Invest In Women

By FA Magazine

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Category: Investing

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Episodes: 28

Description

The Invest In Women podcast series continues the mission of the industry's leading national conference by exploring and discussing the most important issues that impact women financial advisors and their female clients. Joined by the leading voices in wealth and practice management, this podcast series reveals the examples, education and empowerment opportunities available today that help female advisors scale their practices.

Episode Date
From Household Decisions to Financial Exclusion: The Reality for Women in Families with Ryan Viktorin, CFP (Ep. 28)
Feb 13, 2026
Women Accelerating In The Financial Industry with Alexandra Roca (Ep. 27)
Oct 20, 2025
Empowered By Adversity: Financial Independence With Tina Powell (Ep. 26)
Jun 07, 2024
Investing In Women CEOs And Their Success With Patricia Lizarraga (Ep. 25)
May 10, 2024
Financial Services Through An Attorney’s Perspective With Emma Rodriguez-Ayala (Ep. 24)
Apr 26, 2024
Empowering Women To Take Control Of Their Financial Security With Bridget Costello (Ep. 23)
Dec 22, 2023
Personal Finance Success Through Empathetic Client Relationships With Dr. Emily Koochel (Ep. 22)
Nov 24, 2023
Success and Society: Overcoming The Pressures Women Face In Life & Business With Robyn Crane (EP. 21)
Nov 10, 2023
Enhancing Client Conversations: Women, Wealth and Philanthropy with Gillian Howell (Ep. 20)
Sep 22, 2023
From Compliance Officer To CEO: Using The Seat To Understand The Business With Heather Fortner (Ep. 19)
Sep 08, 2023
Inheritance: Navigating The Complexities With Christie Whitney, CFP® (Ep. 18)
Jun 09, 2023
It’s Not About Math. It’s About People: Female Leadership In Finance With Erinn Ford, Dimple Shah & Cammie Sorensen Banks (Ep. 17)
May 12, 2023
Approaching Finances As A Couple: With Katie Brown, CFP®, ChFC® (Ep. 16)
Apr 07, 2023
Back To The Books: Understanding Your Finances With Holly Mazzocca, CFP® (Ep. 15)
Mar 10, 2023
Sustainable Investing: The Most Opportune Route For Women With Kiley Miller (Ep. 14)
Feb 10, 2023
New Year, New Mindset For Business Owners And Entrepreneurs With Brenda O’Connor Juanas (Ep. 13)
Jan 27, 2023
Becoming A Financial Professional To Help Others With Lisa Brown (Ep. 12)
Dec 31, 2022
The Destination Is The Journey With Susan Theder (Ep. 11)
Dec 16, 2022
Estate Planning And Its Role During Life’s Transitions With Michelle Cooper (Ep. 10)
Dec 02, 2022
IIW The Value of Intentionality & Training To Succeed with Erin Botsford (Ep 9)
Nov 18, 2022
Transitioning Through Life’s Challenges with Susan Bradley, CFP®, CeFT® (Ep. 8)
Oct 21, 2022
Are Women Better Investors Than Men? with Dana D’Auria (Ep. 7)
Oct 21, 2022
Here’s What You Should Know About Financial Therapy with Kimberly Foss, CFP®, CPWA® (Ep. 6)
Oct 07, 2022
Finding Your Ideal Client — The Long and Short Game with Kristin Andree (Ep. 5)
Sep 16, 2022
Grow Your Business In Today’s Referral Environment with Stacey Brown-Randall (Ep. 4)
Sep 02, 2022
Working With Women — Here’s What’s Beyond This Empowering Feeling with Sheryl Hickerson
Aug 18, 2022
Invest in Women - episode 2: Perth Tolle
Jul 12, 2022
Invest In Women - Episode 1: Jean Edelman
Jul 11, 2022