You Can't Have Community Without UNITY

May 28, 2024 | 8:00am CT

Hello Friends -

I moved from St. Louis to San Francisco in 1992. For almost 19 years, I lived in one of the greatest cities in the United States and it's where I still feel I truly "grew up."

I can never remember a period of time in my life where I learned something new almost every day, sometimes multiple times a day. It was exhilarating and exhausting and I feel my children truly benefitted from our time there.

One of the greatest gifts in my learning was given to me by the LGBTQ+ community in the Bay Area. It was not just an 'awareness' of people and families, but a deep level of 'acceptance' of how natural it is to want everyone to have a voice, a presence, and a life of respect and significance.

I continue to learn even today. And I'm deeply indebted to Peggy Haslach, CFP?,CLU? of Planning for Good, LLC who helps run the UNITY? Programship at Females and Finance . She is a force of good and she is fierce in her desire to build a better profession. I'm always grateful for the grace she gives me and others as we do this work...together.

June is near. PRIDE is here. Let's make change happen now.

Unleashing Possibility -

Sheryl Hickerson | Founder & CEO

...Oh! Before I forget to mention this... the newsletter will have a different look and feel and name starting June 3rd. Stay tuned! ??????

A quick reminder that we are still in need of contributions toward our Bold.org scholarship for Black and Brown women students of finance. If you would like to contribute, go here: https://bold.org/funds/females-and-finance-scholarship-fund/ and if you know someone who should apply for this, have them go here: https://bold.org/scholarships/fearless-females-and-finance-scholarship/

• Keena Pettijohn shared a YouTube vignette of a presentation she recently gave on Money & Mindset. I encourage you to check it out here: https://www.youtube.com/watch?v=SRwnAmKIk8s
• Niki Clark, FPQP? of Niki Clark Marketing has announced her amazing rebrand! You should pop over to her LinkedIn announcement and give her an Atta Girl! https://www.dhirubhai.net/feed/update/urn:li:activity:7199016163354271745/
• Jeff Thomas of Swan Global Investments partnered up with Keena Pettijohn this week for a special piece in The Sassy Septuagenarian! You can check out what they've been working on here: https://www.dhirubhai.net/posts/investmentmasterminds_seniorcitizen-senior-retirement-activity-7201214642843451392-h1al

• (May 29 at 10am CT) Sip & Savor Networking. Every Wednesday at 10am CT for 55 minutes, Females and Finance paid members come together and chat about a trending topic of interest. Each week is a different discussion and vibe! The topic for this session is Vacation Boundaries Register on the F&F Community App: https://www.skool.com/females-and-finance/calendar
• (May 29 at 3pm CT) Coaching Corner. Every Wednesday at 3pm CT, F&F Plus and Partner Members have access to Coaching Corner. We start off with a light coaching reminder for the week and then transition to a Q&A session by the members. This is a great pick-your-brain opportunity, ask detailed questions about your sales, marketing, and social media needs, meet other members, and gain introductions to invested coaches of the Females and Finance Community. The topic for this session is the Productivity Checklist for LinkedIn. Register on the F&F Community App: https://www.skool.com/females-and-finance/calendar
• (May 30 at 11am CT): FinTech Roundtable with Linda Wittich . Held the last Thursday of each month (except for October, November, and December due to holidays and will be the week before the last Thursday) at 11am CT (12pm ET). Register on the F&F Community App: https://www.skool.com/females-and-finance/calendar
• (June 3 at 3pm CT): Monday Marketing Workshop. Every Monday from 3-4pm CT (barring a major holiday or business travel), our Plus Member and Partner Members will have access to the Monday Marketing Workshops. The topic for this session is Thought Patterns. Register on the F&F Community App: https://www.skool.com/females-and-finance/calendar

• Did you know Optimized Insurance Planning is hiring? Yep! They have 2 positions currently available. Licensing Care Associate: https://www.dhirubhai.net/jobs/view/3917585510/ and Insurance Planning Sales Associate: https://www.dhirubhai.net/jobs/view/3913887165/

• Our friends at Intention.ly are partnered up with FMG to present on Website Conversion May 29th at 1pm CT. You can register here: https://info.fmgsuite.com/5-seconds-to-impress-how-to-build-a-website-that-stands-out and learn from Kelly Waltrich and others on ways to make that website work work work!

• Four big disconnects between advisers and female clients via Money Marketing https://www.moneymarketing.co.uk/opinion/gillian-hepburn-five-disconnects-between-advisers-and-female-clients/
• HOW SMALL BUSINESSES CAN SUPPORT THE FINANCIAL WELLNESS OF THEIR EMPLOYEES WITHOUT BREAKING THE BANK via HerMoney https://hermoney.com/principal/support-financial-wellness-of-employees/
• Hiring the right person for the job via InvestmentNews https://www.investmentnews.com/women-advisor-community/women-advisor-community/hiring-the-right-person-for-the-job-253622
• Financial Wellness Gap Between Men, Women Continues to Widen via PLANSPONSOR https://www.plansponsor.com/financial-wellness-gap-between-men-women-continues-to-widen/

• CopyCopter is a generative AI text-to-video tool that repurposes text content (blogs, newsletters, ideas or websites) into short, viral videos. Create and edit social media videos in a few seconds, no editing skills are needed. https://copycopter.ai/
• Dubb offers a suite of video creation, distribution, and tracking tools to engage your prospects and increase your revenue. https://dubb.com/
• Invoice Generator - This project provides a user-friendly invoice generation tool for freelancers, small businesses, and contractors. Create professional, customized invoices quickly and easily to ensure you get paid on time, every time. https://invoice-generator.prolab.sh/
• The Trancy App not only provides YouTube AI bilingual subtitles but also allows you to sync your personal YouTube channel with Trancy, making it easier to watch bilingual videos. Additionally, it offers a method to learn languages by watching videos. https://apps.apple.com/us/app/trancy-language-learning-tube/id6475022743
• Basic Bookmarks: The fastest bookmarking experience with a companion Raycast extension.https://bmrks.com/
• waitforit.me is the no-code waitlist builder for modern product makers who want to ship early and ship fast. We put an end to wasting hours coding, setting up your DB + emails, and designing a waitlist.
• Imagine building a startup but without a need to think about your finances. That’s what Bootstrap does. It's a complete financial management system designed to fit your business model. It's free, and for just $39/month, you can integrate it with Quickbooks. https://fuelfinance.me/bootstrap/

Many thanks to our partners who make our F&F Community possible. (And if you'd like to learn more about our Partnership Program, feel free to learn more here: https://femalesandfinance.com/partnership

? GOLD PARTNERS

• Asset-Map
• Docupace
• Ficomm Partners
• InterGen Data, Inc.
• Limitless Advisor Coaching
• Nitrogen
• Optimized Insurance Planning
• Swan Global Investments

? Silver Partners

• Bold.org
• ExamFX

?? Bronze Partners

• Clarity Insurance Marketing
• Financial Advisor Magazine

??Standard Partners

• Advintro
• Advisor2X
• The Advisor Authority?
• Alpha Architect
• Amplify Reviews
• Behave Technologies (formerly Syntoniq, Inc.)
• Bonnie Noble
• Cathy Sikorski, Esq.
• Clarity Insurance Marketing
• The Client 4 Life Group,LLC
• Debra Ohstrom, CFA
• Elements
• Expressive Wealth
• Forms Logic
• fpPathfinder
• Gertsema Wealth Advisors
• Green Century Funds
• Intention.ly
• Marstone, Inc.
• Mobile Assistant
• myFloc
• Niki Clark Marketing
• OnboardXi
• Out & About Communications
• Premier Wealth Management?
• The Real Estate InvestHER
• Rethinking65
• SammyRabbit.com
• Sheryl O'Connor with IncomeConductor
• Sunny Day Fund ??
• Three Crowns Copywriting and Marketing LLC
• Tolerisk
• Top Line Focus, LLC
• WayPoint Consulting Partners
• Willow

Join Our Vibrant Community Today! ??https://femalesandfinance.com/membership-options