Podcasts

Hustle and Hard Work

Episode 68: Hustle and Hard Work
Guest: Winnie Sun

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Women Rocking Wall Street is back and better than ever! Our first guest is a woman who’s done it all. A hustler who has reinvented herself time after time. Winnie Sun started her career in Hollywood, owning a television audience production company that brought in audiences for shows like “America’s Funniest Home Videos”, and “Wheel of Fortune”. This was her first successful business. Despite its success, Winnie’s Chinese immigrant parents didn’t delight in her chosen profession. Winnie decided to take night classes at UCLA, getting her certificate in financial planning. Shortly after, she received an offer from Smith Barney. That’s when everything changed. While cold calling at Smith Barney, Winnie sought out a more strategic way to solicit new business. She stayed after hours and made her cold calls while all her colleagues went home. She left voicemails, getting callbacks from individuals who actually wanted to talk to her. A few firms and years later, Winnie now leads a group of practitioners at her Sun Group Wealth Partners, a financial advisory firm in Southern California. She writes for Forbes, is on CNBC’s advisory council, and is a mother and a heartfelt advisor. Winnie’s focused on reshaping the image of advisors and inspiring the next generation of investors and audiences.

    • Winnie Sun: Twitter
    • Winnie Sun: Facebook
    • Winnie Sun: Instagram
    • The Icarus Deception
    • Coffee for Badass Segment: Leslie Fram, Tracy Gershon, and Beverly Keel are three successful music executives who started Change the Conversation. Change the Conversation was started to bridge the gap of gender inequality in the country music industry. Country radio stations were playing very few female artists songs. They created change with their dedication to improving the environment for women in music and their goal to become obsolete and “to never have this conversation again”
    • Lily Trager: MAKERS
    • Lily Trager: LinkedIn
    • Morgan Stanley: Diversity & Inclusion

 

Morgan Stanley Wealth Management Diversity & Inclusion

This podcast has been sponsored by Morgan Stanley, a Firm where diversity is an opportunity – for both clients and employees. By valuing diverse perspectives, Morgan Stanley believes it can better serve its clients while also helping employees achieve their professional objectives. Morgan Stanley’s corporate culture is one that is open and inclusive, which is fundamental to its role as a global leader.

The guest speakers are neither employees nor affiliated with Morgan Stanley & Co. LLC and Morgan Stanley Smith Barney LLC. (“Morgan Stanley”). The views and opinions expressed herein do not necessarily reflect those of Morgan Stanley. The information and figures contained herein has been obtained from sources outside of Morgan Stanley and Morgan Stanley makes no representations or guarantees as to the accuracy or completeness of information or data from sources outside of Morgan Stanley. Morgan Stanley is not responsible for the information or data contained in this podcast.

This podcast does not provide individually tailored investment advice and is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

MAKERS@ Morgan Stanley Wealth Management

Since 2013, Morgan Stanley was one of a select group of companies, and the first financial services firm, invited to participate in the organization’s MAKERS@ corporate initiative to annually recognize women across Wealth Management who serve as groundbreakers, innovators and advocates along with the men who sponsor and champion women’s advancement. To date, Morgan Stanley has recognized 95 women and two men.

CRC# 2450415  03/06

Powering Your Business

Episode 48: Powering Your Business
Guest: Jessica Ballin

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Jessica Ballin has always been interested in finances. Even back in high school, she started as a bank teller and eventually was accepted into the Carlson School of Management, through the University of Minnesota. When she got there and was asked what she wanted to do, she chose finance, because of her previous experience. When she did her internship, she had the opportunity to learn a lot more about 401Ks. She became hooked and has been doing that ever since. In 2006, Jessica decided to try something on her own and started her own business, 401(k) Plan Professionals. She has worked hard to be where she is and has recently made the NAPA’s Top Women Advisors.

Being a female in the industry, she quickly noticed that it was male-dominated. She found that by really knowing her stuff, she was able to be competitive in the market.  Jessica was able to gain respect by talking, listening and showcasing her knowledge rather than just trying to sell, sell, sell. She really focused on teaching her clients and found that she approached worked. Jessica admits that it doesn’t work all the time but it has worked for the most part. Over the last few years, she has refined her process of rehearsing, taking notes and being prepared.

Jessica has a very busy life. Between owning her business and raising three boys, she has found that taking care of herself was crucial in maintaining a great balance. She has made the decision to put her family first and to encourage work-life balance within her business. She also has a great team that are able to pick up her workload if there is something that Jessica needs to handle at home.

Thanks for listening to this week’s episode of the Women Rocking Wall Street show! If you liked this episode, be sure to hit subscribe, share it with others and write us a quick review on iTunes.

Rocking an Interview

Episode 36: Rocking an Interview
Guest: Margot DeMore

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It’s officially fall and it is absolutely beautiful outside! I hope you’re enjoying the leaves, and all the pumpkin mania, as much as I am.

We’ve all been in a situation where we’ve had butterflies in our stomach when getting ready for an interview. The stress of preparing for the interview is only half the battle. This week, I had the pleasure of chatting with Margot DeMore, founding partner of Broad Street Consulting Group, a search firm specializing in retained executive search and consulting services for the traditional and alternative investment community and insurance industry. Her whole career has been playing matchmaker between companies and potential team members.

Margo lives and breathes interviews, and has some great tips and tricks to make sure we rock them. According to her, many of us are great at researching and understanding the organization when preparing for an interview, but tend to fall short on how to share our story in a way that highlights our strengths and attributes.

Margot recommends writing down all the adjectives that describe your strengths and think about how it fits with the position and organization you’re interviewing with. Next, brainstorm stories that highlight each adjective. The last step is to practice, practice, practice! Tell you stories to you partner, colleagues or even the mirror.

There are plenty of things that you can do to increase your chances of a successful interview. Be sure to check out Margo’s cheat sheet for more tips. For more information on Margot, visit broadstreetconsulting.com, or find her on LinkedIn.

This is a great episode for everyone so be sure to share it with your friends, colleagues, college graduates, and even high school students. Also, head over to iTunes and write a quick review if you liked what you heard. Lastly, thanks for listening!

Funding Research for Change

Episode 34: Funding Research for Change
Guest: Michelle Clayman

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I can’t express how excited I am to share this week’s episode with you. My guest, Michelle Clayman is a CFA, Founder, Managing Partner and Chief Executive Officer of New Amsterdam Partners LLC, an institutional money management firm in New York. She has been published in the Financial Analysis Journal, the Journal of Investing and NYSSA Financial Professionals’ Post. She is also a frequent commentator on Bloomberg and other financial media.

Having gone to an all girl’s school, Michelle was encouraged to set her aspirations high. She attended Oxford University and eventually attended the business school at Stanford University. She began her financial career with the Bank of America in London and eventually found her way to Wall Street. Through her experience, she found that there was a gap between quantitative research and money investment. Being bold, she decided to start her own business, along with several other partners and New Amsterdam Partners LLC was born.

Michelle is not only a successful woman and entrepreneur – she is a philanthropist. Having been involved since 1993 in what is now known as The Clayman Institute for Gender Research, Michelle first sat on the National Advisory Panel and seeing that there was a lack of resources, she worked hard to move them from “bake sale” fundraising to more sustainable funding sources. Eventually, the opportunity opened up for an endowment fund, and Michelle felt that it was the perfect fit for her. Today, the Institute is doing great work, with research even being referenced in the book Lean In: Women, Work, and the Will to Lead by Sheryl Sandberg.

If you’re interested in becoming involved in philanthropy, Michelle recommends thinking about causes that are important to you and then getting involved. Also, consider putting aside a certain amount of money for charitable giving. Whether it’s through volunteer hours or monetary donations, it’s about supporting those causes closest to you.

If you liked this episode, be sure to share it with your friends and colleagues. Also, visit iTunes and write us a quick review. Finally, thanks for listening!