Podcasts

Battling Inequality Through Words

Episode 63: Battling Inequality Through Words
Guest: Kelly Shikany

Welcome back to the Women Rocking Wall Street Show! This week’s guest was spurred to contact me when she heard the Women Rocking Wall Street episode where I had the pleasure of interviewing Kathleen Burns Kingsbury about embracing being a female and not being afraid to ‘ski like a girl.’ As someone who has held different positions in the financial industry, Kelly Shikany is familiar with being the only female at the table and is now working to change public perceptions around women and finance.

Kelly’s first experience with gender inequality occurred while she was working at the Chicago Mercantile Exchange. Although she loved her job (in the late 80’s) it was not a female friendly workplace. Treated differently by colleagues as well as clients (some weren’t even interested in hearing a women’s voice), Kelly accepted both at the time because of the experience she was gaining. Kelly was aware what was going to happen and accepted it because she wanted the experience. However, today Kelly is glad to see that there has been substantial progress when it comes to women’s rights and has made it her mission to help mentor the next generation.

As a Financial Advisor at Lakeside Wealth Management, Kelly now has the pleasure of working with clients from across the United States. She spends her time building women’s confidence on their financial investments while battling the conception that women aren’t able to understand money. There have been many times where she has been sitting in a boardroom where complex concepts are being discussed and the presenter has said, “I’ll make it so easy that your mom will understand.” Whenever this happens, Kelly takes the time to speak to the presenter about not singling out women or using gender pronouns. It’s important to raise awareness so that the next generation has more confidence and doesn’t have to battle the gender issues.

For any women looking at getting into the financial industry, Kelly recommends joining the CFP mentorship program, known as WIN-to-WIN, which strives to build up female advisors. Also, don’t be afraid to share your knowledge and network so that there can be more females in the industry. If you would like to learn more about the work being done for women within the CFP program, tune into the Women Rocking Wall Street episode with Eleanor Blayney. If you would like to learn more about Kelly, you can connect through Lakeside Wealth Management’s Facebook and Twitter account.

Thank you for listening. If you liked what you heard, please write us a quick review on iTunes and share this with others whom you think might find it interesting or valuable.

Influencing the Masses

Episode 59: Influencing The Masses
Guest: Teresa de Grosbois

Teresa de Grosbois is a mass influencer, international speaker, author and leader the Evolutionary Business Council, an international organization of thought leaders. This is a collaborative entity of people who are committed to creating positive change in the world. As mentioned earlier, Teresa is an influencer, and teaches the skill of mass influencing to others. Many don’t realize that influence is a skill that can be learned and that there are many different levels of influence.

Initially, Teresa worked in the Canadian oil and gas sector, which was male dominant. She was fortunate to have a lot of great mentors and was a change agent from the very beginning. Teresa was leading a lot of change initiatives in the industry and found it difficult until a mentor provided her with insight into influencing. He gave her an analogy of pushing a rope in the middle, and the ends would follow rather than trying to pull the rope at one end. By this, he meant that Teresa should find those who are change leaders and bring them on board, and eventually the others would follow. This is one of the key principles of mass influence – find the innovators and early adopters and the rest will follow.

There are several other key principles to influence that Teresa discusses in detail. One is that you can’t make yourself influential – if you want influence, you have to give others influence through endorsing, connecting and praising in an authentic way. One barrier that Teresa identifies that stops people from mass influence is internal dialogue. Your self-limiting beliefs can hold your back from achieving your dreams. Journaling about your inner dialogue can help you change how it’s limiting you and learn more about those messages that are holding you back.

Teresa recommends taking the 30 Day Influence Challenge. Find someone every day for the next 30 days and publicly praise or endorse them. For more information around Teresa’s book, Mass Influence, or to get in contact with her, visit her website. You can also check out her blog for more tips on gaining influence. Lastly, if you’d like to learn more around mass influence movements, visit the Evolutionary Business Council’s website.

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

Thriving in Business

Episode 56: Thriving in Business
Guest: Martine Lellis

Happy May! I have been enjoying the outdoors recently since the weather has been so gorgeous and I hope you’ve had the opportunity to do the same.

My guest this week is Martine Lellis has a passion for learning. She grew up in a small town in South Carolina and was fortunate to gain admissions into Duke University, where she earned a bachelor’s degree in mathematics. Upon graduation, Martine began working within the IT industry building systems for banks and insurance companies. While this was her first exposure to the financial industry, her real awakening came when she realized a gap in knowledge within general concepts around money that occur in primary as well as post-secondary schooling. When she looked at the gap in her knowledge and paired it with what drove her, she found a match in financial planning.

For the past 14 years, Martine has been Sullivan Bruyette Speros & Blayney (SBSB) where she has worked her way up to Chief Operating Officer. Considering herself a life-long student, Martine has not only her MBA from Georgetown University, but she also has become a Certified Public Accountant (CPA) and a Certified Financial Planning (CFP). Her passion for learning and knowledge seeking has led her to her career today. Her learning today comes from taking different projects, gaining knowledge through application and experience.

As someone who is the COO of a company that manages nearly $3 billion in client assets, Martine was initially surprised when she was asked if she wanted the position. Knowing her limits and skill sets, believing in herself and her ability to think critically about any situation, Martine had the self-confidence to take it on and be successful. She partnered with others in the company so that she could ask for assistance when she needed it. She feels that this is key to succeeding in any position. Martine surrounds herself with team members, mentors, and advisors who have different skills sets than her. They are not only there to help her solve problems but to also jolt her out of your current opinion, or tunnel vision, to see the potential in a situation.

Recently, Martine and several of her partners decided to purchase back the Sullivan Bruyette Speros & Blayney from their bank parent and start a new endeavor as a private company once again. Through her relationships over the years, Martine has been able to bring together external resources to ensure a successful transition.

Martine in thriving in her role and has some great advice for anyone who may be feeling stagnant in their role. She recommends never saying no to various situations and to be open-minded about opportunities because everything is an open door to learning. If you are stuck in a position, look around and ask yourself how you can continue to learn and to grow. If you’re not happy with the way things are going, talk to others and gain some different insight.

If you’d like to reach out to Martine, you can do so through her company website. Thanks for listening to this week’s episode of the Women Rocking Wall Street show! If you liked what you heard, be sure to hit subscribe, share it with others and write us a quick review on iTunes.