067: Being A Modernist in Finance
09/08/16 • 35 min
Episode 67: Being A Modernist in Finance Guest: Georgia Lee Hussey
With training in instillation sculpture and creative writing, Georgia Lee Hussey was focused on becoming a professional artist. However, after 12 years, Georgia decided it was time to try something new. At the time she was living in Portland, Oregon during the sub-prime mortgages phase and Georgia found herself with two mortgages: the first had a 7.5% interest rate and the second had 11.5% interest, and both were variable. She had never been taught about money or budgeting and found herself in a difficult, unstable position. Georgia began reading everything she could about financing and budgeting and found that she loved it. She became inspired to become a financial planner and went back to school to get her CFP.
By the time Georgia successfully passed her CFP exam, she already had some clients, which meant that she needed a home for her business. She looked to a brokerage firm to help and was extremely grateful for all the support that they provided. However, she felt out of place because it was very male-dominated and there was a general sense of inequality. She also quickly came to realize that the institutionalized structures of the industry weren’t going to support her vision. As a result, Georgia started Modernist Financial, which was built on a foundation of creativity and collaboration.
Today, Georgia is working with Jennifer Armbrust, with Armbrust & Co. to create a feminist business model. The basic core of the model is equity and inclusion, and flattening inequalities. Modernist Financial is built on values of inviting and including, investing in people, innovating and iterating, and doing good work well. Georgia is striving to create a sense of partnership and empowerment between her advisors and clients and ensuring her staff can support the innovative advice that they are providing to clients.
If you’d like to learn more about Georgia, visit modernistfinancial.com. Thanks for listening. If you liked what you heard, be sure to hit subscribe, share it with others and write us a quick review on iTunes.
Episode 67: Being A Modernist in Finance Guest: Georgia Lee Hussey
With training in instillation sculpture and creative writing, Georgia Lee Hussey was focused on becoming a professional artist. However, after 12 years, Georgia decided it was time to try something new. At the time she was living in Portland, Oregon during the sub-prime mortgages phase and Georgia found herself with two mortgages: the first had a 7.5% interest rate and the second had 11.5% interest, and both were variable. She had never been taught about money or budgeting and found herself in a difficult, unstable position. Georgia began reading everything she could about financing and budgeting and found that she loved it. She became inspired to become a financial planner and went back to school to get her CFP.
By the time Georgia successfully passed her CFP exam, she already had some clients, which meant that she needed a home for her business. She looked to a brokerage firm to help and was extremely grateful for all the support that they provided. However, she felt out of place because it was very male-dominated and there was a general sense of inequality. She also quickly came to realize that the institutionalized structures of the industry weren’t going to support her vision. As a result, Georgia started Modernist Financial, which was built on a foundation of creativity and collaboration.
Today, Georgia is working with Jennifer Armbrust, with Armbrust & Co. to create a feminist business model. The basic core of the model is equity and inclusion, and flattening inequalities. Modernist Financial is built on values of inviting and including, investing in people, innovating and iterating, and doing good work well. Georgia is striving to create a sense of partnership and empowerment between her advisors and clients and ensuring her staff can support the innovative advice that they are providing to clients.
If you’d like to learn more about Georgia, visit modernistfinancial.com. Thanks for listening. If you liked what you heard, be sure to hit subscribe, share it with others and write us a quick review on iTunes.
Previous Episode
066: Slowing Down to Speed Things Up
Episode 66: Slowing Down to Speed Things Up Guest: Laura Moore
Welcome back to the Women Rocking Wall Street Show! This week’s show is all about how slowing down can actually help you speed things up.
Laura Moore has a very interesting business story. Having moved to Australia from the UK several years ago, she fell into the health and wellness industry. Starting as a personal trainer she found that she loved it and therefore threw herself into her work. With several years under her belt, Laura started her own gym, which became her pride and joy. Eight months into the business, and just as it was starting to become profitable, Laura received a call that changed everything. Unfortunately her gym had caught fire and she was faced with a whole host of challenges. She was able to relocate her gym to another location but at that point she had come to the realization that it wasn’t working for her anymore. She also found some changes were happening with her body that put her on a new journey. Eventually she came to the realization that her mind was causing her health issues. This forced her to learn where the problems were stemming from and how to change her behaviour. Today, Laura is the founder of Uppy, a performance and health coaching program that aims to help professional and driven women to make changes in their life to achieve what they want.
When we're busy and on the go all the time, our body thinks that we’re in danger, and releases adrenaline and cortisol. These hormones release energy so that we can fight or run. The problem is, if we’re not actually running or fighting, these hormones don’t get used and are left cycling through our system, which results in the extra fat in our hips and belly (known as a cortisol belly). Unfortunately, this fat likes to attract more fat. There are other side effects, including erratic energy, causing extreme exhaustion and moments of high energy, especially at night. Our body can also stop anything that isn’t necessary to function, including digestion, which is what leads to bloating.
If these symptoms resonate with you, perhaps it's your body telling you to slow down. There are several things that Laura recommends that you can do to make subtle changes. The biggest thing is becoming aware again with your body and how it responds to different situations. Second, allow your brain to take a break, sometime in the day, so that your body knows that you're not in danger. You can do this by breathing deeply for several minutes. Third, determine what is important to you and identifying your real, deep level goals and values. Finally, she suggests setting boundaries that create more space for you to do the things that meet your goals and values.
If you would like to learn more about Laura and Uppy, visit Uppy.com.au. Thanks for listening. If you liked what you heard, be sure to hit subscribe, share it with others and write us a quick review on iTunes.
Next Episode
068: Hustle and Hard Work
Episode 68: Hustle and Hard Work
Guest: Winnie Sun
Women Rocking Wall Street is back and better than ever! Our first guest is a woman who’s done it all. A hustler who has reinvented herself time after time. Winnie Sun started her career in Hollywood, owning a television audience production company that brought in audiences for shows like “America’s Funniest Home Videos”, and “Wheel of Fortune”. This was her first successful business. Despite its success, Winnie’s Chinese immigrant parents didn’t delight in her chosen profession. Winnie decided to take night classes at UCLA, getting her certificate in financial planning. Shortly after, she received an offer from Smith Barney. That’s when everything changed. While cold calling at Smith Barney, Winnie sought out a more strategic way to solicit new business. She stayed after hours and made her cold calls while all her colleagues went home. She left voicemails, getting callbacks from individuals who actually wanted to talk to her. A few firms and years later, Winnie now leads a group of practitioners at her Sun Group, a financial advisory firm in Southern California. She writes for Forbes, is on CNBC’s advisory council, and is a mother and a heartfelt advisor. Winnie’s focused on reshaping the image of advisors and inspiring the next generation of investors and audiences.
If you like this episode you’ll love
Episode Comments
Generate a badge
Get a badge for your website that links back to this episode
<a href="https://goodpods.com/podcasts/women-rocking-wall-street-a-podcast-dedicated-to-women-in-financial-se-95859/067-being-a-modernist-in-finance-5121865"> <img src="https://storage.googleapis.com/goodpods-images-bucket/badges/generic-badge-1.svg" alt="listen to 067: being a modernist in finance on goodpods" style="width: 225px" /> </a>
Copy