In this episode of the Power of the Ask podcast, hosts Lisa Zeiderman and Precious Williams reconnect with investor, writer, and facilitator Nirupa Umapathy. Nirupa explores the significance of embracing life’s transitions and advocating for your financial value. Discover how learning to say “no” and understanding your financial landscape can empower you to ask for and receive what you truly need.

Key Takeaways:

• Community is Crucial: In times of chaos and division, the strength of your network and the people around you is paramount for support and growth.
• Seven-Year Cycles of Change: Recognize and embrace the natural rhythms of significant shifts and evolutions in your life and career.
• Advocate for Your Worth: Never undervalue yourself or index your expectations to the lowest baseline; aim for compensation and recognition that reflect your true value.
• Financial Literacy is Foundational: Understand your cost of living, liabilities, and the levers you can control in your financial life.
• Timing and Context in Asking: Be mindful of when and how you make an ask, always considering the context and the other person’s perspective.
• Become a Champion Receiver: Recognize and actively work against societal conditioning that may prioritize giving over receiving, particularly for women.

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About Nirupa:

Nirupa Umapathy is an independent SG-focused investor, writer, facilitator, and classical Pilates teacher. A former Managing Director at Bank of America Merrill Lynch and Whitebox Advisors, she was known for executing complex deals in structured credit markets. After leaving finance in 2017, she redesigned her life around joy and creativity.

Nirupa founded Salons for Life, a community fostering connection through unstructured play, and writes on empowered transitions. She also curates a unique alternatives portfolio, drawing on her financial expertise. Nirupa holds a B.A. in Anthropology and Economics from Smith College.

Important Links:
Savvy Ladies
Precious Williams' LinkedIn
Lisa Zeiderman's LinkedIn
Nirupa Umapathy LinkedIn

In this episode of The Power of the Ask, Jacqueline (JaQ) Campbell reveals her incredible story from a 16-year-old intern to a powerhouse wealth advisor. As founder and CEO of Alexander Legacy Private Wealth Management, she emphasizes the critical role of mentorship and is dedicated to empowering the next generation of financial leaders. Learn how her experiences have shaped her mission to create opportunities for women and people of color in the financial industry. Join us as we discuss:

• Intern to Icon: Hear about JaQ’s remarkable journey from a high school internship to leading a multi-billion-dollar investment team.
• The Power of Mentorship: Learn how mentors shaped her career and why she’s passionate about mentoring the next generation of advisors.
• Advancing Future Leaders: Explore her mission to create opportunities for women and people of color in the financial industry.
• Building Generational Wealth: Gain insights into strategies for sustaining and growing wealth for future generations.
• Navigating the Future of Finance: Understand the importance of human connection and personalized advice in an increasingly AI-driven world.
• The Importance of the Ask: Learn why JaQ, like all our guests, believes asking for what you want and deserve is crucial for financial success.

More About Jacqueline “JaQ” Campbell:

Her professional background began in 1993 as a high school intern for Comerica’s Private Bank. She ascended from high school intern to running a $1.8 billion investment team for Chase Wealth Management, and now leads Alexander Legacy Private Wealth Management, as Founder, CEO and Senior Wealth Advisor, where her mission is to advance the next generation of advisors and investors in wealth management. JaQ holds her bachelor’s degree in Liberal Arts with a focus area on Diverse Leadership in Financial Services from DePaul University. She also holds her Series 63 & 65 securities registrations.

Important Links:

• Savvy Ladies
• Precious Williams' LinkedIn
• Lisa Zeiderman's LinkedIn
• Jacqueline “JaQ” Campbell’s LinkedIn

In a time filled with challenging realities, Brenda Gonzalez, founder of the Tamarindo podcast and Director of Social Impact and Engagement at VPE Communications, focuses on the crucial connection between laughter and social change. Join hosts Lisa Zeiderman and Precious Williams as they engage in a compelling conversation with Brenda, a self-proclaimed political nerd, fitness instructor, and nonprofit capacity builder, who transformed her passion for social justice into a powerful platform for change. Brenda shares her journey from an undocumented student to a dynamic advocate, emphasizing the importance of using humor to “call people in” rather than “call them out.”

Discover how comedy, education, and personal empowerment can fuel activism and drive meaningful change, even in the darkest of times. Listen as they discuss:

• Humor as a Bridge: Learn how Brenda uses comedy to address critical social issues, creating a welcoming space for dialogue and action.
• From Personal Experience to Political Power: Understand how Brenda’s experiences as a formerly undocumented student shaped her commitment to political activism and education.
• The Power of Voice: Gain insights into honing your voice for advocacy, emphasizing the importance of thoughtful communication and sustained effort.
• Navigating Challenging Times: Discover strategies for maintaining stamina in activism, including self-care practices and recognizing the power of collective progress.
• The Crucial Ask: Explore the significance of women advocating for themselves financially, with real-life examples, and learn how to overcome the fear of asking.

More about Brenda Gonzalez:

Brenda Gonzalez is a political nerd, fitness instructor, and nonprofit capacity-builder focusing on social justice nonprofits. In response to negative rhetoric about the Latine community in political discourse, Brenda founded Tamarindo in 2016 with the mission to use comedy and laughter to illuminate important issues impacting the community.

Brenda’s experience as a formerly undocumented student shaped her interest in politics and she taught American Government at Cal State Fullerton before she was even eligible to vote. She brings her passion for politics to Tamarindo often in the form of comical rants. Born in Puebla, Mexico, Brenda lives in Los Angeles.

Important Links:

• Savvy Ladies
• Precious Williams' LinkedIn
• Lisa Zeiderman's LinkedIn
• Brenda Gonzalez Ricards LinkedIn