66 episodes

This podcast explores how we can work together to break down internal barriers, create programs around diversity and inclusion and build a pathway for women to succeed in financial service. This podcast gives us a rare insider view to the executives of this industry who are forging the way by taking action or supporting programs within their organization to make change a reality.

Her Success Matters InvestmentNews

    • Business
    • 4.4 • 9 Ratings

This podcast explores how we can work together to break down internal barriers, create programs around diversity and inclusion and build a pathway for women to succeed in financial service. This podcast gives us a rare insider view to the executives of this industry who are forging the way by taking action or supporting programs within their organization to make change a reality.

    Empathetic leadership with Elizabeth Koehler

    Empathetic leadership with Elizabeth Koehler

    In this episode, Christine sits down with Elizabeth Koehler, head of the advisor insights team at BlackRock, the world’s largest asset management firm guiding individuals, financial professionals and institutions in building better financial futures. The theme of the episode is exceptional leadership and what it takes to get there. Specifically, the conversation highlights the sheer importance of women helping other women and a reminder to lead with empathy and compassion. Elizabeth (Liz) Koehler leads by example in the workplace at BlackRock, promoting women to, “take the stage” and own their voice, as well as being a mentor and sponsor to many. Liz is vehemently working toward a diverse and equitable financial services industry by exuding authenticity and embodying integrity. Tune in to this episode to hear Liz’s life hacks, tips and tricks, and how she juggles it all.

    • 31 min
    Planning your financial future with Jessica Tuman

    Planning your financial future with Jessica Tuman

    In this episode, Christine speaks with Jessica Tuman, senior executive at Voya Financial and head of Voya Cares, about the impacts of the caregiving industry and the increased importance of financial planning since the pandemic. Voya Financial helps Americans plan, invest and protect their savings with a goal of becoming "America’s Retirement Company" while being equally committed to conducting business in a way that is socially, environmentally, economically and ethically responsible.

    Jessica leads the Voya Cares Center of Excellence, which serves the special needs community — including those living with disabilities and special needs and their caregivers — offering access to tailored financial wellness and retirement planning solutions. Jessica brings over 20 years of experience in investment management strategy and solutions, and she is passionate and committed toward helping employees create a more diverse, inclusive and supportive environment for employees with disabilities and their caregivers.  

    • 28 min
    Choosing risk with Kris Chester

    Choosing risk with Kris Chester

    In this episode, Christine speaks with Kris Chester, executive vice president and chief operating officer of Kestra Financial. Kestra has a focused approach to serving financial professionals and their clients, and Kris is responsible for ensuring that Kestra offers advisers the latest technology and highest-quality service while overseeing the continued simplification and streamlining of business processing. This episode is all about the importance of choosing risk, and Kris brings a unique perspective to the table as a working mother who has had to make choices and take risks along the way while valuing flexible leadership and a healthy work/life balance.

    • 29 min
    Investing in yourself with Meghan McCartan and Leah Jones

    Investing in yourself with Meghan McCartan and Leah Jones

    In this episode, Christine speaks with Meghan McCartan and Leah Jones about the importance of self-investment, and specifically about investing in financial literacy at a young age. Meghan McCartan is managing director and head of marketing at Hightower Advisors, and Leah Jones is director of financial planning at Hightower Bethesda. Hightower Advisors understands that wealth is about more than money, it’s about freedom, security, legacy and balance. It’s the ability to create your own unique story, for your business and for your clients. Both of our guests bring a unique perspective and not only embody this vision in their careers, but have seen the impact of living it out in their day-to-day lives, passing along the importance of financial literacy through education to their own children and colleagues.

    • 35 min
    Finding your purpose with Natalie Wolfsen

    Finding your purpose with Natalie Wolfsen

    In this episode, Christine speaks with Natalie Wolfsen, chief executive officer at AssetMark, for a discussion surrounding purpose and how women can create meaning in their work while reaching for top C-suite positions. Natalie leads the strategic vision for the firm, which encompasses its platform of curated investment and technology solutions, business consulting and operations support, and strategic acquisitions that serve the best interests of financial advisers and their investors. AssetMark is one of the largest fintech companies in the industry, leveraging technology to fuel its mission to help financial advisers make a difference in the lives of their clients.

    • 28 min
    Betting on yourself with Fizza Khan

    Betting on yourself with Fizza Khan

    In this episode, Christine speaks with Fizza Khan, Founder and CEO of Silver, about the importance of betting on yourself. A pioneer in providing outsourced compliance services to investment firms, Fizza is an expert on regulations governing investment advisers, broker-dealers, and registered and private funds. Silver is a firm that provides regulatory compliance, ESG and due diligence advisory services to the investment management industry. Fizza founded Silver in 2018 so she could align her purpose and profession. 

    • 32 min

Customer Reviews

4.4 out of 5
9 Ratings

9 Ratings

hhirt ,

Great podcast for female advisors

This is an inspiring show supporting female advisors and inviting others to join our journey. Way to go!

lindseycarolyn ,

Great for all advisors to listen!

I love this podcast because it brings together rock star women and their unique stories to allow the listener to find ways to enhance the financial services industry.

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