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:

Summary:

Cindy Battino is the founder and owner of Transformational Healing, and in the past 26 years, she has become a life coach, energy worker, and happiness expert. Cindy began her quest to help others find happiness in the fitness industry as an aerobics instructor, then became a personal trainer. Realizing in her early 30s that she could not seem to find happiness for herself, Cindy embarked on her quest for happiness by spending years in therapy, attending workshops, and reading self-help books. Once she learned how to love herself, she decided to dedicate her energy to leading the way for others with her business Transformational Healing.

The Rundown:

• Introduction to Cindy Battino.
• Healthy boundaries.
• The biggest benefits to therapy.
• Learning to get out of your own way.
• Cindy’s superpowers.
• Self-help recommendations.

Time-Stamped Show Notes:

 [01:07] Why people come to Cindy for help.
[04:01] Speaking through the heart.
[04:49] Cindy’s background.
[06:16] Cindy’s quest for happiness.
[08:35] Healthy boundaries.
[09:58] Motivation behind living differently.
[14:52] Learning to get out of your own way.
[15:46] The most crucial improvements in people.
[20:25] Cindy’s superpowers.
[22:33] Self-help recommendations.

SPECIAL GUEST OFFER:
Tune in to this episode and be eligible for 50% OFF a 1.25 hour Welcome Session when you mention NOVA Advice Givers.

EXPIRES: SUNDAY, NOV 4TH 2018

Summary:

Anne Beverly is the owner of the Bluebird Counseling Center. She specializes in Women’s Empowerment Therapy, but also opens her doors to individuals, families, couples, and teens. Her methods incorporate Solution-Focused Therapy, role-playing techniques, and positive self-talk. Helping people has always been her calling. Before she opened up her own counseling center, Anne was a special education teacher for ten years. She spent most of her career comforting parents and talking them through difficult times, which is how she discovered her passion for therapy. In this episode, Anne describes the importance of loving yourself and how self-love can be a learned thing if the right steps are taken.

The Rundown:

• Introduction to Anne Beverly.
• Women’s Empowerment Therapy.
• Solution-Focused Therapy.
• Positive self-talk.
• Social media pros and cons.
• Reaching out.

Time-Stamped Show Notes:

[00:54] Introduction to Bluebird Counseling Center.
[01:14] Anne’s background.
[01:48] The turning point of Anne’s career.
[03:48] Women’s Empowerment Therapy.
[04:50] The length of recovery.
[05:42] Solution-Focused Therapy.
[08:01] The importance of following your passion.
[10:08] Knowing when to seek help.
[13:08] Positive self-talk.
[14:12] Sourcing your inner-critic.
[16:52] The pros and cons of social media.
[19:03] Reaching out.

Summary:

Elaine Gibson is the founder of Renewed Living as well as an author, speaker, private coach, green juicer, and grandmother. After she successfully beat stage four cancer without using traditional methods, her sole purpose became to help people lead extraordinary lives. Renewed Living is dedicated to getting you into a happier, healthier place that allows you to “dance vibrantly, youthfully, in your own unique style.” In this episode, Elaine shares her spiritual journey to recovery, the holy grail of health, what stops people from reaching their full potential, and how she hopes to impact the world.

The Rundown:

• Recovery through education and positive thinking.
• The holy grail of health.
• What holds people back from living extraordinarily.
• Misconceptions of green juicing.
• Elaine’s legacy.

Time-Stamped Show Notes:

[00:52] Introduction to Elaine Gibson.
[03:50] The beginning of Elaine’s spiritual journey.
[06:57] Taking the learning approach.
[09:15] Traditional methods in times of crisis.
[11:05] The holy grail of health.
[13:50] The seven most alkaline foods.
[14:50] Crowding out unhealthy foods.
[16:02] The ideal client.
[18:58] The biggest thing holding people back.
[22:43] The biggest misconception.
[24:22] Self-talk success story.
[27:06] Reaching out.
[27:38] Elaine’s legacy.

Summary:

Active Family Wellness, a full service chiropractic office located in Fairfax, VA, is founded and owned by Dr. Greg Lee and uses various modalities such as dry needling, disc decompression, stem, ultrasound, muscle work, rehabilitation, tool assisted scar tissue/adhesion removal, and nutritional counseling. The office primarily works with infants and pregnant women due to the extra care they require in the prevention of health problems, but they serve patients of all ages as well. Dr. Lee discusses the basic steps to achieving a healthy lifestyle, common misconceptions directed towards chiropractors, and the business model he used to become successful.

The Rundown:

●      There are many misconceptions about chiropractic.
●      You live your life through your nervous system.
●      6 factors for a healthy life.
●      Business success requires vision, leadership, systems, and people skills.
●      Health requires a proactive approach.

Time-Stamped Show Notes:

[00:58] Introduction to Active Family Wellness.
[02:25] Common misconceptions.
[03:50] The premise of chiropractic.
[05:40] The focus on pregnant patients.
[07:29] Being proactively healthy versus reactively healthy.
[09:00] The benefits of seeing a chiropractor.
[10:25] What a first-time visit looks like.
[12:35] Dr. Lee’s origin story.
[13:28] Dr. Lee’s rebirth story.
[15:28] The six principles of health.
[16:56] The Active Family Wellness business system.
[19:31] Growing through difficult times.
[22:50] Dr. Lee’s most memorable patients.
[24:16] On the horizon.
[25:51] Reassuring the skeptics.
[28:26] Reaching out.

Summary:
Rusty Foster is the founder and owner of Bow Tie Strategies, a public relations and events management firm. Rusty has 16 years of experience in public relations and fundraising. He primarily works with small business owners in Loudoun County, VA, and helps them grow their audience through various methods such as website redesign, social media outreach, event planning, and writing press releases. There are many different ways to reach out to customers, so Bow Tie Strategies spends a significant amount of time getting to know each business and its story in order to orchestrate the best strategy for them.

The Rundown:

• Introduction to Bow Tie Strategies.
• Breakdown of public relations.
• Uncovering the untold stories of businesses.
• PR success strategies and tips.
• Life lessons in growth.

Time-Stamped Show Notes:
[00:52] Introduction to Bowtie Strategies.
[03:33] Breakdown of public relations.
[05:42] Working with people.
[07:08] The hardest part of helping clients.
[10:45] Uncovering the stories that need to be told.
[12:09] The biggest challenge across the board.
[13:46] PR agents versus publicists.
[15:55] Success stories.
[17:10] What sets Bow Tie apart.
[18:37] Foreseeable trends due to technology.
[20:01] Ongoing communication with clients.
[21:41] Finding your focus.
[23:08] The challenge in working two jobs.
[24:41] Educating yourself in the business world.
[26:15] Life lessons in growth.
[28:38] Reaching out.