Gradient Women In Business

Many financial services professionals shy away from marketing Affordable Care Act (ACA) policies because they believe people who shop for ACA plans aren’t wealthy enough. In this episode of the Women In Business Podcast, Jean C. talks with Media Strategist Jaclyn Gladhill about why this is a mistake. Jean explains that by marketing ACA plans, she connects people who are self-employed or planning to retire early — and converts them to financial planning clients. Plus: Learn how she turned community involvement into a referral pipeline and why the key to success with social media is to post strategically.

In this episode, we’re joined by Darcy Matz, Senior Director of Projects and Strategic Planning, FMO Distribution with Allianz, for an encore presentation following her standout session at the Women In Business LIVE event. Darcy breaks down the Insights personality framework and shares practical ways to use it to strengthen communication and relationships. Learn how to quickly identify personality profiles, adapt your communication style for stronger connection, and elevate client conversations, team dynamics, and leadership presence.

In this episode of the Women In Business Podcast, Jaclyn Gladhill, Media Strategist, and Karen D. discuss beneficiary designations…and the problems that can ensue if clients neglect to update them. Karen talks about how she incorporates conversations about beneficiary designations into her annual review appointments, and about how being thorough helps her clients achieve peace of mind.

In this episode of the Women In Business Podcast, Media Strategist Jaclyn Gladhill chats with Kailey B., who outlines the benefits of working with people in their 20s and 30s. Tune in to learn how positioning yourself as a student loan expert and helping young people with long-term strategies can help you expand your prospect pipeline, and why becoming a family advisor can be a strong differentiator.

In episode 8 of the Women In Business Podcast, Media Strategist, Jaclyn Gladhill, interviews Sandy M., President of a financial services practice, to talk about the art of building rapport with new clients in the first meeting. Tune in to learn why following a process is essential, how to ask better questions and how to guide clients to self-discovery.

In this episode of the Women In Business podcast, Media Strategist Jaclyn Gladhill sits down with Paige F., President and CEO of a financial services practice, to talk about how collaboration can help women overcome the isolation and imposter syndrome that can come with working in a male-dominated field. Paige also shares the mistakes she’s learned from, why she makes week-by-week plans for the year ahead, and much more.

Janet, owner and CEO of a financial services practice, sits down with Jaclyn Gladhill, Media Strategist with Luson Media, and shares the insights she’s gained over the course of a multi-decade career. In this episode, you’ll learn how grit, improving your hiring skills, and strategically referring out business that doesn’t serve you can help you succeed. Plus, learn how Janet’s disciplined approach to self-education gives her a sharp competitive edge.

In this episode, Gradient host Jaclyn and financial advisor Jenna discuss how empathy, understanding and a holistic approach have helped Jenna support female clients through big transitions. By connecting with divorce support groups and providing non-judgmental guidance, Jenna has established a continuous referral pipeline and turned clients into her biggest advocates.

Jenny Luttenberger, the co-host and executive producer of the KDWB morning radio show in the Twin Cities, will join Gradient’s Carlyn Hosking, to detail how she got her start in radio and how she’s dealt with challenges on her path to success in a male-dominated industry.

In this episode, Lisa Schreiber and Ellie Robison explore how customizing your approach can lead to stronger client relationships. They discuss how women approach finances differently, how to assess the financial dynamics within couples, and how hosting women-only events can help increase client engagement. Plus, hear how to balance a demanding career with personal passions and self-care. Whether you're refining your practice or redefining your work-life balance, this episode offers practical guidance for growth, both professionally and personally.

Nikki Foley Sits down with industry veteran Jamie Malm to talk about: Time Management, maximizing employees’ strengths and Having processes in place

Women and Wealth – Events That Empower

Unwrap Success This Holiday Season

Driving Production – The Role of Life Insurance for Women Who Want a Balanced Practice

Barb G sits down with Brooke to share her top three reasons for proposing life insurance as a solution for her clients’ problems. Tune in to hear this insightful conversation featuring a seasoned financial services professional discussing innovative life insurance strategies.

The Power of Surge Meetings

Dr. Sonia Cann-Milland talks about the importance of acknowledging and challenging one's feelings and thoughts during transitions. It's okay to feel a mix of emotions, including sadness, relief, and guilt, when leaving your step/children. She emphasizes the need to examine the narrative and mindset one is operating on and reflect on what went well and what didn't go so well during the road trip with the kids. The connection between thoughts, feelings, and bodily reactions in relation to worry and anxiety is explored, and self-care activities such as walking the dog or releasing energy in healthy ways are suggested. Open communication is key in addressing resentment towards stepchildren, as it often stems from unresolved conversations between biological and stepparents. Having a healthy mindset to promote discipline strategies is crucial, as one can often get triggered by their children's behavior and respond angrily. Seeking support and counseling is encouraged for those dealing with overwhelming issues in their relationship with their children.‌ To hear the entire interview with Dr. Sonia Cann-Milland, join us at http://www.TheStepfamilySummit.com .