand provides family office, investment advisory, investment management, trust, banking, deposit and loan products and services. These entities are all affiliates and owned by BMO Financial Corp., a wholly-owned subsidiary of the Bank of Montreal.  BMO Delaware Trust Company does not offer depository, financing or other banking products, and is not FDIC insured.  You must be an existing customer of BMO Harris Bank N.A. and enrolled in BMO Digital Banking to qualify for services from BMO Direct Invest Inc.  Not all products and services are available in every state and/or location. Family Office Services are not fiduciary services and are not subject to the Investment Advisers Act of 1940 or the rules promulgated thereunder. Investment products and services:  ARE NOT A DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE. Capital Advisory Services are offered by a division of BMO Harris Bank N.A.

    10 phút
  4. Laura Smith Biswas, Co-Founder & Managing Principal at Cadence Communications & Research

    20 THG 3

    Laura Smith Biswas, Co-Founder & Managing Principal at Cadence Communications & Research

    Laura Smith Biswas is a co-founder and the Managing Principal at Cadence Communications and Research, a firm which services the health care industry specifically. Laura has an unusual background crossing the traditional and nontraditional, with an MBA from Yale University, MSS Economics and MA in Spiritual Psychology, and additional training in plant medicine, health education, and grief recovery. The Thrivefecta podcast is part of our celebration of Women’s History Month. Visit ⁠https://uswealth.bmo.com/insights/thrivefecta-podcast-listen-insights-women-thriving-business-finance-and-life/ for the full list of episodes. Find the feed on ⁠Spotify⁠, ⁠Apple Podcasts⁠, ⁠YouTube⁠, or search for BMO Thrivefecta on your favorite podcast listening app. Contact BMO Wealth Management through our website at ⁠uswealth.bmo.com⁠. Thrivefecta was produced by Evan MacDonald, Jessica Theodore, and Alexa Jarvors. Music by Scorewizards, Snoiscope and Evan MacDonald. DeDe Cordell is our Host. Disclosure “BMO Wealth Management” is a brand delivering investment management services, trust, deposit and loan products and services through BMO Harris Bank N.A., a national bank with trust powers; family office services and investment advisory services through BMO Family Office, LLC, an SEC-registered investment adviser; investment advisory services through Stoker Ostler Wealth Advisors, Inc., an SEC-registered investment adviser; digital investment advisory and financial planning services through BMO Direct Invest Inc., an SEC-registered investment adviser; and trust and investment management services through BMO Delaware Trust Company, a Delaware limited purpose trust company.  “BMO Family Office” is a brand name that refers to BMO Harris Bank N.A., BMO Family Office, LLC, and BMO Delaware Trust Company. The BMO Family Office brand provides family office, investment advisory, investment management, trust, banking, deposit and loan products and services. These entities are all affiliates and owned by BMO Financial Corp., a wholly-owned subsidiary of the Bank of Montreal.  BMO Delaware Trust Company does not offer depository, financing or other banking products, and is not FDIC insured.  You must be an existing customer of BMO Harris Bank N.A. and enrolled in BMO Digital Banking to qualify for services from BMO Direct Invest Inc.  Not all products and services are available in every state and/or location. Family Office Services are not fiduciary services and are not subject to the Investment Advisers Act of 1940 or the rules promulgated thereunder. Investment products and services:  ARE NOT A DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE. Capital Advisory Services are offered by a division of BMO Harris Bank N.A.

    10 phút
  5. Rona Borre, Serial Entrepreneur and CEO of Instant Alliance

    18 THG 3

    Rona Borre, Serial Entrepreneur and CEO of Instant Alliance

    Rona Borre is a serial entrepreneur and is currently the CEO of Instant Alliance. She’s been a leader in the human capital industry for over two decades. Rona actively contributes to the Economic Club of Chicago, the Young Presidents Organization, and The Chicago Network. Her commentary on talent markets and industry trends has been featured in Crain’s Chicago, CNBC, CNN, and USA Today. She’s a mother of three. For more about Rona Borre's work, check out her firms website at https://www.instantalliance.com/ The Thrivefecta podcast is part of our celebration of Women’s History Month. Visit ⁠https://uswealth.bmo.com/insights/thrivefecta-podcast-listen-insights-women-thriving-business-finance-and-life/ for the full list of episodes. Find the feed on ⁠Spotify⁠, ⁠Apple Podcasts⁠, ⁠YouTube⁠, or search for BMO Thrivefecta on your favorite podcast listening app. Contact BMO Wealth Management through our website at ⁠uswealth.bmo.com⁠. Thrivefecta was produced by Evan MacDonald, Jessica Theodore, and Alexa Jarvors. Music by Scorewizards, Snoiscope and Evan MacDonald. DeDe Cordell is our Host. Disclosure “BMO Wealth Management” is a brand delivering investment management services, trust, deposit and loan products and services through BMO Harris Bank N.A., a national bank with trust powers; family office services and investment advisory services through BMO Family Office, LLC, an SEC-registered investment adviser; investment advisory services through Stoker Ostler Wealth Advisors, Inc., an SEC-registered investment adviser; digital investment advisory and financial planning services through BMO Direct Invest Inc., an SEC-registered investment adviser; and trust and investment management services through BMO Delaware Trust Company, a Delaware limited purpose trust company.  “BMO Family Office” is a brand name that refers to BMO Harris Bank N.A., BMO Family Office, LLC, and BMO Delaware Trust Company. The BMO Family Office brand provides family office, investment advisory, investment management, trust, banking, deposit and loan products and services. These entities are all affiliates and owned by BMO Financial Corp., a wholly-owned subsidiary of the Bank of Montreal.  BMO Delaware Trust Company does not offer depository, financing or other banking products, and is not FDIC insured.  You must be an existing customer of BMO Harris Bank N.A. and enrolled in BMO Digital Banking to qualify for services from BMO Direct Invest Inc.  Not all products and services are available in every state and/or location. Family Office Services are not fiduciary services and are not subject to the Investment Advisers Act of 1940 or the rules promulgated thereunder. Investment products and services:  ARE NOT A DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE. Capital Advisory Services are offered by a division of BMO Harris Bank N.A.

    7 phút
  6. Sissie Roberts Shank, President and CEO of Chas Roberts Air Conditioning

    15 THG 3

    Sissie Roberts Shank, President and CEO of Chas Roberts Air Conditioning

    Sissie Roberts Shank is the CEO of Chaz Roberts air conditioning, a family owned business that's been operating for over 80 years and is now employing its 4th generation of family members. Sissie has been the President and CEO of Chas Roberts for over 23 years. She has earned many awards for her leadership including CEO of the Year from Arizona Corporate Excellence. She also serves on the boards of Knight-Swift and U-Haul. The Thrivefecta podcast is part of our celebration of Women’s History Month. Visit ⁠https://uswealth.bmo.com/insights/thrivefecta-podcast-listen-insights-women-thriving-business-finance-and-life/ for the full list of episodes. Find the feed on ⁠Spotify⁠, ⁠Apple Podcasts⁠, ⁠YouTube⁠, or search for BMO Thrivefecta on your favorite podcast listening app. Contact BMO Wealth Management through our website at ⁠uswealth.bmo.com⁠. Thrivefecta was produced by Evan MacDonald, Jessica Theodore, and Alexa Jarvors. Music by Scorewizards, Snoiscope and Evan MacDonald. DeDe Cordell is our Host. Disclosure “BMO Wealth Management” is a brand delivering investment management services, trust, deposit and loan products and services through BMO Harris Bank N.A., a national bank with trust powers; family office services and investment advisory services through BMO Family Office, LLC, an SEC-registered investment adviser; investment advisory services through Stoker Ostler Wealth Advisors, Inc., an SEC-registered investment adviser; digital investment advisory and financial planning services through BMO Direct Invest Inc., an SEC-registered investment adviser; and trust and investment management services through BMO Delaware Trust Company, a Delaware limited purpose trust company.  “BMO Family Office” is a brand name that refers to BMO Harris Bank N.A., BMO Family Office, LLC, and BMO Delaware Trust Company. The BMO Family Office brand provides family office, investment advisory, investment management, trust, banking, deposit and loan products and services. These entities are all affiliates and owned by BMO Financial Corp., a wholly-owned subsidiary of the Bank of Montreal.  BMO Delaware Trust Company does not offer depository, financing or other banking products, and is not FDIC insured.  You must be an existing customer of BMO Harris Bank N.A. and enrolled in BMO Digital Banking to qualify for services from BMO Direct Invest Inc.  Not all products and services are available in every state and/or location. Family Office Services are not fiduciary services and are not subject to the Investment Advisers Act of 1940 or the rules promulgated thereunder. Investment products and services:  ARE NOT A DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE. Capital Advisory Services are offered by a division of BMO Harris Bank N.A

    7 phút
  7. Michelle Howland, CEO and Owner at Blue Steel Security Services

    13 THG 3

    Michelle Howland, CEO and Owner at Blue Steel Security Services

    Michelle Howland is the CEO and founder of Blue Steel Security Services in Pheonix Arizona. Michelle started her career in the multifamily housing industry and after climbing the ranks, she worked to become the owner of her own business in 2012. Her company, Blue Steel, provides security services for multifamily housing units and more. The Thrivefecta podcast is part of our celebration of Women’s History Month. Visit ⁠https://uswealth.bmo.com/insights/thrivefecta-podcast-listen-insights-women-thriving-business-finance-and-life/ for the full list of episodes. Find the feed on ⁠Spotify⁠, ⁠Apple Podcasts⁠, ⁠YouTube⁠, or search for BMO Thrivefecta on your favorite podcast listening app. Contact BMO Wealth Management through our website at ⁠uswealth.bmo.com⁠. Thrivefecta was produced by Evan MacDonald, Jessica Theodore, and Alexa Jarvors. Music by Scorewizards, Snoiscope and Evan MacDonald. DeDe Cordell is our Host. Disclosure “BMO Wealth Management” is a brand delivering investment management services, trust, deposit and loan products and services through BMO Harris Bank N.A., a national bank with trust powers; family office services and investment advisory services through BMO Family Office, LLC, an SEC-registered investment adviser; investment advisory services through Stoker Ostler Wealth Advisors, Inc., an SEC-registered investment adviser; digital investment advisory and financial planning services through BMO Direct Invest Inc., an SEC-registered investment adviser; and trust and investment management services through BMO Delaware Trust Company, a Delaware limited purpose trust company.  “BMO Family Office” is a brand name that refers to BMO Harris Bank N.A., BMO Family Office, LLC, and BMO Delaware Trust Company. The BMO Family Office brand provides family office, investment advisory, investment management, trust, banking, deposit and loan products and services. These entities are all affiliates and owned by BMO Financial Corp., a wholly-owned subsidiary of the Bank of Montreal.  BMO Delaware Trust Company does not offer depository, financing or other banking products, and is not FDIC insured.  You must be an existing customer of BMO Harris Bank N.A. and enrolled in BMO Digital Banking to qualify for services from BMO Direct Invest Inc.  Not all products and services are available in every state and/or location. Family Office Services are not fiduciary services and are not subject to the Investment Advisers Act of 1940 or the rules promulgated thereunder. Investment products and services:  ARE NOT A DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE. Capital Advisory Services are offered by a division of BMO Harris Bank N.A

    9 phút
  8. Erin England, Finance lawyer and CEO and founder of Diaper Concierge

    11 THG 3

    Erin England, Finance lawyer and CEO and founder of Diaper Concierge

    Erin England is a mom, attorney, and small business owner. She has spent nearly 20 years in finance, including time in banking and as a partner at some of the world's largest law firms. Erin is a Dallas Business Journal 40 Under 40 honoree, and has been recognized by regional and national publications as a Best Lawyer in Dallas and a Best Lawyer in America. In addition to her Day Job, Erin is the Founder and CEO of Diaper Concierge, a certified woman-owned small business that installs diaper vending machines in public restrooms, specifically in places like airports, stadiums, and amusement parks across Texas. Soon in markets nationwide. The Thrivefecta podcast is part of our celebration of Women’s History Month. Visit ⁠https://uswealth.bmo.com/insights/thrivefecta-podcast-listen-insights-women-thriving-business-finance-and-life/ for the full list of episodes. Find the feed on ⁠Spotify⁠, ⁠Apple Podcasts⁠, ⁠YouTube⁠, or search for BMO Thrivefecta on your favorite podcast listening app. Contact BMO Wealth Management through our website at ⁠uswealth.bmo.com⁠. Thrivefecta was produced by Evan MacDonald, Jessica Theodore, and Alexa Jarvors. Music by Scorewizards, Snoiscope and Evan MacDonald. DeDe Cordell is our Host. Disclosure “BMO Wealth Management” is a brand delivering investment management services, trust, deposit and loan products and services through BMO Harris Bank N.A., a national bank with trust powers; family office services and investment advisory services through BMO Family Office, LLC, an SEC-registered investment adviser; investment advisory services through Stoker Ostler Wealth Advisors, Inc., an SEC-registered investment adviser; digital investment advisory and financial planning services through BMO Direct Invest Inc., an SEC-registered investment adviser; and trust and investment management services through BMO Delaware Trust Company, a Delaware limited purpose trust company.  “BMO Family Office” is a brand name that refers to BMO Harris Bank N.A., BMO Family Office, LLC, and BMO Delaware Trust Company. The BMO Family Office brand provides family office, investment advisory, investment management, trust, banking, deposit and loan products and services. These entities are all affiliates and owned by BMO Financial Corp., a wholly-owned subsidiary of the Bank of Montreal.  BMO Delaware Trust Company does not offer depository, financing or other banking products, and is not FDIC insured.  You must be an existing customer of BMO Harris Bank N.A. and enrolled in BMO Digital Banking to qualify for services from BMO Direct Invest Inc.  Not all products and services are available in every state and/or location. Family Office Services are not fiduciary services and are not subject to the Investment Advisers Act of 1940 or the rules promulgated thereunder. Investment products and services:  ARE NOT A DEPOSIT – NOT INSURED BY THE FDIC OR ANY FEDERAL GOVERNMENT AGENCY – NOT GUARANTEED BY ANY BANK – MAY LOSE VALUE. Capital Advisory Services are offered by a division of BMO Harris Bank N.A

    10 phút

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Thrivefecta is a limited audio series from BMO Wealth Management, celebrating Women’s History Month. Each episode is a triple-threat of insight from women thriving in business, finance, and life.

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