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Her Life, Her Practice, Her Way

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by Tara Conti Bansal

5.0(4 reviews)

22 episodes

Updated Daily

Accepts GuestsHas SponsorsLocation 🇺🇸

Podcast Authority

Beta

PoorBased on show quality, social media presence, reviews, charts, and more

Quality51

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Engagement32

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Podcast Overview

The "Her Life, Her Practice, Her Way" podcast—was created for female financial advisors who want more than just success on paper. It’s for those of us who care deeply about our clients, our families, and ourselves, and who are looking for real connection, support, and inspiration as we navigate the complexities of life and work. What You’ll Find Here: Stories of women building financial advisory practices on their own terms Honest conversations about challenges, growth, and fulfillment Practical insights from women who are redefining success A supportive community of like-minded, exceptional female advisors I believe that we do our best work—and live our best lives—when we honor our values, trust our instincts, and leverage our unique strengths. This is a space where we can explore what that looks like together. Whether you’re new to the profession, evolving your practice, or simply seeking a little more ease and joy in your day-to-day, you’re so welcome here. Let’s build something meaningful—together. 👉 Join the Community by subscribing on the podcast website: www.herlifeherpracticeherway.com 👉 Learn More About Coaching by contacting Tara on the Contact page of www.herlifeherpracticeherway.com

Language

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Publishing Since

5/19/2025

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🇺🇸 Charts #3

Outreach generated

Apple 142

Spotify 827

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Podcast Authority

Beta

PoorBased on show quality, social media presence, reviews, charts, and more

Quality51

Social0

YouTube0

Engagement32

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Good Performance

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excellent

Episode Length

1h 6m

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Every 13 days

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Recent Episodes

March 31, 2026

What This First Season Taught Me

As Tara closes out the first season of Her Life, Her Practice, Her Way, she reflects on what these conversations have revealed—about the profession, about the women in it, and about herself.Through powerful themes like mentorship, meaningful work, and the desire to build a life that feels aligned, Tara shares what stood out the most from her conversations with this inaugural season of female financial advisors.She also speaks candidly about the quiet struggles many women face—juggling too much, navigating an industry that hasn’t always been built or welcoming for them, and questioning whether they belong.This episode is both a reflection and an invitation—to think differently, to create more space, and to trust yourself in building a life and practice that truly fits.Before taking a break, Tara shares what’s next, what she’s still figuring out, and why she believes this work—and this community—matters more than ever.

March 17, 2026

From Tax to Planning: Joanne Burke’s Path to Birch Street Advisors

<a href="https://birchstreetadvisors.com/about-me" target="_blank">Joanne Burke</a> didn’t start her career in financial planning. She began in tax at KPMG, working with ultra-high-net-worth families and developing deep technical expertise. But over time she realized that what interested her most wasn’t just the numbers—it was the conversations about what people actually wanted their lives to look like.That realization led Joanne to build <a href="https://birchstreetadvisors.com/" target="_blank">Birch Street Advisors</a>, where she focuses on thoughtful planning and long-term client relationships.In this episode of <a href="https://herlifeherpracticeherway.com/podcast/" target="_blank">Her Life, Her Practice, Her Way</a>, Tara talks with Joanne Burke about her journey from tax to planning, the courage it takes to evolve your career, and how her definition of success has changed over time.Joanne also shares how she is entering the next phase of her firm—hiring and mentoring a new team member—and what she hopes the future of her practice will look like.It’s a thoughtful conversation about clarity, growth, and building a practice that supports the life you actually want to live.

March 4, 2026

Passionate Clarity: Impact and Enough with Ella Taylor

What happens when you get crystal clear about your impact — and equally clear about what is enough for you?In this episode, Tara sits down with Oakland-based CFP®, <a href="https://www.ellafinancialadvising.com/" target="_blank">Ella Taylor</a> to explore environmental sustainability, systemic investing, philanthropy, and designing a life that truly fits.Ella’s mission is bold: move as much capital as possible toward positive impact for our planet and the people on it. Her firm integrates sustainable investing, shareholder engagement, philanthropy consulting, and systemic investing — all grounded in deep, relational financial planning.But this conversation is about more than investing.Motherhood reshaped her ambition. She paused growing her firm. She stopped taking new clients for more than two years. She redefined what “enough” looked like. And now she is growing again — with more clarity and intention than ever.In this episode, we explore:<ul><li>What systemic investing really means</li><li>Why outsourcing felt harder than it looked</li><li>How scarcity mindset can hide inside high performers</li><li>Designing a firm around your values</li><li>Letting ambition evolve without losing your drive</li><li>Defining success on your own terms</li></ul>Ella reminds us that impact does not require burnout — and that success can expand and evolve as we do.Episode Highlights<ul><li>From pastry chef to CFP® — and rediscovering creativity inside finance</li><li>Launching her firm at the start of COVID and feeling unexpectedly abundant</li><li>Environmental sustainability as a true north</li><li>What “systemic investing” means and why it’s the next iteration of impact investing</li><li>Including a philanthropic consultant as part of the advisory experience</li><li>Wrestling with money scarcity while building a thriving firm</li><li>Extending maternity leave and pausing growth without regret</li><li>Redefining ambition and deciding what “enough” looks like</li><li>Choosing 60 households, four days a week, and deep relationships as her version of success</li><li>Hiring from alignment, not urgency</li></ul>

22 total episodes available

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Linda Rogers

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Liz Hand

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Kristin Stutz

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Frequently asked questions

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What is Her Life, Her Practice, Her Way?: The "Her Life, Her Practice, Her Way" podcast—was created for female financial advisors who want more than just success on paper. It’s for those of us who care deeply about our clients, our families, and ourselves, and who are looking for real connection, support, and inspiration as we navigate the complexities of life and work.

What You’ll Find Here:

Stories of women building financial advisory practices on their own terms Honest conversations about challenges, growth, and fulfillment Practical insights from women who are redefining success A supportive community of like-minded, exceptional female advisors

I believe that we do our best work—and live our best lives—when we honor our values, trust our instincts, and leverage our unique strengths.

This is a space where we can explore what that looks like together.

Whether you’re new to the profession, evolving your practice, or simply seeking a little more ease and joy in your day-to-day, you’re so welcome here.

Let’s build something meaningful—together.

👉 Join the Community by subscribing on the podcast website: www.herlifeherpracticeherway.com 👉 Learn More About Coaching by contacting Tara on the Contact page of www.herlifeherpracticeherway.com
How often does this podcast release new episodes?: This podcast updates daily.
Where can I listen to this podcast?: This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
Does this podcast accept guests?: Information about guest appearances is not available.

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