• Rebuilding, Resilience & Real Long-Term Planning
    2025/06/05

    In this deeply personal and empowering episode of Women Behind the Millions™, host Jessica Weaver brings together two remarkable women who are helping redefine what legacy really means—from how we care for ourselves in moments of crisis to how we plan for the future with strength and love.

    In the first half, Jessica sits down with Kelly Etter, a certified Pilates and transformational trainer, holistic well-being advocate, and featured author. After losing both her home and Pilates studio in the California wildfires, Kelly shares her extraordinary journey of rebuilding her life from the ground up. She and Jessica dive into the critical role of nervous system regulation, the impact of daily self-care practices, and how resilience is built in the quiet, consistent choices we make—especially during life’s hardest moments. Expect soulful insights and tangible practices you can start using right away to support your own emotional and physical well-being.

    Then, in the second half, Jessica is joined by Alecia Barnette, a leading voice in asset-based long-term care planning. Together, they explore one of the most overlooked aspects of wealth and legacy—how we care for ourselves and our families as we age. Alecia breaks down the myths and realities around long-term care, offering smart, forward-thinking strategies to turn unused or “lazy” money into powerful tools for preserving dignity, supporting your loved ones, and ensuring you won’t become a financial or emotional burden on your children.

    From healing in the present to securing your future, this episode is a powerful reminder that true wealth isn’t just measured in dollars—but in the peace, preparation, and purpose we pass on. Tune in for inspiration, practical wisdom, and the clarity you need to build a legacy that lasts.

    Contact Our Guests:

    Kelly Etter

    www.kellyetter.com

    https://www.facebook.com/kelly.etterbeilfuss/

    https://www.instagram.com/kellyetterpilates/

    https://www.linkedin.com/in/kelly-etter-62423633/

    Alecia Barnette

    https://www.linkedin.com/in/alecia-barnette

    https://www.facebook.com/aleciaFIG

    teambarnette.figmarketing.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 week: https://www.thewealthboutique.com/women-behind-the-millions

    Follow us on Instagram & Facebook

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    1 時間 4 分
  • Illuminating Legacy Through Healing, Health & Purpose
    2025/05/29

    In this powerful episode of Women Behind the Millions™, host Jessica Weaver welcomes not one but two incredible women who are redefining what it means to build and live your legacy.

    First, we meet Agita Bergmane-Concepcion, founder of Bliss Within LLC and a certified transformation and self-development coach. Agita shares her raw and inspiring journey of hitting rock bottom—twice—and how those pivotal moments became the foundation for deep healing and growth. She and Jessica dive into the emotional and energetic blocks that often hold women back, and how vulnerability and authenticity can become the very tools that launch us into purpose and prosperity.

    Then, in the second half, Jessica is joined by Dr. Annmarie Waite, a transformational health coach, professor, best-selling author, and certified "Happy for No Reason" trainer. Dr. Annmarie expands the concept of legacy beyond wealth, guiding us into the realm of health legacy—daily choices, values, and habits that ripple through generations. From navigating grief to finding joy in movement and mindset shifts, her story reminds us that taking care of ourselves is one of the most profound gifts we can pass on.

    Together, these conversations weave a rich tapestry of transformation—from emotional healing to physical vitality. Expect a soul-stirring mix of storytelling, practical tools, and perspective-shifting wisdom that will leave you inspired to create a legacy that’s not just remembered, but felt—in your body, your spirit, and your community.

    Contact Our Guests:

    Agita Bergmane-Concepcion

    www.blisswithinhealing.com

    IG : https://www.instagram.com/bliss_within_coaching/

    LinkedIn : https://www.linkedin.com/in/agita-bergmane-founder-and-ceo-at-bliss-within-52439b12/


    Dr. Annmarie Waite

    www.girlfriendshealth.com

    girlfriends_health

    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 week: https://www.thewealthboutique.com/women-behind-the-millions

    Follow us on Instagram & Facebook

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    1 時間
  • Illuminating Your Legacy: Veronica Rodgers on Wealth, Values, and Generational Impact
    2025/05/22

    Welcome to another inspiring episode of "Women Behind the Millions"! In this special season premiere, your host Jessica Weaver kicks off Season 6 – themed "Illuminate Your Legacy." This episode centers on a powerful conversation with Veronica Rodgers, a two-time bestselling author, certified transformational trainer, and financial advisor with over twenty years of experience.

    Jessica and Veronica dive deep into the meaning of legacy, not just in terms of wealth and assets, but also our values, health, and the daily impact we have on our loved ones and the world around us. Veronica shares her personal journey that transformed her approach to legacy—from handling family loss and missed opportunities to realizing the importance of intentional planning and open communication. Together, they highlight how crucial it is for women to take charge of their legacy, whether that means having difficult conversations with family, protecting wealth across generations, or ensuring your life's work and values continue to shine long after you're gone.

    You’ll get practical advice on building your legacy with love, patience, and intention, and hear about the brand new book "Illuminate Your Legacy," led by Veronica and co-authored by dynamic trailblazers from different walks of life. Plus, discover why legacy isn’t just about money—it's about the memories, lessons, and values you leave behind.

    Get ready for heartfelt stories, expert insights, and actionable tips to help you live your legacy every day. This season is dedicated to empowering women like you to embrace your power, protect your legacy, and celebrate the light you bring to those around you.

    Contact Our Guest:

    www.carnelianws.com

    https://www.linkedin.com/in/veronicarodgers-cws/

    https://instagram.com/carnelianws

    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 week: https://www.womenswealthboutique.com/women-behind-the-millions-podcast

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    53 分
  • How Women Advisors Thrive in an Independent Financial World with Leslie Lipscomb
    2025/04/17

    In this compelling episode of Women Behind the Millions, host Jessica Weaver welcomes back the dynamic Leslie Lipscomb, a senior vice president at the Financial Independence Group. Together, they delve into the liberating theme "RIP Captive Life," which emphasizes the shift towards greater independence for women in the financial industry. Leslie, known for her mentorship and advocacy for women, shares her passion for guiding women as they break free from the confines of traditional, captive corporate roles and embrace their independent paths.

    Throughout the conversation, Leslie talks about her own career journey, including her experiences in a male-dominated industry, and how she balances a thriving career with family life thanks to a supportive partnership with her husband. They discuss the challenges many women face, such as ageism, lack of confidence, and the daunting statistics of failure within the first years of financial advising. Leslie and Jessica offer encouragement and strategies for navigating these hurdles, focusing on the power of education, relationship-building, and having a robust support system like that at FIG.

    Moreover, this episode sheds light on the importance of being in the right environment that encourages growth and independence. Jessica and Leslie explore the intricacies of the transition from a captive firm to an independent practice, outlining practical steps and highlighting the freedom and personal growth that comes with betting on oneself. They also touch on the evolving role of technology in the industry and its impact on efficiency and client transparency.

    Listeners will gain valuable insights on how to embrace independence, overcome industry biases, and utilize their unique backgrounds to thrive in financial advising.

    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 week: https://www.thewealthboutique.com/women-behind-the-millions

    Follow us on Instagram & Facebook

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    53 分
  • Daydreams to Reality: How Courage Fuels Independent Financial Success with Susan Danzig
    2025/04/10

    In this episode, we’re thrilled to introduce Susan Danzig. With over two decades of dedication to empowering financial advisors, Susan has honed her craft in helping professionals define their brand, attract ideal clients, and propel themselves to greater financial success.

    We dive into Susan’s experience as a co-author of, "Beyond the Broker." She opens up about the courage and determination it takes for women to break free from traditional roles, tapping into their full potential and achieving independence in their career paths. Susan emphasizes the role of having a clear brand vision and the importance of innovative marketing strategies in standing out in a crowded industry.

    Susan also shares her journey from working within a company that faced significant challenges during the market downturn to launching her successful business coaching practice for financial advisors. Her insights into the power of mindset, supported by her Master Certified NLP Practitioner background, reveal how belief systems can significantly impact professional growth and client relationships.

    Whether you’re an advisor considering the leap to independence or seeking to refine your business strategies, Susan's invaluable advice will guide you on your path to success. Join us for a conversation filled with motivation, practical tips, and stories of transformation that will inspire your next steps.

    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 week: https://www.thewealthboutique.com/women-behind-the-millions

    Follow us on Instagram & Facebook

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    55 分
  • Discovering Passion Beyond the Paycheck: Kari Ellis on Female Leadership in the Financial World
    2025/04/03

    In this episode we are joined by Kari Ellis. She is an experienced recruiter, career consultant, and industry transition expert who’s on a mission to guide seasoned financial professionals to find their true path. In this episode, Kari opens up about her deeply personal journey into the financial industry, spurred by the tragic loss of loved ones and a desire to help others avoid financial hardship during life's unexpected turns.

    We’ll explore how Kari transformed her personal pain into her professional purpose, discovering boundless opportunities beyond just selling life insurance. She details the significant role that mentors have played in her success, shedding light on the importance of guidance, whether it came from seasoned men in the industry or the vibrant network of women she later built around herself.

    Kari also shares valuable insights about the leap of faith she took when transitioning from corporate life to entrepreneurship, fueled by her husband’s unwavering support. She’ll take us through her meticulous process of helping financial advisors make career transitions, emphasizing the importance of aligning with one’s core values, understanding the diverse financial channels, and making decisions that benefit both advisors and their clients.

    Finally, we dive into the empowerment and collaboration among women in finance, fostering a community where each woman has the opportunity to follow her passion and find her true place. Join us as we explore the emotional, spiritual, and practical sides of wealth with Kari Ellis, a true woman behind the millions.

    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 week: https://www.womenswealthboutique.com/women-behind-the-millions-podcast

    Follow us on Instagram & Facebook

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    57 分
  • Discovering Intentional Hiring: Building a Successful Financial Firm with Jordan Christa
    2025/03/27

    In this insightful episode of "Women Behind the Millions," host Jessica Weaver welcomes back strategic recruitment expert Jordan Christa to uncover the nuanced intricacies of hiring within the wealth management industry. A veteran in industry-specific recruitment, Jordan dives deep into the dynamics of building successful teams by focusing on intentional hiring practices. Together, they unravel the common hurdles women CEOs and executives face, such as the tendency to make hurried hiring decisions due to desperation and the challenge of balancing immediate needs with long-term growth strategies.

    Jessica and Jordan engage in a thought-provoking discussion on the importance of establishing a strong employee value proposition and how it plays a crucial role in attracting top talent. They also explore prevalent trends in recruitment, including evolving roles and the significance of cultural fit within firms. Notably, they address the emotional aspects of decision-making in career transitions, particularly for women who often find themselves at a crossroads between loyalty and the pursuit of professional growth.

    This episode is a treasure trove of knowledge for women entrepreneurs aiming to refine their hiring processes and for those aspiring to cultivate a robust and supportive work environment. By understanding the deeper layers of recruitment, listeners will gain valuable insights on how effective team-building can lead to sustainable business success, while also empowering their own financial journeys and those of their clients. Don’t miss this opportunity to hear from one of the industry's leading voices on how to strategically align your hiring practices with your firm’s mission and values for a transformative impact.

    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 week: https://www.womenswealthboutique.com/women-behind-the-millions-podcast

    Follow us on Instagram & Facebook

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    57 分
  • Behind the Scenes: Compliance Challenges in Financial Services with Kristen Guerrero
    2025/03/20

    In this episode, we're diving into the essential world of regulatory compliance in the financial services industry with our esteemed guest, Kristen Guerrero. Boasting over 20 years of experience, Kristen is the founder of RIA Compliance Key, a boutique firm specializing in guiding SEC registered firms through the complexities of compliance.

    In this episode, Kristen shares her remarkable journey, from starting as a college intern to becoming a leader in compliance. We explore her pivotal decision to launch her own firm, the critical role compliance plays in the financial sector, and the courage and insight required to transition from a traditional career path to independence. Kristen offers practical advice for those contemplating starting their own Registered Investment Adviser (RIA) or making a strategic move to a new firm, emphasizing the importance of thorough research, understanding your motivations, and leveraging valuable resources.

    Join us for a conversation filled with inspiration, practical tips, and invaluable insights, tailored for anyone navigating the financial industry's complex landscape. Whether you're a seasoned professional or someone eyeing a significant career shift, this episode is packed with wisdom to guide your journey. Tune in and discover how compliance can be a strategic ally in building a successful financial practice.

    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 week: https://www.thewealthboutique.com/women-behind-the-millions

    Follow us on Instagram & Facebook

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    59 分