Podcasts

Hustle and Hard Work

Episode 68: Hustle and Hard Work
Guest: Winnie Sun

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

What I’ve Learned From Podcasting

Episode 43: What I’ve Learned From Podcasting

Hello again! I have been on a slight hiatus because I’ve been reflecting on 2015 and am looking at what I want for 2016. What I’ve found is that I want ShoeFitts, my marketing firm, to work with the right people and on the right projects. That means turning my business into a small batch, artisan marketing firm that does highly crafted work for my clients. Regarding Women Rocking Wall Street, I’ve been wondering how I can continue to give you high quality, relevant content that can provoke thoughts and motivate. So, in February and March, you’ll see several episodes where I’ll be the one interviewed. My goal for Women Rocking Wall Street is to have meaningful conversations with guests as well as you.

Having released podcast episodes for the past year, I’ve overcome the fear of the microphone, have had great conversations with amazing and talented guests, and I’ve run into challenges along the way. Kristin Mountain, co-founder of Podcast SMARTER wanted to pick my brain on what the last year has been like and what I’ve learned.

After identifying the vision for my podcast, even though I do a lot of public speaking, I found that I was initially intimidated by the microphone. Other challenges that I’ve found is consistency and finding the guests that I feel will spark that valuable conversation. While I’ve had challenges, I’ve also had a lot of successes. I’ve reflected on some of my favorite episodes, which include: Finding Your Inner Rockstar, Toughing it Out, Ski Like a Girl, The Evolution of Women in Finance, and the list goes on. Having a great team has helped keep Women Rocking Wall Street going.

If you’re thinking of starting a podcast, my best advice is to sit at your computer, turn on the microphone and hit record. Also, offer yourself up to other podcasts. If you want to be on the Women Rocking Wall Street, email me with your idea.

Thanks for listening to this week’s episode of Women Rocking Wall Street! If you liked this episode, be certain to subscribe and share it with others.

Inspiring Women to Be Women

Episode 33: Inspiring Women to Be Women
Guest: Bri Seeley

Do you recall the power suits in the ‘80s? The shoulder pads, unfitted suit jackets – anything to hide the feminine figure. While the corporate dress code has improved and has slightly embraced the feminine figure, there is still plenty of room for change. This episode’s guest, Bri Seeley, is working to inspire women to be women by re-embracing their femininity and their feminine energy.

Working in the fashion industry, Bri found that women were not buying her clothing because her brand consisted of flowing, feminine pieces. Women would try on her pieces and would tell her that they couldn’t wear the clothing in the “real world.” Bri was shocked that these women were telling her that if they were to dress as women, they would be able to achieve success in business. As a result, she had an epiphany and wanted to impact women on a deeper level. Bri is now a mentor, leader and author of the Inspirational Women Project Book.

Her mission is to inspire women to be women; to help them re-embrace femininity and their feminine energy to be successful in the world and to stop relying on the more masculine traits to get them to where we want to go. By not using our feminine energy, Bri says that we are not aligned with our true selves and our true gifts.

To learn more about Bri, her work and to read inspirational stories of other women, visit www.briseeley.com. Thanks for listening to this episode of Women Rocking Wall Street. Be sure to share this podcast with your friends and colleagues. Also, head over to iTunes and write a quick review if you liked what you heard. Increased reviews help increase the visibility of this podcast, which means more listeners (more listeners, more impact!)