The 20 Percent Podcast
The 20 Percent Podcast is powered by The 20 Percent Collective, a community of trailblazing women financial advisors redefining what it means to build a firm on your terms. No fluff, no ego, just bold conversations, fresh perspectives, and real-world strategies to help you lead, grow, and own your success.
Episodes
8 episodes
Don’t Undervalue Your Expertise: Building a Sustainable Solo Practice with Cristina Guglielmetti
In this episode, host Cathy Curtis, CFP®, sits down with Cristina Guglielmetti, CFP®, a Brooklyn-based, fee-only financial planner who has built a deliberately lean solo practice on her own terms. Cristina breaks down how she structures fees an...
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Season 1
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Episode 8
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20:02
Be Bold, Be Yourself: Why Women Advisors Win When They Stop Trying to Blend In with Coach Kristin Andree
Cathy Curtis, CFP®, sits down with Kristin Andree, founder of My FA Coach, for a candid conversation about what it really takes to build a practice that grows and still feels good to run. Drawing on her experience as a former managing director ...
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Season 1
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Episode 7
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26:25
Building Together: How Women Advisors Rise Through Community with Laura Webb
Cathy Curtis, CFP®, sits down with Laura Webb, CFP®, for a candid conversation about what it really took to build a successful firm long before “holistic financial planning” was part of the industry vocabulary. Laura reflects on launching her p...
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Season 1
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Episode 6
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23:04
The Power of Betting on Yourself: Carli Smith’s Blueprint for Building a High-Momentum Firm
Host Lauren Sekerke, CFA®, sits down with Carli Smith, CFP®, founder of Signal Wealth Advisors, to share the story behind her firm’s impressive early growth. Carli talks candidly about the steps that helped her launch strong, including her deci...
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Season 1
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Episode 5
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22:06
Be Afraid and Do It Anyway: Danika Waddell on Leadership, Advocacy, and Owning Your Voice
Cathy Curtis, CFP®, sits down with Danika Waddell, CFP®, founder of Xena Financial Planning, for a heart-forward conversation about courage, community, and building a career that feels truly meaningful. Together, they explore Danika’s bold appr...
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Season 1
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Episode 4
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54:37
The Future is Female: Cary Carbonaro on Reshaping Wealth Management for Women
Cathy Curtis, CFP®, sits down with Cary Carbonaro, CFP®, author of Women and Wealth: A Playbook to Empower Clients and Unlock Their Fortune, CFP Board Ambassador, and the first woman appointed to the Nasdaq Advisor Council. Together, t...
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Season 1
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Episode 3
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44:57
No Grit, No Pearl: Melissa Joy on Building a Firm on Your Terms
Cathy Curtis, CFP®, sits down with Melissa Joy, CFP®, founder of Pearl Planning, to talk about grit, growth, and the path to independence. After two decades in corporate finance, Melissa turned a career low point into the launch of her own firm...
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Season 1
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Episode 2
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58:04
Welcome to The 20 Percent Podcast
In our very first episode of The 20 Percent Podcast, we’re kicking off a movement. Created by The 20 Percent Collective, this show is designed for women financial advisors who are ready to build businesses on their own terms. Join us a...
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Season 1
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Episode 1
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3:01