To our friends in Northern Virginia:

Summary:

Allison Felix is the recently made President and Principal of Cassaday & Company, a wealth management advising company that assists people who understand the need to fund retirement but don’t know how or aren’t able to put in the time to do it on their own. A lot of their clients seek help with investing in and managing stock, saving for retirement, building a plan to save for their children’s education, and planning for unexpected expenses such as potential health issues down the road. Cassaday & Company stands out in the financial industry because of the dedication they maintain for their employees, their ability to actively plan for themselves as well as their clients, and their continuity between financial advisers that perpetually allows for an excellent customer experience.

The Rundown: 

• Introduction to Cassaday & Company.
• Establishing a succession plan.
• Key factors in long-term success.
• Being a female leader in the financial world.
• Common misconceptions of the market.
• Where to start with financial planning.

Time-Stamped Show Notes:

[00:58] Introduction to Cassaday & Company.
[02:17] Merging personal with professional.
[03:04] Experiencing monumental company growth.
[04:38] Establishing a succession plan.
[07:00] The secret sauce.
[10:16] Planning for employees, not just clients.
[12:11] Hurdles that became strengths.
[14:15] Allison’s background.
[15:31] The key to Allison’s success.
[16:43] Being a female leader in the financial world.
[18:16] The ideal client.
[20:47] Common misconceptions of the market.
[22:00] Tuning out the media.
[23:03] Where to start with financial planning.
[25:22] The strongest component of Cassaday & Company.
[26:56] Vision-driven progress.

Summary:

Christie Yerks, Brittany Hagaman, and Laura Ritchie are the founders and owners of Grit & Grace Inc., an event designing company that does extensive event design planning and production for major large scale events, primarily weddings. Grit & Grace Inc. takes pride in their ability to push the creativity envelope and step outside the box to highlight what makes their clients unique through creative event design. They gracefully wear the grit that it takes to be an event planner as their brand, shining in authenticity to their clients and leading them along a path of success and synergy between them and just about everyone they work with. These ladies take us inside what it’s like to be an event designer, what to expect once you hire them, and how important it is to learn from your mistakes in order to grow.

The Rundown:

• Introduction to Grit & Grace Inc.
• An inside look at the event planning process.
• The art of event design.
• Learning from mistakes.
• The team’s superpowers.
• The power of authentic branding.

Time-Stamped Show Notes:

[00:54] Introduction to Grit & Grace Inc.
[01:20] Laura’s background.
[02:20] How the girls teamed up.
[04:20] Workload and clientele.
[06:34] First steps with new projects.
[08:22] Understanding event planning timelines.
[08:51] Reflective event design.
[10:17] Learning from mistakes.
[13:15] The superpowers of Grit & Grace Inc.
[17:14] The value of the company.
[22:13] Reaching out.

Summary:

Pamela Jackson Sams combined her talent for advice giving with her knowledge of finance to start her own financial planning business called Jackson Sams Wealth Strategies. She works primarily with single women ages 45 to 65 to help them feel comfortable with their finances and reach their short and long term goals. She stands strong in her moral beliefs and life principles, which draws people to her and has paved her way to success. Pam discusses the problematic lack of education in finance, the best ways to invest in the market, and how to plan realistically and effectively for the future.

The Rundown:

• Introduction to Pamela Jackson Sams.
• The JSWS origin story.
• What makes JSWS stand out from the rest.
• Principles in work, life, and finances.
• Inside look at financial planning.
• On the horizon.

Time-Stamped Show Notes:

[00:57] Introduction to Jackson Sams Wealth Strategies.
[01:40] Pam’s background.
[03:23] How the business came to be.
[04:30] Getting to know clients.
[05:51] Pam’s values and beliefs.
[07:49] Finding a financial adviser that’s a good fit.
[09:38] Inside look at the initial conversation.
[11:54] Plan execution and maintenance.
[15:20] Building a strong market portfolio.
[19:20] The most rewarding part of Pam’s job.
[20:41] Planning with realistic expectations.
[22:57] Lack of financial education.
[24:52] On the horizon.
[26:25] Reaching out.

Disclaimer: Securities offered through Securities America, Inc., a Registered Broker/Dealer, Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., a SEC Registered Investment Advisory Firm, Pamela Sams, Investment Advisor Representative. Jackson Sams Wealth Strategies, Securities America, Inc. and all other entities named are separate entities.

Summary:

Denise Stern is the founder and owner of Let Mommy Sleep, a team of nurses and caregivers that help new parents just home from the hospital with their newborns, in addition to providing overnight care. Their team tends to newborns in-house any time from 10pm to 7am and offers education services as well. The mission of Let Mommy Sleep, and its corresponding nonprofit Mission Sleep, is to change the way people bring babies home in the United States by emphasizing the importance of postpartum care and integrating this care as a normal part of having a child.

The Rundown: