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

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

On today's episode of The F Word, Sheryl Hickerson is speaking with the podcast master himself, Matt Halloran.

Matt Halloran, along with Kirk Lowe, founded ProudMouth in 2017. They agreed to collaborate after initially meeting as guest speakers at a small conference in 2015. The collaboration ended up solving one of the biggest obstacles professionals and companies face: the ability to consistently produce authentic and valuable content to power their content marketing strategy. At ProudMouth, they're committed to helping you Be Your Own Loud! 

In today's chat we will discuss:

- Be Your Own Loud: Why it matters

- Women in Finance: Why ProudMouth is proactively working with these specific financial professionals

- Content Calendars: Why you should create one

Be sure to connect with Matt: 

Website: https://proudmouth.com/

Twitter: https://twitter.com/MattHalloran_ 

LinkedIn: https://www.linkedin.com/in/matthalloranpm/ 

Email: matt@proudmouth.com

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

On today's episode of The F Word, Sheryl Hickerson is speaking with Jamar Jones, President of Foureva Media.

We brought in someone special for this episode of The F Word! Jamar is a visionary who believes business is more than a product or service. It’s about change and building up others. Creating things that are relatable. Jamar has worked in everything from music to IT corporate to video production and marketing. He is the proud owner of Foureva Media where they help businesses grow and succeed. And you know what, marketing is so much more than you think. Jamar believes it’s time for everyone to start thinking differently!

In today's chat we will discuss:

- Marketing: What do most people get wrong? 

- Video: Is it here to stay?

- Mindset: How important is it to your success?

Be sure to connect with Jamar: 

Website: https://www.fourevamedia.com/

Twitter: https://twitter.com/Iam40

LinkedIn: https://www.linkedin.com/in/relatablejamar/ 

Facebook: https://www.facebook.com/fourevamedia

Instagram: https://www.instagram.com/fourevamedia/ 

Email: jjones@fourevamedia.com

On today's episode of The F Word, Sheryl Hickerson is speaking with Cathy Sikorski, Esq.

Cathy is a practicing consulting attorney dealing in Elder Law and has been a significant caregiver for the past 25 years. She has engaged in many speaking engagements, radio programs, and podcasts to promote financial and legal preparation as well as humor in aging, healthcare, and caregiving. Her first book, Showering with Nana: Confessions of a Serial (killer) Caregiver, was released by HumorOutcasts Press in 2016. Corner Office Books released Cathy’s second book Who Moved My Teeth? a practical and legal guide for adults and caregivers. Cathy is a SheSource expert for the Women’s Media Center (WMC) in Washington, D.C. She has been featured on the Huffington Post and AARP. She can also be seen on the West Chester Story Slam YouTube channel. Cathy has a blog, “You just have to Laugh... Where Caregiving is Comedy”.

In today's chat we will discuss:

- Longevity Planning: Ladies, are you ready?

- Elder Law: Why you need this professional as a resource

- Retirement Planning: Women are woefully behind and it will matter deeply when they age

Be sure to connect with Cathy: 

Website: https://cathysikorski.com/

Twitter: https://twitter.com/cathy_sikorski

LinkedIn: https://www.linkedin.com/in/cathysikorski24/

Email: cathy.sikorski@gmail.com

On today's episode of The F Word, Sheryl Hickerson is speaking with Seth Brickman, CEO of QCash Financial. 

Today, we have Seth Brickman of QCash Financial with us. Their mission at QCash is “To empower financial institutions in their quest to improve the financial wellness of their communities.” Seth is a bit of a serial entrepreneur, which we will discuss over the next 30 minutes.

In today's chat we will discuss:

- Credit Unions: A great partner for many and simply overlooked

- Innovative Lending: Why small loans matter and how to access them

- Women and BIPOC: How to get more money into the hands of those who often are denied

Be sure to connect with Seth: 

Website: https://qcashfinancial.com/

Twitter: https://twitter.com/qcashfinancial

LinkedIn Company Page: https://www.linkedin.com/company/qcashfinancial/

Email: sbrickman@qcashfinancial.com