Don’t be fooled by the name, the hair color, or crazy shoes. Michael Sherlock is serious about business. She is dedicated to creating positive, productive, and profitable workplaces, and helping individuals, and businesses unlock their ultimate potential. Before launching her global training company, Shock Your Potential, Michael was Vice President of US Sales for two multi-national medical device companies, responsible for net revenue exceeding $75 million and as many as 500 employees at a time. Michael was also chosen as #12 of the Top Female Entrepreneurs to Watch in 2021 by EnterpriseLeague.com.

Show Links

Website - www.execuity.com

Email: [email protected]

Facebook - @Execuity

Facebook Group - @WealthEmpowermentStateOfMind

Instagram - @WeStateOfMind

Guest Links

Website: www.shockyourpotential.com

LinkedIn Self: https://www.linkedin.com/in/michaelasherlock

LinkedIn Business: https://www.linkedin.com/company/shockyourpotential

Twitter Self: https://twitter.com/MichaelSSpeaks

Twitter Business: https://twitter.com/SYP_Leadership

Facebook Business: https://www.facebook.com/MichaelSherlockSpeaks

Instagram: https://www.instagram.com/shockyourpotential  

Karen Caplan Altfest, Ph.D., CFP®️, is a Principal Advisor at Altfest Personal Wealth Management. She helps many of the firm’s clients on a variety of investment and financial planning issues, and specializes in helping women clients and widows. Karen’s Financially Savvy Woman®️ programs, including the Women’s Financial $pa®️, are popular with clients. Her focus is to educate and empower women. 

Karen is frequently a speaker on the subject of women and money, and conducts educational seminars for recent widows and people looking to retire. In 2017, Karen’s article, “Life After Loss: 6 Smart Steps for Coping with Widowhood,” was published by the American Association of Individual Investors Journal. 

Karen was also featured in “Say What? A Dying Man Says ‘Don’t Worry’ About His Wife” on WSJ.com in 2016. 

Karen is a graduate of McGill University in Montreal, holds BA and MA degrees from Hunter College, and holds the CFP®️ designation. Karen received her Ph.D. in history from the Graduate Center of the City University of New York (CUNY). 

She was the Co-Director of the Financial Planning and Investments Program at The New School in New York City and the Coordinator of the Financial Planning program, a professional program for financial planners, which she originated at Pace University in White Plains, N.Y. 

Recognized as a “Top Women Wealth Advisor” by  Forbes,  2017, 2018, 2019, 2020 

Named to  Crain’s New York Business’  list of “Notable Women in Finance”, 2018, 2019 

Selected as a “Best-In-State Wealth Advisor” by  Forbes, 2018, 2019, 2020 

Top 20 “Women to Watch” for 2016 by  Investment News 

New York  Smart CEO  Family Business Award, 2016 

Financial Times  “Top 100 Women Financial Advisers” in the United States in 2014 

Show Links

Website - www.execuity.com

Email: [email protected]

Facebook - @Execuity

Facebook Group - @WealthEmpowermentStateOfMind

Instagram - @WeStateOfMind

Guest Links

Website: www.altfest.com 

LinkedIn: https://www.linkedin.com/in/karenaltfest/ https://www.linkedin.com/company/altfestpersonalwealthmanagement/

Facebook: https://www.facebook.com/altfestpwm

Nicholle Overkamp, MBA, ChFC®️ is a personal finance expert and business coach for women. She’s the Founder and CEO of Wilcox Financial Group and PowHERhouse Money Coaching. PowHERhouse Money focuses on business coaching for ambitious women in service-based business, wealth coaching, and educational programming! Wilcox Financial Group is a comprehensive financial planning firm. It was founded to create an environment that’s progressive and client-centric with outstanding high-touch service. 

Nicholle is the Co-author of the best-selling book Money Bitch: A no-BS guide for smart women to own their financial future. Nicholle holds a bachelor’s degree is in Psychology from Medaille College, achieved her retirement planning specialist designation from Wharton, and her MBA with a concentration in Finance from the University of Phoenix. She has her Chartered Financial Consultant (ChFC®️) from the American College of Financial Services. She holds her FINRA Series 7 and 66 registrations, life insurance, health insurance licenses, and NYS Partnership for Long Term Care.

Nicholle’s a strong advocate for empowering women and serves on the Board for Girl Scouts of WNY. She’s also a facilitator for the Business

Advisory group for the Women’s Business Center at Canisius College. She believes in the power of having a network of sisters to build each other up.

Show Links

Website - www.execuity.com

Email: [email protected]

Facebook - @Execuity

Facebook Group - @WealthEmpowermentStateOfMind

Instagram - @WeStateOfMind

Guest Links

Online community:https://www.facebook.com/groups/moneybcommunity

Insta: https://www.instagram.com/powherhousemoney/

LinkedIn: https://www.linkedin.com/in/nicholleoverkamp/

Websites

Stephanie founded YourChoice Concierge because she is passionate about seeing others succeed. She discovered a major vacuum for supporting successful entrepreneurs and business leaders to balance their professional and personal demands. After analyzing the limitations of basic clerical support, impersonal on-line support and other options she decided it was time to fill this gap by starting YourChoice Concierge. Stephanie knows quality-time and busy-time balance is critical both professionally and personally and offering as-needed work-life balance support can give more individuals the tools they need to be successful and live life their way. She prides herself on excellent customer service and loyalty. Her focus on client relations makes working with YourChoice Concierge a unique and high class experience. Stephanie exudes positivity and enthusiasm for her work and has developed a long track record for exceptional results. Her high-energy level and eager attitude are infectious and a key part of our ongoing success. With over a decade of experience in a high paced corporate environment Stephanie leverages her expertise and experience to help formulate a smooth process of helping individuals find their productivity rhythm and gain hours back to their day. Stephanie is continuously showing her dedication to providing only the highest quality service and shows no signs of slowing down anytime soon! She's spoken at several events, including Venture Connectors and has been featured in numerous publications, including Today's Woman Magazine and Humble Beginning Entrepreneurs.

Show Links

Website - www.execuity.com

Email: [email protected]

Facebook - @Execuity

Facebook Group - @WealthEmpowermentStateOfMind

Instagram - @WeStateOfMind

Guest Links

Instagram: yourchoice_concierge  

Facebook: YourChoiceConcierge  

LinkedIn (personal): Stephanie Heeb  

LinkedIn (company): YourChoice Concierge 

Twitter: Your_Concierge_ 

Kellie serves as the President of the local chapter of Exit Planning Institute, an organization that encourages communication and collaboration with advisors that serve business owners. She founded the organization in 2018 when she realized advisors need for a better way to coordinate with others in working with business owners planning for an eventual transition. Her role as a wealth advisor and private wealth advisor for over 30 years has provided her with the experience to make a difference. Kellie has been recognized by Barron's as one of the top 1000 Financial Advisors in the US (2012), and was nominated for the Barron's Top 100 Women Advisor List. Since 2018 she has been recognized annually as one of the top Kentucky Advisors by Forbes, and as one of the top 250 women advisors by Forbes nationally.

Show Links

Website - www.execuity.com

Email: [email protected]

Facebook - @Execuity

Facebook Group - @WealthEmpowermentStateOfMind

Instagram - @WeStateOfMind

Guest Links

Learn more at:

Website: advisors.ubs.com/scdk/  

LinkedIn: kelliesheryak 

Linda welcomes all five of the women entrepreneurs behind New Vibes Wine Co. to the podcast for the second part of their exclusive interview.

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Before COVID-19, balancing careers and family life was already a struggle for many women of all ages. The unexpected disruptions that came along with the pandemic pushed us all to step outside our comfort zones. Working remotely, being furloughed, monitoring our children’s online education, and worrying about the health and safety of loved ones certainly caught us all feeling unprepared and overwhelmed.

So now that the scramble to survive and thrive has endured for almost a year, where is this growing urge to do something new fit into our lives? How do we balance the fine line of socializing, entertaining, and traveling while ensuring our health? Perhaps the answer is as simple as bringing these experiences into our homes. Or, maybe the current crisis is pushing you to reevaluate your previous “balance” and pivot careers, travel somewhere you may have not considered previously, or just… slow… down…

While we all hope our post-pandemic lives will bring back familiarity and normalcy, why not embrace new vibes now? New Vibes Wine Co. passionately feels drinking wine is meant to be a joyous occasion. After all, even simple wins like putting away the last load of laundry, are cause to pop a bottle!

As five women business owners, our BIGGEST win happened while our respective businesses were facing the same challenges as so many small businesses throughout the country. Every two weeks we met as accountability partners to discuss plans for growth, efficiency, and big picture goal setting. It was during the doldrums of COVID spring that focused discussions often turned to new-biz daydreaming. There was a restlessness to start something new together.

Looking around the conference room, we realized together we all possessed diverse talents and experience as well as a passion for wine. How could we create the semblance of local experiences we were all craving. And how could we develop an escape while at home where no one leaves the house… ever? 

Our in-person “Ladies Who Launch” bimonthly meetings soon turned into weekly deep-dive business planning sessions via Zoom. Amanda Berry and Jesika Young made quick work of our business filings and began crunching numbers. Erica Outlaw peeled back the curtains of the wine industry and laid out our business model. Jessica Bledsoe and Becky Duncan spearheaded marketing and product development. It was a focused frenzy of ideas, action, and wine drinking… we needed to sample to understand what to offer!

Soon, as you’re celebrating new times ahead, new vibes of opportunities present, new wines to discover, we are excited to “wine down” with you. Let’s all embrace the possibility of new opportunities in 2021!

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FB - @NewVibesWine

IG - @NewVibesWine 

thenewwinegirl.com

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www.execuity.com

[email protected]

FB - @Execuity

Linda welcomes all five of the women entrepreneurs behind New Vibes Wine Co. to the podcast for the first of a two part episode.

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Before COVID-19, balancing careers and family life was already a struggle for many women of all ages. The unexpected disruptions that came along with the pandemic pushed us all to step outside our comfort zones. Working remotely, being furloughed, monitoring our children’s online education, and worrying about the health and safety of loved ones certainly caught us all feeling unprepared and overwhelmed.

So now that the scramble to survive and thrive has endured for almost a year, where is this growing urge to do something new fit into our lives? How do we balance the fine line of socializing, entertaining, and traveling while ensuring our health? Perhaps the answer is as simple as bringing these experiences into our homes. Or, maybe the current crisis is pushing you to reevaluate your previous “balance” and pivot careers, travel somewhere you may have not considered previously, or just… slow… down…

While we all hope our post-pandemic lives will bring back familiarity and normalcy, why not embrace new vibes now? New Vibes Wine Co. passionately feels drinking wine is meant to be a joyous occasion. After all, even simple wins like putting away the last load of laundry, are cause to pop a bottle!

As five women business owners, our BIGGEST win happened while our respective businesses were facing the same challenges as so many small businesses throughout the country. Every two weeks we met as accountability partners to discuss plans for growth, efficiency, and big picture goal setting. It was during the doldrums of COVID spring that focused discussions often turned to new-biz daydreaming. There was a restlessness to start something new together.

Looking around the conference room, we realized together we all possessed diverse talents and experience as well as a passion for wine. How could we create the semblance of local experiences we were all craving. And how could we develop an escape while at home where no one leaves the house… ever? 

Our in-person “Ladies Who Launch” bimonthly meetings soon turned into weekly deep-dive business planning sessions via Zoom. Amanda Berry and Jesika Young made quick work of our business filings and began crunching numbers. Erica Outlaw peeled back the curtains of the wine industry and laid out our business model. Jessica Bledsoe and Becky Duncan spearheaded marketing and product development. It was a focused frenzy of ideas, action, and wine drinking… we needed to sample to understand what to offer!

Soon, as you’re celebrating new times ahead, new vibes of opportunities present, new wines to discover, we are excited to “wine down” with you. Let’s all embrace the possibility of new opportunities in 2021!

.

FB - @NewVibesWine

IG - @NewVibesWine 

thenewwinegirl.com

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www.execuity.com

[email protected]

FB - @Execuity

Tania Sterl, CEO & Founder of Sterl on Style, is a Style Strategist, Fashion Expert, Speaker, and published writer. Tania combines her 18 years’ experience as a fashion designer with her intuitive approach to style, showing women how to advance their success and amplify their visibility by creating an image that expresses their unique personality, profession and potential. Styling female leaders, authors, speakers, influencers, and thought leaders across all industries, for photoshoots, TV appearances, Tedx Talks, interviews, promotions, and more, Tania shows women the importance of investing in their image to elevate their influence, getting women dressed and ready to be seen as the experts and leaders they truly are.

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"Embrace your creativity, because it has value."

-Tania Sterl

sterlonstyle.com

FB

IG

LinkedIn

Twitter

Pinterest

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www.execuity.com

[email protected]

FB - @Execuity 

Linda welcomes Holly Houston to the podcast. Holly is passionate about changing systems to make them work and solving problem, rather than exacerbating them. She is a 20 year solo #FamilyLawyer and she is a #FamilyLaw Mediator who is chair of the LBA Alternative Dispute Resolution section this year, a member of the KBA Diversity Equity and Inclusion Committee, an ABA Fellow, a partner and co founder of www.magnumopal.com, an online platform for news written and reported through a woman’s lens, co-founder of Greater Louisville Outstanding Women in 2009, founder of the Human Rights section at the LBA and recipient of the Nathaniel Harper award from the KBA for work promoting diversity in law, a lawyer member of Louisville CEDAW (Convention to Eliminate All Forms of Discrimination Against Women), a Leadership Louisville Connector, a Junior League sustainer, an ADPi alum and a new mom to Oliver Wendell Houston, who she adopted in December 2020 form the Kentucky Humane Society. She writes articles from her viewpoint about how the world impacts women when she has time.

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“Find as much joy in every situation that you can, with the knowledge that everything is temporary. ”

-Holly Houston

kyfamilylawyer.com

Holly Houston - LinkedIn

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www.execuity.com

[email protected]

FB - @Execuity 

Linda welcomes Carol Butler to the podcast. Carol Butler is president of the Goering Center for Family and Private Business, North America’s largest university based educational center serving more than 400 closely held businesses. The Center’s mission is to nurture and educate family and private businesses to drive a vibrant economy. Members receive real-world insights that enlighten, strengthen and prolong family and private business success.

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Carol is a former Fortune500 Executive with 30 years of experience successfully leading profitable, global businesses within the manufacturing and distribution industries. As she stepped into her second act–management consulting, executive coaching and board service–she also became a volunteer at the Goering Center. This volunteer experience transitioned to her current role as president of the non-profit organization that is affiliated with the Lindner College of Business at the University of Cincinnati where she has also served as an adjunct professor. Carol-having grown up in a family business–is dedicated to making a distinct difference in the success of the family and private business member companies and in the Greater Cincinnati region. Carol serves on the Life Learning Center Board along with3 for profit boards–Wright Brothers Global Gas, R B Tool & Manufacturing and New Riff Distillery. She is a member of the National Association of Corporate Directors.

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“The worst decisions I’ve made in my life are the ones I made by myself.”

-Carol Butler

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[email protected]

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The Goering Center for Family and Private Business

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LinkedIn

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www.execuity.com

[email protected]

FB - @Execuity