Her Life, Her Practice, Her Way

Tara Conti Bansal
  • 5.0 (4)
  • Entrepreneurship
  • Series

The "Her Life, Her Practice, Her Way" podcast—was created for female financial advisors who want more than just success on paper. It’s for those of us who care deeply about our clients, our families, and ourselves, and who are looking for real connection, support, and inspiration as we navigate the complexities of life and work. What You’ll Find Here: Stories of women building financial advisory practices on their own terms Honest conversations about challenges, growth, and fulfillment Practical insights from women who are redefining success A supportive community of like-minded, exceptional female advisors I believe that we do our best work—and live our best lives—when we honor our values, trust our instincts, and leverage our unique strengths. This is a space where we can explore what that looks like together. Whether you’re new to the profession, evolving your practice, or simply seeking a little more ease and joy in your day-to-day, you’re so welcome here. Let’s build something meaningful—together. 👉 Join the Community by subscribing on the podcast website: www.herlifeherpracticeherway.com 👉 Learn More About Coaching by contacting Tara on the Contact page of www.herlifeherpracticeherway.com

  1. Episode 1

    Money Is a Mirror: Slowing Down, Trusting Yourself, and Finding Genuine Joy with Liz Hand

    What can the way we earn, save, spend, and hold money reveal about ourselves? In this season-opening episode, Tara talks with financial planner, coach, and author Liz Hand about her new book, Money Is a Mirror. Liz introduces us to “The Responsible Ones”—the dependable, conscientious people who take care of everyone around them, often without stopping to consider what they really need or want. Together, Tara and Liz explore: How responsibility can turn into overperformingWhy slowing down can help us hear ourselves more clearlyWhat it means to experience genuine joyHow intuition can guide our financial and life decisionsWhy financial freedom is not always about having more moneyThe value of creating more spaciousness in our livesSmall experiments that can help us make choices from trust rather than fear This thoughtful conversation invites us to consider not only what our money reveals about us, but also what might become possible if we gave ourselves permission to want something more.

  2. Episode 2

    Stepping Back to Move Forward with Bridget Borel

    What if stepping back is sometimes the best way to move forward? In this episode, I talk with Bridget Borel, CFP®, founder of Clairwell Financial, about the winding path that led her to financial planning, entrepreneurship, and a practice focused on helping women navigate divorce. Bridget shares openly about a period of profound change in her own life—including divorce, the loss of her mother, and other personal challenges—and why she chose to step back before deciding what she wanted next. We talk about launching her own firm around age 50, the unexpected challenge that forced her to rethink her firm's name and brand, and how taking the time to really listen to the women she wanted to serve ultimately gave her greater clarity about the business she wanted to build. We also explore the role therapy and personal growth have played in Bridget's life and work, including the idea that our ability to help others is connected to the work we're willing to do on ourselves. Throughout our conversation, Bridget offers a powerful reminder that progress doesn't always mean pushing harder or moving faster. Sometimes stepping back gives us the clarity, healing, and self-knowledge we need to move forward in a way that is more intentional and more aligned with what we truly want.

  3. Episode 3

    What If You Were Willing to Fail? with Liz Koehler

    What would you pursue if you were willing to risk failing? After more than 20 years in financial services, including serving as a Managing Director at BlackRock, Liz Koehler made a courageous decision. She stepped away from a successful career to pursue work she felt deeply drawn to: helping others become better leaders and live more fulfilling lives. Today, Liz is an executive coach and leadership consultant with RAC Leadership, where she combines her extensive experience in financial services with her passion for understanding how mindset affects performance. In this episode of Her Life, Her Practice, Her Way, Liz and Tara explore what it means to redefine success, trust ourselves, and pursue what we really want—even when we're not sure we'll succeed. Topics include: The courage to make a change, even when nothing is necessarily wrong.Why imposter syndrome can affect even the most accomplished women.How confidence often comes after we take action, not before.How our greatest strengths can become weaknesses when overused.Why rest is essential for sustainable high performance.The different types of rest and how to include them consistently.What it means to be both high-performing and human. Throughout the conversation, Liz shares personal stories, lessons from her leadership journey, and practical insights from her work coaching successful leaders. Tara closes the episode with a question worth considering: Once I know what I want, am I willing to go after it and take the risk of failing at it? Whether you're contemplating a major life change, questioning your definition of success, or simply wondering what might be possible if you trusted yourself a little more, this conversation offers plenty to think about and reflect on.

  • 3 Episodes

5
out of 5
4 Ratings

About

The "Her Life, Her Practice, Her Way" podcast—was created for female financial advisors who want more than just success on paper. It’s for those of us who care deeply about our clients, our families, and ourselves, and who are looking for real connection, support, and inspiration as we navigate the complexities of life and work. What You’ll Find Here: Stories of women building financial advisory practices on their own terms Honest conversations about challenges, growth, and fulfillment Practical insights from women who are redefining success A supportive community of like-minded, exceptional female advisors I believe that we do our best work—and live our best lives—when we honor our values, trust our instincts, and leverage our unique strengths. This is a space where we can explore what that looks like together. Whether you’re new to the profession, evolving your practice, or simply seeking a little more ease and joy in your day-to-day, you’re so welcome here. Let’s build something meaningful—together. 👉 Join the Community by subscribing on the podcast website: www.herlifeherpracticeherway.com 👉 Learn More About Coaching by contacting Tara on the Contact page of www.herlifeherpracticeherway.com

Information

  • Creator
    Tara Conti Bansal
  • Episodes
    25
  • Seasons
    2
  • Rating
    Clean