Welcome to Step into the Pivot where your hosts Ivana and Theresa talk to people just like you. We will have honest conversations with our guests about issues they have faced, how they had to pivot to address them and lessons learned that you can apply to your life.
Theresa Conti & Ivana Polonijo
In this thought-provoking conversation with psychiatrist Dr. Xiaojue Hu, we explore how integrating spirituality with conventional psychiatry creates powerful new possibilities for healing.Dr. Hu shares the remarkable story of her own unexpected spiritual awakening that occurred during her fourth year of psychiatry residency at NYU. Raised by atheist parents from communist China, she experienced a profound shift in consciousness that opened her to both spiritual exploration and psychedelic research simultaneously. This personal transformation fundamentally changed how she approaches mental health treatment.The heart of our discussion centers around viewing psychological challenges through metaphors that honor their transformative potential. Dr. Hu introduces the concept of the "descent journey" where we descend into emotional darkness, are stripped of familiar identities, and eventually emerge transformed. She compares psychological suffering to childbirth: painful and intense, but ultimately creating something new and meaningful from the experience.Whether you're navigating your own mental health journey, supporting loved ones through theirs, or simply curious about new paradigms for understanding psychological suffering, this conversation offers valuable insights for Mental Health Awareness Month and beyond. Join us in exploring how viewing suffering through a sacred lens creates space for more comprehensive healing.Guest Bio:Dr. Xiaojue Hu is a psychiatrist based in New York City. She's an assistant clinical professor of psychiatry at the New York University Center for Psychedelic Medicine, where she's worked as the lead study therapist and co-investigator on multiple psilocybin clinical trials. Xiaojue has also worked with the pioneering nutritional psychiatrist Drew Ramsey as part of his group private practice Brain Food Clinic, where she has a holistic, integrative approach to mental health. She is trained in psychedelic integration and such mind-body therapeutic approaches as Internal Family Systems (IFS, Level 1) and Focusing. Xiaojue is especially interested in spirituality, women's mental health, and cultural psychiatry (including issues around belonging, migration, race, and identity), and has previously worked as the leading psychiatrist at the Asian Bicultural Clinic at Gouverneur Health, a community mental health clinic providing care to the underserved.Connect with Xiaojue:PsychologyToday.com Connect with Theresa and Ivana:Theresa, True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti, Insta @tscconsultants Ivana, Courageous Being: courageousbeing.com LinkedIn @ivipol, Insta @courbeingSITP team, Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot
Bill Harmon, seasoned retirement industry executive, broke through the polished corporate veneer to share a deeply personal story.Bill takes us through the life-changing moment when his son William was born with Down syndrome, and the emotional rollercoaster that followed. After initially struggling with clinical, limitation-focused medical resources, Bill discovered a beautiful metaphor that changed his perspective forever: "Welcome to Holland." This poem frames having a child with special needs as boarding a plane for Italy but unexpectedly landing in Holland, a different destination with its own unique beauty. Through William, Bill learned to embrace authenticity in an industry often defined by careful personas. "If I had a superpower it would be to make everyone feel comfortable in their own skin," he shares, crediting his son with teaching him this invaluable lesson. The impact reached far beyond his family life, transforming Bill's leadership style from competitively driven to purpose-focused. His willingness to bring his whole self to work, emotions and all, made him stand out in financial services leadership.Have you experienced a "Welcome to Holland" moment in your life? We'd love to hear how you navigated your own unexpected destination. Share your story in the comments or reach out, because as Bill reminds us, finding a community for support makes all the difference.Guest Bio:Bill Harmon has spent his career in the retirement industry. Starting his career with Great-West and leading them forward as they became Empower Retirement to lead their core market growth. Bill then continued with Voya Financial as he led their 401(k) Markets with an end result of improving client retention.Currently Bill serves as President of Thrive Flexible Matching. With debt being a key inhibitor toward saving for retirement, Thrive helps employers meet their employees where they are. There is over $1.7 trillion in student loan debt from 44 million Americans, so the need to address this is great, and Thrive can help.Bill's career highlights his communicative and open-minded working culture with a passion for fostering professional development. An insightful influencer and thought leader, he has served on many industry and nonprofit boards and pursued various innovative business applications for industry-wide advancement.Connect with Bill:LinkedIn Connect with Theresa and Ivana:Theresa, True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti, Insta @tscconsultants Ivana, Courageous Being: courageousbeing.com LinkedIn @ivipol, Insta @courbeingSITP team, Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot
What would happen if you woke up tomorrow fundamentally believing in your worthiness, regardless of your accomplishments? This question lies at the heart of our conversation with transformational leadership coach Toya Gavin, whose journey from burnt-out prosecutor to authentic coach reveals profound lessons about reclaiming our true selves.Toya shares the vulnerable moment when she publicly admitted her burnout and depression to thousands of fellow attorneys, expecting little response. Instead, she received an outpour from others suffering silently with similar struggles. This act of courage not only launched her coaching practice but demonstrated the transformative power of vulnerability.At the core of Toya's philosophy is "Woke Up Worthy", the revolutionary idea that our worth isn't tied to achievements or others' approval. This perspective offers liberation especially for women and people of color who often feel they must be perfect and never falter. As Toya explains, "We're expected to be these perfect things where nothing goes wrong and we never make mistakes...but for women and people of color, we don't get the room to try and see what we can create."Guest Bio:Toya Gavin is an attorney, coach, and founder of Woke Up Worthy. At Woke Up Worthy, Toya helps women of color stop chasing degrees so they can start going after the life they want. Toya is an ICF-certified coach and holds a Juris Doctorate from the George Washington University Law School and a Bachelor of Science in Industrial Engineering from Rutgers University. She also is licensed to practice law in New York and New Jersey. Toya's work as a coach is informed by numerous teachers, authors, artists, and practitioners, both personal and professional, including her sisters, aunts, husband, and mother.Connect with Toya:Website, LinkedIn, Instagram, Substack Connect with Theresa and Ivana:Theresa, True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti, Insta @tscconsultants Ivana, Courageous Being: courageousbeing.com LinkedIn @ivipol, Insta @courbeingSITP team, Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot
Step into the remarkable journey of Melissa Terito, a dynamic guest who transitioned from a fulfilling teaching career to become a partner at a top CPA firm. In this episode, we explore how she navigated her career pivot, embracing the internal nudges that drove her towards a new path in accounting. With a deep appreciation for the skills acquired through her teaching background, Melissa discusses the unique ability to translate complex ideas into relatable concepts, a skill that serves her well in the financial industry. Listen as she shares candid insights on the fears and challenges associated with her transitions, from how mentorship played a crucial role in her development to her newfound leadership aspirations. As she reflects on the importance of resilience, discipline, and physical well-being, Melissa inspires us to not only seek personal growth but to also mentor those who follow us. Join this engaging conversation, highlighting how embracing changes can lead to significant personal and professional fulfillment. Don't forget to subscribe, leave a review, and share your own pivot stories with us!Guest Bio:It all begins with an idea. Melissa, or Missy to her friends and family, is the woman with all the ideas. Melissa attended Louisiana State University and graduated in 2005 with a degree in Education. After four years of teaching high school math, she returned to LSU part-time to see if she would enjoy the accounting profession. Something about it stuck and she resigned from teaching. She was hired at Faulk & Winkler as an intern in the pension department, completed the courses to sit for the CPA exam, and received her CPA designation in 2012. Melissa's brief career in the classroom was invaluable in positioning her to be a mentor in the CPA profession as well as giving her the communication skills to build strong relationships with clients and colleagues. In 2020, Melissa started a podcast – Louisiana Ladies – wherein she speaks to local (mostly) female members of the Baton Rouge community. Many are entrepreneurs, some are domestic engineers, all are inspiring. She chats with them about their story, it is lighthearted and fun, and has a steady following with over 20k downloads. In 2022, Melissa began her public speaking debut about Boundaries in the Workplace, something she is very passionate about, and has curated perfectly over the years. Melissa resides in Baton Rouge with her husband Patrick and their two dogs. They appreciate the local culture and flavor of the city, especially the culinary offerings. Away from the office, she enjoys reading, riding her Peloton, playing pickleball, traveling, and spending time with her five adorable nephews.Connect with Melissa:Website, LinkedIn Connect with Theresa and Ivana:Theresa, True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti, Insta @tscconsultants Ivana, Courageous Being: courageousbeing.com LinkedIn @ivipol, Insta @courbeingSITP team, Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot
This episode covers sensitive topics. Listener discretion is advised. Please prioritize your well-being while listening.What would you do if you had more courage? This question sits at the heart of our illuminating conversation with Dr. Margie Warrell, global thought leader on brave leadership and author of "The Courage Gap." The courage gap affects us all, but particularly women. We explore how imposter syndrome manifests as underestimating our abilities while overestimating dangers. As Margie powerfully states, "We shouldn't be trying to prove our worth. We need to just own our worth." This simple shift in perspective can liberate us to pursue meaningful goals with confidence rather than doubt.Through vulnerable personal stories, including surviving an armed robbery, Margie demonstrates her transformative "Three Ps" approach to reframing difficult situations. By choosing narratives that make us feel more Powerful, Positive, and Purposeful, we can create generative stories that shape our future rather than keeping us stuck. "You create your stories. But your stories then create you," she explains, offering practical wisdom for catching and redirecting unhelpful narratives. By giving ourselves permission to be imperfect, whether as parents, professionals, or creators—we open doors to experiences and growth we might otherwise miss.What pivot might be revealing your path today? Listen in and discover how embracing courage in the face of uncertainty can transform your life's journey.Guest Bio:Dr. Margie Warrell is a globally recognized expert in leadership and human behavior, renowned for her ability to help leaders and organizations unlock untapped potential by countering the underlying dynamics that inhibit bold thinking, decisive action, and transformative growth.A passionate advocate for advancing women in leadership, Margie has contributed to government roundtables, spearheaded initiatives to elevate more women to decision-making roles, and co-led Korn Ferry's Power of All program during her tenure as a Senior Partner in their CEO & Enterprise Leadership Institute.Margie's latest book, The Courage Gap (Jan ‘25), distills her decades of research and experience, providing a roadmap for closing the gap between potential and performance. Based in Alexandria, Virginia, Margie balances her professional endeavors with her love of adventure. A lifelong hiker and aspiring barista, she finds inspiration scaling mountains, including summiting Mt. Kilimanjaro with her husband and four children.Connect with Margie:Website, LinkedIn Connect with Theresa and Ivana:Theresa, True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti, Insta @tscconsultants Ivana, Courageous Being: courageousbeing.com LinkedIn @ivipol, Insta @courbeingSITP team, Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot
In this episode, we welcome the insightful Morgan Rysdon, who shares her inspiring journey of healing through trauma, loss, and the practice of the Alexander Technique. Morgan reflects on pivotal moments that shaped her, including her childhood experiences and the heartbreaking loss of her brother, leading her to embrace a path of resilience and choice.Amidst profound sadness, Morgan discovered the Alexander Technique, which transformed her relationship with her body and mind. This approach emphasizes awareness and posture as tools for healing, enabling individuals to reconnect with themselves. We explore how Morgan's experiences led her to understand that true healing begins within and the importance of making conscious choices in life. Throughout the episode, she emphasizes the power of curiosity over judgment and the necessity of seeking movement, comfort, and joy in our everyday routines. Join us for this insightful conversation, where Morgan's wisdom will resonate deeply, inspiring you to reflect on your own choices and journey toward living fully. Don't forget to share your thoughts and experiences with us. How are you stepping into your own pivots?Guest Bio:Morgan Rysdon is a nationally certified Alexander Technique teacher and speaker. In 2013, she created Center Studio to help others improve their quality of life through increased awareness and mindfulness. Since then, she's gone on to teach her work nationally and internationally, helping individuals elevate their performances in the workspace and recover from chronic pain, injury, stress, and anxiety. Committed to helping others, Morgan teaches workshops, introductory classes and works 1:1 with a focus on building self-awareness, self-confidence, and poise through improving the overall function of an individual's mind, body, breath, and voice. Connect with Morgan:Website, YouTube, Instagram Connect with Theresa and Ivana:Theresa, True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti, Insta @tscconsultants Ivana, Courageous Being: courageousbeing.com LinkedIn @ivipol, Insta @courbeingSITP team, Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot
Have you ever felt like life threw you a 40-pound bag of lemons? Join us as we welcome Chase Sterling, an Army veteran, who shares her incredible journey of resilience through life's unexpected turns. From navigating a challenging childhood in an abusive adoptive home to her courageous decision for early emancipation at 17, Chase's story is a testament to strength and adaptability. Her journey continues with the founding of the Wellbeing Think Tank, a nonprofit organization dedicated to enhancing workplace environments. By sharing the evolution of her consulting practice, Chase emphasizes the importance of community and collaboration in fostering well-being. With monthly events that promote knowledge-sharing and interdisciplinary strategies, Wellbeing Think Tank aims to create uplifting environments that positively influence both personal and societal well-being. Through Chase's personal evolution and her blog "Evolution of Chase," we uncover nuggets of wisdom and reflect on the necessity of adapting to change, inspiring listeners to embrace resilience and become better versions of themselves.Guest Bio:Chase Sterling is an Army veteran having served from 1998 - 2005, both on Active duty and in the Reserves. She was an 88M and left the military as an E5.After transitioning from the military, Chase has dedicated her career to improving both individual and organizational wellbeing. With over 20 years of experience, Chase brings passion combined with evidence-based expertise.Dedicated to the mission of improving workplaces, Chase founded Wellbeing Think Tank which provides free educational events on workplace wellbeing. Additionally, Chase partners with organizations to drive employee engagement at HHP Cultures. She has held leadership, consultant and educator roles at a variety of organizations including Cigna, Wounded Warrior Project, Google and Sinclair Community College.Chase holds a BS in Exercise Science and Health Psychology and an MA in Industrial/Organizational Psychology with a concentration in Occupational Health Psychology. She holds numerous certifications related to health and wellbeing including Certified Wellness Practitioner, Mental Health Ally, DEI in the Workplace, and is a Certified Personal Trainer. Additionally. Chase has been published in the The American Journal of Health Promotion and serves on PAPREN, the Physical Activity Policy Research and Evaluation Network Worksite work group.Chase currently resides in Portland, Oregon with her rescue cat Fizzgig.Connect with Chase:LinkedIn Connect with Theresa and Ivana:Theresa, True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti, Insta @tscconsultants Ivana, Courageous Being: courageousbeing.com LinkedIn @ivipol, Insta @courbeingSITP team, Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot
Ever wonder what makes love last? This Valentine's Day, we're thrilled to have Canadian psychologist Kathleen Henderson with us to unravel the mystery of successful relationships. Kathleen shares how addressing individual issues within the framework of couples therapy can be transformative. She emphasizes the power of slowing down emotional reactions to uncover underlying feelings, which can break cycles of misunderstanding. The conversation serves as a mirror for therapists as well as clients, highlighting how their own development can intertwine with the progress of the people they help. Join us for a heartfelt reflection on the universal principle of practicing what we teach, and gather inspiration for embracing change and growth in your relationships.Guest Bio:Kathleen Henderson is a registered psychologist from Canada - a therapist specializing in helping couples reconnect and strengthen their relationships. Using a collaborative approach, Kathleen focuses on identifying and transforming patterns of communication that may cause disconnection. Kathleen practices Emotionally Focused Therapy (EFT), a method backed by research showing significant improvement in over 80% of relationships. Committed to providing quality care, Kathleen encourages individuals and couples to seek evidence-based approaches to therapy and to prioritize finding the right fit in a therapist to meet their unique needs.Connect with Kathleen:psychologytoday.comLinkedIn Connect with Theresa and Ivana:Theresa, True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti, Insta @tscconsultants Ivana, Courageous Being: courageousbeing.com LinkedIn @ivipol, Insta @courbeingSITP team, Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot
Discover the transformative power of mindfulness with Lauren Loehning, a trailblazer in financial services and co-founder of Money Well. Lauren shares her inspiring journey of integrating meditation into her bustling career and family life, revealing how the practice has been a game-changer in managing stress and finding clarity. With nearly a decade of Vipassana meditation under her belt and a completed teacher training program, Lauren offers profound insights into the benefits of silent retreats and the serenity that mindfulness brings amid life's chaos. We're excited for you to hear how meditation has become a cornerstone in her life and how it can enrich yours too.But that's not all—we explore how mindfulness and emotional awareness can significantly enhance financial resilience. Lauren delves into the intriguing connections between emotions, meditation, and financial well-being. You'll gain practical tips on understanding the parallels between maintaining consistent financial and mindfulness habits. This episode is your invitation to embrace meditation, not just as a tool for personal growth, but as an essential practice for a balanced and fulfilling life.Guest Bio:With over two decades in the financial services sector, Lauren K. Loehning is arespected Partner at Retirement Impact, where her client-first approach hasearned her a reputation for excellence. As the Co-Founder of Moniwell, sheleads a pioneering initiative blending psychology, science, and technology toredefine financial well-being.Lauren's expertise, spanning financial planning, investment management, andfinancial therapy, is bolstered by prestigious certifications, including CertifiedFinancial Planner® practitioner, Certified Investment Management Analyst®,Certified in Financial Social Work, and Accredited Investment Fiduciary®Her commitment to professional excellence has been recognized by the NationalAssociation of Plan Advisors, with accolades including Top Advisor – All Star(2021-2023) and Rising Star (2016-2020).Connect with Lauren:LinkedIn Connect with Theresa and Ivana:Theresa, True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti, Insta @tscconsultants Ivana, Courageous Being: courageousbeing.com LinkedIn @ivipol, Insta @courbeingSITP team, Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot
Jessica's journey is nothing short of inspiring, as she shares her remarkable story of resilience and leadership. From facing bullying as the only Black person in her family to discovering the circumstances of her conception and her mother's unwavering strength, Jessica's life has been a testament to overcoming adversity. Her unique experiences have fueled her commitment to equitable leadership, and she passionately works to create inclusive spaces where everyone feels they belong. Jessica's narrative highlights the profound impact of empathy and the importance of recognizing our personal growth, making her a powerful voice for change.Parenting and leadership are intertwined in Jessica's philosophy, where authenticity and humor play crucial roles. She emphasizes the need to nurture children's unique gifts, encouraging them to grow beyond imposed labels or expectations. By sharing touching stories, Jessica illustrates how humor can bridge connections, even in challenging times, and how life events shape our resilience and empathy. Her insights remind us that true leadership is about fostering environments that promote growth and healing, embracing vulnerability, and using challenges as stepping stones to a more meaningful life. Join us as we unpack the profound lessons from Jessica's incredible journey.Guest Bio:Dr. Jessica Taylor is passionate about equitable leadership and empowering others to transform their organizations and leadership legacy. Known for her empathy, pragmatism, and humor, Jessica empowers and builds organizations where everyone can courageously be themselves without bias, discrimination, or barriers determining their success. With a lifetime of perspective as a biracial, woman of color, years of executive experience, and a background in human development, Jessica coaches executive leaders and guides organizations through equitable leadership strategies through nuanced and comprehensive methods. (she/her)Connect with Jessica:LinkedIn Connect with Theresa and Ivana:Theresa, True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti, Insta @tscconsultants Ivana, Courageous Being: courageousbeing.com LinkedIn @ivipol, Insta @courbeingSITP team, Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot
As we usher in 2025, in this episode focused on creating new healthy habits, Theresa interviews Ivana, who's recently been through a major positive pivot: Ivana has worked with the co-creators of Inner Bonding® Dr. Margaret Paul and Dr. Erika Chopich to create a brand new book, Inner Bonding Guided Journal! This journal is a concise introduction to an astonishingly powerful healing practice of Inner Bonding, and an all-purpose tool to cultivate a more peaceful and joyous life.We unpack the six-step Inner Bonding process, exploring the empowering role of the "loving adult" in taking responsibility for our emotions and how connecting with our higher self can bring clarity and purpose to our lives.To our dedicated listeners, your support means the world to us. To express our gratitude, we're thrilled to offer a special book promotion. Purchase the recommended book and email us to receive a unique listener gift. As we wrap up this empowering episode, we're here to remind you to embrace the possibilities of change. Let's step boldly into our pivots, ready to tackle the new year with renewed energy and open hearts.Our community, the beloved "Pivoters," shared incredible stories with us throughout 2024, and we're committed to maintaining these connections by shifting our podcast release schedule to every other Friday. This change prioritizes quality and aligns with our personal values of self-care and holistic wellness.Check Out The New Inner Bonding Journal Here!AmazonTargetBarnes & NobleOR Try The Audiobook Version! Connect with Theresa and Ivana:Theresa, True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti, Insta @tscconsultants Ivana, Courageous Being: courageousbeing.com LinkedIn @ivipol, Insta @courbeingSITP team, Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot
Amanda Dixon's journey is nothing short of inspiring as she takes us through her transition from tax professional to marketing expert after being diagnosed with multiple sclerosis. Amanda faced the initial signs of MS with a nerve pain twinge in her shoulder, which led to her diagnosis in 2020, a pivotal moment that transformed her life. Her unwavering commitment to self-advocacy and listening to her body serves as a beacon of strength and empowerment, especially for women navigating healthcare systems. Amanda's story is a powerful reminder of the resilience needed to set boundaries and prioritize self-care while living with a chronic condition.Navigating the medical maze to secure her MS diagnosis, Amanda recounts the challenges of numerous tests and consultations before finding a specialist who confirmed her condition. Her proactive approach led her to choose Okravis, a chemotherapy drug that has effectively halted her disease progression. Amanda shares how adjusting her work life to a part-time, remote setup has provided her with the balance she needed, highlighting the significance of supportive relationships and a positive mindset on this journey. Her experience underscores the importance of advocating for oneself, particularly in the face of dismissive healthcare professionals, and embracing each day with awareness and acceptance.Guest Bio:Amanda Dixon began her career as a tax professional, preparing all types of returns, from 1040s to 990s. In 2020, amidst the global pandemic, her life changed when she was diagnosed with Multiple Sclerosis. After taking the time to get used to her new life with her disease, she began working from home. In 2023, she earned her Enrolled Agent designation, but began to feel an interest in the marketing function at her firm. Seeing an opportunity, she made the switch that same year to a marketing role. She now uses her previous experience and knowledge to break down the complex world of accounting to effectively communicate what her firm's clients need to know. Today, she advocates for the disabled community and encourages others to advocate for themselves to ensure they get the best possible medical care they can. Amanda considers herself an open book, and is always happy to answer questions about her MS, her diagnosis process, the symptoms she experiences, and how others can better understand and help those in the disabled community. When she's not at work, you can find Amanda playing Dungeons and Dragons with her friends, dressing up her 12 foot skeleton, watching a spooky movie, and spending time with her husband Adam and their adorable pets.Connect with Amanda:LinkedIn Connect with Theresa and Ivana:Theresa, True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti, Insta @tscconsultants Ivana, Courageous Being: courageousbeing.com LinkedIn @ivipol, Insta @courbeingSITP team, Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot
Karen Zander, an executive director at JP Morgan, courageously opens up about the complex and often untold journey of caring for aging parents, a reality many face but few discuss openly. Karen's personal story of managing her father's physical challenges and her mother's dementia and Parkinson's disease is likened to participating in an endless, uphill marathon. Her insights highlight the unpredictable nature of these responsibilities and underscore the importance of having a support network. Within this discussion, Karen draws compelling parallels between preparing for life's unexpected events and training for a marathon, reminding us that many face these challenges without prior preparation.We delve into the emotional intricacies of caregiving and the daunting decisions that come along with it. Karen emphasizes the importance of proactive planning and open, honest conversations with aging loved ones about their wishes. Through poignant personal anecdotes, she shares the weight of making difficult medical decisions and the crucial role of supportive family dynamics. The episode sheds light on the value of compassionate leadership within the family, especially when navigating the healthcare system and making decisions about treatments.Wellthy, the organization we reference on the show, helps families balance work and caregiving responsibilities through a combination of precision technology and human expertise.Connect with Wellthy:Wellthy.comGuest Bio:Karen Zander, Executive Director, is a Retirement National Accounts Client Advisor at J.P. Morgan Asset Management. Karen is responsible for managing key national accounts with strategic retirement and defined contribution platform partners. With over 25 years of experience in the investment management industry, and the majority of the time specializing in corporate and individual retirement, Karen serves as a retirement and investment specialist resource for retirement clients as well as internally on special projects. Karen graduated with a B.S. in Psychology from Fordham University, lives in New York City, and also answers to the nickname “KZ.” Connect with Karen:LinkedIn Connect with Theresa and Ivana:Theresa, True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti, Insta @tscconsultants Ivana, Courageous Being: courageousbeing.com LinkedIn @ivipol, Insta @courbeingSITP team, Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot
Brandon Helms, a beacon of authenticity in the finance world, joins us to share his transformative journey of staying true to oneself amidst career changes. Gain insight into Brandon's recent shift to MarshBerry, where he finds new freedom to express his personal brand and connect stories to the often impersonal numbers of finance. With an impressive trajectory of seven roles over 18 years, Brandon's career is a testament to the power of integrating personal growth with professional development. His approach to maintaining genuine connections within a data-driven industry sheds light on the vital human element often overlooked in financial services.Our conversation also highlights the urgent need for heart-centered leadership, exemplified by Teresa's successful journey in conscious leadership. We explore the evolving landscape of business ownership and the necessity of nurturing a love for the industry through mentorship and clear career pathways. With personal anecdotes underscoring the importance of purpose and courage, this episode serves as a guide for current and future professionals striving to make meaningful impacts in their careers.Guest Bio:The same commitment needed to give his former retirement plan and wealth clients clarity to make more informed decisions drives Brandon Helms to help retirement and wealth advisors steward their businesses.As a Vice President on MarshBerry's Financial Advisory team, Brandon's background in being on the inside of building two fast growing financial advisor teams gives him a unique perspective to be able to consult with advisors on growth strategy and succession planning.Brandon's core focus is on providing financial advisors with ideas & insights specific to their business today and align with their vision for the future. Many times, this includes anticipating any potential challenges advisors face as they grow and ways to overcome them.Prior to MarshBerry Brandon led financial advisor distribution in the southeastern US for a global asset manager where he was able to deliver tailored value add business consulting to some of the largest financial advisor teams in the country. Brandon also spent close to a decade building both individual and institutional businesses experiencing firsthand the challenges and opportunities of operating a successful financial advisory business.Brandon attended Appalachian State University and currently lives in Greensboro, NC with his wife Lauren, two boys Carter and Greyson and their mini-goldendoodle pup Rose. In his free time, Brandon enjoys working out, watching college football & Premier League soccer, and all outdoor activities.Connect with Brandon:LinkedInBackflip YouTube Video:Brandon Helms: Stay True, Stand Out (at 09:27) Connect with Theresa and Ivana:Theresa, True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti, Insta @tscconsultants Ivana, Courageous Being: courageousbeing.com LinkedIn @ivipol, Insta @courbeingSITP team, Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot, YouTube @StepIntoThePivot
Promo Code Below!What happens when a high-pressure career in New York City leads to an unexpected health crisis, only to unlock the door to a new, fulfilling path? This is precisely the story of our guest, Nicole Bryson, who transformed her life from corporate chaos to becoming a certified health coach in Oregon. Her journey began with a relentless facial rash in 2012, which Western medicine couldn't cure. This pivotal moment forced Nicole to explore naturopathic medicine and nutrition, ultimately identifying her condition as perioral dermatitis linked to gut imbalance. Her path to recovery through holistic health practices sparked a passion for wellness, changing her life forever.Nicole explores the broader aspects of holistic wellness, from mindfulness and spirituality to financial health. This exploration led her to embrace yoga and co-fund an herbal business. We invite you to reflect on these vital aspects of life and express our gratitude to Nicole for sharing her wisdom and experiences. Guest Bio:Certified Health CoachCo-founder, COCOGLOW Nicole is a longtime vegan, focused on creating nutrient-dense, whole foods recipes and non-toxic beauty routines. She grew up on a small farm in Eagle Creek, Oregon and learned early where food came from, and what fresh plant foods are really supposed to taste like. After college, she started experiencing skin reactions to most cosmetics and foods, which she soon learned was perioral dermatitis. She began to break out into hives and welts on a regular basis, often in response to skincare products, environmental stressors, foods and stress. This experience ended up being a healing crisis and turning point in her life. From that point on she started devouring all the information she could find on holistic nutrition, natural beauty, and herbalism. She recently completed her studies through the Institute for Integrative Nutrition, becoming a Certified Health Coach. Nicole believes that we get one body, so we should do our best to treat it right! Her outlook on nutrition and beauty is adaptable and positive -- focus on adding nourishing habits and rituals to your life, and eventually crowd out lifestyle choices don't serve you.Promo code for CocoGlo products:SITP20 for 20% off @ www.sipcocoglow.comConnect with Nicole:LinkedIn, sipcocoglo.comCocoGlo Insta:@cocoglowherbal Connect with Theresa and Ivana:Theresa, True Strategy Consultants: tsc-consultants.com LinkedIn @treeconti, Insta @tscconsultants Ivana, Courageous Being: courageousbeing.com LinkedIn @ivipol, Insta @courbeingSITP team, Step Into The Pivot: stepintothepivot.com LinkedIn @step-into-the-pivot
What if the emotional baggage from your childhood could influence your financial decisions as an adult? Join us this week as we uncover this connection with Dave Won, certified money coach and founder of Budget Captain. By sharing his personal story, Dave reveals how growing up in a financially troubled household shaped his approach to money management and led to a profound moment of reckoning: a panic attack triggered by buying his first home. We explore how our upbringing can shape our financial behaviors, often manifesting as irrational fears and anxiety around money. Dave's story teaches you how recognizing these emotional roots can help you face financial challenges and improve your overall well-being.Our conversation goes beyond personal anecdotes to examine the broader theme of financial wellness, where true freedom is defined by emotional health rather than just monetary wealth. We delve into the complexities of money as a flowing energy and discuss how generational narratives can inadvertently dictate our financial choices. Dave's journey offers valuable lessons on overcoming ingrained fears and embracing new opportunities, whether it's the fear of spending savings or the struggle of facing significant financial decisions. Tune in for a heartfelt discussion that aims to inspire you to confront your financial fears and rewrite the narrative of your financial journey.Guest Bio:Dave Won is a TED Speaker, Certified Money Coach (CMC)®, and the Founder & CEO of Budget Captain®, a holistic financial wellness company. Dave has been recognized as a global Top 30 subject matter expert by The Outlier Project.From conferences and summits to the corporate workplace, Dave has been empowering people to achieve emotional freedom first so they can experience true financial freedom. His approach is unique in that he believes the root cause of financial stress is emotional and behavioral, which cannot be solved with practical solutions.He is a former Air Force Captain with a decorated military career that includes work supporting the Air Force One along with an overseas tour. He is a graduate of the U.S. Air Force Academy and earned his MBA from Indiana University. He has been featured by TEDx, ABC, EBN, Military Media and the Air ForceConnect with Dave:https://www.linkedin.com/in/davewon?trk=public_post_feed-actor-name Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
How does one navigate the tension between comfort and growth? On this episode of Step Into the Pivot, we welcome Kate Beck, a dynamic force in the healthcare industry and founder of PDX Insurance, who shares a compelling narrative about personal responsibility, intuition, and transformation. Our dialogue with Kate uncovers heartfelt stories, like the poignant choice she faced in 2010 about her father's health, and her childhood lessons in authenticity and courage. Through her metaphor of the "itchy scratchy sweater," Kate challenges us to confront discomfort and embrace open conversations to enrich our personal and professional lives.Explore with us the enlightening journey of letting go, as Kate's anecdotes such as the "poached egg situation" reveal the pitfalls of ignoring our inner voice and the joy of embracing our intuition. By setting healthy boundaries and decluttering both mentally and emotionally, Kate guides us on how to craft a life of peace and growth. This episode is not just a conversation but an invitation to transform how we perceive change, recognize pivotal moments, and engage with a life full of potential. Don't miss this inspiring discussion that leaves you ready to shed your own "itchy sweater" and step into a more fulfilling existence.Guest Bio:Kate Beck, founder of PDX Insurance & Associates, Inc. creates health insurance and planning strategies for businesses, families, & individuals for their ever-changing lives and situations. She has been a licensed agent specializing in health insurance since 2009 and has taught Medicare 101 throughout the community for 11 years. In 2016 she launched her own company, PDX Insurance & Associates, Inc. As a member of the health insurance industry, Kate also works as a motivational and transformative influencer, cultivating confidence for mindset, skillset, & action set.Connect with Kate: https://www.linkedin.com/in/kate-beck-pdx Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
In part 2 of our conversation with Mickie Murphy, a resilient leader with an inspiring story, we learn about how a life-altering car accident became a catalyst for her personal growth and transformation. Born into a life of constant change, with a military father and a journey filled with relocations, Mickie views change as an opportunity for reinvention. Her courageous decision to embrace the inevitable, letting go of her leg after countless surgeries, reminds us that even in the darkest times, healing and transformation are possible.Her accident and subsequent experiences have unveiled a new purpose—speaking publicly to inspire others facing their own battles. Mickie encourages us to embrace our pivotal moments with intention and love, believing in our inherent ability to overcome adversity. Tune in as we explore the profound lessons of embracing change, sharing stories of transformation, and stepping confidently into the future.Guest Bio:Mickie Murphy, CPC, QPA, QKC, ERPAMickie leads the Blue Benefits Consulting practice firm-wide. Over 30 years in the retirement plan administration, has given her experience in serving client retirement plan needs in banking, record keeping and Third Party Administration practices. She specializes in retirement plan consulting, plan design and corrections, and has responsibility for new business development.Mickie is an Enrolled Retirement Plan Agent (ERPA) with the IRS, and a current credentialed member of the American Society of Pension Professionals and Actuaries (ASPPA) with designations of Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA). Mickie is also a current member of the Indiana Benefits Conference and has previously served multiple terms as Vice President of the Illinois Chapter of The ESOP Association as well as served on the Employee Benefits Committee of the US Chamber of Commerce. She has spoken and presented through various media on retirement plan subject matter before professional and business groups.Connect with Mickie:https://www.linkedin.com/in/mickiemurphy/ Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
Prepare to be inspired as Mickie explores a life-changing car accident that tested her resilience and highlighted the power of support systems. After enduring a leg amputation, Mickie chose humor and positivity over despair, teaching us the importance of a lighthearted perspective in tough times. Her anecdotes, from naming her "residual leg" to sharing emotional moments with her family, underscore the strength found in optimism. Mickie's journey is a testament to embracing life's challenges with grace and a smile, reminding us all that positivity can transform even the most daunting situations.Mickie's tale is one of courage and determination. From living in 18 different places and mentoring countless couples on marriage and faith to shattering glass ceilings as the president of Blue Benefits Consulting and a CPA firm, Mickie was initially overlooked for leadership roles but her initiative and substantial contributions proved her worth, making her a trailblazer in her industry. Guest Bio:Mickie Murphy, CPC, QPA, QKC, ERPAMickie leads the Blue Benefits Consulting practice firm-wide. Over 30 years in the retirement plan administration, has given her experience in serving client retirement plan needs in banking, record keeping and Third Party Administration practices. She specializes in retirement plan consulting, plan design and corrections, and has responsibility for new business development.Mickie is an Enrolled Retirement Plan Agent (ERPA) with the IRS, and a current credentialed member of the American Society of Pension Professionals and Actuaries (ASPPA) with designations of Qualified Pension Administrator (QPA) and Qualified 401(k) Administrator (QKA). Mickie is also a current member of the Indiana Benefits Conference and has previously served multiple terms as Vice President of the Illinois Chapter of The ESOP Association as well as served on the Employee Benefits Committee of the US Chamber of Commerce. She has spoken and presented through various media on retirement plan subject matter before professional and business groups.Connect with Mickie:https://www.linkedin.com/in/mickiemurphy/ Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
What happens when life throws you a curveball? In today's episode of "Step Into the Pivot," we are joined by the inspiring Dr. Elizabeth Grill, a health psychologist and medical researcher who shares her journey through the tumultuous waters of divorce and family court battles. Dr. Grill opens up about the survival mode mindset that took over during these challenging times, and the crucial role a strong support system played in her resilience.Imagine suddenly finding yourself as a full-time parent without financial stability or childcare support. A life-altering court decision propelled Elizabeth into immediate problem-solving mode, eventually resulting in personal growth and the birth of new business ideas. It's a story of resilience and innovation, where channeling energy into positive pursuits not only restored confidence but also inspired others along the way. “By listening to empowering narratives during my daily commutes, I found purpose and motivation amid adversity, reinforcing the belief that every challenge can be an opportunity in disguise.”Guest Bio:Dr. Elizabeth Grill is the Director of psychological services at the Ronald O. Perelman and Claudia Cohen Center for Reproductive Medicine and is Associate Professor of Clinical Psychology in the Departments of Obstetrics and Gynecology, Reproductive Medicine, and Psychiatry at Weill Cornell Medicine. She is also an Assistant Attending Psychologist at New York-Presbyterian Hospital.Dr. Grill is established as a nationally recognized expert and innovator in reproductive and sexual mental health. She is the current Chair of RESOLVE, the National Infertility Patient Organization, the Past Chair of the Mental Health Professional Group of the American Society for Reproductive Medicine and the Past President of the Society for Sex Therapy and Research. Dr. Grill is experienced as a health psychologist and medical researcher with a special focus on the emotional aspects of infertility, IVF treatment, third party reproduction, oncofertility, fertility preservation, sexual dysfunction, and stress and infertility. She is also the co-owner of FertiCalm and FertiStrong, the first digital apps developed to reduce distress for those experiencing infertility, using research proven modalities. Dr. Grill is an editorial reviewer for the top peer reviewed journals in the field, the author of numerous articles and book chapters, has lectured worldwide to patient and medical audiences and has participated in media interviews related to the emotional aspects of reproductive medicine. Connect with Elizabeth:LinkedIn: https://www.linkedin.com/in/drlizgrill/ Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
Ami Hindia, faced a breast cancer diagnosis at 42, shortly after her third daughter's birth. Join us on this heartwarming episode of Step Into the Pivot where Ami bravely recounts her journey through solitary medical tests during the pandemic, the relief of a successful lumpectomy, and the vital importance of early detection. Her story is a powerful call to prioritize health, regardless of family history, especially highlighted during Breast Cancer Awareness Month.Ami's journey led to a profound realignment of her life priorities, emphasizing the importance of being present in the fleeting moments of life. Throughout our discussion, she shares how her experience reshaped her focus from professional demands to cherishing time with her children and practicing self-care. The unexpected outpouring of support from her community also highlights the invaluable role of relationships during challenging times. Ami's reflections underscore the significance of maintaining social connections and self-care as essential pillars of well-being and role modeling for her kids.Authenticity in professional settings takes center stage as Ami discusses her decision to be open about her cancer journey on social media and at work. She shares the cultural challenges she faced within her Indian family and the rewards of fostering deeper connections through transparency. Our conversation underscores the power of empathy in leadership, encouraging us to understand colleagues beyond their professional roles. As we explore the life-saving potential of early cancer detection, we invite you to continue the dialogue on empathy and health consciousness beyond October. Tune in and be inspired by the transformative power of Ami's story.Guest Bio:Ami Hindia is the Central & Southeast Divisional Manager for Core Market Sales within Fidelity's Workplace Investing. She has been working with advisors and plan sponsors in the retirement plan space for over 20 years. As a leader, she supports her team whose focus is building advisor & TPA relationships and winning new 401(k) plans for Fidelity in the Core Market space. Prior to being in this role, she was on the institutional asset management side of Fidelity as a Defined Contribution Investment Only (DCIO) wholesaler for 11 years. She was responsible for wholesaling Fidelity Advisor Funds, Fidelity VIP Portfolios, and Fidelity sub advised portfolios on the insurance, bank, broker-dealer, and TPA recordkeeping platforms across the North Central part of the country. Prior to joining Fidelity in 2010, Ms. Hindia served as a vice president and regional sales director for the investment-only division at Columbia Management, where she supported both insurance and qualified plan distribution efforts as the firm's North Central retirement specialist. Previously, she was a key accounts manager for institutional clients at UBS Global A Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
We are honored to welcome back Nadine Youssef! Receiving a cancer diagnosis can feel like the ground has shifted beneath you. We explore how balancing worry with proactive steps and maintaining a hopeful attitude can make a world of difference. The emotional rollercoaster of waiting for test results is another topic we tackle, offering insights on how to navigate these periods with a rational mindset and support.Nadine's personal journey through breast cancer is a testament to her resilience and spirit. She opens up about facing societal and emotional challenges, particularly the intersection of physical disfigurement and self-worth. Her story highlights the essential role of support systems and the courage it takes to confront such a daunting path. We celebrate her infectious positivity and the community support that has fueled her strength, providing a beacon of hope for others in similar situations. Join us for an episode brimming with inspiration and invaluable insights.Guest Bio:Nadine YouseffAssistant Chief Counsel at The Walt Disney CompanyStrategic legal partner supporting multiple client groups in global commercialization business including licensing, consumer products, digital/interactive experiences, retail, marketing, rights clearances, supply chain, social responsibility, and business processes/operations. Demonstrated leadership skills managing a team of cross-functional attorneys and paralegals to drive optimal legal and business results. Spearheaded the development and implementation of multiple DE&I initiatives.Connect with Nadine:https://www.linkedin.com/in/nadineyoussef/ Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
Breast Cancer Awareness Month is a time of reflection and advocacy, and we're thrilled to welcome back Andrea Nitta to "Step Into the Pivot." Celebrating Andrea's two years post-diagnosis, we emphasize the ongoing journey of self-care and management. Andrea's advocacy work, including her involvement in events like the More Than Pink Walk and her potential pursuit of a board position, showcases the impact one person can have on a community. Her journey from a personal battle to a platform for support will leave you motivated to take action in your own life.Andrea shares how this life change opened doors for her to further her advocacy efforts, all while balancing personal and family commitments. The conversation reiterates the importance of collective advocacy and mutual support, encouraging listeners to embrace life's pivots with confidence. We thank Andrea for her incredible contributions and stories, reminding everyone that sharing your experiences can provide strength and inspiration to others.Guest Bio:Andrea was introduced to retirement plans through growth and acquisition at her first job out of college at US Bank. She holds a Finance degree from Minnesota State University - Moorhead. Andrea's industry knowledge prospered with 17 years in varying roles focused on service at The Standard. Moving from a recordkeeper to a broker/dealer with two years at Cetera Financial Group only broadened her expertise. Joining Fiduciary Decisions (FDI) in November 2020 as Vice President of National Accounts has allowed her to focus close to 25 years of industry experience on FDI's valuable broker/dealer and RIA clients.Andrea is very active with WIPN — WE | Inspire | Promote | Network — a non-profit organization focused on advancing equity and opportunity for women in the retirement industry. She currently serves as the Regional Leader for the Pacific Northwest region and had previously co-founded and co-chaired the Oregon chapter. She is also active with the Youth Charity League (YCL) and currently serves on the YCL Board as Secretary. YCL has provided her and her family with the opportunity to serve various non-profit organizations. She enjoys time with friends and family, golfing, reading, and traveling. Andrea is a proud parent to three awesome kids – two in college and one in high school. Andrea lives in Portland, Oregon with her husband, kids on the go, and their dog Rocky. Connect with Andrea:https://www.linkedin.com/in/andrea-nitta/ Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
What if the key to saving your life lies in the power of early detection and the stories of those who've walked this path before you? Join us as we embark on a poignant journey through the evolution of breast cancer awareness with Host Theresa, who brings both statistical insights and personal reflections on her own experience of breast cancer. Theresa chronicles the remarkable progress in treatment and the critical role of early detection. You'll uncover the striking rise in breast cancer cases from one in 14 women in the mid-20th century to one in eight today, underscoring an urgent need for awareness and genetic testing.Feel the transformative power of community and support as we highlight the significance of mammograms and self-exams. Discover why starting screenings at age 40—or earlier for those with a family history—can be a life-saving decision. We'll tackle common fears and misconceptions about mammograms, sharing real-life stories of how early detection has changed lives. We celebrate the strength of sharing personal journeys and the profound impact of connecting with others who have faced similar battles. Breaking down stigma, this episode is a heartfelt tribute to the progress made and a rallying cry for continuous effort in the fight against breast cancer. Join us for an inspiring and educational conversation that champions detection, support, and gratitude at every step of this journey. Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
Join us as Michael Muirhead opens up about the profound impact of his son's recent move to Japan, exploring themes of flexibility, personal growth, and the intricate dance of supporting a loved one's dreams. Michael's candid reflections provide a touching and insightful look into the emotional and philosophical challenges of this significant life pivot.Listeners will be moved by Michael's stories of generational opportunities and family continuity, drawing from his family's immigrant background to highlight the importance of openness and gratitude. As he prepares to visit his son abroad, Michael shares his wisdom on embracing inevitable change and the transformative power of surrendering to new beginnings. This heartfelt episode is a testament to the unforeseen connections in parenthood and the ongoing journey through life's stages, offering valuable insights to anyone grappling with change and growth.Guest Bio:Michael Muirhead, Jr. is senior director, Broadridge Fi360. In this role, he's responsible for leading the product management and delivery of fiduciary training, designation, and certification solutions.Michael approaches learning and development from the perspective of an industry professional who has successfully worked with plan sponsors, financial advisors, consultants and plan providers for more than 30 years. Before joining Broadridge Fi360, Michael was a financial advisor and large market institutional sales manager for Merrill Lynch, where he gained a wealth of experience in consulting, sales, marketing and relationship management.In addition to his industry experience, Michael has a Bachelor of Science in business administration with a concentration in Finance from the Wayne State University. He also attained the Accredited Investment Fiduciary® (AIF®) credential in April 2011 and his Professional Plan Consultant® (PPC®) designation in September 2015.Connect with Michael:https://www.linkedin.com/in/michael-muirhead-jr-652a0581/ Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
This episode covers sensitive topics. Listener discretion is advised. Please prioritize your well-being while listening.What happens when personal tragedy collides with professional life? Join us as we sit down with Scott Kelley, a leading figure in the retirement plan industry, who opens up about the heart-wrenching moment he learned of his brother's suicide during an intense work schedule. Scott's story is a powerful exploration of how unexpected loss can deeply impact both personal and professional spheres. He shares not only his immediate reaction and the crucial role his wife played in those first harrowing moments but also the enduring effects of this tragedy on his day-to-day life.In part two, Scott takes us through the emotional labyrinth of suppressing grief while striving to maintain a strong facade at work. The combination of job loss and the isolation of the COVID-19 pandemic forced him to confront long-ignored emotions. He offers a candid look at his journey through therapy, emphasizing its pivotal role in his ongoing healing process. By sharing his metaphorical unpacking of emotions likened to boxes in his office, Scott provides an honest and relatable reflection on the challenges of personal growth. This episode is a profound reminder of the necessity of empathy and support in the workplace, making it essential listening for anyone dealing with similar struggles.Guest Bio:Scott joined Federated Hermes in 2022 as a Vice President/Senior RetirementConsultant with 20 years experience working in the financial industry. Prior to hiscurrent role with Federated, he was at Bank of America Merrill Lynch as a VicePresident, Employee Benefits Specialist. He helped advisors in his assignedterritory drive retirement plan business and worked closely with their bankingpartners to integrate retirement plans into the business model. Prior to that hewas Vice President, Senior Retirement Consultant at OppenheimerFunds, Inc.where he managed the DCIO territory on the West Coast.Scott attended Oregon State University and has a Bachelor of Science in BusinessAdministration.Scott dedicates his time and energy to provide retirement plan advisors withstrategies that will help them save time, and grow their practice.Connect with Scott:https://www.linkedin.com/in/srkelley/ Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
What if you could transform your outlook on fatherhood through the lens of resilience and love? In this poignant episode of "Step Into the Pivot," we sit down with Steve Bush, a dedicated attorney whose life story is a testament to the enduring power of family bonds. From the moment his mother faced an unexpected pregnancy at 19 to the influential role of his grandfather, his stepfather's adoption, and ultimately finding his biological dad, Steve's journey is one of profound personal growth. Tune in as Steve shares how these pivotal experiences shaped his approach to parenting and guided him to the joys of fatherhood.In a heartfelt segment, Steve opens up about unexpectedly walking his younger sister down the aisle after their stepfather's passing, a moving example of the strength that family ties can provide. As he reflects on fatherhood, Steve illustrates how it permeates every aspect of his life, turning everyday tasks into profound acts of love. From creative home-schooling strategies during the pandemic to balancing professional and personal responsibilities, Steve's story is a brilliant testament to the love and joy that sustain a family through thick and thin. Join us for an episode that encapsulates the art of facing adversity with heart and grace.Guest Bio:VP Legal Services and Government Relations at Permanente Dental Associates Steve Bush is an experienced corporate attorney in Portland, Oregon focusing on health care, employment, government relations, risk management and general business law. When he is not practicing law he can be found gardening, cooking, repairing his 1952 daylight ranch, hiking, playing soccer or guitar with his kids, or endlessly throwing a frisbee for his Labrador Retriever. Follow Steve on Linkedin:https://www.linkedin.com/in/stephencbush?trk=blended-typeahead Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
In our latest heartfelt episode, recorded live at Sway Live, we sit down with Sheri Fitts, a single mother who opens up about the profound struggles and triumphs of her son Garrett's battle with heroin addiction. Sheri's candid recounting of Garrett's time living under a bridge and the critical intervention by a Portland police officer using Narcan paints a vivid picture of the relentless challenges faced by families dealing with addiction. Garrett's story is one of struggle and redemption, from incarceration to obtaining subsidized housing and forming supportive bonds in prison. Join us as we honor the heroes among us who strive for recovery against all odds and explore the transformative power of physical health, emotional support, and unwavering familial love.Guest Bio:Sheri Fitts, founder/CEO, is a compelling public speaker and financial services marketing, sales and brand guru on a mission to amplify the heart of financial services. Sheri harnesses the power of emotional connection to help financial professionals create more trust in their client relationships and make their engagements more meaningful to their businesses, and more impactful to their bottom line.Her deep expertise in the retirement plan and wealth management industries, gained over nearly 30 years on both the buy and sell side as well as starting two companies, gives her special insight into what drives investor behavior and sales. Her latest industry innovation, digitalEQ™ (Digital Emotional Intelligence), is Sheri's highly personalized approach to helping financial professionals use thought leadership, branding, marketing, and presentations to be unforgettable. Sheri wrote and published Deconstructing Digital: Simple Ways to Connect with Your Next-Generations Financial Clients, a guide for advisors navigating the digital realm. And, as the host of the Women Rocking Wall Street podcast, Sheri champions diversity, gender pay parity and the critical need to include women in corporate boardrooms.A compassionate technologist and entrepreneur (at age five, she made and marketed rose-scented perfume door-to-door), Sheri is leading and demonstrating how to humanize financial services—the key to reimagining how advice can be delivered to more people with greater impact. As a young single mom, Sheri remembers struggling with financial insecurity. When she was hired as a graphic designer at an investment firm in the 1990s, she saw just how the financial services industry can make a real difference in people's lives. Sheri realized her mission was to help financial professionals have more meaningful engagements with their clients, so they feel financially confident.Follow Sheri on LinkedIn:https://www.linkedin.com/in/sherifittsOr Visit Her Website: https://sherifitts.com Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
What happens when life throws you a curveball, and you find your true calling in the most unexpected place? Dawn Mabery Chestnut, experienced a life-altering layoff from her political career only to discover her passion for financial literacy. Join us as Dawn shares her transformative journey of becoming a financial planner and what it means to align your career with your personal interests. From teaching financial concepts to kindergarteners to advising adults, Dawn shows how financial education can impact lives at every stage. Her story is a testament to the unexpected joys that come from life's pivots. Dawn also takes us through the profound impact of her upbringing on her financial behaviors and beliefs, shedding light on how childhood experiences can shape our adult financial habits. Hear about the challenges she faced while transitioning into entrepreneurship and the grace required to navigate this complex journey. Reflecting on her journey, Dawn underscores the importance of inner listening and staying true to personal values. Soak up wisdom on finding purpose through continuous learning and teaching, and learn how to embrace life's twists and turns with grace and grit. Don't miss this inspiring conversation that promises to leave you enriched and motivated.Guest Bio:Dawn Mabery Chestnut is a Washington, DC fee-only financial advisor serving clients locally, the metropolitan area including Montgomery County, Maryland and Prince Georges County, Maryland, greater Northern Virginia, and across the country. Financial advice can be intimidating and complex, but I'm not your average financial advisor. I strive to make managing money simpler by speaking plainly (no jargon!) and offering genuine help instead of hard sales tactics. I prefer a more informal approach – without the stuffy suit.When I'm not crunching numbers, you might find me tending to my backyard garden with my ducks waddling around, jogging (though trotting is more accurate), or biking with friends – an activity made even better at night thanks to colorful glow-in-the-dark lights we put on our wheels. My recent fascination is learning to sew clothes. I also have an amazing and supportive husband.Follow Dawn on LinkedIn:https://www.linkedin.com/in/maberyconsulting Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
Can storytelling transform your life? Carolyn Marsh, a seasoned finance writer who stepped into the world of personal storytelling, certainly believes so. Encouraged by a friend, Carolyn took on the challenge of performing at The Moth, an NPR-affiliated storytelling event, with a theme centered on public transportation. This episode highlights the power of storytelling in creating human connections and providing an authentic glimpse into Carolyn's journey from finance to the stage.Ever had an encounter that completely changed your perspective? At 23, a trip to New Zealand taught Carolyn valuable lessons about compassion and understanding hidden struggles. Sharing this transformative experience on stage in Washington DC was daunting yet profoundly rewarding. The act of storytelling helped me connect with an audience on a deeper level, emphasizing the importance of taking risks and trusting one's instincts for personal growth. This segment aims to inspire you to embrace the unknown and find personal growth in unexpected places.Finally, we explore the journey of a freelance writer who has balanced family life and ghostwriting for the past decade. Now, with her children growing older, she stands at a pivotal crossroads, contemplating new goals and ambitions. This candid discussion delves into her evolution from feeling like an imposter to confidently embracing her identity as a writer. We reflect on the significance of mindset and adaptability in navigating life's transitions, encouraging you to embrace change and the opportunities that come with it. Join us for an episode brimming with personal stories, growth, and the courage to pivot.Guest Bio:Carolyn Marsh is a financial writer and a director on the board of a privately held energy company. Her roots are in financial services, where she began in risk management and later worked in investment strategy. She has run her own firm since 2015, working with banks, investment firms, research and consulting firms, and other business clients to produce engaging thought leadership that showcases their subject matter experts in the best light. She has worked or studied in Italy, England, New Zealand, and in New York, Chicago, Seattle and now Washington DC. When she's not working, you can find Carolyn hanging with her family, out on a bike ride, reading, golfing, skiing or watching Michigan football.Follow Carolyn on LinkedIn:https://www.linkedin.com/in/carolynmarshcfa Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
What happens when the demands of a high-pressure career in medicine overshadow your own health? Dr. Jyoti Patel shares her raw and compelling journey from being a dedicated integrative pediatrics and internal medicine doctor to a thyroid cancer survivor who had to learn the hard way about the importance of self-care. At just 29, Jyoti's diagnosis and subsequent metastatic recurrence forced her to reevaluate her life, pushing through surgery and relentless work culture to find a new balance. Through her story, listeners will gain insights into the critical issues of self-neglegence and the urgent need for healthcare professionals to prioritize their well-being.Jyoti's journey didn't stop at surviving cancer; she had to navigate the challenges of pregnancy and career pressures, with a poignant story about a disheartening interaction with her boss prompting a profound reassessment of her self-worth. In a riveting metaphorical recount, Jyoti describes the experience of being trapped in a ravine, illustrating the significance of self-reflection and mindfulness. This episode offers valuable lessons on setting personal boundaries and understanding behavior patterns, ultimately encouraging listeners to pause, reflect, and create their own path to healing and growth. Tune in to be inspired by Jyoti's resilient spirit and transformative message.Guest Bio:Jyoti PatelTriple board-certified and a Fellow of the American College of Physicians and the American Academy of Pediatrics, Dr. Patel practices Integrative Pediatrics and Internal Medicine in Scottsdale, Arizona. Acknowledged as one of the TOP DOCS by Phoenix Magazine in 2009, 2016, and 2022, she has received accolades such as ACP Internist of the Year in 2011 and the Women In White Coats Hero Award in,2019. Beyond her medical expertise, she played a pivotal role in establishing a community garden in Fountain Hills. Dr. Patel's personal journey, marked by a cancer diagnosis at 29, ignited a profound passion for holistic health. Advocating for preventive care and health education, she extends her commitment beyond traditional medical boundaries. Challenging the reactive nature of the healthcare system, Dr. Patel emphasizes addressing the root causes of disease. Her belief in empowering patients to take control of their health is evident, providing insights and resources for healthier and happier lives.Follow Jyoti on LinkedIn:https://www.linkedin.com/in/jyoti-patel-84466017b Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
Ever wondered how childhood experiences shape our adult lives? Today, we bring you an extraordinary conversation with Nadine Youssef, assistant chief counsel at the Walt Disney Company and adjunct professor at Loyola Law School. Nadine shares her compelling journey from her early years amidst the turmoil of the Lebanese civil war to finding a new home in America at the tender age of eight. Her narrative doesn't just highlight the harsh realities of growing up in a war zone but also speaks volumes about resilience and the emotional complexities of leaving one's homeland and extended family behind. Nadine's vivid recollections provide a powerful testament to the importance of practical acts of service and the ways we can support each other in times of need.In this episode, we also explore how these early experiences have a lasting impact on our health and well-being. Nadine opens up about her battle with cancer, illustrating how childhood trauma can shape our responses to life's challenges. Through her personal stories, we delve into the critical role of community and the support she received from loved ones during this difficult period. We discuss the significance of delivering messages with love and the transformative effect of meaningful connections. Nadine's journey to becoming an adjunct professor and her dedication to paying it forward underscore the importance of sharing our stories and embracing the support around us. Tune in for an inspiring episode filled with heartfelt insights and valuable lessons.Guest Bio:Nadine YouseffAssistant Chief Counsel at The Walt Disney CompanyStrategic legal partner supporting multiple client groups in global commercialization business including licensing, consumer products, digital/interactive experiences, retail, marketing, rights clearances, supply chain, social responsibility, and business processes/operations. Demonstrated leadership skills managing a team of cross-functional attorneys and paralegals to drive optimal legal and business results. Spearheaded the development and implementation of multiple DE&I initiatives.Follow Nadine on LinkedIn:https://www.linkedin.com/in/nadineyoussef/ Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
Ever faced a moment where your professional aspirations needed to align with your personal life's goals? Brandon Shea, a financial services professional, joins us to share his journey from Nashville to Los Angeles and back again. Brandon's story is one of resilience and devotion, navigating the challenging move to LA, and the enriching experiences that followed both personally and professionally. His insights into balancing a demanding career while supporting a loved one's dreams offer invaluable lessons on achieving harmony between work and personal life.Discover the profound impact of understanding shifting professional goals through Brandon's analogy of a marathon, shedding light on the psychological effects of changing goalposts in the workplace. Brandon opens up about the stress from his wife's traumatic custom song business ordeal and her battle with postpartum depression, recounting their family's conscious decision to prioritize mental health by relocating in 2014. As we explore the transformative power of embracing growth through discomfort, Brandon's stories and strategies provide a roadmap for navigating life's inevitable pivots, large or small. Tune in for an episode filled with heartfelt stories and practical advice on achieving a balanced and fulfilling life.GUEST BIO:Brandon Shea specializes in helping retirement plan professionals with solutions that impact their bottom line and make a difference in the lives of their clients. With over 24 years of industry experience, Brandon has helped 1000's of financial advisors and 100's of retirement wholesalers / third party administrators implement proven strategies that help them grow their business. Because he has witnessed some of the most successful financial professionals in action, Brandon has a unique perspective on what it takes to run a successful practice and his clients view him as a valuable resource. As a Defined Contribution Investment Only Consultant, Brandon considers it a privilege to do this work at T. Rowe Price where his and the firm's values are congruent. Delivering on their shared values with clarity and intention is how he builds long-term partnerships and ultimately even strong friendships with clients. Brandon and his wife Liz, a gifted singer/songwriter & full-time mom, live in the Nashville, TN area where they are active volunteers in their community. In addition to watching his children grow, Brandon loves to brainstorm new business ideas with entrepreneurs, play golf, wakesurf, snowboard & travel (18 countries, 46 states and counting).Connect with Brandon Shea:LinkedIn: https://www.linkedin.com/in/brshea Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
Join us for an inspiring conversation with Ami Hindia, a veteran of Fidelity's workplace investing group, as she opens up about her incredible journey of prioritizing health and adopting a servant leadership approach. From overcoming breast cancer to transitioning into leadership and battling imposter syndrome, Ami's story is a testament to the resilience and power of embracing one's true self. Ami shares her journey towards embracing her Indian heritage and how this acceptance has empowered her to bring her whole self to work. Learn about the impact of representation, the challenges of code-switching, and the powerful outcomes of humanizing ourselves in the workplace. This episode is a heartfelt invitation to all listeners to embrace their unique identities and foster genuine connections, even amidst societal pressures. Don't miss out on this candid and moving conversation with Ami Hindia, filled with wisdom and inspiration for anyone facing similar challenges.GUEST BIO: Ami Hindia is the Central & Southeast Divisional Manager for Core Market Sales within Fidelity's Workplace Investing. She has been working with advisors and plan sponsors in the retirement plan space for over 20 years. As a leader, she supports her team whose focus is building advisor & TPA relationships and winning new 401(k) plans for Fidelity in the Core Market space. Prior to being in this role, she was on the institutional asset management side of Fidelity as a Defined Contribution Investment Only (DCIO) wholesaler for 11 years. She was responsible for wholesaling Fidelity Advisor Funds, Fidelity VIP Portfolios, and Fidelity sub advised portfolios on the insurance, bank, broker-dealer, and TPA recordkeeping platforms across the North Central part of the country. Prior to joining Fidelity in 2010, Ms. Hindia served as a vice president and regional sales director for the investment-only division at Columbia Management, where she supported both insurance and qualified plan distribution efforts as the firm's North Central retirement specialist. Previously, she was a key accounts manager for institutional clients at UBS Global Asset Management, and a sub advisory wholesaler at JP Morgan Asset Management. She started her career at Deutsche Asset Management (formerly Kemper Funds/Scudder Investments) where she was an internal annuity wholesaler. She has been in the financial industry since 1999. Ms. Hindia earned her Bachelor of Science in Business Administration at Drake University in Des Moines, Iowa. She also holds the Financial Industry Regulatory Authority (FINRA) 7, 63, and 24 licenses and holds the Chartered Retirement Plans Specialist (CRPS) designation.Connect with Ami Hindia:LinkedIn: https://www.linkedin.com/in/fidelityamihindia Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
This episode is a masterclass in the importance of self-advocacy, especially for women in lower-level management roles. Teresa shares her insights on articulating one's value in the workplace, the psychological aspects of self-worth, and the necessity of flexibility in tough economic times. After experiencing the shock of being laid off after excellently managing a five-state region and a team of 38 employees, Teresa Howe found herself at a significant crossroads. Picking herself back up, she went to work at a new company where she was laid off due to budget cuts. Hear Teresa's powerful story of resilience and growth as she navigates two major career pivots, including declining a rehire offer due to misaligned company culture and the bold choice to launch her own consulting business amidst the global pandemic.Tune in to gain inspiration from Teresa's journey of perseverance, self-awareness, and setting strong boundaries to achieve professional success on her own terms.GUEST BIO:Teresa Howe of TRH Consulting has worked in the relocation and real estate industry for over 30 years. She managed multiple business lines for a multi-state region for Coldwell Banker Realty (NRT) until 2017. She then became the VP of Business Development at Pacific Union International, a large California brokerage. After a year there, Pacific Union was subsequently sold to Compass. After two layoffs within two years and some soul-searching, she started her consulting firm in 2020. By addressing pain points and focusing on problem resolution, she helps companies generate new sources of revenue, improve customer service, and grow their customer base through strategic business development. She uses her experience to help people overcome the challenges she faced during her career. Connect with Teresa Howe:Website: www.teresahowe.com Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
Can one person's courage truly change others lives? Just days before his high school graduation, Lori's son, Josh, was injured during a school shooting. Josh displayed remarkable bravery by helping to disarm one of the shooters, tackling him to the ground. Lorie shares the gripping details of that day, the heart-wrenching moment when she received Josh's call, and the intense crisis that her family faced. This episode is a powerful testament to the extraordinary strength and composure that both Lorie and Josh exhibited in the face of unimaginable adversity.Lorie's story serves as a profound reminder of the significant impact one person's actions can have on a broader scale. We explore how Josh's courage inspired his classmates and how such individual acts of bravery contribute to collective effort. Lori reflects on how this life-changing experience has shaped her perspective on personal growth and courage. Join us as we embrace the core message: if you have a pivot, step into it. Our heartfelt gratitude goes to Lorie for her openness and for sharing her and Josh's transformative journey with us.GUEST BIO:Lorie began her career in financial services in 2013 with a Registered Investment Advisory firm in South Denver. Initially serving as a paraplanner, she provided technology and operations support before advancing to a Client Services Manager role with Empower Retirement, where she managed a portfolio of over 300 Core Market plans. She then joined Fidelis Wealth Advisors, bringing her extensive experience and dedication to client service.In addition to her securities licenses, Lorie holds health, life, accident, property, and casualty insurance licenses in the state of Colorado. She has earned her CERTIFIED FINANCIAL PLANNER™ designation from the CFP® Board of Standards and is an active member of the Financial Planning Association (FPA).Lorie recently launched the “Fearless Females” podcast, creating a platform for empowering discussions that inspire women in the financial services industry and beyond. Through insightful interviews and stories, she builds a community where challenges are met with resilience, amplifying female voices and demonstrating her commitment to fostering inclusivity and fearlessness in finance.PERSONALLorie holds an MBA from Colorado State University. In her leisure time, she loves hiking with her family, traveling with her husband David and their five children. Lorie is deeply committed to empowering women in finance and supports the Economic Literacy Council and Aspen Effect with their youth programs, helping to foster financial literacy and economic empowerment among the younger generation.Connect with Lorie Jones:LinkedIn: https://www.linkedin.com/in/loriejones Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
Ever wondered how personal trials can reshape a professional journey? Join us as Jennifer Rayner, an inspiring figure in the financial services industry, opens up about her 25-year career and the life-altering events that propelled her toward a new passion. From purchasing an independent RIA firm to facing profound personal losses and career doubts around the time of COVID-19, Jennifer's story is one of resilience and self-discovery. She shares how these experiences led her to shift from a traditional financial advisor role to focusing on the emotional and mental health aspects of money, filling a crucial gap in the industry.Transitioning from an executive assistant to founding a business might seem daunting, but it's a journey filled with valuable lessons and personal growth. I recount my own experiences of feeling undervalued in previous roles, which spurred me to assert my worth and expertise. By embracing a unique approach and leveraging scientific research on emotions and behavior, I found my niche in the financial industry. Teresa also shares insights on how doing what you do well can lead to significant impact, even if you "fall into" the industry by chance.Balancing the responsibilities of running an RIA firm with new ventures brings its own set of challenges and rewards. Jennifer discusses her innovative financial wellness platform, MoneyWell, and how personal experiences such as a near-death encounter and the discovery of ADHD and dyslexia influenced her approach. Her story underlines the importance of passion and resilience, especially as she continues to make an impact beyond the age of 50. Tune in to appreciate Jennifer's enthusiasm and stay tuned for a future episode where she will share her near-death experience in detail. Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
What if your financial advisor could understand your emotions as well as your accounts? Join us on Step Into the Pivot as we host Jennifer Rayner, a financial advisor turned fintech innovator, who shares her incredible journey through the financial services industry. From caring for her mother with dementia to making the bold decision to purchase an independent RIA firm, Jennifer opens up about the challenges that led her to reevaluate her career and personal identity during the onset of COVID-19. She reveals how these experiences shaped her focus on the emotional aspects of financial planning.Discover how my own path from being a supportive mother, wife, and executive assistant led me to become a founder. I talk about feeling undervalued in those roles and how defining and owning my unique strengths helped me find success. We explore the importance of emotions in driving behavior, backed by scientific research, and how letting go of past dreams can open doors to new opportunities. This episode is rich with stories of industry transitions and personal growth, underscoring the necessity of aligning your work with your passions.Finally, learn about the birth of MoneyWell and the significant personal and professional challenges that influenced its creation. We discuss the power of innovative engagement methods like texting and the motivational force of everyday financial struggles. Jennifer's near-death experience and subsequent ADHD diagnosis add layers of empathy and practical solutions to her approach to financial wellness. Stay tuned until the end for a teaser about Jennifer's near-death experience, promising even more intriguing discussions in future episodes. Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
Jennifer Rayner's journey has been marked by personal challenges, including caring for her mother with dementia and raising teenage children, shaping her unique perspective on the emotional elements of money management. During the COVID-19 pandemic, Jennifer reassessed her career and personal identity, discovering her true passion lay in integrating emotional well-being into the financial industry. With a near-death experience leading her closer to what she envisions for her company, Jennifer's story is a testament to the profound impact of connecting with one's work on a deeper, more emotional level.GUEST BIO:Balancing professional aspirations and personal transformation is no easy feat, but Jennifer Rayner does it with relentless dedication. From maintaining an RIA firm to pioneering her passion project, Money Well, Jennifer's journey is laden with personal anecdotes, including a near-death experience and mental health struggles. Her relentless drive, influenced by ADHD, led to the creation of a financial wellness texting program aimed at helping everyday people. This episode captures Jennifer's heartfelt exchange with the host, leaving listeners eager for future discussions about her profound experiences and the lessons learned along the way.Jennifer Rayner is a visionary entrepreneur dedicated to fostering financialwellbeing through innovative strategies. With over 25 years of experience in thefinancial industry, she has now dedicated her career to empowering individualsand organizations to navigate the complexities of achieving financial wellbeing.As the CEO of Moniwell, Jennifer leads a company revolutionizing financialengagement & wellbeing through a groundbreaking engagement platform.Informed by behavioral science, Moniwell provides accessible solutions to moneychallenges, reshaping the future of financial wellbeing.Jennifer is a sought-after speaker and thought leader known for her insightfulperspectives on financial engagement and innovation. Through her visionaryleadership, she is transforming the way people interact with their finances, onetext at a time.Connect with Jennifer:LinkedIn: https://www.linkedin.com/in/jenniferrayner/Instagram: @jenniferraynerjdr@moniwell.com Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
Ever wondered how one can pivot from a life-altering trauma to newfound strength and purpose? Join us for an emotionally charged episode of "Step Into the Pivot" as we welcome Liam Polonijo, who bravely shares his story of resilience following a devastating car accident. This event not only left him with chronic back pain but also threw him into the deep end of emotional and mental challenges during the crucial final years of high school. Amid the global pandemic, Liam recounts his harrowing experience, including an aggressive bystander at the crash scene and the immense pressures of navigating therapy, graduation, and college applications while dealing with lingering injuries.But that's not where Liam's story ends. He takes us through his remarkable healing journey, which includes returning to his passion for martial arts and boxing, as well as becoming a certified lifeguard and swim instructor. With heartfelt candor, he shares the quick healing lessons he has discovered and stresses the importance of self-healing and consistent practice. This episode is more than just a recount of overcoming adversity; it's a deep dive into personal growth, the joy of helping others and embracing life's toughest moments. Celebrate Liam's triumphs with us and gain invaluable insights into turning personal challenges into stepping stones for success.GUEST BIOLiam is an avid Inner Bonding practitioner: he discovered the six-step process amid the Covid pandemic and now uses it daily. Through committed practice, he has up-leveled his leadership, communication, organization, and time-management skills, and has been able to successfully navigate numerous personal and professional transitions. Liam serves as Generation Z Consultant to Courageous Being, providing valuable input across the center's varied services for both individuals and organizations. He is a certified lifeguard and swim instructor, Psychology student at the University of Colorado Boulder, and the founder of Lucky Charm Learning LLC coaching service.Connect with Liam:Email: liampolonijo@gmail.com Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
What does it take to transition from working at a regional investment advisory firm to founding your own consultancy and law practice? From navigating a difficult business partnership to launching her consultancy with a single client during a global pandemic, Bonnie reveals her passion for transforming the retirement plan industry and her determination to build a scalable platform for advisors. Her story is a testament to tenacity and vision.Discover the essentials of brand authenticity and the pivotal role of adaptability in small business success. Hear about strategies such as maintaining focus on core goals, depersonalizing feedback, and the advantage of having a supportive network, including a business coach. We reflect on the significant opportunities that have emerged from building Endeavor and share key insights on embracing change with confidence and sincerity. Don't miss this episode packed with invaluable advice for aspiring entrepreneurs and small business owners.GUEST BIO:Bonnie Treichel is the Founder and Chief Solutions Officer of Endeavor Retirement, a consulting firm dedicated to solving problems for plan sponsors, advisors and service providers in the retirement plan industry. Her unique experience as an ERISA attorney and advisor helps her bring governance solutions for day-to-day issues that are an inevitable part of running a successful retirement plan. Bonnie is also a Partner at Endeavor Law, a firm dedicated to supporting the ecosystem of financial services with their retirement plan-related decisions, documentation, compliance, regulation and litigation.As a thought leader on retirement plan governance issues, Bonnie has been quoted in publications such as The Wall Street Journal, InvestmentNews, 401(k) Specialist, Ignites, PlanAdviser, NAPA Net Daily, and Journal of Pension Benefits. She is an active member of the American Retirement Association and has served in various leadership roles as well as the American Bar Association's Tax Division where she is on the Lifetime Income Committee. She was awarded InvestmentNews 40 Under 40 in 2023, the ABA's On the Rise - Top 40 Young Lawyers Award in 2022. She is also a member of the Women in Pensions Network, the State Bar of California, and is a current advisory board member of RISA, LLC.When she isn't working on retirement plan issues, Bonnie enjoys traveling, spending time with her golden retrievers, Sadie and Sunny, running, riding her bike and volunteering for Make a Wish.Connect with Bonnie:mailto:bonnie.treichel@endeavor-retirement.comendeavor-retirement.com@btreichelesqLinkedIn: https://www.linkedin.com/in/bonnietreichel/ Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
Can rest be the ultimate productivity hack? This week on "Step Into the Pivot," we confront the exhausting culture of perpetual busyness and advocate for the revolutionary concept of "rest and receive." Teresa opens up about her conference-induced fatigue, setting the stage for a candid discussion with Ivana. Ivana takes us deeper into the necessity of genuine rest, dismantling societal norms that link constant activity with personal worth. Together, they explore practical strategies for integrating rest into our daily lives, emphasizing how imperative it is for women, especially busy professionals, to restore their inner vitality. Tune in to learn about Ivana's transformative "Rest and Receive" retreat that promises to help women relax and recharge.Ever wondered how to plan a vacation that truly rejuvenates you? Teresa and Ivana tackle the often-overlooked art of vacation planning, providing insights that can turn your next trip into a restorative escape rather than a hectic marathon. Teresa shares her experiences advising colleagues on travel to Croatia, emphasizing the country's breathtaking cultural and natural beauty. They discuss common travel pitfalls—like overly packed itineraries—that leave you more tired than before you left. From balancing activities and relaxation to nourishing your body with good food and physical movement, discover the secrets to crafting a holiday that genuinely recharges you. Plus, hear about their anticipation for an upcoming trip to Croatia and how they plan to make it an ultimate restorative getaway. Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
When faced with life's toughest challenges, how do we find the strength to press forward? This week, we're joined by Kim Ryan, a beacon of resilience, whose story of loss and empowerment offers a guiding light. With a career spanning 25 years in the financial services industry, Kim opens up about the seismic shift her life took following her father's sudden passing. Her narrative uncovers the deep roots of independence instilled by her mother and the bonds that held them together through the darkest times.Our conversation with Kim doesn't shy away from the raw emotions of grief, but it's also a tribute to the triumph of the human spirit. She reflects on the profound encouragement from her mother, which led her to embrace financial and emotional self-reliance from a young age. Kim's insights into transitioning from a protected family life to carving out her identity at the Colorado School of Mines are relatable to anyone who's ever faced the daunting task of building a life in uncharted territories. The dialogues we share in this episode are as much about recognizing the value of independence as they are about honoring the continuous evolution of parental guidance and the undying support within families.Ending on a note of heartfelt gratitude, we thank Kim for her vulnerability in sharing her journey with us. Her story is a powerful reminder that the adversities we face can become catalysts for growth and change. We're left inspired by Kim's courage and hopeful that her experiences resonate with listeners grappling with their own hurdles. Until next week's episode, let's carry with us the belief that every pivot in life, no matter how daunting, offers a new path to personal growth and discovery. Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
Ever wondered how to champion work-life harmony without sacrificing career success? Kristie Hill, a wealth management advisor from Northwestern Mutual, graces us with her compelling narrative of redefining the traditional work schedule to embrace the fullness of family life. Her courageous steps towards establishing a flexible work environment serve as a beacon for those seeking to align their professional endeavors with personal values. In our engaging conversation, Kristie uncovers the essentials of intentional communication with employers, the art of setting boundaries, and the strategic use of time to enhance both personal satisfaction and career flexibility.In an era where the lines between office and home blur, Kristie's journey illuminates the path to a more integrated, fulfilling existence. With keen insights into the evolving dynamics of work patterns, particularly when parenthood enters the equation, she offers a fresh perspective on professional efficiency and the ability to adapt in the face of unprecedented changes like remote work due to COVID-19. Her proactive decision to uproot for a richer family life exemplifies the courage needed to reevaluate life's priorities. Tune in to witness how Kristie Hill's story inspires action towards a life where work enriches rather than encroaches, promising a healthier approach to the demands of our fast-paced world. Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
As we wade through the waters of professional evolution and personal growth, Mel Doman joins us with a tale that transforms the way we think about mental health in the workplace. Stepping out from the traditional role of a clinical mental health therapist, Mel charts her foray into the world of organizational psychology—a move born from the conviction that the corporate environment is a breeding ground for addressing mental health proactively. Her frank discussion peels back layers of misconceptions surrounding psychologists and celebrates the authenticity that shapes her approach to change the workplace narrative on mental health.Throughout the episode, you'll walk alongside me as I unravel my own battles with mental wellbeing, highlighting the profound impact of sharing our true selves. From an intimate social media post that resonated with many to the birth of a book aimed at guiding others through the thicket of workplace mental health, the journey is a testament to the unexpected victories that can arise from vulnerability. Mel's story, accented with laughter and life's lighter moments, encourages us to find happiness in our own pivot stories—reminding us that sometimes, the greatest leaps lead to the most remarkable transformations. Share in the joy and hardships of embracing change, as we salute those who dare to take the road less traveled. Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
Have you ever felt the weight of expectation pressing down on you, shaping your every move? Alice Tang, a trailblazing financial advisor, joins us to unravel the complexities of a life built under the ambitious eye of a 'tiger mother.' In a candid and inspiring session, Alice recounts her personal evolution from the youngest female manager at her first job to a beacon of guidance for women and young girls navigating life's transitions. Her poignant narrative offers a glimpse into the stamina developed through relentless competition and the lessons learned in finding growth amidst the drive for excellence.This episode is not just about the pursuit of achievement; it's a deeper look at how we define ourselves beyond our accomplishments. We discuss the significance of morning rituals, how they shape our days, and engage in a thought-provoking conversation about self-worth that transcends material success. Alice imparts her wisdom on living with intention, navigating relationships with grace, and recognizing the profound impact of life's fleeting encounters. Embrace the gift of reflection and discover how your admiration for others can mirror your deepest values, guiding you toward a life of resilience and intentional growth. Connect with Theresa and Ivana: Websites: Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram: Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
Emerging from the depths of despair and the confines of a monastery, JR brings us a tale of raw human resilience that will leave you both moved and enlightened. His journey, marked by intense struggles with mental health and the daunting task of redefining his identity, unfolds in our latest episode, offering a rare glimpse into the transformative power of authenticity and vulnerability. As he recounts the life-altering dialogue with his mother, listeners will find themselves immersed in a story of immigration, the weight of societal expectations, and the silent battle with depression that many face alone.This week, we're honored to journey alongside JR as we navigate the turbulent seas of mental health and personal growth. His experiences, from the initial stumbles of confronting mental health issues to the small, consistent steps towards healing, underscore an essential message: acknowledging pain is not a sign of weakness, but the first step to finding happiness. Through his narrative, we shine a light on the toxic tropes that often hinder progress and the profound lessons learned from his time as a monk. Join us for an episode that isn't just a conversation—it's a lifeline for anyone looking to emerge from the shadows and step into a life of purpose and peace.
Anna Maria Ponzi is the former owner and past president of Ponzi Vineyards in Oregon's Willamette Valley. From the age of four, she's had the rare experience of working in every aspect of the winery. She helped plant its original vines, worked on the bottling line, hosted guests in the tasting room and has made countless national and international sales calls. Anna Maria has served the state's wine industry in myriad ways, including serving as an early ambassador for Oregon wine both nationally and internationally while building Oregon wine country into a travel destination. After earning her degree in journalism from the University of Oregon, she worked in Boston's publishing industry until returning to the rural family business in 1991. Soon after, she was joined by her winemaking sister and the two young women trailblazed the growing tide of female vintners. Simultaneously, they grew the business from an annual production of 10,000 to over 50,000 cases and increased its vineyard holdings from 20 to 140 acres. This ownership distinguished Ponzi Vineyards as the nation's only winery solely owned and operated by second-generation sisters at the time. She is recognized for establishing a premiere travel destination with the opening of the valley's first seated wine experience among other visitor attractions in the area. Her memoir ‘Pinot Girl' was released in celebration of the winery's 50th Anniversary in 2020. A year later, she and her sister successfully negotiated the sale of the winery to the esteemed French house Société Jacques Bollinger of Champagne, France. In 2023, she created “The Four-Ounce Pour”, a keynote that reflects on her life in wine and how bringing intentionality and balance into our lives creates greater meaning and impact.In this episode, Theresa, Ivana, and Maria discussed:Elevating your values and discovering your potential Being present in the moment How pivots can lead to deeper understanding Create more meaning in your life Key Takeaways:Points of pivot may become emotionally challenging, but sometimes they are opportunities for us to align ourselves with our values and elevate our potential. It will also sometimes lead to us discovering our identity. Be present in the moment and enjoy the simple things, especially in today's fast-paced world. Once you've taken a pause to reflect, you will become even more ready for greater things. Entrepreneurs and leaders need to understand the significance of giving back, particularly by mentoring and nurturing others, especially women, and being stewards of the land. Transitioning and pivoting in life can lead to a deeper understanding of oneself and the discovery of a personal "keynote" message.Slow down and create more meaning in your everyday lives and remember to give back to the community and embrace change as an opportunity for growth and self-discovery.“I believe anyway that when you are in a leadership position, you have such an amazing opportunity to do more than what is anticipated of you or expected of you.” - Maria PonziConnect with Maria Ponzi:Website: https://www.amponzi.com/ Instagram: http://www.instagram.com/amponzico Connect with Theresa and Ivana:Websites:Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram:Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
In this episode, Theresa and Ivana discussed:Four research-backed strategies to prevent and manage burnoutThe physical, emotional, and mental symptoms of burnout and the importance of addressing themTips on how to have quality self-care Helping others and yourself overcome burnout Key Takeaways:According to Johns Hopkins, the four things that we can practice to prevent and manage burnout are the following: First is exercise. Second is having a good amount and a good quality of sleep. The third is to seek out happiness or make time for what makes you happy. The fourth and final one on their list is social support. Women carry unique responsibilities that make them more prone to burnout. Menopause and taking care of children for example can cause one to lose a lot of sleep. People who take care of a lot of things should take time to take care of themselves, in order for them to increase their capacity to keep on serving and leading in their lives. In order to have quality self-care, one must consider internal and external restoration. Go on a vacation, and while on vacation, set good boundaries for yourself. Focus on the moment and make sure that your soul is being fed by the pause. Help yourself and others overcome burnout by opening up to a group. Be vulnerable and be honest with what you are feeling and listen without judgment. Be mindful of your inner thoughts, and give yourself healthy, positive, life-giving words. “Listen to yourself without judgment.” - Ivana PolonijoConnect with Theresa and Ivana:Websites:Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram:Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
Nick Demos is a Tony Award-winning Broadway producer, documentary filmmaker, host of The Creative Soulpreneur podcast, and story and speaking coach. With over thirty years in the entertainment industry, he has traveled from the Tony Awards to ashrams and run a multi-million dollar business in between. Nick works with entrepreneurs and experts to use storytelling to command stages and dramatically increase their income and impact.In this episode, Theresa, Ivana, and Nick discussed:Embracing your true identity The power of storytelling Openness and self-discovery Key Takeaways:Don't equate your self-worth and identity to achievements. Achievements, even when they are accomplished, will come and go. It will leave a void once the achievement has been completed. Let go of external validation and embrace your true identity. Storytelling is innate. It transcends individual experiences and creates communal connections. Authenticity and vulnerability are the key elements to making a good story that will create deeper connections with others. Vulnerability is not easy but it is very powerful. The road toward personal success often doesn't come from being on a straight path. It takes many winding turns, pivots, and setbacks. Take courage and open your eyes to doors that present the opportunity to experience new things and discover yourself. “Perfection was a form of selfishness, ultimately. And when I was able to begin to break that apart, and it took time, it wasn't an overnight thing. It was a process - a shedding of some really habitual patterns taking it from what's in it for me, to ‘how can I help you?'” - Nick Demos Connect with Nick Demos:Website: https://www.thenickdemos.com/ Podcast, The Creative Soulpreneur: https://www.thenickdemos.com/TheCreativeSoulpreneurPodcast Facebook: https://www.facebook.com/TheNickDemos/ Instagram: https://www.instagram.com/thenickdemos/ YouTube: https://www.youtube.com/channel/UC7kkKuEAh413WxTWBwU-G0g Pinterest: https://www.pinterest.com/nickdemos/ Connect with Theresa and Ivana:Websites:Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram:Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
Kelly Majdan is an author, speaker, and wellness advisor who encourages others to tap into their POWER to craft a life of well-being, longevity, and financial stability. Her approach guides you in developing a wellness strategy that maximizes your time, money, and resources, so you can achieve the healthy lifestyle you desire without breaking the bank.After 25 years in the financial services industry, Kelly left to start her wellness advisory firm, Power Through Wellness, because she saw first-hand how poor health and poor finances negatively impact those later golden years. She knew there had to be a way to help her fellow mid-lifers right their wellness ship so they could sail with good health into calm future waters. In this episode, Theresa, Ivana, and Kelly discussed:Why caregivers must care for themselvesBuilding a mindset for more health and wealthThe advantage of having a positive attitude Key Takeaways:People who have the responsibility to care about people who need it tend to forget to give themselves that very same care and love. A caregiver neglecting their own needs and happiness is a recipe for burnout and unhappiness. Enhancing your health and creating more wealth comes more easily when one goes inward and changes one's mindset. The journey towards growth sometimes comes from bringing into awareness what is within and allowing it to be transformed to fit the desire or goal that you have in mind. A positive attitude, mindset, and outlook will not instantly fix the situation that is going on in your life, but it will make a difficult situation more bearable emotionally and it will encourage the people that you are suffering with.“I discovered the fact that working with people to help them with their health, will help them with their wealth.” - Kelly MajdanConnect with Kelly Majdan:Website: https://www.kellymajdan.com/ LinkedIn: https://www.linkedin.com/in/kellymajdan/ Facebook: https://www.facebook.com/profile.php?id=100089382613223&mibextid=ZbWKwL Instagram: https://www.instagram.com/powerthroughwellness/ Connect with Theresa and Ivana:Websites:Theresa, True Strategy Consultants: https://tsc-consultants.com/ Ivana, Courageous Being: https://www.courageousbeing.com/ Instagram:Ivana: https://www.instagram.com/courbeing/ Theresa: https://www.instagram.com/tscconsultants/ LinkedIn: Step into the Pivot: https://www.linkedin.com/showcase/step-into-the-pivot/ Theresa: https://www.linkedin.com/in/tree-conti/ Ivana: https://www.linkedin.com/in/ivipol/
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