Can energy work help successful women in finance achieve greater success? It can! Today, Adri hosts Holly Reimel and Beth Fitzgerald, experienced financial industry professionals, energy practitioners, and Co-Founders of AdviseHer Consulting, to discuss the importance of energy work in the financial sector, especially for women advisors. Holly and Beth explain how techniques like tapping … Read More Read More
Jan 9, 2024
32 min
How can women financial advisors embrace their strengths and challenge the status quo? One way is with Adri’s Savvy Women Seminar. Adri Miller-Heckman brings Susan Washburn, a Senior Financial Planner at ProVise Management Group, back onto the show today to talk about how she’s done just that – overcome personal challenges to establish her focus … Read More Read More
Dec 19, 2023
33 min
The financial industry has done a lousy job of making this industry more attractive and conducive for not just women advisors but for women clients too. We need to make a change – but how? In this episode, Adri confronts the persistent underrepresentation of women in the financial industry. Drawing from her own experiences, she … Read More Read More
Dec 5, 2023
26 min
In the dynamic world of marketing, one thing prevails: Advisors need a compelling story to connect with their audience. In this episode, Adri brings Niki Clark, the owner and president of Niki Clark Marketing, onto the show to discuss the critical role of marketing for financial advisors, centered around crafting a message that deeply resonates … Read More Read More
Nov 21, 2023
37 min
Imagine this; A potential new client comes in to meet with you for the first time and the minute he sees that you are a woman he asks the manager for a new advisor. How would you feel? How would this impact your future? While today this seems extreme, imagine the same scenario as a … Read More Read More
Nov 7, 2023
37 min
It’s time to ditch the outdated belief that ‘more clients equals more money.’ There’s a better approach to increasing assets with fewer clients that feels natural, comfortable, and highly effective. Join Adri Miller-Heckman as she presents her innovative and highly effective approach to attracting more high-net-worth clients organically. It all starts with your vision client. … Read More Read More
Oct 24, 2023
20 min
How are women financial advisors challenging the industry and upping their game? In this episode, Adri speaks with Jessica Weaver, CFP®, CDFA, CFS, wealth advisor and founder of the Women’s Wealth Boutique about how women financial advisors are challenging the status quo in the industry by embracing their natural strengths and bringing a more authentic … Read More Read More
Oct 10, 2023
31 min
When making important business decisions which do you listen to more, your heart or your head? In this empowering episode, Adri Miller-Heckman, founder of femXadvisor, sits down with Corrin Gibbs Burke, Owner, Certified Money Coach, and Women’s Wealth Advisor at Successful Wealth Strategies, LLC to discuss the importance of listening to your heart and embracing … Read More Read More
Sep 26, 2023
26 min
Welcome to Season 2 of the femXadvisor podcast! What does success look like to you? How can you overcome resistance and establish your niche? How do you balance work and life without guilt? In this episode, Adri talks with Kathleen Barlow, financial advisor and managing director of Journey Strategic Wealth about how to define success. … Read More Read More
Sep 12, 2023
29 min
Sometimes life presents unexpected events that can quickly change the course of your life, forcing you to step back and reevaluate your path forward. What can feel like a crisis can often be a new refreshing path forward. Hurricane Katrina forced a series of changes that Susan never saw coming. Losing her home and relocating … Read More Read More
Dec 6, 2022
30 min
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