Passion Fuels Purpose

What if the key to unlocking your potential lies in discovering your passion?

In this episode, we chat with Stacy Francis about how discovering your passion can shape your life’s journey and the importance of staying open to opportunities, allowing you to learn, adapt, and keep moving forward.

Stacy Francis is the President and CEO of Francis Financial, a fee-only wealth management firm specializing in financial planning and divorce financial planning. With over 20 years of experience, she holds the CFP®, CDFA®, and CESTM designations. Stacy is also the founder of Savvy Ladies™, a nonprofit empowering women to take control of their finances. A nationally-recognized financial expert, she serves on CNBC’s Digital Financial Advisor Council and the Forbes Finance Council, and contributes to The Wall Street Journal. Stacy is the host of the Financially Ever After podcast and author of Financial Help for Widows and the white paper Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce. In her free time, Stacy enjoys indoor skydiving with her daughter.

Kristine Delano guides the conversation on how being intentional and brave about your passions leads to out of the box thinking and opportunities for growth.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

Episode References:

Savvy Ladies

Money Circles

Is “multitasking” truly efficient? Does it leave you feeling unfocused and anxious?

In this episode, we’re talking with Namita Tated about how “multitasking” is often just rapidly changing tasks and more time consuming than time saving.

Namita Tated is a Portfolio Associate at Build Asset Management in East Seattle, where she oversees Fund Accounting, Financial Reporting, and Performance Measurement. With a background in Finance and Accounting, Namita has previously worked with KPMG and BNY Mellon, gaining extensive experience in the financial industry.

Kristine Delano guides the conversation on how taking a more mindful approach to completing tasks may enhance productivity and well-being.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

Do you know your “why”? Have you wondered how to look at career transitions through the lens of your motivations?

In this episode, we’re talking with Cathy Clay about how knowing your “why” provides the motivation and confidence to navigate career transitions and learn more about yourself and others.

Catherine Clay is Executive Vice President, Head of Global Derivatives at Cboe Global Markets. Cathy oversees the global Derivatives business, encompassing both the U.S. and European markets. Previously, she served as Executive Vice President of Global Digital and Data Solutions. Cathy joined Cboe as part of the company's 2015 acquisition of LiveVol, where she was Chief Executive Officer. She holds a Bachelor of Science from the University of Colorado, where she learned the art of Zamboni driving. Cathy also serves on the Greenwood Project board of directors.

Kristine Delano guides the conversation on how exploring your passions and asking critical questions about motivations and personal drivers can play a key role in navigating transitions. Her debut suspense novel will be published in January 2026 by Tyndale House Publishers.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

Change can often feel daunting when navigating career transitions, but it can also be the beginning of great opportunities.

In this episode, Kristine Delano and Koel Ghosh talk about the importance of embracing change and discovering fulfilling paths beyond conventional definitions of success.

Koel Ghosh is a Senior Growth Advisor at Eminence Strategy Consulting, specializing in reputation management. She is also leading the India Chapter for Women in ETFs, a global non-profit organization for the ETF industry. With over two decades of experience in finance, Koel has held key leadership positions, including former Head of South Asia at S&P Dow Jones Indices and Managing Director and CEO of Asia Index Private Limited, significantly advancing passive investing in India. Her comprehensive expertise in asset management spans various renowned financial institutions such as Thompson Reuters, UTI Asset Management, and IL&FS Asset Management Limited. A Chartered Accountant, she was recognized by the Association of International Wealth Management of India as one of the top 100 women in finance in 2019. In addition to her professional achievements, Koel enjoys painting with various mediums and has a passion for baking sweet treats.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

Koel’s Acknowledgements:

Alex Matturri

Douglas Peterson

Martina Cheung

Lakshmi Iyer

Ashish Chauhan

Have you ever felt the pressure to fit into a certain mold, only to realize that true success comes from embracing your authentic self?

In this episode, we’re talking with Ramiro Higuera about how embracing openness and curiosity fuels authenticity in professional and personal environments.

Ramiro Higuera is a Vice President and Regional Consultant for State Street Global Advisors SPDR, overseeing sales and relationships in the Western US for the Registered Investment Advisor (RIA) Channel. A 17-year industry veteran, he started at Vanguard, focusing on Ultra High Net Worth sales and helping launch the Robo-Advisor "Personal Advisor Services." He began his career in 2014 as an internal sales rep at Cole Capital and later became an external wholesaler at Northern Trust. Since moving to Bellevue, WA, Ramiro is active in community service, launching the Pacific chapter of Women in ETFs and serving on the board of CFA Society Seattle as Director of Educational Programming. He is also a board member for the Community Foundation of Snohomish County. An outdoor enthusiast, Ramiro enjoys running, hiking, kayaking, cycling, and golfing. He lives in Bellevue, WA with his wife and three children.

Kristine Delano guides the conversation on how authenticity can drive confidence and build genuine connections.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

Transformative Mindset

Don't miss this one! Wow.

How can the 'Why me?' mindset be dangerous, and what is the transformative power of adopting a positive mindset?

In this episode we’re going off script with Shana Orczyk Sissel as she shares her intensely personal journey through the last year and how she has navigated it.

Shana Orczyk Sissel, CEO of Banríon Capital Management, specializes in alternative investments, helping advisors navigate complex public and private opportunities. She served as a key advisor in launching Armada ETF Advisors and its Home Appreciation U.S. REIT ETF (HAUS). With over 20 years in the industry, Shana’s experience includes leading alternative investment platforms at Cope Corrales and managing a $500 million portfolio as CIO at Spotlight Asset Group. Her background also features roles at Orion Advisor Solutions, Ariel Investments, Fidelity Investments, Mercer Investments, Peak Financial Management, and Russell Investments. A sought after on financial news networks, Shana holds a BS in Sport Management from the University of Massachusetts Amherst, an MBA from Bentley University, and the Chartered Alternative Investment Analyst (CAIA) designation. Known as the "Queen of Alternatives," she is recognized for her expertise and leadership in the field and wears the “crown” with great pride.

Kristine Delano guides the conversation on helpful ways to manage personal struggles and support others through their difficult journeys.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

Where do you find your bravery when there isn’t an opportunity to prepare?

In this episode we’re talking to Kelly Orr about preparing to be business brave and when to use that bravery to graciously decline.

Kelly Orr is a sales executive in Vanguard Financial Advisor Services. She supports Vanguard’s Registered Investment Advisor (RIA) Division in Eastern Massachusetts, New Hampshire and Maine. Kelly’s 30-year career in financial services has included 12 years at Vanguard and 18 years at PIMCO as a Vice President/Advisor Consultant and National Account Manager. She earned a B.A. in Psychology and Spanish from Fairfield University. Kelly lives in the Seacoast town of Portsmouth, New Hampshire with her husband, Keith and two daughters, Jordan and Piper.

Kristine Delano guides the conversation on ways to practice being brave so when opportunity knocks, you’ll be prepared.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.

How do you give yourself permission to change? What are the essential steps for building a successful foundation?

In this episode we’re talking to Camille Clemons about what it takes to “Make it Happen”.

Camille Clemons, a Market Leader at Cohen & Co, brings her expertise as a 20-plus year veteran of the investment industry, focusing on strategic growth for the firm’s nationally recognized team. ILiving in the northwest suburbs of Chicago where she grew up, Camille and her husband have two children and a golden retriever. Outside of family time, Camille loves to golf, paddleboard, cook and bike. Her most recent adventure includes completing a trek through the Joshua Tree National Park, where she spent three days riding 120 miles through the historic (and surprisingly steep) terrain.

Kristine Delano guides the conversation on what it means to be a student of your industry and embrace intellectual curiosity to explore and grow.

This episode features a special cameo by Sherry Shindelar. Sherry is a Historical Romance author, whose most recent book, Texas Forsaken, released in May.

Check out Sherry Shindelar’s book, Texas Forsaken.

Listen to Emily Meyer’s episode on Intellectual Curiosity.

Follow on Instagram kristine.delano.writer

Visit www.womeninetfs.com to find additional support in the ETF industry.

Go to www.kristinedelano.com for your Thrive Guide: a compilation of the most requested and insightful advice from our guests on Leadership and Advancement.