The AlignWomen Podcast

Sally Helgesen is the world's premier expert on women's leadership according to Forbes. She's a best-selling author, a speaker, and a leadership coach. Sally’s most recent book, How Women Rise, co-authored with legendary executive coach Marshall Goldsmith, examines the behaviors most likely to get in the way of successful women.

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 concepts in Sally’s book, How Women Rise, which are based on her more than 30 years of working with women leaders around the world
• What she means when she talks about leveraging relationships and why women are continually challenged by the idea
• How reducing hedges and fillers is a simple way to make a shift to more powerful communication
• What she is working on now and what she is looking forward to accomplishing next
• The woman in leadership that she finds most interesting to watch

Resources:

How Women Rise by Sally Helgesen and Marshall Goldsmith
Think Outside the Building: How Advanced Leaders Can Change the World One Smart Innovation at a Time by Rosabeth Moss Kanter
The Tao of Power: Lao Tzu's Classic Guide to Leadership, Influence, and Excellence by R.L. Wing
Why Do So Many Incompetent Men Become Leaders?: (And How to Fix It) by Tomas Chamorro-Premuzic
Pema Chodron 

Connect with Sally Helgesen:

Email - [email protected]
LinkedIn - https://www.linkedin.com/in/sallyhelgesen/
Website - www.sallyhelgesen.com

Sue is the owner of Cloud Benefits Consulting. She is a former health insurance broker who spent more than half her life in the insurance and benefits world, and she is now helping brokers to navigate through the "clouded" world of virtual contact.

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 Sue’s experience working in the broker world led her to create a consulting company that supports brokers in a virtual world.
• The common mistakes she sees insurance professionals making when they're engaging online.
• Her perspective on her past experience working with Zenefits and the positive impact Zenefits had on the insurance industry.

Connect with Sue Wakamoto-Lee:

Email - [email protected]
LinkedIn - https://www.linkedin.com/in/suewakamotolee/
Facebook - Cloud Benefits Consulting
Phone Number - (925) 808-8770

Lauren is a partner at Raines Feldman, LLP and she specializes in labor and employment law. She was also one of the founding members of the first AlignWomen Networking Mastermind. Lauren’s experience and skill has led to her selection by Super Lawyers Magazine, a reputable industry rating service of lawyers who have attained a high-degree of peer recognition and professional achievement.

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:

• What she does as a labor and employment lawyer and what makes this area of law so fascinating to her.
• How the pandemic has affected the employer-employee relationship and brought about entirely new and unprecedented issues that employers now have to deal with.
• What she thinks other successful women can do to pave the way for new women who are entering the legal field.

Connect with Lauren Katunich:

Email - [email protected]
Website - https://www.raineslaw.com/lauren-katunich
LinkedIn - https://www.linkedin.com/in/laurenkatunich/
Phone Number - (310) 730-4387

Dana is the third-generation owner of Weaver & Associates, a boutique Property & Casualty insurance brokerage helping privately owned, growth-oriented, Southern California based businesses and individuals with their insurance and risk management needs since 1959. 

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 she has revolutionized the way that her agency serves its clients
• Her biggest professional accomplishment and how she stays mindful of that while running her agency
• What she thinks successful women can do to encourage younger women to come into the insurance industry
• The importance of cyber liability insurance for businesses

Connect with Dana Dattola:

Email - [email protected]
Website - www.weaverinsurance.com
LinkedIn - https://www.linkedin.com/in/dana-dattola-cic-crm-3a866014
Instagram - @weaver.insurance
Address - 711 W. Camino Real Arcadia, CA 91007
Phone Number - (626)446-6161

Wendy is the CEO of C-Suite Goals. She’s an inspirational executive business coach and an accomplished CEO with experience guiding chief executives and business owners to achieve goals through better planning and decision making. 

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 personal challenges Wendy faced when she was the CEO of a large company and how that experience that led her to want to support other executives. 
• One thing she recommends other women do in order to make space for more women to come into leadership roles.
• The value of having a peer group when you're in a leadership position.

Connect with Wendy Luttrell:

Email - [email protected]
Website - csuitegoals.com
LinkedIn - https://www.linkedin.com/in/wendy-luttrell-a6287427/
Instagram - @csuitegoals.com

Libby is the founder and CEO of Libby Gill & Co. Coaching and Consulting. She’s an Executive Coach, leadership expert, and the best-selling author of six books including the award-winning You Unstuck. Through her work, she guides emerging and established leaders to inspire purpose and drive performance.

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 Libby started a unique online writing group, how it works and what kind of people participate
• The hardest lesson she has learned and how she uses it to help other women succeed
• Why having hope is her superpower and her perspective on “hope theory”
• What prompted her to write her latest book, The Hope Driven Leader - Harness The Power Of Positivity and its particular usefulness during the pandemic

Resources:

Libby’s Books
Schedule a 15-Minute Laser Coaching Session with Libby
Writers Sprint

Connect with Libby Gill:

Phone Number - (310)440-4200
Email - [email protected]
Website - https://libbygill.com/
Twitter - https://twitter.com/LibbyGill
Facebook - https://www.facebook.com/meetlibbygill
Instagram - https://www.instagram.com/libbygill_co/
LinkedIn - https://www.linkedin.com/in/libbygillleadershipexpert/
YouTube - https://www.youtube.com/channel/UCzRyNbIN3VEQ-CFdqyJFPZA?view_as=public

Maria Cordova is the founder and president of HumanageHR, which provides outsourced HR strategies that drive change from the inside out, strengthen culture, improve the employee experience, and optimize business performance. Maria is a People + Culture geek with 15 of years experience as a human resources practitioner.

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 Maria defines herself as a culture geek and why she started her own business
• How things have changed since the pandemic and what new skills she has had to bring to the job
• How she takes her fascination with people and culture and focuses on listening to employees to create a better workplace
• How she helps her clients revolutionize their workplace so that they can attract and retain better talent
• How she learned to make peace with making mistakes and changed her expectation of perfection

Connect with Maria Cordova:

Websites - humanagehr.com
LinkedIn - https://www.linkedin.com/in/maria-cordova-88b14aa/
Facebook - https://www.facebook.com/humanagehr

Ursula is the CEO and owner of Sales Coach Now. She’s a Certified Sales Coach and an award-winning sales expert, speaker, author and entrepreneur.

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 Ursula created Sales Camp and what she learned since shifting to a virtual environment
• The Number One limiting belief she runs into when coaching people in sales 
• The reason entrepreneurs need to have a process in addition to having passion for what they do
• The lessons she has learned in her entrepreneurial journey

Resources:

Virtual Sales Camp - https://tinyurl.com/AlignWomen
Align Women Podcast viewers can attend for the price of $297 (original price is $997).
The Belief Zone by Ursula Mentjes

Connect with Ursula:

Websites - salescoachnow.com
LinkedIn - https://www.linkedin.com/in/ursulamentjessalescoach/
Instagram - https://www.instagram.com/salescoachnow/
Facebook - https://www.facebook.com/UrsulaSalesCoach/
Twitter - https://twitter.com/ursulamentjes
YouTube - https://www.youtube.com/user/MySalesCoachNow

Misty is a Managing Partner at Pacific Advisors, a West Coast-based financial services firm and she also leads the advisor experience. She has a lot of designations, including CFP and CLU, and she is in the process of writing a book. Misty helps people become financially stable and uses her voice to make her industry more inclusive for women. 

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 she has seen work life evolving for Financial Advisors in this Covid-19 environment
• How she has used her voice to make her industry more inclusive for women
• How she changed the filter to figure out what’s really important to her as a mother and as a partner
• What tool she uses on a daily basis to keep her grounded and to keep challenging habits away
• More about the new book she is writing and the story behind the title

Resources:

The Morning Miracle by Hal Elrod
The Code of the Extraordinary Mind by Vishen Lakhiani

Connect with Misty:

Websites - http://www.pacificadvisors.com/misty_weltzien
LinkedIn - https://www.linkedin.com/company/pacific-advisors/ and https://www.linkedin.com/in/mistyweltzien/
Email - [email protected]
Phone Number - (760) 534-9151

Wendy is an author, professional speaker, and tax strategist. She’s the owner and principal of About Profit and she utilizes bookkeeping, tax and planning strategies to help business owners optimize cash flow and increase profitability. Wendy is also the author of the book "That’s Deductible! Simple Tips and Tricks to Find More Business Tax Deductions.”

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 she got her Profit First certification and how she uses that to serve her clients 
• Why she chose a unique flat-fee business model over the per-hour business model that more traditional accounting firms use
• Why she believes that women need to understand their money in order to have choices
• What she still struggles with and how she works with a business coach to help her navigate those challenges

Resources:

That’s Deductible! Simple Tips and Tricks to Find More Business Tax Deductions by Wendy Barlin
Never Budget Again by Wendy Barlin
Profit First by Mike Michalowicz

Connect with Wendy:

Websites - aboutprofit.com and wendybarlin.com
LinkedIn - https://www.linkedin.com/in/aboutprofitconsultant/