In this episode of Women of Wealth… we sit down with new agent and natural hustler Vee Jones to pull back the curtain on what the first year in life insurance really looks like. From growing up in the Philippines without consistent electricity to crossing the six-figure mark in just eight months, Vee shares how her “no quit” mindset and deep family “why” pushed her through the rocky start every new agent faces.

You’ll hear how Vee went from running a photo booth side business to building a thriving book of business with Appreciation Financial, helping teachers and public employees understand their pensions, retirement options, and the power of guarantees. She talks candidly about making mistakes, being trained (and then becoming a trainer herself), and why she believes insurance is one of the best entry points into entrepreneurship - especially for women and moms who crave flexibility and financial independence.

This episode is a must-listen if you’re considering a career change, want more control over your time, or you’re curious what’s actually possible in your first year as a life insurance agent.

Who This Episode Is For

• Women who are burned out in corporate and craving more flexibility and upside.
• Moms who want to be present for their kids and build serious income.
• Side-hustlers wondering if it’s time to turn “extra cash” into a true career.
• Anyone curious what it really looks like to build a six-figure business in year one of life insurance.

Connect with Vee Jones

• Facebook: Vee Jones (V E E Jones)
• Instagram: v.jones_5
• Email: VerdelleJones@appreciationfinancial.com

Vee is happy to connect, answer questions, and share more about her journey into life insurance and entrepreneurship.

Connect with Women of Wealth:

• Follow Women of Wealth on your favorite podcast platform
• Connect with Hawley Woods Gray & Allie Ramo on social media
• Share this episode with someone who’s thinking about a career change or looking for a way to never be laid off again

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

In this episode of Women of Wealth… Allie sits with Pam Cytron, President of Founders Arena Wealth Tech Accelerator, to reframe the conversation from “the great wealth transfer” to the great wealth build. Pam shares how an unconventional start in FinTech turned into a career launching and scaling category-defining products (including BlackRock’s Aladdin), why younger generations are building wealth earlier, and how behavior-driven, hyper-personalized tools will shape the next era of money.

We dig into data privacy (and why YOU should bring your own “key” to the internet), practical founder guidance - get advice before you get capital - and what wealth really means beyond account balances: the disciplines and behaviors we pass to the next generation.

What you’ll learn:

• Wealth build vs. wealth transfer: Why most transfer dollars land with Gen X...and how Gen Z/Millennials are creating wealth sooner.
• Behavior > charts: The emerging wave of behavioral wealth tech that personalizes goals, spending, and giving (think donor-advised funds for everyone).
• Founders’ first move: Don’t raise yet - structure your money with a wealth advisor (bot, hybrid, or human) before you take outside capital.
• Data privacy 101: The case for user-controlled digital vaults and better everyday habits (passwords, voice/face risks, cookie fatigue).
• Women & funding: We often ask for less - how to flip that mindset and request what the business truly needs.

Pam’s startup tip:

Pam’s favorite planning tool for new founders: LivePlan - to draft the plan, build budgets, and model the business without gnarly spreadsheets.

Connect with Pam:

• LinkedIn: Pam Cytron (active and responsive)
• Email: Pamela@thefoundersarena.com

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!

In this episode of Women of Wealth… we sit down with mentor and strategist Markey Read to unpack what it really takes for women solopreneurs to step into the CEO mindset, price for value, and build rich referral networks that attract clients instead of chasing them. Markey shares how to translate decades of experience into premium offers, simple “A-B-C + Custom” packaging, and leadership styles that fit who you are (not who you’re imitating). You’ll learn practical ways to delegate, communicate beyond DMs, and design a business that supports a life you actually love.

What You’ll Learn:

• Price for your worth: Why “staying affordable” doesn’t mean undercharging - and how to create accessible options without giving away the farm.
• CEO mindset for solopreneurs: Delegate micro-tasks, protect strategy time, and stop perfecting what never gets launched.
• From connections to referrals: The Power Partners & Rich Referrals approach to intentional, values-aligned networking.
• Own your experience: Count your 15–20+ years of professional expertise when you set pricing and positioning.
• Design your leadership style: Build offers, teams, and schedules around your strengths to prevent burnout.
• Real relationships > more noise: Use email and thoughtful outreach to deepen connection in a social-first world.
• Work–life harmony: Cultivate friendships outside of business and protect a personal life that isn’t ruled by someone else’s calendar.

Markey’s Frameworks & Offers Mentioned:

• Path to Prosperity: Know your people → message to their pain points → design real solutions → structure pricing → nurture referrals.
• Power Partners & Rich Referrals (course): Build intentional partner ecosystems so clients come to you.
  • Enroll here: Power Partners & Rich Referrals
• Free Webinar: Connection Advantage
• Books:
  • Launch, Grow & Prosper as a Woman Solopreneur
  • Leadership Styles (Jungian-based personality insights for leading as yourself)

Connect with Markey:
Website: mrgrp-us.com
1:1 or Speaking: Inquire via website contact form

For more awesome episodes visit our podcast website at WomenOfWealth@transistor.fm

Got a burning question or a topic you're itching to hear about? Slide into our DMs on Instagram at @Wowwomenofwealth. Now, let's turn those pennies into power moves!