Jill Faherty Lloyd

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

20 Aug 2026

Ep. 13. Your Business Is Not Your Legacy: Preparing for Life After Exit with Leigh Kearney

On this episode of F3: Female Forward Finance, Jill Faherty Lloyd sits down with C-suite talent and team coach Dr. Leigh Priebe Kearney to explore the side of exit planning founders often overlook: themselves. While most conversations focus on valuation, taxes, and deal structure, Leigh explains why the most successful exits begin long before a sale, when founders learn to trust their teams, step out of the CEO seat, and separate their identity from the business they've built. Jill and Leigh discuss the role of trust, organizational resilience, and values in building a company that can thrive without its founder, as well as why women often experience the transition differently than men. They also explore the importance of having a personal board of directors and creating a vision for what's next before the deal closes. The conversation also marks the official launch of the F3 Fellowship, a year-long program designed for female founders within two years of an exit, focused on maximizing business value, personal wealth, and preparing for the next chapter. For founders building toward a future sale, or anyone wondering what comes after achieving an entrepreneurial dream, don't miss this thoughtful conversation.

00:00
34:45
mitch slater discussing raising financially responsible children

27 Jul 2026

Ep. 12. The Line in the Sand: Planning Your Wealth Before the Sale with Carrie Larson

On this episode of F3: Female Forward Finance, Jill Faherty Lloyd sits down with Carrie Larson, CFP® Executive Director and Senior Wealth Strategist in UBS's Advanced Planning Group, to explore major wealth planning opportunities for founders, most of which show up long before a sale. Carrie explains why signing a letter of intent works as a line in the sand for valuation purposes, and why waiting until that point can cost families millions in lost planning flexibility. She walks through how a qualified appraisal, valuation discounts, and a clear-eyed cash flow plan can help founders move assets off their balance sheet efficiently, well before a buyer sets the price. The conversation also covers irrevocable trust strategies, QSBS planning for C-corp founders, and how the new charitable giving rules under the OBBBA change the calculus around large gifts in a high-income year. For any founder eyeing a future sale, or any advisor working with one, don’t miss this episode’s real-world case studies and practical guidance for building your planning team early and starting the process well before a sale is imminent.

00:00
00:00
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.

00:00
46:56

Contact information

The Shantz Mantione Group
600 Washington Blvd
Stamford, CT 06901

UBS On-Air

Tune in to more UBS podcasts for conversations with analysts, influencers and market experts

Market Moves

Market Moves brings you beyond the highs and lows of the ticker, with conversations that can broaden your thinking about market behavior

In the Now

In the Now examines the events shaping our world as they unfold, with insight and discussions you may not find anywhere else

Conversations

Conversations offers a surprising array of fresh perspective—it’s advice beyond investing, with topics that can take you anywhere