Resources for Professionals
At Purse Strings, we are dedicated to educating women on money and finance, but we’re not alone in this mission!
In fact, here are some excellent resources that we wanted to share with you.
Displaying 1 - 9 of 9
Adjunct Advisors LLC
Celebrating her 21st year in the industry, Meg McKeen, CIC, founded Adjunct Advisors LLC in 2018 with the essential belief that the way we sell insurance is ripe for change. Throughout her career, working both as underwriter and agent within the insurance industry, Meg has held a seat at the table during thousands of insurance negotiations. Meg now holds space, at the crossroads of personal and professional development, for individuals and groups of insurance salespeople as they grow in their sales practice through 1:1 and small group coaching, in-person and virtual facilitated workshops, and the podcast she hosts, Bound & Determined.
A graduate of Illinois Wesleyan University and resident of Chicago’s Lakeview neighborhood, when she’s not helping business professionals, you can find Meg putting the “practice” into yoga practice, searching for the best vegan burger, or enjoying live music and the wonder that is Chicago’s lakefront.
Advisor Transition Services
Grier Rubeling is the owner/operator of Advisor Transition Services. She has a background in client services and operations and focuses her efforts on helping advisors transition. Whether they’re starting an RIA from scratch or moving a book of business to the RIA channel, she helps them understand the process, create a customized plan, and execute it with speed and efficiency. Her service and operations background allows her to serve as an ideal partner and liaison for advisors during a challenging time in their careers.
Grier L. Rubeling
We understand the responsibilities and challenges that entrepreneurs face every day: managing your business, serving your clients, and building a successful and collaborative team -- all of which can seem overwhelming, leaving you little time to focus on long-term growth.
Anchored with decades of financial services experience and professional training, we partner with you to help you achieve success. Our comprehensive and proprietary business consulting and coaching programs support you and your team. We have witnessed the positive impact of structured and streamlined consulting and coaching programs to support business growth. We know the value of staying on top of the latest technologies, investing in your team, and providing continuing education opportunities in order to run an efficient business.
Genevieve E. Thayer, EPC & Meg Hanington, EPC
Cathy Sikorski, Esq.
Cathy Sikorski is a consulting and practicing attorney for over 30 years and limits her practice to Elder Law issues. She has been a significant caregiver for eight different family members and friends. This combination of legal and practical experience in aging and caregiving has made Cathy a sought-out speaker on these important issues.
With more than 30 years of law behind her, she provides critical legal information for our aging population and those who serve them. Her first book is a humorous memoir Showering with Nana: Confessions of a Serial (killer) Caregiver (HumorOutcasts Press 2015).
Her second book, Who Moved My Teeth? Preparing for Self, Loved Ones and Caregiving with practical and legal tips for caregivers and baby boomers debuted at #1 on Amazon (Corner Office Books 2016).
Cathy has done many keynotes and was recently the Keynote Speaker at the National Caregivers Conferences in Chicago and Philadelphia.
She has been featured on the Huffington Post, AARP, and is a SheSource expert for the Women’s Media Center (WMC) in Washington, D.C. Cathy serves on the Board of Directors of Nancy’s House, a nonprofit dedicated to respite care for caregivers. Sikorski is a contributing author for the HumorOutcasts.com website, and she can be seen on the West Chester Story Slam YouTube channel. Known as a “Thought Leader,” her work can be found in the Happiness Recipe Anthology: The Best of Year One. Sikorski maintains an active blog “You just have to Laugh…where Caregiving is Comedy…”
Females & Finance
An international speaker on social and digital marketing strategies for financial services organizations, Sheryl Hickerson has worked with thousands of professionals to grow the presence of the financial services profession through online platforms.
In 2018, Sheryl started Females and Finance, a private online membership organization dedicated to fostering recruitment, training, and advancement of women in a financial service or financial technology role.
Membership today recently crested 2,900 professionals with no signs of letting up. After 30 years in financial services, Sheryl has dedicated her professional life to promoting better networking and diversity initiatives within her community.
Joy Loverde is a best-selling author, consultant, keynote speaker, and spokesperson for the mature-market industry. Her work has been featured on NBC’s Today Show, the CBS Early Show, NPR, and in USA Today and the Wall Street Journal among many others. For more information including helpful articles and videos, please visit her website: http://www.elderindustry.com
Financial Advisor & the owner of Juli McNeely Consulting.
Imagine being a highly valued part of an industry that lets you use the skills and attributes that come naturally to you as a woman to earn an exceptional living and spend ample time with your family—by helping others find more security and greater peace of mind for theirs.
Selling In A Skirt by Judy Hoberman
Author, Financial Coach, Sales Expert & President of Selling In A Skirt.
Judy Hoberman, President of Selling In A Skirt, is an International Speaker, TEDx speaker, Trainer, Executive Coach, Mentor, Radio Show Host, and Author. She is an advocate for women.
Judy’s mission…to help her clients live the S.K.I.R.T. philosophy - Standing Out, Keys to Success, Inspiring Others, Results-Oriented, and Time Management…while having fun.
Top Tier Advisor
This EXCLUSIVE ONLINE COMMUNITY gives advisors the tools, resources & know-how needed to grow their practice!
It’s all in there:
Practice Management Strategies
Tip Sheets & Action Plans
A Private Online Community
Here are just a few of the practice areas that Top Tier Advisor guides you in:
Industry Resources & Affiliates
….and TONS more!