Counting On Her

Counting On Her

Discussing all things that touch Women, Finance and Insurance. i.e. Legal, Accounting, HR, Technology, Data Science, Insurtech & Fintech. Share best practices and personal reviews, books/authors, personal stories, client stories, testimonials, small panels, business/life coaching, fitness and personal exchanges between colleagues.

Episodes

October 25, 2023 16 mins

In this episode of The Counting on Her Podcast, host Amber Stitt interviews Jessica Perez, a powerhouse idea maker in the financial services industry.

Jessica shares her journey from working in title and escrow to finding her passion in financial advising.

She discusses the challenges she faced as a Hispanic woman in a male-dominated field and how she has been working to shake up the antiquated industry norms.

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In this episode of The Counting on Her podcast, host Kelly Sese interviews guest Ramona Maior, an experienced financial advisor.

Ramona discusses her recent career transitions, including becoming an adjunct professor at Grand Canyon University in Arizona and a regional relationship manager at Priority Financial Group.

She emphasizes the importance of networking in landing these positions and shares advice for th...

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In this episode of The Counting on Her Podcast, host Kelly Sese sits down with mortgage industry expert Juli Doyle to discuss her experience in the reverse mortgage business.

They address common misconceptions about reverse mortgages, such as the fear of losing ownership of one's home, and highlight the benefits of passing on equity rather than the physical property.

They also discuss the current state of t...

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In this episode of The Counting on Her episode, host Kelly Sese interviews Destiny Cover, an insurance agent with Mutual Omaha, about her first year in the insurance business.

Destiny shares her journey of leaving her previous job due to unhappiness and wanting more flexibility.

After taking a career aptitude test, she decided to pursue a degree in finance and ultimately joined the insurance industry.

...

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In this episode of The Counting on Her Podcast, host Sue Kuraja interviews Kelly Sese, a corporate recruiter at Mass Mutual. 

Kelly shares her journey into recruiting and how her multicultural background gives her an edge in the industry. They discuss the impact of automation and AI in recruiting, with Kelly emphasizing the importance of a personal touch. 

They also delve into the challenges of hiring women in the...

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In this episode of The Counting on Her Podcast, host Amber Stitt interviews special guest Diane, who shares her personal journey into the financial services industry.

Diane's experience helping her mother navigate the complexities of Medicare inspired her to become a Medicare specialist.

She discusses the challenges she faced in finding the right plan for her clients and highlights the importance of customiz...

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In this episode Counting on Her episode, Sue Kuraja interviews Undrea Smith, a financial advisor and motivational speaker.

Undrea shares his journey of discovering his "why" and the events in his life that shaped his purpose in helping clients plan for retirement and leave a legacy.

Undrea's personal experiences with the loss of loved ones and the financial struggles they faced inspired him to sta...

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Welcome back to another exciting episode of The Counting on Her podcast!

In today's episode, we have an incredible guest, Toni Gonzales and this podcast was hosted by Amber Stitt. Get ready to be inspired as we delve into the world of mentorship, sponsorship, and personal growth.

Toni shares her insights on the importance of mentorship and sponsorship in career development, highlighting the role they play i...

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 In today's episode of the Counting on Her podcast, join us as we uncover the secrets behind the "Network Effect" and discover how it can positively impact all aspects of our lives.

Our host Amber Stitt welcomes special guests Dave Garr and Chelsea Coble from Lincoln Financial.  Together, they discuss the fascinating concept of the "Network Effect" and how it has transformed not only their work li...

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In this enlightening Counting on Her podcast episode, we are joined by Megan from the Arizona Leadership Foundation (ALF) and Kalie from Philly as they share their collaborative efforts in supporting children across Arizona.

Megan Fitzsimons, who joined ALF in 2014, brings her extensive experience as a special education teacher to the table, focusing on disabled and displaced student applications and later expanding her r...

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We bring you the extraordinary journey of Tiana Ronstadt, a powerhouse female advisor and a true force to be reckoned with in the financial industry.

Tiana shares her insightful perspective on the challenges faced by female advisors and the intricate balance they strive to achieve in their multiple roles. Through her own experiences, she reveals the undeniable truth that trying to do it all simultaneously is simply not fe...

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In this Counting on Her episode, Amber interviews Win Havir, a founding member of the Women in Insurance Financial Services (WIFS) chapter in Minnesota. 

Win shares her journey and explains the need for women's representation in the Insurance and Financial Services industry. She highlights the importance of addressing women's issues and promoting the advancement of women in the field.

They discuss her ad...

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Join us on this inspiring podcast episode as we delve into the life and achievements of Aprilyn Chavez Geissler, LACP, a remarkable individual hailing from New Mexico.

With a diverse background in the insurance and financial services industry, Aprilyn has made a significant impact in various sectors, including multiline, employee benefits, fixed insurance, and financial services. 

Currently serving as a NAIFA Nati...

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Thank you for listening to the Counting on Her podcast!

In today's episode, we feature our guest Kate Beck, CEO of PDX Insurance & Associates and Certified Positive Intelligence Life Coach.

She focuses on empowering the current and next generation of women to achieve more by paving their path to success; promoting financial and business literacy, inspiring the creation of action plans, and teaching them t...

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💡 Are you a financial professional looking to boost your business and avoid burnout?

Join us and mindset coach Adrienne Grace as we explore the power of tapping into the subconscious mind. 

Discover how you can work in harmony with your analytical brain to unlock greater success in your career. 

Don't miss out on these invaluable mindset tips! #FinancialSuccess #MindsetMatters #BusinessBoost #AvoidB...

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Jenny Weaver is a partnership specialist at AllyHealth and is a huge advocate for mental health care in insurance plans. Listen in for a discussion all about the importance on pushing the boundaries on traditional employee benefit packages so that mental health coverage has a permanent spot. 

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🔥 Want to create a happier workplace and boost the success of your business? 

Join us as we chat with Darrin Tulley, founder of Ignite Happy, about the power of implementing a people-first culture. 

Discover how prioritizing your employees' well-being can lead to greater productivity, improved morale, and long-term success. 

Don't miss out on this insightful discussion! #HappierWorkplace #Peopl...

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💰 Curious to uncover the roots of your relationship with money? 

Join us as I chat with Christy Strauch, author, and business coach, as she delves into the fascinating exploration of our emotional connection to money. 

Discover how gaining clarity on your money mindset can shape your habits and ultimately lead to financial empowerment. 

Tune in for an eye-opening conversation you won't want to miss!...

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Barbara Micheletti, MS is a gerontologist and an expert on aging. She is an advocate for older adults and helps support professionals in financial services so they can better serve their aging clients. Listen in for a powerful discussion about how important it is for all of us to become aging experts. 

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February 24, 2022 27 mins

Dr. Jewel touches on her extensive history with empowering women in leadership roles. She also offers special resources to gain introspection for further empowerment!

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