Compassionate Climb

Meet Jessica Tomac, a financial advisor with Edward Jones who helps women and entrepreneurs know what their money is doing for them and create financial security. In an effort to change her financial family legacy and struggling to find the right financial advisor for her she decided to become one. She took a personal approach to building her business and her focus areas are wealth building strategies, retirement planning, and estate planning. In this interview she differentiates between financial advising, accounting, and bookkeeping and provides tips for finding the right financial advisor for you as well as tangible action steps for improving your financial well-being.

Key takeaways:

-build an emergency fund

-eliminate debt using a snowball approach

-focus on one thing at a time

-build your tribe of professionals to guide you

-complete a durable power of attorney for healthcare

-consider life and disability insurance especially if you are a parent and/or business owner

-look for the Certified Financial Planner designation

https://www.edwardjones.com/us-en/financial-advisor/jessica-tomac

https://www.facebook.com/EJAdvisorJessicaLehti/

https://www.linkedin.com/in/jessica-tomac-cfp®-chfc®-aams®-4742164/

Meet Leslie Stevens, a branding and marketing strategist who supports entrepreneurs in service based businesses get consistent clients without relying on social media through The Cultivated Vision. She started her career journey as a registered dietician and certified personal trainer who marketed herself online but found that her clients were inconsistent. She believes in practicing what she preaches but as an introvert it felt forced and burned her out. She had always wanted to be an artist so she ultimately went back to her aesthetic roots and built deeper connections by starting conversations and building relationships. Now being clear about her boundaries and doing what is in alignment with her integrity, she has transformed from an influencer to an impact maker. She shares her experience building confidence in herself after investing in support to scale her first business and not receiving the return she had expected. Be sure to listen to her podcast, Not an Influencer, an Impact Maker for online serviced-based business owner who have always wanted to be able to book consistent clients without the pressure to post on social media.

Key takeaways:

-Do one thing every day that scares you.

-Building deeper relationships actually saves time.

-Zoom out, take a step back, look at the bigger picture and focus on what you enjoy and what is working.

-Add things in one at a time to see what is really working.

-There is not one version of success and you get to create your own.

https://thecultivatedvision.com

https://www.instagram.com/thecultivatedvision

https://www.facebook.com/TheCultivatedVision

https://www.linkedin.com/in/lesliestevens1

https://www.pinterest.com/TheCultivatedVision

https://www.youtube.com/playlist?list=PLLEUxCkdyY2uC-9tHlDUkYBUe89EOrXMS

https://thecultivatedvision.com/free-training/

Meet Bob Landau, an attorney who is a seasoned litigator that focuses his practice on defending health care providers in professional malpractice lawsuits and disciplinary proceedings. He has worked for the firm Roberts Carroll Feldstein & Pierce for almost 40 years. 

He is sought out by medical practitioners for the following: 

Malpractice law suits 

Licensing board complaints 

Risk management 

In the case of a licensing board complaint his practice is to request a copy of the chart, obtain clarification from the client, and draft a response that is sent to the client for review and sent to the board once it has been finalized. The board then reviews it and if it is not dismissed at that point there may be a hearing where experts may need to engaged. 

With regard to risk management, having an attorney licensed in your jurisdiction can be helpful to review your consent forms, select a business entity, and review contracts. 

Key takeaways: 

-maximize the state board licensing limits on your professional policy 

-purchase cyber liability coverage and use encryption for all electronic communication 

-if you are sued or face a licensing board complaint immediately notify your liability carrier and consult with an attorney before responding 

-documentation and peer consultation are significant risk management tools 

-if disciplinary action is taken as a result of a licensing board complaint that information is publicly available 

-a professional will is recommended 

-mental health practitioners are encouraged to read their code of ethics and the statutes and regulations to ensure they are fully informed 

I would highly recommend attending one of his upcoming webinars through PESI with Frederic Reamer entitled “Ethics and Risk Management in Behavioral Health: What Every Clinician Needs to Know about Mental Health and the Law."

https://catalog.pesi.com/item/ethics-risk-management-behavioral-health-clinician-mental-health-law-112907 

https://www.rcfp.com/attorneys/robert-p-landau/ 

https://catalog.pesi.com/speaker/robert-landau-178629

Julia shares the benefits of consulting and her process working with clients who are seeking to start, expand, or diversify their practices. She also describes what to expect in future consulting episodes where professionals will have their business questions answered. If you have have questions please send them to [email protected].

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Julia shares the things to consider when deciding whether to start a private practice as well as the pros and cons.

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Meet Colleen Kendrick who is the owner of Kendrick Company, a marketing and communications consulting firm, and also teaches marketing at the college of business at Rowan University. She originally went to college for journalism but after realizing she was too extroverted for that career she decided to leverage these skills and pivoted into marketing. Her mission has always been to do good work with good people and that has remained consistent throughout. She discusses the challenges she has experienced with scaling and her efforts to surround herself with a trusted team. She also describes the filters she uses when taking on new clients and hiring, particularly shared values, honesty, and altruism. Be sure to listen to her podcast, The Mom Shuffle, where she interviews guests who are building businesses alongside mom life.

Key takeaways:

-Every day is a good day because she is doing work that she loves and spending time with people she cares about.

-You are not going to be for everyone and that is okay.

-Self-care can be taking your temperature and determining if there is a shift you can make.

https://kendrickcompany.com

https://www.facebook.com/KendrickCompany

https://themomshuffle.com/podcast

https://www.instagram.com/themomshuffle

https://www.facebook.com/TheMomShuffle

Julia shares her climb: what led her into a helping profession, becoming a therapist, starting a counseling practice, training as a forensic social worker, and becoming a private practice consultant. She describes the growth of her counseling practice, Compassionate Counseling Company, and how she developed the consulting business, Compassionate Consulting Company, that helps clinicians start, expand, and diversify their private practices. She explains how her own divorce and experience with co-parenting led her to become a forensic social worker who helps other co-parents navigate the challenges in this relationship. She describes what can be expected from this podcast and future episodes.

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This trailer provides an idea of what the show is about and how it came about. Our host, Julia Nepini, introduces herself, explains the podcast title, and elaborates on compassion and integrity which are two of her core values. This show will have interviews with other professionals in which they describe their climb, values, and challenges they have overcome as well as consulting calls and ask the expert sessions.

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