Influencing the Masses

Episode 59: Influencing The Masses
Guest: Teresa de Grosbois

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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.

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Financial Power

Episode 58: Financial Power
Guest: Rosemary Frank

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I have been looking forward to speaking with this week’s guest of the Women Rocking Wall Street Show. Rosemary Frank, Financial Advisor, had a 30-year career in the corporate sector. She was always deeply immersed in financial issues and eventually decided that she wanted to transition to a personal approach, specifically personal finance. When she began transitioning, she realized that she had a lot to learn. She studied and worked her way up to where she is today.

Throughout her entire career, Rosemary found that it was a lonely road, mainly because she was a woman.  As a result, when she started her practice, she spent a lot of time listening, sympathizing and educating her clients, rather than just telling them what she thought they should do. As a result, she has a successful practice that has a majority of female clients. Also, through her processing of listening, she was led into the specialization of divorce finances.

When she started her divorce work, she was finding clients who would come to her fearing their financial future. Rosemary would then have to contact the attorney and explain how she was helping in the process, especially with settlement options. This is definitely not an easy part of Rosemary’s job because traditionally they run the show. However, more and more attorneys are becoming more educated on the financial processes that are crucial during the divorce process.

It seems that Rosemary tripped into her niche but now owns it and uses it to her advantage. She received specialized training to handle divorce situations and was eventually the only person in the country to have three certifications. Not only was she the most educated person in the country, but she also wrote a course, Avoid The Potential Pitfalls of Divorce Cases, which  was approved for continuing legal education in her state. This changed the dynamic between her and attorneys because they were paying her to learn more about finances and divorce proceedings.

Rosemary has some great advice for her female clients. She implores you to be knowledgeable about their household finances – don’t give up your financial power to someone else. Also, keep your retirement in mind. Determine what the challenges are and meet them head on. If that means changing one’s lifestyle, it’s within your power to do so.

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.

Women in Securities Law

Episode 57: Women in Securities Law
Guest: Linda Riefberg

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My guest this week was recently acknowledged as one of the 25 Most Influential Women in Securities Law. Linda Riefberg started out as a general commercial litigator in a large Wall Street firm where she was an associate working part time with two young children. When asked to increase her hours to full time, Linda decided it was time for a change. While job searching, she stumbled upon a position at the New York Stock Exchange and immediately loved the subject matter as well as the work environment. Collaboration and team work fit well with Linda, in addition to her ability to specialize in one particular business sector of the stock market.

After working in that position for 18 years, Linda decided to venture into private practice. She is now a member of the Cozen O’Connor’s Commercial Litigation department, where she represents clients in securities enforcement investigations.

Throughout Linda’s career, she has seen that the business side of the financial industry is mainly men. In contrast to that, there are many women who have made their careers as regulators and attorneys on Wall Street. Linda believes that the collaborative environment that regulators work within is why there is a higher female presence.

Now that Linda is in private practice, she has been struck by the struggles that women face. For example, she has seen the small percentage of women in upper management. She also sees the misconception that women can’t be as aggressive as men or as good at developing business. Linda feels that women make great lawyers because they’re good communicators and are great at thinking analytically. She believes that women are good at counseling clients as well but that they aren’t as direct at taking credit for achievements, like bringing in business.

To achieve success in your work, Linda recommends maintaining a happy career, which sometimes means making changes. Also, she advises not to take things personally. Often, if you’re having a difficult time with someone, it’s their behavior that is causing the conflict. Lastly, Linda recommends focusing on your skill sets because your achievements come from the investment that you put into your own work.

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

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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.