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 this episode of the Women In Business Podcast, Vice President of Luson Media, Carlyn Hosking, sits down with Debbi M. to talk about the importance of educating clients, why difficult questions are essential, and how maintaining client contact increases retention. Debbi also shares her story of how her husband’s unexpected death and feeling dismissed by her late husband’s financial advisor led her to become a financial advisor herself.

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.