Podcast thumbnail for The 20 Percent Podcast

The 20 Percent Podcast

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by The 20 Percent Collective

5.0(8 reviews)
2 episodes
Updated Daily
Accepts GuestsHas Sponsors

Podcast Overview

<p>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.</p>

Language

🇺🇲

Publishing Since

2/27/2026

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Recent Episodes

Episode thumbnail for From Big Firm to Independence: Reinventing Your Career at 51 with Susan Jones

March 13, 2026

From Big Firm to Independence: Reinventing Your Career at 51 with Susan Jones

Host Cathy Curtis sits down with Susan Jones, co-founder of Sorelle Wealth Partners, to talk about what it really looks like to reinvent your career mid-life. After 25 years in the industry, Susan made the bold decision at age 51 to leave a large firm and launch a new boutique wealth firm with two partners. In this conversation, she shares how they built a women-focused brand from the ground up, designed a client experience rooted in behavioral finance, and navigated the fears that come with ...

Episode thumbnail for Serving Women Well: Stephanie McCullough on Messaging, Mission, and Meaningful Impact

February 27, 2026

Serving Women Well: Stephanie McCullough on Messaging, Mission, and Meaningful Impact

Host Cathy Curtis sits down with Stephanie McCullough, founder of Sofia Financial, to talk about building a women-focused, holistic, human-first planning firm. Stephanie shares how she intentionally attracts women clients through clear, values-driven messaging, why she starts every relationship with a paid planning engagement, and what she’s learned about marketing and social media after years of refining her approach. [01:44] Messaging to Women Clients [04:24] Pricing Her Engagements [05:51]...

2 total episodes available

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Frequently asked questions

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What is The 20 Percent Podcast?
<p>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.</p>
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?

Yes, this podcast regularly features guests.

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