Publishing Details
About This 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.
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Recent Episodes
S1E9 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…
S1E8 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.…
S1E7 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…
S1E6 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…
S1E5 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…
S1E4 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…
S1E3 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…
S1E2 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…
S1E1 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…
Frequently Asked Questions
The 20 Percent Podcast has published 9 episodes since October 2025, covering topics in Business, Education.
The 20 Percent Podcast is currently highly active with new episodes every 2 weeks. Average episode length is 29m.
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