From “Fancy Wall Street Gal” to Founder and Force: Building with Purpose
In the latest episode of the "Fail Thee Well" podcast, listeners are treated to an insightful conversation with Kristin Merrick, partner at O'Keefe Financial Partners. During their discussion Jim Collins, head of business development at Kestra Financial hosts a candid and insightful conversation.
Kristin shares her professional journey, rich with learnings from her finance career, while reflecting on mistakes and moments that have shaped her into a leading financial advisor.
Throughout the episode, Kristin also shares her thoughts on the challenges facing women in finance. She emphasizes the need for community and support, highlighting her efforts and successes in creating networks for female entrepreneurs and advisors.
Building a Community and Business
Kristin discusses a pivotal moment in 2017, participating in a women-centric group in NYC called "The Wing." Her talk on financial literacy was met with overwhelming enthusiasm from a community eager to learn and engage with financial knowledge. Realizing the power of women supporting women, she co-founded "Women Work Fairly Hard," an initiative to foster female empowerment and business growth.
The episode leaves listeners motivated to embrace their imperfect journeys towards success.
If you’re a financial advisor looking to build a stronger practice, connect more deeply with clients, and grow with confidence, this is a conversation you won’t want to miss.
Check out this podcast to see:
- How Kristin turned a major career pivot into long-term success
- Why community and a “give first” mindset can accelerate growth
- The moment that changed everything for her advisory career
- How the right niche can unlock faster growth and stronger relationships
- The challenges and opportunities for women in wealth management
