In this episode of Women Behind the Millions, host Jessica Weaver is joined by financial educator and wealth advisor Veronica Rodgers to discuss personal growth, career transitions, and the challenges of managing wealth. Veronica shares her journey from starting in the mail room of a bank to becoming a successful financial adviser, emphasizing the importance of not settling for less in one's career. Both Veronica and Jessica reflect on the concept of personal growth and its connection to managing wealth, navigating unexpected life changes, and finding work-life balance. They also delve into the complex dynamics of the "messy middle" of life, including managing the responsibilities of taking care of aging parents and children. Throughout the conversation, Veronica emphasizes the importance of self-care and setting boundaries, with both hosts agreeing on the significance of maintaining control over one's life and achieving fulfillment beyond financial success.

Highlights: -Veronica shares her journey from the mailroom to wealth advisor, emphasizing personal growth and transitioning through life's "messy middle." -They discuss the challenges of managing money, career transitions, and the importance of self-care and boundaries. -Veronica highlights the intersection of financial and personal well-being, emphasizing the value of creating one's own path and work-life balance.

Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions. New episodes release every other week: https://www.womenswealthboutique.com/...

In this episode, Jess talks to Donna Cates who is one of the financial advisors here at the Women’s Wealth Boutique and is also a Certified Divorce Financial Analyst. Donna gets into what brought her to the financial advisor world and more specifically the area of being a divorce professional. They also discuss the importance of breaking down a complex process such as divorce into smaller steps to make it more manageable. She explains the various parts of her divorce shop including mediation, workshops and the other layers that make up her business.

⁠In this episode, Jess talks to Leslie Lipscomb, who is the Senior Vice President, Financial Independence Group. Leslie talks about the importance of supporting women in the financial services industry. She discusses her own journey and how she started out in a very unsupportive environment and how she was able to find the support she needed. She also talks about her love for connecting different women from the financial industry and helping them form lifelong connections and friendships. She also discusses her firm FIG and the amazing charity work that they participate in along with programs they offer to help with financial literacy in their community. 

Highlights:  • Being supported personally and professionally is very important for women. • Its so exciting to bring women together who are able to form bonds/ friendships and support one another in the financial industry • If you’re interested in giving back to your community you can start by figuring out what it is that you’re most passionate about

Contact our guest: LinkedIn:   / leslielipscomb   Team Website: https://www.teamlipscomb.figmarketing...

Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions. 

New episodes release every other week: https://www.womenswealthboutique.com/...

In this episode Jess talks with Caroline , who is a Financial Advisor, Strategist, and Speaker, and also part of the Women's Wealth boutique. Caroline talks about how she felt like she hit a wall professionally and knew it was time to expand into something different. They discuss the importance of being able to express yourself in your profession and how at the women's wealth boutique that is something that is nurtured and encouraged.

Caroline also discusses the importance of matching potential financial clients with the correct advisors to achieve the best results for everyone. Caroline points out how important it is to have a comfortable relationship with clients where they feel that they can communicate in an open way to get the most out of the client/advisor relationship.

In this episode, Jess talks to Hilary Jastram, who is the founder of J. Hil Creative, which is a marketing agency that specializes in copywriting, editing and book editing. Hilary discusses her own special journey that took her from being a young girl fascinated with reading to a highly successful entrepreneur starting her own publishing company. She discusses the highs and lows of this journey and the importance of always staying true to ones self and making it a priority to always honor yourself!

Highlights:

• Hilary discusses the importance of having direction when writing, where is the story going?

• It’s so important to tell your story, and get your message out! Writing is a great way to document where you were and what you were doing at that time in your life.

• Honor Yourself!

Contact our guest:

  / hilary.lauren.39    

 / bookmarkpub2016  

Writer's Group:   / 268950474079872    

 / hilarylauren    

 / j_hillmark    

 / bookmark_publishing  

https://bookmarkpub.com/

Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.

New episodes release every other week: https://www.womenswealthboutique.com/...

In this episode, Jess talks to Ilissa Goman, who is the owner of ILISSA & Co and the Creative Director of JessicaWeaver.com & the Women's Wealth Boutique. Ilissa talks about her story, going from working at the gas station to being an entrepreneur. She discusses her inspirational journey of how she went from feeling limited in her life to finding a way to not only express her own creativity but also create and grow her own business. She also talks about the importance of knowing when to change things up if something in your life isn't working. Ilissa also discusses the importance of her being able to help others in their journey by offering a hand up with free or low cost workshops for those future entrepreneurs who are in need of it.

Guest Title: Owner of ILISSA & Co, Creative Director JessicaWeaver.com & WWB

Guest Bio: Ilissa Goman is the creative director of JessicaWeaver.com and the Women's Wealth Boutique. She is the best-selling author of Now Leaving Numb and also the owner of ILISSA & Co., a strategy and implementation agency that takes you as a business owner from doing all the things to being the next big thing. She is a lifelong entrepreneur, minus a few years at a gas-station, and lives in upstate NY with her daughter and a gaggle of chickens + one leopard gecko.

https://ilissaandco.com

https://instagram.com/ilissaandco

⁠In this episode, Jess talks to Melissa Myers and Holleigh Urbanik who make up the Melissa Myers group. In this episode they discuss what got them into the financial planning world. They get into the importance of having similar views on finances in relationships. Melissa discusses the importance of aligning clients finances with their values in order to live a happy life. Holleigh also gets into the positive influences Melissa has had on her life. They also discuss the different ways to look at finances which are discussed in depth in Melissa's book- "Going Rogue".

Guest Title: Melissa Myers and Holleigh Urbanik

Guest Bio: The Melissa Myers’ Team is on a mission to make a positive impact in the lives of women, starting by helping them align their money and values!

Askmelissamyers.com

instagram.com/askmelissamyers

Book: goingrogue.askmelissamyers.co

In this episode Jess talks to Lauren Wood who is one of the wealth advisors at Women's Wealth Boutique and also the founder of Aligned Wealth Collective. She has been in the industry for 14 years and is known for getting things done and solving problems without judgment shares their journey from being compliant to realizing the importance of pursuing dreams and intuition to achieve success. They also discuss how fear and negative self-talk can hold you back from success, and encourages listeners to identify and pursue their own dreams. Lauren also shares her experiences working with women to remove blocks and embrace new ways to build successful businesses, and explains how embracing their own uniqueness and trusting their intuition has helped them achieve success.

In this episode, Jess talks to Amanda Stilwell who is one of newest financial advisors here at the Women’s Wealth Boutique and is also a Managing Partner for Clarity Financial. On this episode Amanda gets into what brought her to the financial advisor world more specifically the long-term care and hospice side of finances. They also discuss the importance of being able to ask the tough questions when it comes to this particular side of financial planning. She explains the various aspects that must be considered when discussing retirement and long term care planning with clients and their families.

Guest Title: Amanda Stilwell, Managing Partner, Clarity Financial

Guest Bio: Over a decade ago, I was faced with many family challenges when health events dramatically change someone's retirement trajectory. Now, instead of putting out fires I am able to financially fireproof families through education and correct protection and retirement accounts.

Clarityfinsolutions.com

https://www.facebook.com/clarityfin

https://www.instagram.com/clarityfinsolutions

In this episode, Jess talks to Brittany Young, is a personal financial coach specializing in helping an esteemed Executive Coach exclusively focused on executives and CEOs. Drawing from her extensive experience, Brittany guides and supports her clients in achieving greater financial prosperity through a groundbreaking and permission-based sales process called "The Permission Process.”

They discuss the importance of self worth. Brittany also talks about the difficulties she faced in the past while working in male dominated industries and the push back she received solely based on the fact that she was a woman. They also discuss the importance of turning to God in times of uncertainty. She stresses the power of the quality of your thoughts and what kind of impact this has over your wealth.

In this episode, host Jessica Weaver sits down with the inspiring Camille Ledda, Director of Operations at The Women's Wealth Boutique. Camille shares her journey from facing discrimination in the male-dominated financial industry to empowering women in wealth management. We delve into her personal resilience, faith, and the importance of work-life balance, and how she found her place in the world of finance. Join us as we explore Camille's immigrant background, her passion for poetry, and her trailblazing efforts in revolutionizing gender equality in the workforce. This episode is a testament to the enduring spirit of women and the power of resilience in the face of challenges.
Guest Bio: Camille Ledda is the Director of Operations for Women's Wealth Boutique. She has over a decade of experience in the financial service industry. She spent most of her career working in Manhattan.
She is a New Jersey native that loves art and theater. When the weather is nice you can find her in The Metropolitan Museum of Art, MOMA or watching Shakespeare in Central Park.
She believes that women belong in all spaces where decisions are being made.
Links: instagram.com/cami_mabuhay

On this episode of Women Behind the Millions, we have a captivating guest, Cameo Roberson, founder of Atlas Park Consulting, which provides Business Coaching & Operations Strategy services for Financial Advisors and Wealth Management Firms. In this episode, we delve into the world of high net worth women and the shifting landscape of financial advising. Together, Jessica and Cameo shed light on the importance of taking risks, creating opportunities, and the resilience needed to overcome the challenges of being a business owner. They also discuss the impact of the pandemic on work-life dynamics, women venturing into entrepreneurship, and the power of networking. Join us as we uncover the inspiring journey of Cameo Roberson and her valuable insights into building and scaling advisory firms, while also championing the empowerment of women in the financial industry.
WWB may engage third-party service providers to assist with the estate planning portion of the services provided to clients. In addition, Women's Wealth Boutique is not a law firm, nor are any employees acting in the capacity of an attorney or providing legal advice as Women’s Wealth Boutique is not a law firm and therefore not permitted to practice law.
Guest Bio: Cameo Roberson is the Founder of Atlas Park Consulting, a Coaching & Fractional COO Agency. Atlas Park helps leaders and teams execute their growth strategy, improve business processes, streamline operations and systematize the day-to-day; without feeling overwhelmed so they can be prepared for next level growth. Atlas Park Consulting holds the Women's Business Enterprise Council (WBENC) and (WOSB) Women Owned Small Business certifications respectively.
Links: www.atlasparkco.com
Follow on FB, IG, X (Twitter) @atlasparkco

On this episode of "Women Behind the Millions," host Jessica Weaver engages in a powerful and insightful conversation with financial adviser and strategist, Caroline Tanis. Caroline shares her personal journey as a caregiver, highlighting the emotional and financial challenges faced by those in similar roles. The discussion also delves into intentional investment in oneself and the consequential impact on personal and professional growth. With a focus on alignment, worthiness, and empowering strategies in the financial industry, Jessica and Caroline provide valuable insights for women aiming to navigate and thrive in the world of wealth and finance. Tune in as they discuss practical tips, impactful statistics, and engage in a transformative meditation, leaving you feeling empowered and equipped to embrace your financial journey with confidence and intention.
 

In today's episode, we sit down with the remarkable Nora Gillis, a trailblazing figure in the financial industry. Nora shares her invaluable insights on navigating fear and making sound investment decisions, highlighting the importance of long-term planning and seeking mentorship. Join us as we explore the challenges and triumphs of Nora's journey from Latvia to the US, and delve into the evolving landscape of women in finance. So, grab your favorite cup of tea and get ready for an inspiring conversation that's sure to uplift and empower you. Let's dive in!
 

Welcome to Season 2 kick-off episode of "Women Behind the Millions" with your host, Jessica Weaver. In this episode, Jessica opens with a guided meditation, inviting listeners to embrace the present moment and visualize success. The focus on empowerment continues as guest Jaime Cowper, a seasoned financial advisor, shares her 20 years of expertise in wealth management and emphasizes the importance of education for women in finance. Together, they explore the significance of mentorship to support women in the financial industry. From diversification tips to the impact of COVID on businesses, Jaime and Jessica delve into a wide range of financial topics, offering invaluable insights. Join us as we uncover the journey of Jaime Cowper, her challenges and successes, and her commitment to providing hands-on guidance to clients' financial needs. This episode is filled with practical advice, personal stories, and a shared mission to make money relatable and empowering for women.
Guest Bio: As the founder of Unity Financial Advisors, I am passionate about helping folks put together a comprehensive plan to achieve peace of mind in retirement. My team and I have helped over 500 families over the last 20 years. I have been featured in various major news publications, including the best-selling book "Mama's Secret Recipe for Retirement Success" and upcoming, “Financial Trendsetters.”
Links: https://www.unityfinancialadvisors.net
https://www.facebook.com/unityfinancial
https://www.linkedin.com/in/jaimecowper/
Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, Consulting, and Education services offered through Unity Financial Advisors. Jessica Weaver, Women’s Wealth Boutique, and Unity Financial Advisors are separate and unaffiliated entities from Advisory Alpha. All opinions expressed by Jaime Cowper or any podcast hosts/guests are solely their own opinions and do not reflect the opinions of Advisory Alpha. This recording is for informational purposes only and should not be relied upon for investment decisions. Jaime Cowper’s contributions to the Financial Trendsetters book are limited to the contents of the chapter titled "Achieving Unity" and her statements in the "Final Thoughts and Trends" section and should not be construed as financial advice

In this episode of "Women Behind the Millions," host Jessica Weaver guides listeners through a powerful meditation exercise focused on releasing feelings of unworthiness and fear, leaving them with a message of self-worth and confidence. Joined by special guest Teri DiGrande, a successful entrepreneur and insurance professional, the episode delves into the journey of women in the financial industry, discussing mentorship, setting financial goals, and the importance of celebrating achievements.
Teri shares her 30-year entrepreneurial journey and the impact of negative feedback and people-pleasing on women, while emphasizing the importance of learning, mentorship, and family balance. The conversation also touches on the significance of protecting assets through insurance and the underrepresentation of women in the industry. Stay tuned for insights on career changes, insurance trivia, and the importance of bringing more women into the financial industry.
Highlights:
-During this episode Jess and Teri discuss the importance of protecting assets and liabilities through insurance
-Teri emphasizes the need for sufficient coverage and regular policy reviews to reduce financial risks
-They also discuss the impact of negative feedback and people-pleasing on women's confidence and the importance of overcoming fears and challenges when making career changes.
Contact Our Guest:
LinkedIn:
/ teridigrandeagency
Facebook:
/ morrisplainsagent
Instagram:
/ digrandeagency
Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.
New episodes release every other week: https://www.womenswealthboutique.com/...

In this episode, we join Veronica Rodgers, a seasoned captain in the world of finance, as she shares her insights on creating generational wealth and a legacy plan for the future. Join us as we explore the power of breath work, Reiki, and the importance of creating a safe space to be vulnerable.
Discover practical money tips, the impact of unexpected losses, and the journey of turning trials into triumphs. Through breath work and Reiki, Veronica guides us in managing stress and emotions, empowering women to take control of their financial destinies. Join us as we explore the holistic approach to wealth creation and dive into the inspiring world of Financial Trendsetters.
Highlights:
-During this episode they discuss generational wealth and the importance of women increasing control over finances.
-Jess and Veronica also discuss the importance of women creating and leaving behind a legacy
-Veronica covers her use of breath work and Reiki as holistic approaches to managing stress and emotions.
Contact Our Guest:
Email: veronicar@wwbpartners.com
Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.
New episodes release every other week: https://www.womenswealthboutique.com/...

In today's excerpt, our host Jessica Weaver engages in a riveting conversation with Siedah Garrett-Guess, a prominent financial strategist and CEO. Together, they explore Siedah's daring ambition as a 12-year-old, her transition to financial literacy advocacy, and her mission to empower millions of women to build millionaire legacies. Discover the impact of teamwork, the importance of gratitude, and the art of dreaming big in this dynamic episode. Jess and Siedah also discuss the impact of financial literacy, the importance of teamwork, and the upcoming $30 trillion wealth transfer to women. Join us in celebrating wealth, practicing gratitude, and nurturing big dreams.
Guest Bio: Siedah Garrett is a financial strategist that helps individuals grow, protect, and transfer their wealth. She is the CEO and Founder of Transformation Wealth Group and Young & Financially Lit. Her work has helped over 2000+ business owners, families, and individuals to improve their financial literacy and increase their net worth.
Links: IG @_siedahgarrett
facebook: Siedah Guess
www.transformationwealthgroup.com

In today's episode, we are joined by Donna Cates, a Certified Divorce Financial Analyst® and advisor at the Women's Wealth Boutique. Donna shares her expertise in helping women navigate the complexities of financial challenges, especially during divorce settlements and rebuilding after a loss.
From empowering women to take control of their financial well-being to discussing the tax implications of alimony payments, this episode delves into the essential financial knowledge and empowerment needed during life-changing events. Join us as we uncover the emotional and spiritual aspects of wealth and learn from the experiences of women who have achieved millionaire status, embracing their power and reclaiming their voice.
Highlights:
-Donna offers essential advice on navigating the financial challenges of divorce.
-Jess and Donna discuss the importance of having a team to help streamline the divorce process
-Donna emphasizes the importance of paying oneself first for financial security and freedom.
Contact Our Guest:
Website: www.moneymatterswealth.com
LinkedIn:
/ donnacates
Instagram:
/ donnacates
Facebook:
/ moneymatterswealth
Facebook:
/ divorcedivasalabama

In this episode, host Jessica Weaver sits down with the inspiring Holleigh Urbanik, a Financial Trendsetter who shares her powerful story of resilience and determination in the male-dominated world of finance. Holleigh's journey, from overcoming challenges to finding abundance and joy in her life, serves as a beacon of inspiration for all women aspiring to take control of their financial destiny.
Together, Jessica and Holleigh delve into the importance of open communication about money in relationships, the impact of vulnerability, and the significance of women's empowerment in the financial industry. Join us as we explore the power of women in wealth creation, and the emotional and practical aspects behind their financial journeys.

In today's episode, we sit down with the remarkable Leslie Lipscomb, a true trailblazer in the financial industry. Leslie shares her insights on the increasing number of women taking control of their finances and the importance of establishing a personal brand in the industry.
Join us as we delve into Leslie's journey, her top money tips, and her mission to empower and support independent financial advisors. We'll also discuss the growing trend of women entering the financial services industry and the need for mentorship and collaboration. Stay tuned for an insightful and empowering conversation with Leslie.
Highlights:
- Leslie shares hot money tips, including automating savings and considering annuities for growing money tax deferred.
- This episode emphasizes the importance of simplifying money management for women and changing the mindset around money.
- Jess and Leslie discuss the significance of establishing a personal brand and conveying a message of independence when transitioning in the financial industry.
Contact Our Guest:
/ leslielipscomb
LinkedIn Team Website: https://www.teamlipscomb.figmarketing
Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.
New episodes release every other week: https://www.womenswealthboutique.com/...

In today's episode, host Jessica Weaver engages in an empowering conversation with guest Karmen Gearhart, a certified financial planner with a passion for guiding her clients and their families toward financial security. Karmen's journey is one of resilience and determination, as she opens up about her own financial challenges, the transformative power of shifting mindsets, and the satisfaction of attaining financial freedom. Together, Jessica and Karmen explore the emotional, spiritual, and practical aspects of wealth while embracing the empowerment of women in the financial industry. This episode is packed with invaluable insights and inspiring anecdotes that will resonate with anyone on the path to financial independence.
WWB may engage third-party service providers to assist with the estate planning portion of the services provided to clients. In addition, Women's Wealth Boutique is not a law firm, nor are any employees acting in the capacity of an attorney or providing legal advice as Women’s Wealth Boutique is not a law firm and therefore not permitted to practice law.

In this episode, host Jessica Weaver talks with guest Jill Phillips who is a Financial Professional/Partner and Chief Operating Officer at Hyer Financial. During this episode they discuss the importance of heart-led action in financial management, the impact of long-term care planning on families, and the evolving landscape of insurance options.
They emphasize the significance of open communication and trust within families, as well as the growing assertiveness of women in financial decision-making. The conversation also touches on retirement money diversification, tax considerations, and the need to be proactive in long-term care planning. They also discuss the roles of women in business and how that has evolved and improved over the years.
Highlights:
-Jess and Jill discuss the impact of long-term care planning on families and the need for open communication.
-The episode features insights into the evolving insurance industry, dispelling misconceptions and highlighting the need for proactive planning.
-Jill also shares her thoughts on women in the business world and how that has evolved and also how there has been a shift in how women support one another.
Contact Our Guest:
Website: https://www.hyerfinancialservices.com/
Facebook: Hyer Financial Services
Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.
New episodes release every other week: https://www.womenswealthboutique.com/...

In this episode, our host, Jessica Weaver, invites Amanda Stilwell, a financial services expert at Clarity Financial Solutions, to discuss her journey through the insurance and financial world. They delve into the crucial topics of Social Security, Medicare, and hospice care, highlighting Amanda's remarkable transition from ministry to financial services.
Together, they emphasize the impact of health on financial planning, the significance of educating women about finances, and the importance of leaving a positive legacy. Join us as we explore the intersection of health, wealth, and legacy, and uncover the empowering insights shared by Amanda and Jess.
Highlights:
-Amanda shares her journey from hospice ministry to financial advisory, focusing on healthcare and financial planning for retirement.
-Jess and Amanda share the importance of financial education and how this can help to alleviate fear around money
-They discuss the need to surround yourself with the right people in your life as a effective support system.
Contact Our Guest:
Website: https://clarityfinsolutions.com/
Instagram:
/ clarityfinsolutions
Facebook:
/ clarityfin
Linkedin:
/ clarityfinsolutions
Meet the women behind the millionaires, the women supporting, guiding, and celebrating women with their wealth. You’ll hear from women millionaires, how they got there, what they wish they had known, what got them to be a millionaire. The emotional side, spiritual side, and practical side of wealth. But also the women behind the scenes making it happen. Let's dive into women behind the millions.
New episodes release every other week: https://www.womenswealthboutique.com/...

Welcome to Women Behind the Millions, where we dive into the complex world of relationships, finance, and empowerment. In today's episode, our host Jessica Weaver welcomes the insightful Donna Cates, an expert in women and divorce for over two decades. Together, they explore the financial and emotional impact of divorce, shedding light on overlooked financial aspects, the importance of seeking professional guidance, and the need for a close-knit support system.
Donna also shares details about the empowering new book "Divorce Decoded," designed to guide women through the turbulent waters of divorce and beyond. Join us as we uncover the financial intricacies and emotional support available to women in transition, and learn how "Divorce Decoded" aims to empower and equip women during this challenging life event.
*Estate Planning Services are offered by Estate Gurus, an unaffiliated third party. The Wealth Boutique may engage third-party service providers to assist with the tax and estate planning portion of the services provided to clients. In addition, The Wealth Boutique may use third-party software to analyze a client’s information to help with the provision of estate planning services. Women's Wealth Boutique is not a law firm, nor are any employees acting in the capacity of an attorney or providing legal advice as Women’s Wealth Boutique is not a law firm and therefore not permitted to practice law. Fees for third-party estate planning services are in addition to the financial planning fees charged by The Wealth Boutique and are collected directly by that third party based on the client’s direct relationship with the third-party estate planning vendor.
Guest Bio: Donna Cates is a dedicated financial advisor and Certified Divorce Financial Analyst® (CDFA®) with a mission to empower women in their financial journeys. With over two decades of expertise, she specializes in helping women navigate complex financial challenges, including investing, wealth management, divorce settlements, and rebuilding after loss. Donna's passion lies in leveling the financial playing field for women by providing personalized guidance and strategic planning to help them achieve their goals and dreams.

In this episode of Women Behind the Millions, we delve into the world of divorce, focusing on the experiences and expertise of professionals dedicated to helping women navigate this challenging transition. Our guest host, Donna Cates, and show guest Cary Jacobson, shed light on the various aspects of the divorce process, from mediation and collaborative divorce to stress management and the importance of building a support team.
We explore the significance of education, empowerment, and strategic decision-making, aiming to guide women through divorce and empower them to emerge stronger and more resilient. Join us as we unravel the complexities of divorce and share valuable insights to support women in this transformative journey.

Welcome to another episode of "Women Behind the Millions." In this episode, hosts Jessica Weaver and Donna Cates are joined by the dynamic Lisa Lisser, a CDC certified divorce coach and retired lawyer, to delve into the emotional and strategic aspects of divorce. Lisa shares her personal journey through a challenging divorce, highlighting the struggles, growth, and transformation she experienced. Throughout the episode, Lisa provides valuable insights into the role of a divorce coach, emphasizing the benefits of seeking guidance and support during the divorce process. From reframing one's mindset to creating a "badass list," the conversation explores empowering strategies for women navigating divorce. Join us as we uncover the spiritual and practical dimensions of wealth and well-being during life-altering transitions.

“The Profitable Coaching Conversations Show with WendyY Bailey” is a high-value media brand Powered by Business Beyond Limits. The show airs twice weekly and features WendyY and her guests sharing income acceleration, sales, and marketing strategies for coaches, consultants, and entrepreneurial leaders. Viewers are empowered to tap into sales, marketing, leadership, and life skills to grow their coaching and consulting businesses that will increase bottom-line profits.