In this episode, Christine talks with Diana Cabrices, vice president of enterprise development at Snappy Kraken. Snappy Kraken is a leading digital marketing program built for financial advisers who care about making meaningful connections with their clients and prospects. Diana shares her secrets on sales and marketing, and how businesses can curate content that empowers more women in their finances and careers.

In this episode, Christine talks with Rita Mitchell and her daughter Brittany Mitchell, a dynamic mother-daughter duo who believe in the power of knowing that you are enough, you have enough and you can own your phenomenal self. By sharing their knowledge, expertise and creative passions, Rita and Brittany are on a mission to guide and inspire others to live authentically and phenomenally, and live their best life!

In this episode, Christine sits down with Antonia Burchman, director of growth at Miracle Mile Advisors, an independent registered investment advisory firm that has been recognized as an InvestmentNews 2021 Icon and Innovator. Antonia shares her specific strategies that firms can use to create female-focused recruiting and succession plans. With Antonia’s intentional recruiting and succession planning strategies, she has recruited more than 80% of Miracle Mile’s employees and her strategies have been instrumental in Miracle Mile's growth.

In this episode, Christine sits down with Dana D'Auria, co-chief investment officer of Envestnet, to talk about her passion to drive better client experiences while enhancing ESG investing. Envestnet is a fintech giant and the industry’s largest turnkey asset management platform with $286 billion dollars in assets under management.

Through her work, Dana hopes to inspire women to build their wealth while aligning investments with their values and lifestyles.

Kicking off the new season of Her Success Matters is Rosie Rios, the 43rd Treasurer of the United States. In this episode, host Christine Shaw discusses with Rosie her historical role as U.S. Treasurer and her current initiatives as she continues to champion women in wealth and empower the next generation of leadership.

As treasurer during the Obama Administration, Rosie oversaw all currency and coin production activities, with almost 4,000 employees and an annual budget of $5 billion. She also initiated the efforts to place a portrait of a woman on U.S. currency and received the Hamilton Award — the U.S. Treasury’s highest honor. Her signature currently appears on a world-record $1.7 trillion of U.S. currency.

In this episode, Christine Shaw is joined by Brad Swineheart, senior vice president of business development at White Glove, a tech-enabled marketing services company dedicated to helping financial advisers grow their business. Christine and Brad discuss the importance of male allyship and how Brad uses his platform to create a more gender-inclusive industry.

Tune in to learn about Kay Lynn Mayhue, president of Merit, and Merit’s mission to move the needle on diversity, equity and inclusion through catered marketing approaches and training programs to better serve women.

In this episode, Christine Shaw is joined by Lisa Jones, president and chief executive officer of Amundi US, the $100 billion US arm of Europe’s largest asset manager. Amundi globally has more than $1.9 trillion in assets and 4,500 employees in nearly 40 countries.

During this episode, Lisa shares how she became the leader of one of the largest asset managers in the world and her key pillars to success, which include building relationships, work ethic and taking risks.

In this episode, Christine Shaw sits down with none other than Mary Beth Franklin, an award-winning personal finance journalist, president of RetirePro and InvestmentNews’ very own contributing editor.

Mary Beth shares her journey as a trailblazing woman in finance and journalism who has rewritten the rules to create her vision of success. Throughout this episode, Mary Beth shares pieces of advice leaders can give the next generation of women to find the confidence to do the same.

In this episode, Christine Shaw sits down with Michelle Barry, president of Grove Point Financial, a $6 billion boutique independent broker-dealer and registered investment adviser, to discuss steps women in the C-suite can take to mentor and sponsor the next generation of women leaders.

As President of Grove Point, Michelle is responsible for the firm's overall strategy and decisions that provide platforms and services to its financial adviser community. Her passion is creating networks that help promote women to leadership roles in our industry.