Hustle and Resilience

Episode 51: Success through Hustling and Resiliency
Guest: Jilliene Helman

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Hello and happy spring! I am so excited to welcome my guest this week. She is a young entrepreneur who has been a game-changer in the real estate and finance industries. At 28, she made the Forbes magazine 2015 list of 30 Under 30 Rising Stars of Enterprise Technology and has underwritten over $5 billion of real estate.

Jilliene Helmen, the former Vice President of Union Bank quit her job to start RealtyMogul.com in 2013. Her team’s mission is to simplify real estate investment through crowdfunding, allowing entrepreneurs and investors to get in the game. Sitting on the RealtyMogul.com board, Jilliene is responsible for the company’s strategic direction and operations. Today, her company is a leading online real estate capital marketplace with over 73,000 members and 65 employees.

Working in financial services as well as technology, Jilliene is no stranger to the male-dominated industries. Having grown up in an entrepreneurial and real estate savvy family, she found that she had a passion for both. After working in the banking circle for several years, Jilliene found it was stifling and decided as a result to become an entrepreneur. Knowing that her company needed investment to be successful, Jilliene went through the process of securing venture capital (VC). She had to work extremely hard, and hold plenty of meetings but as a result was successful in raising $45 million in capital across the company.

Jilliene attributes hustle and resilience as the keys to being a successful entrepreneur, especially in male-dominated industries. Even if she doesn’t know the path, she knows her destination and works towards that every day. Through hustling, Jilliene has built a strong network that she can reach out to and leverage to her company’s advantage.

An avid reader, Jilliene has found that she reads books based on the life stage of her company. If you’re starting a company, Jilliene recommends reading “Topgrading: The Proven Hiring and Promoting Method that Turbocharges Company Performance” by Bradford D. Smart and “The First 90 Days: Proven Strategies for Getting Up to Speed Faster and Smarter” by Michael Watkins. Several other books that she recommends include “The Everything Store: Jeff Bezos and the Age of Amazon” by Brad Stone, “Hatching Twitter: A True Story of Money, Power, Friendship, and Betrayal” by Nick Bilton, and “Onward: Engaging the Culture without Losing the Gospel” by Russell Moore.

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

The Truth About Your Finances

Episode 50: The Truth About Your Finances
Guest: Tammy Johnston

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Tammy Johnston has broken the rules within the financial services by doing things differently. Rather than speaking in acronyms and industry jargon, she has created a new way of doing things to educate people about their finances.

While temping at Investor’s Group, Tammy was drawn into the financial side of things and that’s how her journey began. Over the past 9 years, she has worked in regional offices, for independent agents and has managed two different MGA’s. Eventually, she decided that she wanted to do more than just sales, so she started The Financial Guides. Her purpose is to provide accurate and unbiased information in a way that is easy for her clients to understand. In addition to working with clients, Tammy created several seminars including “Sandwich Safaris”, “Business Builder Nights”, and “Small Business Class”.

Not only does Tammy work to create comprehensive financial plans for her clients, she digs deep into their emotional well-being to determine the reason behind their financial decisions. See sees herself as a financial counsellor, to help move her clients forward and increase the success of her financial plans. She also lives by the rules that if her clients aren’t going to listen to her advice, then they are not the right clients for her.

If you’re interested in learning more about finances, Tammy has written several books, geared towards educating even the most novice person about how finances work, including children. You can also reach out to her through Facebook, Twitter, Instagram or through email at tammyjohnston@thefinancialguides.com.

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

How Caring Leads to Success

Episode 49: How Caring Leads to Success
Guest: Anne McCabe Triana

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My guest this week truly cares about her clients and is an advocate for women in the financial industry. Anne McCabe Triana is a graduate of George Mason University and has been working in the financial industry since 2001. She has worked with organizations like American Express Financial Advisors and UBC and is an independent advisor (owning her own company). Her current venture, Curo Private Wealth is focused on caring and engaging with clients. Anne’s team strive to learn what the concerns are of their client and then move forward from there to create a trusting relationship.

Anne is also a huge advocate for women in the financial industry. She feels that women are great financial advisors because they can be innovative in finding clients and then are able to foster strong, nurturing relationships. There is also a lot of flexibility later in the profession so that women with families can manage their own time around their family’s needs.

One thing that Anne was told early on in her career was to learn to golf if she wanted to close deals. Very early on, she took golf lessons but at a certain point, she found herself being inauthentic. Even the way she was dressing felt wrong for her. If she could go back and change things, she wouldn’t try to be a “man”. Anne recommends embracing our female qualities because those are strengths as well.

For those starting in the profession, Anne recommends finding and becoming committed to a niche and know absolutely everything about it. Anne’s success came from networking, building relationships, referrals and servicing clients as much as possible.

Some great books were mentioned in this episode including “The Consultant with Pink Hair” by Carl Harrison, “Win Without Pitching Manifesto” by Blair Enns, “From Fear to Fearlessness” by Pema Chodron, “Double Double” by Cameron Herold,  “Think and Grow Rich” by Napoleon Hill, and “Mastery” by Robert Greene. Also, be sure to check out my interview with Kathleen Burns, a woman who has been instrumental in growing the number of women with their CFP designation.

 If you’d like to get in touch with Anne, you can do so through Twitter and Facebook. Thanks for listening to this week’s episode of the Women Rocking Wall Street show! If you liked this episode, be sure to hit subscribe, share it with others and write us a quick review on iTunes.

 

Powering Your Business

Episode 48: Powering Your Business
Guest: Jessica Ballin

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Jessica Ballin has always been interested in finances. Even back in high school, she started as a bank teller and eventually was accepted into the Carlson School of Management, through the University of Minnesota. When she got there and was asked what she wanted to do, she chose finance, because of her previous experience. When she did her internship, she had the opportunity to learn a lot more about 401Ks. She became hooked and has been doing that ever since. In 2006, Jessica decided to try something on her own and started her own business, 401(k) Plan Professionals. She has worked hard to be where she is and has recently made the NAPA’s Top Women Advisors.

Being a female in the industry, she quickly noticed that it was male-dominated. She found that by really knowing her stuff, she was able to be competitive in the market.  Jessica was able to gain respect by talking, listening and showcasing her knowledge rather than just trying to sell, sell, sell. She really focused on teaching her clients and found that she approached worked. Jessica admits that it doesn’t work all the time but it has worked for the most part. Over the last few years, she has refined her process of rehearsing, taking notes and being prepared.

Jessica has a very busy life. Between owning her business and raising three boys, she has found that taking care of herself was crucial in maintaining a great balance. She has made the decision to put her family first and to encourage work-life balance within her business. She also has a great team that are able to pick up her workload if there is something that Jessica needs to handle at home.

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

Navigating Social

Episode 47: Navigating Social
Guest: Sheryl Brown

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LinkedIn can be a challenging tool but is so valuable when it comes to networking, building connections and your personal brand. This week’s guest is a Sheryl Brown, a social media maven who is skillful in navigating the social media world. She is by trade an Insurance Advisor and has been in the industry for over 20 years. Today, she has a social media consulting business, not to mention she is in charge of the social media strategy for one of the largest private insurance brokerage office in the U.S. Sheryl has also started a social media non-profit, Social Samaritans. This international organization consists of social media professionals that focus on teaching their communities about social media and how to use it to their advantage.

Sheryl, although now she is a social media genius, admits that she became involved thanks to her kids. She was curious about what they were doing online all the time, and then one night her son explained to her how social media worked. From then on, she has been using it as a tool to connect with others.

Over the last few years, Sheryl has been able to create a strong personal brand using platforms that are free. Her brand, BIONICsocialite, has served her, the companies that she works for and her community. A key to Sheryl’s social media success is to regularly observe what the younger generation is doing. What are they saying and how are they manipulating it to their advantage? She recommends that anyone who is looking to get involved in social media to have a strategy. However, she also recommends that sometimes you follow your gut.

If you’d like to connect with Sheryl, she’s available on Twitter, Facebook, LinkedIn, and Instagram. Sheryl also has a blog that is a wealth of information.

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