The Chicks of Fintwit

I created the Chicks of Fintwit podcast with the intention of uplifting kicka$$ women across the heavily male-dominated financial services industry. Today, 25 episodes later, the CoF podcast is (virtually) closing its doors. I am beyond grateful for every guest willing to share their time and their story, as well as for every listener along the way. This podcast truly would not have been possible without you. As a young professional in this space I am consistently mind boggled by the thought that anyone would care about listening to what i have to say, let alone every week! FinTwit has been good to me to say the least, providing me with a platform to amplify my voice and my thoughts, as well as the thoughts of others, has brought me various job opportunities, a vast network of professionals and, most importantly, some of my closest friends. In this closing episode of the podcast, i speak with Nicole Casperson and Elena Krasnow, two of the best friendships that FinTwit has given me, who are also two up and coming chicks in the financial services industry who will undoubtedly change the world in the years to come.

So, what’s next? Have no fear, because I can assure you all that I am NOT going anywhere. I truly feel that i’ve found my niche within this industry, and that is my ability to take the fast-paced and often complex world of cryptoassets and make it more approachable. My next endeavor in the podcast space will be taking a deeper dive into that world, and I hope that my listeners will follow along with me once I do!

To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire. 

iTunes: https://apple.co/3BFwFSG 

Spotify: https://spoti.fi/2UZOuuK 

Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms. 

All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.

My guest on the show today is Shruti Joshi, Chief Operating Officer at Facet Wealth. Shruti is widely recognized for driving efficient, rapid growth at B2C and B2B companies across every stage, from startups to enterprise businesses. A former consumer tech founder and Fortune 15 executive, she has invested and advised many businesses across multiple industries on business strategies to drive client acquisition and retention and develop innovative, end-to-end client experiences. She was an early investor in Facet Wealth and has been an advisor over the last several years. We wanted to talk with Shruti about how Facet Wealth is redefining the financial planning space, how the industry is currently missing the mark with the consumer market , democratizing access to the highest level of fiduciary care available and the importance of the subscription model, there is no wellness without financial wellness; financial health is health, financial literacy is great, but it does not mean the everyday person should be managing their own money and more!

For more information about Facet Wealth, please visit: https://facetwealth.com/ 

You can Follow Shruti Joshi on Twitter @shruti_jo: https://twitter.com/shruti_jo

To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire. 

iTunes: https://apple.co/3BFwFSG 

Spotify: https://spoti.fi/2UZOuuK 

Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms. 

All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.

This week I had the pleasure of speaking with Morgan Borer, Partner at Bevel, leading communications consultancy driving quantifiable results for clients in finance, tech, venture capital, consumer brands, entertainment and more. Bevel works with category-leading brands across sectors, with a business model that combines the power of influential storytelling with the analytical mindset of a start-up.

As the first employee at Bevel when the firm launched in March 2017, she helped grow the firm from two to nearly 40 employees alongside Bevel’s founder, Jessica Schaefer, former Head of Communications for Steve Cohen’s Point72.

With all the finance documentaries out there, from The Dropout to WeCrashed, while there are many lessons to be gleaned from these situations, in the PR world, they will probably be case studies for crisis management classes from this point forward. That's what we wanted to chat about today - the importance of crisis management, especially in the world of startups and growth-stage companies.

For more information about Bevel PR, please visit: http://www.bevelpr.com/

You can Follow Morgan Borer on Twitter @MorganBorer: https://twitter.com/MorganBorer 

To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire. 

iTunes: https://apple.co/3BFwFSG 

Spotify: https://spoti.fi/2UZOuuK 

Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms. 

All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.

This week I had the pleasure of speaking with Linda Lebrun, Writer Recruitment (specializing in finance, investing, business, economics and crypto) at Substack, an online platform that provides publishing, payment, analytics, and design infrastructure to support subscription newsletters. The company has made starting up your own newsletter very easy; so much so, incredibly talented writers have left institutions like the New York Times, The Athletic, ESPN and others to build their own newsletter businesses using Substack's unique, user-friendly newsletter creation and syndication platform. Finance newsletters, in particular, have had a bit of a renaissance because of Substack. We wanted to chat with the person in charge of speaking with as many different writers, influencers, content creators to see if Substack is the right platform for them. In past lives, Linda was a Portfolio Manager, CIO and still is a CFA Charterholder, and we talk with her about her transition to working at Substack and the newsletter revolution that still seems to be in the early innings.

For more information about Substack, please visit: https://substack.com/ 

You can Follow Linda Lebrun on Twitter @SubstackLinda: https://twitter.com/SubstackLinda 

To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire. 

iTunes: https://apple.co/3BFwFSG 

Spotify: https://spoti.fi/2UZOuuK 

Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms. 

All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.

This week I had the pleasure of speaking with Jessica Schaefer. Founder and CEO of Bevel. During her time with Point72 as VP of External Affairs, she identified the opportunity to fuse her storied professional experience in brand building and reputation management with media relations to strategically and purposefully fuel awareness. Now, Jessica is responsible for the communications and public relations strategies for a robust portfolio of clients, including leaders in fintech, venture capital, big data, and A.I., etc.. Having launched her public relations consultancy in 2017 to address an industry void, Jessica serves as a bridge between clients and stakeholder communities, leveraging traditional mediums and breaking through the new age media, which we discuss in this episode.

For more information about Bevel PR, please visit: http://www.bevelpr.com/

You can Follow Jessica Schaefer on Twitter @JFran_PR: https://twitter.com/JFran_PR 

To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire. 

iTunes: https://apple.co/3BFwFSG 

Spotify: https://spoti.fi/2UZOuuK 

Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms. 

All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.

I If I know anything, it’s what you’re ALL thinking right now. My guest in this episode is in fact, NOT a chick. However, for those who have been following along since my pilot episode, you may recall that I said the podcast was created to highlight some amazing women (which will always be the main focus) as well as male allies. These include men in the finance and technology space that promote equity, inclusion and overall engagement in the investment industry in one way or another. Areas of particular interest to me recently include fractionalization and collectibles. To me, alternative investments such as art, blue chip NFTs, Birkin bags, and other collectibles are more historically associated with the wealthy. That is, until now. I had the pleasure of talking about the intersection of alts and fractionalized ownership with Rob Petrozzo, Co-Founder and Chief Product Officer @OnRallyRd. Rally is a platform for buying & selling equity shares in collectible assets.

For more information about Rally, please visit: https://rallyrd.com/

You can Follow Rob Petrozzo on Twitter @RobPetrozzo: https://twitter.com/robpetrozzo

To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire. 

iTunes: https://apple.co/3BFwFSG 

Spotify: https://spoti.fi/2UZOuuK 

Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms. 

All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.

In this episode, I had the pleasure of speaking with Professor Nicole Boyson. Professor Boyson has been at Northeastern University since 2004, where her teaching expertise is in Investments, Alternative Investments, and Fixed Income. Her research focuses on institutional investors, with a current interest in conflicts of interest among financial advisors, and also has a significant body of work related to hedge fund activism, regulatory arbitrage, financial crises, and mutual funds, much of it published in the elite finance journals. Professor Boyson lives at the intersection of Finance and Academia, and that's our topic for today's interview.

You can Follow Nicole Boyson on Twitter @nikir1: https://twitter.com/nikir1 

To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire. 

iTunes: https://apple.co/3BFwFSG 

Spotify: https://spoti.fi/2UZOuuK 

Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms. 

All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.

In this episode, I had the pleasure of speaking with Ashton Chaffee, COO of Onramp Invest. She shares her experience having worked in the startup space for over a decade, highlighting the key role that product management plays in the ideation, development, and maintenance of any company. As the title suggests, starting up an idea is the easy part, and in order to succeed, you have to continue to build and innovate, there is no finish line.

You can Follow Ashton Chaffee on Twitter @AshtonChaffee: https://twitter.com/AshtonChaffee 

To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire. 

iTunes: https://apple.co/3BFwFSG 

Spotify: https://spoti.fi/2UZOuuK 

Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms. 

All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.

In this episode, I had the pleasure of speaking with Emily Binder, an entrepreneur, speaker, and Chief Strategist of Beetle Moment Marketing, a voice-first consultancy based in Austin, Texas. She is the founder of WealthVoice, the premium Alexa skill creation tool and CMS for financial professionals. Emily looks to where attention is headed and gets there first. She’s a business leader with a deep understanding of brand and the customer journey. When it comes to content, Emily’s bar is high.

Applying over a decade of experience as quarterback for dozens of successful marketing initiatives from startups to Fortune 500 brands, Emily helps clients stay relevant amidst fast moving technology. Her work focuses on AI / voice assistants, podcasts, and social media. Emily is a popular speaker on voice technology and marketing. She hosts a podcast ranked as a top #voicefirst show and an award winning daily flash briefing. Hobbies include rollerblading, pressure cooking, and credit card points. We chat about the power of voice, content creation tips, ways for financial services professsionals to harness the power or voice, and more!

For more information about Emily Binder and WealthVoice, please visit: https://emilybinder.com/

You can Follow Emily Binder on Twitter @EmilyBinder: https://twitter.com/emilybinder

To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire. 

iTunes: https://apple.co/3BFwFSG 

Spotify: https://spoti.fi/2UZOuuK 

Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms. 

All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.

In this episode, I had the pleasure of speaking with Torie Happe. Torie is the Head of Business Development at Onramp Invest, and has vast experience in Fintech Startups. Fintech is an industry ripe for disruption, and we talk about it all. Yes, we may work at the same company and talk all the time, but now we thought it might be time to press record. We discuss all things startups: what works, what doesn’t, what it takes to work at one, our mutual fan girl of each other, and most importantly, tacos. Please enjoy!

For more information about Torie Happe and Onramp Invest, please visit: https://onrampinvest.com/ 

You can Follow TorieHappe on Twitter @TorieHappe: https://twitter.com/TorieHappe 

To get all the latest updates about the podcast, see who we’ll have on next, as well as watch the video version of the pod, please follow us on twitter at @ChicksOfFintwit and subscribe to the SNN Network YouTube Channel at www.youtube.com/snnwire. 

iTunes: https://apple.co/3BFwFSG 

Spotify: https://spoti.fi/2UZOuuK 

Each new episode will be available every Thursday morning on Apple, Spotify and all podcast streaming platforms. 

All opinions expressed by Caitlin Cook and The Chicks of Fintwit podcast guests are solely their own opinions and do not reflect the opinion of the hosts or any of their affiliates. This podcast is for informational purposes only, is not investment advice, and should not be relied upon for any investment decisions. We are not recommending any securities, nor is this an offer or sale of a security.