F3: Female Forward Finance

UBS advisor podcasts

The F3: Female Forward Finance, provides actionable insights, inspiring stories, and expert advice tailored for female investors and entrepreneurs. Hosted by Jill Faherty Lloyd, a wealth advisor with a deep passion for helping women create agency with their capital, this podcast delves into the complex intersection of women, money, and power. Each episode offers strategies to build, protect, and grow wealth while aligning financial decisions with personal values. With Jill's extensive experience serving ultra-high net worth clients, the podcast provides both practical and forward-thinking advice. From wealth-building tips to navigating life-changing financial events, The F3: Female Forward Finance addresses the unique challenges women face in the financial world. Whether you're a female founder seeking funding, a business owner striving for financial independence, or managing family wealth, this podcast offers a supportive space to explore financial literacy, investment strategies, and personal empowerment through informed financial decisions.

mitch slater discussing raising financially responsible children

01 Jun 2026

Ep. 11. Build Backwards: Scaling, Selling, and Closing the Exit Gap with Carrie Kerpen

On this episode of F3: Female Forward Finance, Jill Faherty Lloyd sits down with Carrie Kerpen, co-founder and CEO of The Whisper Group and exited co-founder of Likeable Media. Jill and Carrie explore what it takes to turn a business into life-changing wealth, and why so few women make it across the finish line. Carrie shares how she built Likeable from a wedding-day idea into a nationally recognized agency, then spent eight years engineering it to sell by taking herself out of the day-to-day. She breaks down the seven tenets of a highly sellable business, the psychology of exiting before you're "dead inside," and the very real cost of the questions you don’t ask during due diligence. The conversation also takes a closer look at the exit gap: why fully female-founded businesses represent less than 1% of total exits, and what women owners can do about it starting on the day they open their doors. For founders building toward a future transaction, or anyone thinking more seriously about what their business is worth, don’t miss this important episode.

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46:56
mitch slater discussing raising financially responsible children

27 Apr 2026

Ep. 10. Ownership, Risk, and the Stories That Last: Investing in Women, Culture, and Legacy with Jenna Segal

On this episode of F3: Female Forward Finance, Jill Faherty Lloyd sits down with Jenna Segal, Emmy, Tony, and Clio Award-winning producer, impact investor, and founder of Gatherer Enterprises. Together, they explore how capital shapes culture, and why ownership matters more than ever. From Broadway and women’s sports to art collecting and venture investing, Jenna shares how she approaches risk, chooses what to back, and builds a legacy rooted in amplifying women’s voices. The conversation reframes investing as a way to document history, expand access, and ensure the right stories endure. For women building businesses, deploying capital, or thinking more intentionally about ownership, impact, and legacy, this episode is essential listening.

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49:32
mitch slater discussing raising financially responsible children

14 Apr 2026

Ep. 9. Built, Broken, Rebuilt: What Founders Learn About Power, Money, and Themselves with Jodi Neuhauser

On this episode of F3: Female Forward Finance, Jill Faherty Lloyd sits down with Jodi Neuhauser, four-time founder and CEO, to explore what it means to build, lose, and rebuild with intention. From venture-backed growth and failed exits to bootstrapping and policy influence, Jodi shares the hard-earned lessons that only come from being in the arena. Jill and Jodi transcend strategy to address identity, ownership, and the role money plays in shaping access, influence, and systemic change. Together, they unpack how women can reimagine capital as a tool they direct with purpose and intention. This episode is for women building businesses, navigating inflection points, and learning to put real power behind change.

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10 Feb 2026

Ep. 8. Love, Liquidity, and Letting Go: How the Hardest Decisions Shape Our Financial Futures with Libby Leffler, Founder & CEO of First

On this episode of F3: Female Forward Finance, Jill Faherty Lloyd speaks with Libby Leffler, founder and CEO of First, the leading consumer legal platform modernizing prenuptial agreements.

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32:30
mitch slater discussing raising financially responsible children

08 Dec 2025

Ep. 7. Master Class in Building, Selling, and Wealth Planning for Founders with Stephanie Kirkpatrick

Hear Stephanie Kirkpatrick, FinTech founder and product leader, share her journey building and selling startups, including Orum’s recent acquisition by Stripe. You’ll gain practical tips on maximizing business value, personal wealth and planning for life after an exit, with special insights for female founders. The discussion covers fundraising, financial strategies, and the importance of values and support networks for entrepreneurs.

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38:30

Contact information

The Shantz Mantione Group
600 Washington Blvd
Stamford, CT 06901

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