Naama is the Founder and CEO of A+ Insurance Service, which provides health insurance to individuals and businesses. She is a tireless advocate for the insurance industry and currently serves as the chair of the Health Underwriters Political Action Committee for the Los Angeles chapter of the National Association of Health Underwriters. She is also a mindful speaker and meditation coach.

Episode Sponsor:  

Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.

What you will learn from this episode: 

• How mindfulness, meditation and yoga have helped Naama navigate physical, mental and emotional challenges.
• How mindfulness tools and techniques can be helpful in stressful times, including during the pandemic.
• The work she has done to bring mindfulness practices to the health insurance industry.
• Helpful tips for people who are unfamiliar with mindfulness practices.

Connect with Naama O. Pozniak:

LinkedIn -https://www.linkedin.com/in/naama-o-pozniak-69b5913/
Website - www.rightplan.com
Email - [email protected]
Instagram - @naamaopozniak
Twitter - @aplusinsurances

Jenna Dillon is the CEO, Founder, and Executive Coach at the Executive Performance Institute for Coaching, also known as EPIC. EPIC’s services include one-on-one coaching, group coaching, facilitation, and team training for executives and their teams, as well as training for coaches who want to learn the EPIC method of coaching.

Episode Sponsor:  

Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.

What you will learn from this episode: 

• Why Jenna became an executive coach and how she benefited from having coaching in her own life.
• The most challenging part of building her business, and the skill set she has developed as part of this process.
• The most significant leadership challenge that most people face and how she coaches people to overcome it. 
• Epic’s upcoming Leaders Masterclass Webinar series,

Connect with Jenna Dillon:

LinkedIn - https://www.linkedin.com/company/executive-performance-institute-for-coaching
Website - https://www.jennadillon.com/
Email - [email protected]
Instagram - @epic_coaching_institute and @jkimdillon
Facebook - https://www.facebook.com/EPICcoachinginstitute

Christine is an ERISA attorney and Partner at Mullen & Henzell, LLP in Santa Barbara, California. She helps businesses prevent and fix problems with their employee benefit plans to preserve the tax-qualified status of those plans, and ultimately the saleability of their companies.

Episode Sponsor:  

Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.

What you will learn from this episode: 

• The scope of ERISA law and how ERISA attorneys like Christine help their clients.
• What attracted Christine to specialize in ERISA law.
• Christine’s most significant professional accomplishment and how she uses her expertise to help employees recover benefits that were wrongly denied to them.
• Why she started her blog, E is for ERISA.

Connect with Christine Roberts:

LinkedIn - https://www.linkedin.com/in/christine-roberts-04019a2/
Websites - www.eforerisa.com and www.mullenlaw.com
Phone - (805) 966-1501
Email - [email protected]
Twitter - @EforERISA

Lorrie is the CEO of Web Marketing Therapy, a full-service digital marketing agency that diagnoses, prescribes and guides sustainable marketing solutions. She also does transformational work with entrepreneurs so they root, sow, and grow businesses that support happy, healthy and wealthy lives.

Episode Sponsor:  

Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.

What you will learn from this episode: 

• Why Lorrie made the shift from web marketing specialist to business mentor and coach. 
• The five factors that make up a sustainable marketing strategy. 
• The role that retreats can play in enabling transformational growth for women.
• The importance of identifying your values and using them to guide the decisions you make.

Connect with Lorrie Thomas Ross:

LinkedIn - https://www.linkedin.com/in/lorriethomasross
Instagram - @lorriethomasross
Websites - www.webmarketingtherapy.com , https://lorriethomas.com  & www.wildwebwomen.com  

Madeline is the founder of a creative consultancy called Fearless Foundry, which supports impact-driven companies with their branding, marketing, and business development. She is also the founder of Womxn Talk Money, an online network for female & non-binary financial professionals to connect with industry opportunities and with each other. Madeline is an outspoken force for promoting education and equality in business and she spends her time creating content and programs to make the working world feel like a place where women are seen, heard, and supported.

Episode Sponsor:  

Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.

What you will learn from this episode: 

• How Madeline’s personal experiences have informed the way she helps other women start their own businesses and become forces for change.
• How she works to bring more feminine energy into the business world.
• How she developed her confidence in the workplace and how she learned to resist the desire to look for other people’s approval.
• How her consultancy company, Fearless Foundry, helps women build their skills through collaboration, equality, and personal and professional development.

Connect with Madeline Pratt:

LinkedIn - https://www.linkedin.com/in/madelinepratt/
Instagram - @madelinekpratt @fearlessfoundry
Websites - womxntalkmoney.com & fearlessfoundry.com

With me today is Lisa Hutcherson, the Founder and CEO of Darlis, LLC. Lisa describes herself as a bridge-builder paving the way for others. She also consults with insurance agencies on sales strategies and diversity, equity and inclusion, and she is currently writing two books.

Episode Sponsor:  

Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.

What you will learn from this episode: 

• Lisa’s experiences encountering and breaking the glass ceiling as a woman and a person of color in the insurance industry.
• How she motivates and inspires people to make change through her writing and transformational coaching.
• How to develop a better awareness and understanding of the challenges that women of color experience in the workplace.
• The importance of providing women with the tools and resources to achieve financial freedom and stability.

Connect with Lisa Hutcherson:

LinkedIn - https://www.linkedin.com/in/lisahutcherson/
Facebook- https://www.facebook.com/lisa.edwards.hutcherson
Email - [email protected]

Lindy is an advisor with Cresa, a commercial real estate firm that represents tenants. She is also the host of the “Level Up with Lindy Pearson'' podcast.

Episode Sponsor:  

Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.

What you will learn from this episode: 

• The benefits of using a tenant representative to negotiate a commercial lease renewal
• How she applies her personal values in her professional life
• How she uses her podcast to cultivate relationships and connect with her guests on a deeper level

Connect with Lindy Pearson:

Instagram- @rickandlindypearson @lindyannpearson
LinkedIn - https://www.linkedin.com/in/lindy-ann-pearson-0a53a21b/
Website - www.rickpearson.me
Youtube -  Level Up with Lindy Pearson (spotify & apple podcasts)

Nancy is known as the ‘Career Fox’ because she works with high-achieving professionals and executives to create prosperous and purposeful careers they love.

Episode Sponsor:  

Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.

What you will learn from this episode:

• Why Nancy wrote her book Network Like A Fox and what makes her approach to networking different from traditional networking 
• The advice she would give her 20-year-old self and how that ties into the coaching she does with women
• How she uses hypnotherapy helps to get to the root issues of the inner self, which allows her coaching client to have rapid breakthroughs
• How her program, Rapid Career Rebounds, supports women who are in major career transitions

Resources:

Network Like a Fox by Nancy Fox
Never Eat Alone by Keith Ferrazzi
The Tipping Point by Malcolm Gladwell
Vagina by Naomi Wolf

Connect with Nancy Fox:

Email - [email protected]
LinkedIn - www.linkedin.com/in/thebusinessfox
Website - www.thebusinessfox.com
YouTube - https://bitly.com/careerfoxtv

Meredith is the Co-Founder and President of Performance Support Systems, which creates and administers assessment and performance tools for leaders and teams. She’s the host of the Strong for Performance Podcast, where she gives coaches and consultants practical tips for taking their businesses to the next level. She’s also an incredibly kind and generous super-connector and she is someone I look up to as I continue my leadership journey.

Episode Sponsor:  

Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.

What you will learn from this episode:

• Why habit-building is essential to lasting behavioral change
• Her unique mindset in approaching new relationships
• Why giving and receiving feedback are essential communication skills
• The communication skills that has challenged her the most in her own life

Resources:

Strong for Performance Podcast
Connect with Your Team: Mastering the Top 10 Communication Skills by Meredith Bell
Free ebook: Listen Like a Pro 

Connect with Meredith Bell:

Email - [email protected]
LinkedIn - https://www.linkedin.com/in/meredithmbell
Website - https://growstrongleaders.com/
Phone - (757) 656-4765
Facebook - https://www.facebook.com/MeredithMBell
Twitter - @MeredithMBell: https://twitter.com/meredithmbell
Host, Strong for Performance Podcast: https://growstrongleaders.com/podcasts/

Dina is the owner of BGA Premier Insurance Solutions, a life and long-term care insurance brokerage firm. She is passionate about protecting women, families, and business owners. Dina collaborates with her clients to find the best insurance products at the best prices in the marketplace. She is also a Certified Financial Fiduciary.

Episode Sponsor:  

Colibri Insurance Services is a boutique health insurance agency that simplifies employee benefits for Southern California employers so they can cost-effectively attract and retain quality employees.

What you will learn from this episode:

• Why it’s so important for women to plan for their long term financial security
• The new awareness people have about long-term care needs after experiencing a year of the COVID-19 pandemic
• How Dina uses regular insurance policy reviews to help people feel confident that they have the right coverage in place

Connect with Dina Mabry:

Email - [email protected]
LinkedIn - https://www.linkedin.com/in/dina-mabry-46666b8/
Website - bgapremierinsurance.com
Phone - (818) 601-3049
Facebook - bga premier insurance solutions inc
Instagram - dina_bgapremierinsurance