show episodes
 
Welcome to the Essential Financial Advisor Marketing Podcast. In this podcast, you’ll get discussions and interviews 100% dedicated to helping financial advisors with their marketing challenges, as well as sharing what’s working well in their practice.
  continue reading
 
Loading …
show series
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Stephanie Hessler who is an Independent Consultant at Stephany Hessler Coaching. As a Mindset and Performance Coach, they discuss her journey towards helping high achieving individuals and corporate leaders rapidly advance their careers without sacrificing the lives that …
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Stephani Lucas, the Founder and CEO of The Annuity Consultants. They discuss the frustrations that she faced in the industry and her drive to do things differently while offering her services in the finance and insurance industry.…
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Shweta Bhalla who is a Senior Financial Analyst/ Finance Specialist at Abode Services. They discuss how and why she got into the finance industry and also the importance of giving back to the community at the capacity that you're in.…
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Stephanie Mireku who is the Assistant Director of Alumni Relations at Providence College. They talk about how and why she got into the higher education field and the importance of staying true to your self and values as you advance in your career.…
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Sydnee Journel, the Government Relations Manager at Aurora. They discuss her experience in a relatively new industry and her passion in government and community work with an aim of finding solutions to shared challenges.By Bay Street Capital Holdings | Laila Arain
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Taj Pannell, a Career Strategist, DEI Champion and Talent Engagement Program Manger at LinkedIn. Working in the engineering department, they discuss aspects of her work which involve designing programs to attract talent to LinkedIn, specifically Black and women talent; wi…
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Kelli Thompson, the CEO and Women's Leadership Coach at Kelli Thompson LLC. With a background in banking and investment, they discuss how she often found herself as the only woman in the decision making rooms. She talks about how she switched to coaching in order to mento…
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Stephanie Thompson, the Senior Support Account Manager at ServiceNow. They discuss her experience in the tech industry as a Black woman and the numerous challenges that she has faced by virtue of being a woman of color. She talks about her experiences in both larger and s…
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Tania DeSa, the CEO of Desa Global Leadership. They discuss her passion to inspire women of color and those in underrepresented minority groups; in order to help them show up as their best selves in the corporate environment where they might feel invisible and overlooked.…
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Sheryl Grant, the CEO and Founder of Sheryl Grant International. Having worked in corporate America for 30+ years, she talks about why she's very passionate about empowering women and how she's able to help them break any barriers in their careers through the work that sh…
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Shila Nieves Burney, the General Partner at Zane Venture Fund. They discuss her journey in the investment industry and how she's able to work with people of color, who most times are left out of the wealth generation cycle.…
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Melanie Akwule, the Founder & CEO of MINWO. She talks about previously working in Silicon Valley and struggling to find people whom she identified with. As a result, she started her company MINWO to help Black businesses centralize business development and grow.…
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Maria Neumann, the owner of Fire & Water Damage Recovery. They talk about how she ended up in a career that is completely different from what she studied; and how she was able to adapt and cope.By Bay Street Capital Holdings | Laila Arain
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Marguerita Cheng, the CEO of Blue Ocean Global Wealth. They discuss how she got into the financial services industry and the value of time and money in today's society, on a personal and institutional level.By Bay Street Capital Holdings | Laila Arain
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Leena Barakat, the President & CEO of Women Donors Network. They discuss her role in social justice and how it should be a matter of concern for everyone, as it's an aspect of life that affects every human being.By Bay Street Capital Holdings | Laila Arain
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Kim Hamer who is the Interim Chief of People Officer at MOCA as well as the Founder of 100ActsofLove. She talks about how through her work, she is able to help individuals, mangers and HR leaders better deal with people in their teams who are affected by cancer.…
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Laura Dafov the Founder and CEO of More Than One Mind. With a background in geology, she talks about her journey in this field and how hard work, dedication and luck have contributed to her success so far.By Bay Street Capital Holdings | Laila Arain
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Kyra Pahlen, the CEO and Founder of ZING Technologies Inc. They discuss the genesis and importance of LingoZING!, an app that helps adults and children learn languages, subjects and general literacy in one place.By Bay Street Capital Holdings | Laila Arain
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Kindred Murillo, the Interim Superintendent/ President at Santa Barbara City College. They talk about her experience in the community college system and the important role that equity and inclusion play in the higher education system.…
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Kim Flanery-Rye who is the Founder and Principal Consultant at MyKimisms, LLC. They talk about why she got into the DEI industry and the role that diversity, equity and inclusion play in the workplace and society at large.By Bay Street Capital Holdings | Laila Arain
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Kelly Mason who is the Director, Corporate Communications at Poshmark. She talks about her journey in the communication space and how businesses can be used as a force for good.By Bay Street Capital Holdings | Laila Arain
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Keni Dominguez who is the Founder, People Operations Strategist & Career Coach at Keni Dominguez LLC. She works as a career coach for Black women and women of color who are mainly introverted to not only help them survive, but also thrive in their various workplaces.…
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Keesa Schreane, the Director (Partnerships) Risk | ESG Data | Sustainable Finance at the London Stock Exchange Group (LSEG). They discuss how a compassionate corporate culture can contribute to a better society overall.By Bay Street Capital Holdings | Laila Arain
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Kathy LeMay who is the Director of Philanthropy at Amazon Watch. With a background in global social change, they talk about her experiences in this field and the role that it plays in creating a sustainable society.By Bay Street Capital Holdings | Laila Arain
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Katherine Lewis, a UX Engineer at LinkedIn. Starting off as a elementary school teacher with a professional background in entrepreneurship and management in college, they discuss how she developed a passion for tech where she not only serves as an accessibility champion b…
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Karine Bah Tahé, the CEO of Blue Level. They discuss how the DEI work that she currently does was influenced by her personal experiences growing up as a mixed race child. She also talks about how travelling to 100+ counties all over the world made her become obsessed with…
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Kamila Elliot, the CEO and Founder of Collective Wealth Partners. As certified financial planner, they discuss her role in closing the Black wealth gap and promoting financial literacy among Black women and people of color.…
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Justine Blanchet, the Climate Programs Director at Business Council on Climate Change. She talks about how travelling in her early years opened up her mind and sparked the curiosity for social impact work. She talks about the challenges that she faces in her line of work …
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Jillian "Mama J" Love, who is the Founder and CEO of Mama J Love Consulting. They talk about her experience in DEI work and what led to her discovering her purpose in the social justice space.By Bay Street Capital Holdings | Laila Arain
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Joy Harper who is the Head of Partnership and Industry Solutions Finance at Google Cloud. Having completed 4 degrees, she talks about her transition from finance to tech with the help of key people in her life.By Bay Street Capital Holdings | Laila Arain
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Jordyn Trappe who is an Associate Manager, Quality Assurance and Co-Founder at The Loop AZ. With a background in Marketing & Customer Service, she speaks about her transition into the tech start up space.By Bay Street Capital Holdings | Laila Arain
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Jennifer Tschetter who is a Culture Strategist, Team Developer and Strengths Trainer. Starting off as an educator, she talks about her passion in helping adults grow their skills as a consultant.By Bay Street Capital Holdings | Laila Arain
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Joyce Marter who is a Mental Health Thought Leader, Internationally Published Author & Speaker, Licensed Psychotherapist, Entrepreneur, Coach & Consultant. She talks about her journey as a psychotherapist and her determination to make a difference in the world by helping …
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Jenné Norris who is the Diversity Technical Sourcer, Recruiting Engine at Amazon. They talk about her journey through HR and talent acquisition, as well as some of the key lessons that she's learnt along the way.By Bay Street Capital Holdings | Laila Arain
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Jennifer Hanson who is Principal at JHH Coaching & Consulting. Having been fortunate enough to have three different careers, Jennifer talks about the transitions that she's gone through, how she ended up as a leadership and career coach and why it's important for her to h…
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Aubery Bergauer, CEO of Changing the Narrative. With a background in classical music, they discuss the changes and growth that she's witnessed in the classical music industry and how that led to her getting into the consulting business.…
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Erica Taylor who is the Head of Oncology Strategy and Chief of Staff, Global Product Strategy at Genentech. They discuss her passion for science and human health; and what the intersection of business and science looks like in today's world.…
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Dr. Lupe Carrillo, the Director of Diversity, Equity and Inclusion at Stanford. As a child of immigrant parents, they talk about how her love and interest in education opened up her world to DEI and the role that it plays in the society today.…
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Barbra Belk who is the Director of Diversity, Equity and Inclusion, Pacific NW Market at Kaiser Permanente. She talks about her journey; coming from a background of extreme poverty and how that influenced her decision to get into DEI work where she could help underserved …
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Diarra Polk who is the Corporate Director of Human Resources at Hilti North America. They talk about why she chose to get into HR, the challenges that she’s faced so far as well as some of the biggest lessons that she’s learnt along the way.…
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Brucee Denise Olds who is the HR Manager at The XD Agency. They speak about her non-traditional HR journey, some of the challenges that she’s faced and key lessons that she’s learnt along the way.By Bay Street Capital Holdings | Laila Arain
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Jennifer Payne, the Diversity, Equity, Inclusion & Accessibility Lead at TBWA Chiat. They talk about how and why she got into the DEI space and the role that DEI plays in today's workplace.By Bay Street Capital Holdings | Laila Arain
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Ashley Blackmon-Hynson who is a Diversity, Equity, and Belonging Program Manager for a private indoor agricultural company in the San Francisco Bay Area. They talk about her journey in the DEI space and the steps that she’s taking in order to effect systemic change in her…
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Archika Dogra who is a student at Princeton University and the Founder of Innoverge. She talks about what got her interested in STEM in the first place, as well as her journey into founding and running her own company.By Bay Street Capital Holdings | Laila Arain
  continue reading
 
In this episode of “How’d You Do It and Why Should I Care?" Laila speaks with Ariadne Wolf, a Non-profit Development Manager and a Communications Strategist. From being homeless to becoming a consultant, Ariadne highlights her journey and some of the key lessons that she’s learnt along the way.By Bay Street Capital Holdings | Laila Arain
  continue reading
 
Loading …

Quick Reference Guide