The F Word: Where Females and Finance Are NOT Dirty Words!

Sheryl Hickerson
The F Word: Where Females and Finance Are NOT Dirty Words!

The F Word is a podcast designed for women working toward equity in financial services and financial technology, as well as the male allies who champion those efforts.

  1. S4E1 | Juli McNeely with Financial Clarity by Design

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    S4E1 | Juli McNeely with Financial Clarity by Design

    Sheryl Hickerson, CEO & Founder of Females and Finance, sits with longtime friend, mentor, and member of the Females and Finance community - Juli McNeely - to talk about growing our financial service professional base, the need for better business coaching for advisors, and Juli's background of being a Second Generation Advisor, former President of NAIFA, as well as her consulting work, too. ABOUT JULI MCNEELY... Juli joined the firm, formerly McNeely Financial Services, Inc. in 1996 after working in the banking industry for five years. Juli and her team changed the business name to Financial Clarity by Design in 2022. Juli specializes in the areas of retirement planning, education funding, business continuity planning and estate planning. Her clientele consists of business owners, individuals, married couples and successful professionals. Juli has a Bachelor of Science degree in marketing from Northwestern College. She is professionally affiliated with National Association of Insurance and Financial Advisors (NAIFA), where she serves as the National Past President. Licenses & Credentials:• CERTIFIED FINANCIAL PLANNER™ certification• Charter Life Underwriter (CLU)• Life Underwriters Training Council Fellow (LUTCF)• Series 7 and 63 securities registrations through Woodbury Financial. Juli enjoys travel and spending time with family and friends. Financial Clarity by Design, formally McNeely Financial Services, offers comprehensive strategies through a spectrum of financial services. From growing your wealth to planning for your family’s future, Financial Clarity by Design is ready to lead you down the path to obtain those goals and dreams. Financial Clarity by Design can help you achieve your goals. Contact Information for Juli McNeely LinkedIn: https://www.linkedin.com/in/juli-mcneely/ Website: https://www.financialclaritybydesign.com/ Amazon: https://amzn.to/3Wi3Vfj

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  2. Season 3 | EPISODE 18: Nicole Lewis-Keeber, The Business Therapist

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    Season 3 | EPISODE 18: Nicole Lewis-Keeber, The Business Therapist

    On today's episode of The F Word, Sheryl Hickerson is speaking with business therapist, Nicole Lewis-Keeber.  Nicole Lewis- Keeber, affectionately referred to as The Business Therapist, is joining us on The F Word. Nicole works with entrepreneurs to create and nurture healthy relationships with their businesses. She is a Licensed Clinical Social Worker with a Masters in Social Work and has a rich and varied experience as a therapist. She is personally trained and certified in Brené Brown’s Dare To Lead™ methodology, and has been featured on numerous media outlets including Fast Company and NPR for her work in breaking the stigma of mental health and business ownership. Nicole writes and speaks about the impact of small t trauma on businesses but her biggest, most important work is in combining therapeutic processes with business coaching to help entrepreneurs build emotionally sustainable & financially stable businesses. She is the Founder of Love Your Business School TM and the Do No Harm Business Intensive. In today's chat we will discuss: - Little t Trauma: What is it? - Women Business Owners: Where is trauma showing up in their business?  - Psychological Safety: Are our relationships providing this today? Be sure to connect with Nicole:  Website: https://nicole.lewis-keeber.com/ Twitter: https://twitter.com/LewisKeeber LinkedIn: https://www.linkedin.com/in/nicolelewiskeeber/ Book - How to Love Your Business: https://www.amazon.com/dp/B092CBWWX9?ref_=pe_3052080_276849420 Email: nicole@lewis-keeber.com

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The F Word is a podcast designed for women working toward equity in financial services and financial technology, as well as the male allies who champion those efforts.

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