Speaker:
00:00:01
Welcome, everyone, to another episode of Get Seen with Olylani
Speaker:
00:00:04
Wells. So super excited. Today
Speaker:
00:00:08
I'm here with one of my clients and dear friends, Carla
Speaker:
00:00:12
Yukman. She is not your father's advisor
Speaker:
00:00:15
and you are going to get to learn all about her today and
Speaker:
00:00:19
just a little bit about really why you want to
Speaker:
00:00:23
not just be at this year's holiday entrepreneur summit but why you
Speaker:
00:00:27
want to be there, learning about the get seen membership
Speaker:
00:00:31
and what it would be like to become a get seen member.
Speaker:
00:00:34
And also, I want you guys to know not
Speaker:
00:00:38
a little, a lot about her. She's absolutely incredible. And
Speaker:
00:00:42
so let's dive, right? Welcome, welcome,
Speaker:
00:00:45
Carla. Thank you for being with us. Thank you so much for having me.
Speaker:
00:00:49
I'm so excited to be here. I'm excited to have you share with everyone a
Speaker:
00:00:53
little bit about yourself. Okay, so again, my name is
Speaker:
00:00:56
Carla Yukman. I am founder and wealth planner
Speaker:
00:01:00
of Artemis Wealth Management. And as
Speaker:
00:01:03
Leilani said, I am not your father's advisor.
Speaker:
00:01:07
And what does that mean? That means that I work with women and
Speaker:
00:01:11
historically excluded communities where they come and have a
Speaker:
00:01:15
safe space to build wealth their own way. And I
Speaker:
00:01:19
do that by giving education
Speaker:
00:01:22
behind financial, all things financial. And
Speaker:
00:01:26
so I'm all about empowering you on how you want to
Speaker:
00:01:29
build your wealth. So cool. And
Speaker:
00:01:33
I have been just having well, actually, no, never mind. I'm
Speaker:
00:01:37
not going to go there because I don't know when this is going to
Speaker:
00:01:41
air. It wasn't anything crazy. I was about to say it was like date relative.
Speaker:
00:01:44
I was going to say yesterday. Well, when is this airing? I haven't decided on
Speaker:
00:01:48
the air date. So that's what I was talking about. For you guys who are
Speaker:
00:01:51
listening, kind of a side note, it's so funny,
Speaker:
00:01:56
the back end that goes into all of this stuff production
Speaker:
00:02:00
wise. And when you are in flow normally in life, you're
Speaker:
00:02:04
not thinking about all these things. Right? So
Speaker:
00:02:07
when people talk about authenticity and showing up this way and that way,
Speaker:
00:02:11
when you do that and there's production behind it, there's always going to be a
Speaker:
00:02:15
little bit of let me just
Speaker:
00:02:19
listen to my thoughts in my head, like, oh, is there a date? Or what
Speaker:
00:02:22
am I talking about? What's going on? When is this airing? How's my
Speaker:
00:02:25
audio? All these things. So anyway, moving on,
Speaker:
00:02:29
we are so excited about this year's upcoming Holiday
Speaker:
00:02:33
Entrepreneur Summit. What are you excited about when it comes
Speaker:
00:02:37
to the Holiday Entrepreneur Summit? With everything you have going on as being a
Speaker:
00:02:40
Wealth Advisor and going into 2024 and all the
Speaker:
00:02:44
marketing and things you have going on for yourself? Yeah, I'm super
Speaker:
00:02:48
excited because I know how important it is
Speaker:
00:02:52
to market yourself, but I don't know how to do
Speaker:
00:02:56
any of that. I am not an expert in that area.
Speaker:
00:03:00
And I know that hiring an expert and
Speaker:
00:03:03
seeing all these speakers, I just cannot
Speaker:
00:03:07
believe that you got all those speakers that
Speaker:
00:03:10
are experts in all their areas and
Speaker:
00:03:14
they're over two day span. And I get to hear all
Speaker:
00:03:18
that. And it's going to change the way that
Speaker:
00:03:21
I'm doing a lot of things in my business and how I'm
Speaker:
00:03:25
marketing myself as well. Because
Speaker:
00:03:28
I want to do a podcast, I want
Speaker:
00:03:32
to create more content.
Speaker:
00:03:35
I just have a lot of things that I want to do for 2024.
Speaker:
00:03:39
And the speakers that you are bringing in are
Speaker:
00:03:42
going to answer a lot of those questions that I have. I
Speaker:
00:03:46
love that. I love that so much. And
Speaker:
00:03:50
I would say that you are a good marketer at this point.
Speaker:
00:03:54
That's because of you.
Speaker:
00:03:58
Well, you move with intention. When people talk about
Speaker:
00:04:02
Coachable, you take something that's shared with you and you go and
Speaker:
00:04:05
you implement. And so it's really been a pleasure working with you
Speaker:
00:04:09
because you literally are doing the things like
Speaker:
00:04:12
you're getting the rising creator status. Like, what is it, like almost every week, if
Speaker:
00:04:16
not every week? Yeah, and I love
Speaker:
00:04:20
seeing it. I love seeing it and I love that
Speaker:
00:04:24
you're being recognized for it. So, yeah, this is to me for you. This
Speaker:
00:04:27
isn't the next up level for you where you can kind of look at
Speaker:
00:04:31
what's going in 2024. I love that you shared, that you are looking at
Speaker:
00:04:35
starting a podcast because I know that people will
Speaker:
00:04:38
listen. People love listening to you on the
Speaker:
00:04:42
lives that you're doing already and how you're showing up already. So it's
Speaker:
00:04:46
just a no brainer. There a definite no brainer there.
Speaker:
00:04:49
So let me ask you this, switching gears
Speaker:
00:04:53
back to you for a second. When people come to work with you, I
Speaker:
00:04:57
love how you share. I'm not your father's advisor. What does that mean to
Speaker:
00:05:00
you? Okay,
Speaker:
00:05:03
so I've been doing this for ten years
Speaker:
00:05:07
and I have seen a lot of things and I've also
Speaker:
00:05:10
experienced a lot of things when it came to
Speaker:
00:05:14
working with your traditional advisor.
Speaker:
00:05:18
Before I got into the industry, I wanted help.
Speaker:
00:05:21
I couldn't get it because I either
Speaker:
00:05:25
made mistakes with my money and that person didn't
Speaker:
00:05:29
want to give me the time of day or they wanted to talk to my
Speaker:
00:05:32
husband instead of me, even though I was the one that was
Speaker:
00:05:36
controlling the household inflow and outflow
Speaker:
00:05:40
of the money. And I was just
Speaker:
00:05:43
met with this judgment
Speaker:
00:05:47
and I decided that throughout the
Speaker:
00:05:51
years, I wanted to make sure that people didn't have
Speaker:
00:05:55
that judgment when they came and talked about money. Because money is very
Speaker:
00:05:58
vulnerable and emotional
Speaker:
00:06:02
and a lot of us have had some traumas when it came
Speaker:
00:06:06
to money. Maybe we spent more than what we
Speaker:
00:06:09
had or we went through bankruptcies or divorces
Speaker:
00:06:13
and there's just so many different things. And we should
Speaker:
00:06:17
normalize having those conversations in a safe space,
Speaker:
00:06:20
especially with a professional. And you shouldn't feel judged
Speaker:
00:06:24
because that's what we're here for. So I want to make
Speaker:
00:06:27
sure that people feel safe, and they're also
Speaker:
00:06:31
heard and I hear this all the time,
Speaker:
00:06:35
that someone meets with an advisor and
Speaker:
00:06:39
they are put into, like, a cookie cutter approach.
Speaker:
00:06:43
Their goals are never really heard from that advisor,
Speaker:
00:06:47
and they're just sold something.
Speaker:
00:06:50
And so I want to make sure that people are being heard as
Speaker:
00:06:54
well and making sure that they
Speaker:
00:06:58
have a space that they can build wealth their own
Speaker:
00:07:01
way. I love that so much. And that's the
Speaker:
00:07:05
way you show up. I was just sharing with you before
Speaker:
00:07:08
we went live on this. Sharing how when
Speaker:
00:07:12
you go live on the platforms, LinkedIn,
Speaker:
00:07:16
Facebook, wherever you're going live, just watching you. Even if I was watching you
Speaker:
00:07:19
from the first time ever and I didn't even know you, I would feel
Speaker:
00:07:23
like a meeting with you to talk about finances would
Speaker:
00:07:27
be one where I'm so taken care of, one
Speaker:
00:07:30
where I'm being listened to. You're not
Speaker:
00:07:34
treating me the same as everyone else. It's really
Speaker:
00:07:38
customized for me. Not like, oh, this is the way it always is
Speaker:
00:07:41
kind of approach, really listening to me and understanding
Speaker:
00:07:45
and creating something and working with me on something that works for me and my
Speaker:
00:07:49
family. So I'm just excited to let the
Speaker:
00:07:52
world learn more about Carla Yukman. And
Speaker:
00:07:56
just know, what does that mean? I'm not your father's advisor? Because
Speaker:
00:08:00
you're beginning to make people understand that there
Speaker:
00:08:04
is another way to go about, like, people are starting to feel more at ease
Speaker:
00:08:07
in your circle. I see it talking about money and having these
Speaker:
00:08:10
discussions, and that's the only way that we break these generational curses
Speaker:
00:08:14
when it comes to money, is being able to start those conversations. So
Speaker:
00:08:18
you definitely are someone that helps people start those
Speaker:
00:08:21
conversations, which is the most important piece of that, because if you can't
Speaker:
00:08:25
start it, then there's nothing that you can do. You can't make any
Speaker:
00:08:29
kind of great investments if you're running from it and
Speaker:
00:08:33
just ignoring that. You can do something with that. Right. You can
Speaker:
00:08:37
build. So. Yeah, I love that. Thank
Speaker:
00:08:40
you. Yeah. Okay,
Speaker:
00:08:43
so share with everyone a little bit about what
Speaker:
00:08:47
it's like to be a member of Get Seen. And because
Speaker:
00:08:51
if you guys don't already know, the Holiday Entrepreneur
Speaker:
00:08:55
Summit is a creation of what it's like
Speaker:
00:08:59
this year, we're doing all Get Seen members, right? The community managers, the MC,
Speaker:
00:09:03
all of the things, right? We're making you feel like you were a
Speaker:
00:09:06
member within Get Seen. Like you're showing up at our holiday party by
Speaker:
00:09:10
being a part of this summit. The let's Get Seen in the
Speaker:
00:09:14
Kitchen, the premiere the day before that, we're gifting and
Speaker:
00:09:18
giving to everyone. That is actually what we do within
Speaker:
00:09:22
the group. It's not the only time we've done let's Get Seen in
Speaker:
00:09:25
the Kitchen. We're sharing this with the world, and we're doing a special one for
Speaker:
00:09:28
the holidays. So anyway, moving on, share with
Speaker:
00:09:32
everybody why you think it's important
Speaker:
00:09:36
to know about the Get Seen membership and what it's like for
Speaker:
00:09:39
you. Yeah, so that's actually how
Speaker:
00:09:43
you and I first met. I joined the Get Seen
Speaker:
00:09:47
membership, and it was
Speaker:
00:09:51
something that I've never experienced before in groups. So there's always these
Speaker:
00:09:55
groups. You see all these paid groups, and
Speaker:
00:09:59
I was like, there's something different, though, because of what you're
Speaker:
00:10:02
providing educational wise and also community
Speaker:
00:10:06
wise. So you have the education and the community
Speaker:
00:10:10
together. So one of the things that I love is
Speaker:
00:10:14
meet a member, you highlight a member, and
Speaker:
00:10:17
we get to learn about that person, what they
Speaker:
00:10:21
do in an intimate level, like what we're doing right now.
Speaker:
00:10:25
I don't know very many groups that do that. You
Speaker:
00:10:28
also provide lives. Like, you personally
Speaker:
00:10:32
go live and give us information that you
Speaker:
00:10:36
might have talked to somebody else that week or you saw something,
Speaker:
00:10:40
and you're like, hey, I need my community to know this new software
Speaker:
00:10:43
or these little tricks that nobody else is talking
Speaker:
00:10:47
about. And you're providing that just in
Speaker:
00:10:51
the group, and you're going live. And I
Speaker:
00:10:55
feel like I'm getting to know you even better
Speaker:
00:10:58
from those lives. And the information that you're
Speaker:
00:11:02
giving to me is just so valuable when it
Speaker:
00:11:06
comes to getting seen. And when we're talking
Speaker:
00:11:10
about getting seen, it's not just social media. You're bringing
Speaker:
00:11:13
people in as guest speakers for Master classes as
Speaker:
00:11:17
well. We have Master classes that I get to participate
Speaker:
00:11:21
in, and these speakers are
Speaker:
00:11:25
a wide range of services that
Speaker:
00:11:28
are going to help you ultimately get seen. But
Speaker:
00:11:32
it's not just about, hey, how do you post on social
Speaker:
00:11:36
media? It's about how do you offer your services? How are you going
Speaker:
00:11:40
to collaborate with people? How do you get on
Speaker:
00:11:43
stages, how do you get published? And
Speaker:
00:11:47
so those are all different Master classes that
Speaker:
00:11:50
you offer on this membership,
Speaker:
00:11:54
and then that doesn't count the office
Speaker:
00:11:58
work time where there's music and we can all just work
Speaker:
00:12:02
together. And it truly is a different
Speaker:
00:12:05
experience, and it's so valuable, the information
Speaker:
00:12:09
that you're bringing into this group. So it's been amazing.
Speaker:
00:12:13
Wow. Carla, thank you so much for sharing all of
Speaker:
00:12:17
that. It's really wonderful to hear what other people
Speaker:
00:12:20
are experiencing and then compare it to
Speaker:
00:12:24
your vision, your intention is it aligned, all of those things. And it just
Speaker:
00:12:28
really feels great to hear you share about that. Thank you for that. And for
Speaker:
00:12:31
those of you guys listening, an additional thing that you do get by
Speaker:
00:12:35
being a member of Get Seen is your Holiday Entrepreneur
Speaker:
00:12:39
Summit ticket is included every year. So all of our
Speaker:
00:12:43
Get Seen members are going to be attending the Holiday Entrepreneur
Speaker:
00:12:47
Summit. That's just part of
Speaker:
00:12:55
know. Okay, so I want to start
Speaker:
00:12:58
Know, bring this to a close by really
Speaker:
00:13:02
letting people hear how they can work with
Speaker:
00:13:06
you and really, what are some of
Speaker:
00:13:09
the favorite things that you love about maybe your ideal
Speaker:
00:13:12
client? Who they would be, things of that nature and where they can find
Speaker:
00:13:16
you. Yeah. So I
Speaker:
00:13:19
love working in the educational space when it comes
Speaker:
00:13:23
to finances. So one of the ways that we can
Speaker:
00:13:27
work together is through my financial planning program.
Speaker:
00:13:31
It's a twelve month program, and we really
Speaker:
00:13:34
deep dive into your financial goals.
Speaker:
00:13:38
We plan out how we're going to reach those. You have
Speaker:
00:13:42
me biweekly on
Speaker:
00:13:45
accountability sessions, and you're not doing this
Speaker:
00:13:49
journey alone. You have me where I'm going to
Speaker:
00:13:53
encourage you to take those steps that might be
Speaker:
00:13:56
scary to either readjust things in your life
Speaker:
00:14:00
or maybe just look
Speaker:
00:14:03
at money a different way. And so that's my signature
Speaker:
00:14:07
program. I also work in the space
Speaker:
00:14:11
of investing, so a lot of people are like, oh man, investing?
Speaker:
00:14:15
I don't even want to talk about that. It's scary.
Speaker:
00:14:19
It's not scary. It doesn't have to be scary. And I make sure that
Speaker:
00:14:22
it's not scary for you. So I also
Speaker:
00:14:26
make sure that I'm not just throwing
Speaker:
00:14:29
allocations or what you should be doing with your money at
Speaker:
00:14:33
you without actually sharing. How does investing even
Speaker:
00:14:37
work? I break down what words
Speaker:
00:14:41
we use a lot in the industry, and I want to share those with
Speaker:
00:14:45
you so that you feel comfortable and empowered when it comes
Speaker:
00:14:48
to investing and you understand what
Speaker:
00:14:52
this investment world is all about. So that's another way that we can work
Speaker:
00:14:55
together. And the other way that is super
Speaker:
00:14:59
dear to my heart is protection. What I mean by that
Speaker:
00:15:03
is life insurance and disability coverage. And
Speaker:
00:15:07
when it comes to life insurance, I've been doing this, like I said,
Speaker:
00:15:11
for ten years, and I want to make sure that you're not being just
Speaker:
00:15:14
sold something. It actually fits
Speaker:
00:15:18
in your unique picture, and
Speaker:
00:15:22
you are given the right policy
Speaker:
00:15:26
so that you can have coverage for your
Speaker:
00:15:29
family and generations to come and you're not just being sold.
Speaker:
00:15:33
So those are the ways that we can work together. You can
Speaker:
00:15:37
visit my website@artemiswealth.net or
Speaker:
00:15:40
you can send me a message on LinkedIn at Carla
Speaker:
00:15:44
Yukman or Facebook at Carla Yukman. And
Speaker:
00:15:48
yeah, that's how we can connect. And don't be afraid to
Speaker:
00:15:51
just reach out and say, I have no idea what I even need.
Speaker:
00:15:56
That's not for you to figure out, that's for me to figure out. So it's
Speaker:
00:16:00
okay to just come and say, hey, I don't even know where to start. I'll
Speaker:
00:16:03
help you with that. That's so huge to remind people it's not up
Speaker:
00:16:07
to them to figure certain things out. Right. Because sometimes
Speaker:
00:16:10
we get ahead of ourselves and we're like, okay, well,
Speaker:
00:16:13
I want to get this situated, but I don't know if I can do this.
Speaker:
00:16:17
And that we're making up stuff that's not even our area of expertise. So
Speaker:
00:16:20
at least have the phone call and then sometimes when you have that conversation. Maybe
Speaker:
00:16:24
it doesn't work out, but who cares? At least you're prepared for when you are
Speaker:
00:16:28
ready to know what you need to have in place when it does. So there's
Speaker:
00:16:32
literally nothing that should ever stop us from starting to move
Speaker:
00:16:36
that ball forward in the right direction on
Speaker:
00:16:39
improving all these different aspects of our life, whatever they may be. And
Speaker:
00:16:43
I think that everyone should be connected with you, and everyone
Speaker:
00:16:46
should be talking to you about what they're doing with their money
Speaker:
00:16:50
and making plans and strategizing and figuring that
Speaker:
00:16:54
out. It has been so wonderful having you
Speaker:
00:16:57
on today. I really appreciate you. I love you.
Speaker:
00:17:01
Thank you so much. I love you. You're amazing.
Speaker:
00:17:05
Appreciate you so much. And I think we shared
Speaker:
00:17:08
with them, right, to find you on Facebook. Okay. Yep. Or LinkedIn.
Speaker:
00:17:12
Or LinkedIn. Yes. Thank you for that. And we
Speaker:
00:17:16
will see you all. Carla's going to be at the Holiday Entrepreneur Summit,
Speaker:
00:17:20
and we will see all of you at the Holiday Entrepreneur Summit. All right.
Speaker:
00:17:24
Bye, everyone. Bye.
00:00:01
Welcome, everyone, to another episode of Get Seen with Olylani
Speaker:
00:00:04
Wells. So super excited. Today
Speaker:
00:00:08
I'm here with one of my clients and dear friends, Carla
Speaker:
00:00:12
Yukman. She is not your father's advisor
Speaker:
00:00:15
and you are going to get to learn all about her today and
Speaker:
00:00:19
just a little bit about really why you want to
Speaker:
00:00:23
not just be at this year's holiday entrepreneur summit but why you
Speaker:
00:00:27
want to be there, learning about the get seen membership
Speaker:
00:00:31
and what it would be like to become a get seen member.
Speaker:
00:00:34
And also, I want you guys to know not
Speaker:
00:00:38
a little, a lot about her. She's absolutely incredible. And
Speaker:
00:00:42
so let's dive, right? Welcome, welcome,
Speaker:
00:00:45
Carla. Thank you for being with us. Thank you so much for having me.
Speaker:
00:00:49
I'm so excited to be here. I'm excited to have you share with everyone a
Speaker:
00:00:53
little bit about yourself. Okay, so again, my name is
Speaker:
00:00:56
Carla Yukman. I am founder and wealth planner
Speaker:
00:01:00
of Artemis Wealth Management. And as
Speaker:
00:01:03
Leilani said, I am not your father's advisor.
Speaker:
00:01:07
And what does that mean? That means that I work with women and
Speaker:
00:01:11
historically excluded communities where they come and have a
Speaker:
00:01:15
safe space to build wealth their own way. And I
Speaker:
00:01:19
do that by giving education
Speaker:
00:01:22
behind financial, all things financial. And
Speaker:
00:01:26
so I'm all about empowering you on how you want to
Speaker:
00:01:29
build your wealth. So cool. And
Speaker:
00:01:33
I have been just having well, actually, no, never mind. I'm
Speaker:
00:01:37
not going to go there because I don't know when this is going to
Speaker:
00:01:41
air. It wasn't anything crazy. I was about to say it was like date relative.
Speaker:
00:01:44
I was going to say yesterday. Well, when is this airing? I haven't decided on
Speaker:
00:01:48
the air date. So that's what I was talking about. For you guys who are
Speaker:
00:01:51
listening, kind of a side note, it's so funny,
Speaker:
00:01:56
the back end that goes into all of this stuff production
Speaker:
00:02:00
wise. And when you are in flow normally in life, you're
Speaker:
00:02:04
not thinking about all these things. Right? So
Speaker:
00:02:07
when people talk about authenticity and showing up this way and that way,
Speaker:
00:02:11
when you do that and there's production behind it, there's always going to be a
Speaker:
00:02:15
little bit of let me just
Speaker:
00:02:19
listen to my thoughts in my head, like, oh, is there a date? Or what
Speaker:
00:02:22
am I talking about? What's going on? When is this airing? How's my
Speaker:
00:02:25
audio? All these things. So anyway, moving on,
Speaker:
00:02:29
we are so excited about this year's upcoming Holiday
Speaker:
00:02:33
Entrepreneur Summit. What are you excited about when it comes
Speaker:
00:02:37
to the Holiday Entrepreneur Summit? With everything you have going on as being a
Speaker:
00:02:40
Wealth Advisor and going into 2024 and all the
Speaker:
00:02:44
marketing and things you have going on for yourself? Yeah, I'm super
Speaker:
00:02:48
excited because I know how important it is
Speaker:
00:02:52
to market yourself, but I don't know how to do
Speaker:
00:02:56
any of that. I am not an expert in that area.
Speaker:
00:03:00
And I know that hiring an expert and
Speaker:
00:03:03
seeing all these speakers, I just cannot
Speaker:
00:03:07
believe that you got all those speakers that
Speaker:
00:03:10
are experts in all their areas and
Speaker:
00:03:14
they're over two day span. And I get to hear all
Speaker:
00:03:18
that. And it's going to change the way that
Speaker:
00:03:21
I'm doing a lot of things in my business and how I'm
Speaker:
00:03:25
marketing myself as well. Because
Speaker:
00:03:28
I want to do a podcast, I want
Speaker:
00:03:32
to create more content.
Speaker:
00:03:35
I just have a lot of things that I want to do for 2024.
Speaker:
00:03:39
And the speakers that you are bringing in are
Speaker:
00:03:42
going to answer a lot of those questions that I have. I
Speaker:
00:03:46
love that. I love that so much. And
Speaker:
00:03:50
I would say that you are a good marketer at this point.
Speaker:
00:03:54
That's because of you.
Speaker:
00:03:58
Well, you move with intention. When people talk about
Speaker:
00:04:02
Coachable, you take something that's shared with you and you go and
Speaker:
00:04:05
you implement. And so it's really been a pleasure working with you
Speaker:
00:04:09
because you literally are doing the things like
Speaker:
00:04:12
you're getting the rising creator status. Like, what is it, like almost every week, if
Speaker:
00:04:16
not every week? Yeah, and I love
Speaker:
00:04:20
seeing it. I love seeing it and I love that
Speaker:
00:04:24
you're being recognized for it. So, yeah, this is to me for you. This
Speaker:
00:04:27
isn't the next up level for you where you can kind of look at
Speaker:
00:04:31
what's going in 2024. I love that you shared, that you are looking at
Speaker:
00:04:35
starting a podcast because I know that people will
Speaker:
00:04:38
listen. People love listening to you on the
Speaker:
00:04:42
lives that you're doing already and how you're showing up already. So it's
Speaker:
00:04:46
just a no brainer. There a definite no brainer there.
Speaker:
00:04:49
So let me ask you this, switching gears
Speaker:
00:04:53
back to you for a second. When people come to work with you, I
Speaker:
00:04:57
love how you share. I'm not your father's advisor. What does that mean to
Speaker:
00:05:00
you? Okay,
Speaker:
00:05:03
so I've been doing this for ten years
Speaker:
00:05:07
and I have seen a lot of things and I've also
Speaker:
00:05:10
experienced a lot of things when it came to
Speaker:
00:05:14
working with your traditional advisor.
Speaker:
00:05:18
Before I got into the industry, I wanted help.
Speaker:
00:05:21
I couldn't get it because I either
Speaker:
00:05:25
made mistakes with my money and that person didn't
Speaker:
00:05:29
want to give me the time of day or they wanted to talk to my
Speaker:
00:05:32
husband instead of me, even though I was the one that was
Speaker:
00:05:36
controlling the household inflow and outflow
Speaker:
00:05:40
of the money. And I was just
Speaker:
00:05:43
met with this judgment
Speaker:
00:05:47
and I decided that throughout the
Speaker:
00:05:51
years, I wanted to make sure that people didn't have
Speaker:
00:05:55
that judgment when they came and talked about money. Because money is very
Speaker:
00:05:58
vulnerable and emotional
Speaker:
00:06:02
and a lot of us have had some traumas when it came
Speaker:
00:06:06
to money. Maybe we spent more than what we
Speaker:
00:06:09
had or we went through bankruptcies or divorces
Speaker:
00:06:13
and there's just so many different things. And we should
Speaker:
00:06:17
normalize having those conversations in a safe space,
Speaker:
00:06:20
especially with a professional. And you shouldn't feel judged
Speaker:
00:06:24
because that's what we're here for. So I want to make
Speaker:
00:06:27
sure that people feel safe, and they're also
Speaker:
00:06:31
heard and I hear this all the time,
Speaker:
00:06:35
that someone meets with an advisor and
Speaker:
00:06:39
they are put into, like, a cookie cutter approach.
Speaker:
00:06:43
Their goals are never really heard from that advisor,
Speaker:
00:06:47
and they're just sold something.
Speaker:
00:06:50
And so I want to make sure that people are being heard as
Speaker:
00:06:54
well and making sure that they
Speaker:
00:06:58
have a space that they can build wealth their own
Speaker:
00:07:01
way. I love that so much. And that's the
Speaker:
00:07:05
way you show up. I was just sharing with you before
Speaker:
00:07:08
we went live on this. Sharing how when
Speaker:
00:07:12
you go live on the platforms, LinkedIn,
Speaker:
00:07:16
Facebook, wherever you're going live, just watching you. Even if I was watching you
Speaker:
00:07:19
from the first time ever and I didn't even know you, I would feel
Speaker:
00:07:23
like a meeting with you to talk about finances would
Speaker:
00:07:27
be one where I'm so taken care of, one
Speaker:
00:07:30
where I'm being listened to. You're not
Speaker:
00:07:34
treating me the same as everyone else. It's really
Speaker:
00:07:38
customized for me. Not like, oh, this is the way it always is
Speaker:
00:07:41
kind of approach, really listening to me and understanding
Speaker:
00:07:45
and creating something and working with me on something that works for me and my
Speaker:
00:07:49
family. So I'm just excited to let the
Speaker:
00:07:52
world learn more about Carla Yukman. And
Speaker:
00:07:56
just know, what does that mean? I'm not your father's advisor? Because
Speaker:
00:08:00
you're beginning to make people understand that there
Speaker:
00:08:04
is another way to go about, like, people are starting to feel more at ease
Speaker:
00:08:07
in your circle. I see it talking about money and having these
Speaker:
00:08:10
discussions, and that's the only way that we break these generational curses
Speaker:
00:08:14
when it comes to money, is being able to start those conversations. So
Speaker:
00:08:18
you definitely are someone that helps people start those
Speaker:
00:08:21
conversations, which is the most important piece of that, because if you can't
Speaker:
00:08:25
start it, then there's nothing that you can do. You can't make any
Speaker:
00:08:29
kind of great investments if you're running from it and
Speaker:
00:08:33
just ignoring that. You can do something with that. Right. You can
Speaker:
00:08:37
build. So. Yeah, I love that. Thank
Speaker:
00:08:40
you. Yeah. Okay,
Speaker:
00:08:43
so share with everyone a little bit about what
Speaker:
00:08:47
it's like to be a member of Get Seen. And because
Speaker:
00:08:51
if you guys don't already know, the Holiday Entrepreneur
Speaker:
00:08:55
Summit is a creation of what it's like
Speaker:
00:08:59
this year, we're doing all Get Seen members, right? The community managers, the MC,
Speaker:
00:09:03
all of the things, right? We're making you feel like you were a
Speaker:
00:09:06
member within Get Seen. Like you're showing up at our holiday party by
Speaker:
00:09:10
being a part of this summit. The let's Get Seen in the
Speaker:
00:09:14
Kitchen, the premiere the day before that, we're gifting and
Speaker:
00:09:18
giving to everyone. That is actually what we do within
Speaker:
00:09:22
the group. It's not the only time we've done let's Get Seen in
Speaker:
00:09:25
the Kitchen. We're sharing this with the world, and we're doing a special one for
Speaker:
00:09:28
the holidays. So anyway, moving on, share with
Speaker:
00:09:32
everybody why you think it's important
Speaker:
00:09:36
to know about the Get Seen membership and what it's like for
Speaker:
00:09:39
you. Yeah, so that's actually how
Speaker:
00:09:43
you and I first met. I joined the Get Seen
Speaker:
00:09:47
membership, and it was
Speaker:
00:09:51
something that I've never experienced before in groups. So there's always these
Speaker:
00:09:55
groups. You see all these paid groups, and
Speaker:
00:09:59
I was like, there's something different, though, because of what you're
Speaker:
00:10:02
providing educational wise and also community
Speaker:
00:10:06
wise. So you have the education and the community
Speaker:
00:10:10
together. So one of the things that I love is
Speaker:
00:10:14
meet a member, you highlight a member, and
Speaker:
00:10:17
we get to learn about that person, what they
Speaker:
00:10:21
do in an intimate level, like what we're doing right now.
Speaker:
00:10:25
I don't know very many groups that do that. You
Speaker:
00:10:28
also provide lives. Like, you personally
Speaker:
00:10:32
go live and give us information that you
Speaker:
00:10:36
might have talked to somebody else that week or you saw something,
Speaker:
00:10:40
and you're like, hey, I need my community to know this new software
Speaker:
00:10:43
or these little tricks that nobody else is talking
Speaker:
00:10:47
about. And you're providing that just in
Speaker:
00:10:51
the group, and you're going live. And I
Speaker:
00:10:55
feel like I'm getting to know you even better
Speaker:
00:10:58
from those lives. And the information that you're
Speaker:
00:11:02
giving to me is just so valuable when it
Speaker:
00:11:06
comes to getting seen. And when we're talking
Speaker:
00:11:10
about getting seen, it's not just social media. You're bringing
Speaker:
00:11:13
people in as guest speakers for Master classes as
Speaker:
00:11:17
well. We have Master classes that I get to participate
Speaker:
00:11:21
in, and these speakers are
Speaker:
00:11:25
a wide range of services that
Speaker:
00:11:28
are going to help you ultimately get seen. But
Speaker:
00:11:32
it's not just about, hey, how do you post on social
Speaker:
00:11:36
media? It's about how do you offer your services? How are you going
Speaker:
00:11:40
to collaborate with people? How do you get on
Speaker:
00:11:43
stages, how do you get published? And
Speaker:
00:11:47
so those are all different Master classes that
Speaker:
00:11:50
you offer on this membership,
Speaker:
00:11:54
and then that doesn't count the office
Speaker:
00:11:58
work time where there's music and we can all just work
Speaker:
00:12:02
together. And it truly is a different
Speaker:
00:12:05
experience, and it's so valuable, the information
Speaker:
00:12:09
that you're bringing into this group. So it's been amazing.
Speaker:
00:12:13
Wow. Carla, thank you so much for sharing all of
Speaker:
00:12:17
that. It's really wonderful to hear what other people
Speaker:
00:12:20
are experiencing and then compare it to
Speaker:
00:12:24
your vision, your intention is it aligned, all of those things. And it just
Speaker:
00:12:28
really feels great to hear you share about that. Thank you for that. And for
Speaker:
00:12:31
those of you guys listening, an additional thing that you do get by
Speaker:
00:12:35
being a member of Get Seen is your Holiday Entrepreneur
Speaker:
00:12:39
Summit ticket is included every year. So all of our
Speaker:
00:12:43
Get Seen members are going to be attending the Holiday Entrepreneur
Speaker:
00:12:47
Summit. That's just part of
Speaker:
00:12:55
know. Okay, so I want to start
Speaker:
00:12:58
Know, bring this to a close by really
Speaker:
00:13:02
letting people hear how they can work with
Speaker:
00:13:06
you and really, what are some of
Speaker:
00:13:09
the favorite things that you love about maybe your ideal
Speaker:
00:13:12
client? Who they would be, things of that nature and where they can find
Speaker:
00:13:16
you. Yeah. So I
Speaker:
00:13:19
love working in the educational space when it comes
Speaker:
00:13:23
to finances. So one of the ways that we can
Speaker:
00:13:27
work together is through my financial planning program.
Speaker:
00:13:31
It's a twelve month program, and we really
Speaker:
00:13:34
deep dive into your financial goals.
Speaker:
00:13:38
We plan out how we're going to reach those. You have
Speaker:
00:13:42
me biweekly on
Speaker:
00:13:45
accountability sessions, and you're not doing this
Speaker:
00:13:49
journey alone. You have me where I'm going to
Speaker:
00:13:53
encourage you to take those steps that might be
Speaker:
00:13:56
scary to either readjust things in your life
Speaker:
00:14:00
or maybe just look
Speaker:
00:14:03
at money a different way. And so that's my signature
Speaker:
00:14:07
program. I also work in the space
Speaker:
00:14:11
of investing, so a lot of people are like, oh man, investing?
Speaker:
00:14:15
I don't even want to talk about that. It's scary.
Speaker:
00:14:19
It's not scary. It doesn't have to be scary. And I make sure that
Speaker:
00:14:22
it's not scary for you. So I also
Speaker:
00:14:26
make sure that I'm not just throwing
Speaker:
00:14:29
allocations or what you should be doing with your money at
Speaker:
00:14:33
you without actually sharing. How does investing even
Speaker:
00:14:37
work? I break down what words
Speaker:
00:14:41
we use a lot in the industry, and I want to share those with
Speaker:
00:14:45
you so that you feel comfortable and empowered when it comes
Speaker:
00:14:48
to investing and you understand what
Speaker:
00:14:52
this investment world is all about. So that's another way that we can work
Speaker:
00:14:55
together. And the other way that is super
Speaker:
00:14:59
dear to my heart is protection. What I mean by that
Speaker:
00:15:03
is life insurance and disability coverage. And
Speaker:
00:15:07
when it comes to life insurance, I've been doing this, like I said,
Speaker:
00:15:11
for ten years, and I want to make sure that you're not being just
Speaker:
00:15:14
sold something. It actually fits
Speaker:
00:15:18
in your unique picture, and
Speaker:
00:15:22
you are given the right policy
Speaker:
00:15:26
so that you can have coverage for your
Speaker:
00:15:29
family and generations to come and you're not just being sold.
Speaker:
00:15:33
So those are the ways that we can work together. You can
Speaker:
00:15:37
visit my website@artemiswealth.net or
Speaker:
00:15:40
you can send me a message on LinkedIn at Carla
Speaker:
00:15:44
Yukman or Facebook at Carla Yukman. And
Speaker:
00:15:48
yeah, that's how we can connect. And don't be afraid to
Speaker:
00:15:51
just reach out and say, I have no idea what I even need.
Speaker:
00:15:56
That's not for you to figure out, that's for me to figure out. So it's
Speaker:
00:16:00
okay to just come and say, hey, I don't even know where to start. I'll
Speaker:
00:16:03
help you with that. That's so huge to remind people it's not up
Speaker:
00:16:07
to them to figure certain things out. Right. Because sometimes
Speaker:
00:16:10
we get ahead of ourselves and we're like, okay, well,
Speaker:
00:16:13
I want to get this situated, but I don't know if I can do this.
Speaker:
00:16:17
And that we're making up stuff that's not even our area of expertise. So
Speaker:
00:16:20
at least have the phone call and then sometimes when you have that conversation. Maybe
Speaker:
00:16:24
it doesn't work out, but who cares? At least you're prepared for when you are
Speaker:
00:16:28
ready to know what you need to have in place when it does. So there's
Speaker:
00:16:32
literally nothing that should ever stop us from starting to move
Speaker:
00:16:36
that ball forward in the right direction on
Speaker:
00:16:39
improving all these different aspects of our life, whatever they may be. And
Speaker:
00:16:43
I think that everyone should be connected with you, and everyone
Speaker:
00:16:46
should be talking to you about what they're doing with their money
Speaker:
00:16:50
and making plans and strategizing and figuring that
Speaker:
00:16:54
out. It has been so wonderful having you
Speaker:
00:16:57
on today. I really appreciate you. I love you.
Speaker:
00:17:01
Thank you so much. I love you. You're amazing.
Speaker:
00:17:05
Appreciate you so much. And I think we shared
Speaker:
00:17:08
with them, right, to find you on Facebook. Okay. Yep. Or LinkedIn.
Speaker:
00:17:12
Or LinkedIn. Yes. Thank you for that. And we
Speaker:
00:17:16
will see you all. Carla's going to be at the Holiday Entrepreneur Summit,
Speaker:
00:17:20
and we will see all of you at the Holiday Entrepreneur Summit. All right.
Speaker:
00:17:24
Bye, everyone. Bye.
