Shownotes
Empowering Conversations: Karla Ukman's Vision to Create a Judgment-Free Space for Financial Growth
Episode Introduction
Welcome to another episode of GET SEEN with Leilani Wells. In this episode, Leilani interviews her client and dear friend, Karla Ukman, who is the founder and wealth planner of Artemis Wealth Management. Karla shares her unique approach to financial advising, focusing on empowering women and historically excluded communities to build wealth on their own terms. They discuss the importance of open and judgment-free conversations about money, breaking generational curses, and the value of being a member of the GET SEEN community. Karla also invites listeners to explore her financial planning program, investment services, and protection offerings. Tune in to gain valuable insights on how to make financial decisions that align with your goals and values.
About Our Guest
Karla Ukman is an enthusiastic entrepreneur, eager to expand her marketing skills and grow her business. Though she admits she isn't an expert in marketing, she understands the vital role it plays in self-promotion. With eyes set on the future, she's thrilled to learn from the experts in various fields during a two-day conference. Karla seeks to transform her business strategies and how she promotes herself. She holds grand aspirations for 2024, including launching a podcast and generating more content. She anticipates that the speakers at the conference will provide answers to many of the questions she holds, ultimately paving the way for her to accomplish her goals.
"Breaking Financial Taboos: 'Because money is very vulnerable and emotional and a lot of us have had some traumas when it came to money... And we should normalize having those conversations in a safe space, especially with a professional. And you shouldn't feel judged because that's what we're here for.'"
— Karla Ukman
Timestamped Overview
01:51 Funny production issues, upcoming Holiday Entrepreneur Summit.
05:03 Normalize open, non-judgmental conversations about money.
07:49 Excited to share Karla Ukman's story, changing minds.
10:31 Go live, share valuable information, GET SEEN.
16:04 Don't overthink, take action and plan.
17:12 Holiday Entrepreneur Summit featuring Karla on LinkedIn.
Main Topics
1. Importance of the Holiday Entrepreneur Summit
- Opportunity to learn from experts and gain valuable insights for marketing and business growth
- Speakers cover a wide range of topics related to building wealth and success
- A chance to network and collaborate with like-minded individuals
2. Being a member of GET SEEN
- Unique combination of education and community support
- Highlighting and learning from members' experiences
- Live sessions and masterclasses on various topics related to getting seen
- Access to a supportive and collaborative work environment
3. Working with Karla Ukman
- Financial planning program for building and reaching financial goals
- Simplifying investing and providing understanding and empowerment in the field
- Ensuring the right life insurance and disability coverage for individuals and families
---
Connect with your Host, Leilani⬇️
Leilani is a Visibility and Marketing Strategist specializing in social media marketing, video content experiences, and getting you SEEN (both online + offline).
Using her signature visibility process (GET SEEN), she helps Innovators and Entrepreneurs amplify their visibility and become known as the go-to expert so that they can grow their impact + income.
https://leilaniwells.com/
https://www.holidayentrepreneursummit.com/
Small Biz Saturday Promo Code: HESSBS 75% OFF 😱
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https://www.holidayentrepreneursummit.com/
https://leilaniwells.com/podcast/
This podcast uses the following third-party services for analysis:
Chartable - https://chartable.com/privacy
Transcripts
Welcome, everyone, to another episode of Get Seen with Olylani
Speaker:Wells. So super excited. Today
Speaker:I'm here with one of my clients and dear friends, Carla
Speaker:Yukman. She is not your father's advisor
Speaker:and you are going to get to learn all about her today and
Speaker:just a little bit about really why you want to
Speaker:not just be at this year's holiday entrepreneur summit but why you
Speaker:want to be there, learning about the get seen membership
Speaker:and what it would be like to become a get seen member.
Speaker:And also, I want you guys to know not
Speaker:a little, a lot about her. She's absolutely incredible. And
Speaker:so let's dive, right? Welcome, welcome,
Speaker:Carla. Thank you for being with us. Thank you so much for having me.
Speaker:I'm so excited to be here. I'm excited to have you share with everyone a
Speaker:little bit about yourself. Okay, so again, my name is
Speaker:Carla Yukman. I am founder and wealth planner
Speaker:of Artemis Wealth Management. And as
Speaker:Leilani said, I am not your father's advisor.
Speaker:And what does that mean? That means that I work with women and
Speaker:historically excluded communities where they come and have a
Speaker:safe space to build wealth their own way. And I
Speaker:do that by giving education
Speaker:behind financial, all things financial. And
Speaker:so I'm all about empowering you on how you want to
Speaker:build your wealth. So cool. And
Speaker:I have been just having well, actually, no, never mind. I'm
Speaker:not going to go there because I don't know when this is going to
Speaker:air. It wasn't anything crazy. I was about to say it was like date relative.
Speaker:I was going to say yesterday. Well, when is this airing? I haven't decided on
Speaker:the air date. So that's what I was talking about. For you guys who are
Speaker:listening, kind of a side note, it's so funny,
Speaker:the back end that goes into all of this stuff production
Speaker:wise. And when you are in flow normally in life, you're
Speaker:not thinking about all these things. Right? So
Speaker:when people talk about authenticity and showing up this way and that way,
Speaker:when you do that and there's production behind it, there's always going to be a
Speaker:little bit of let me just
Speaker:listen to my thoughts in my head, like, oh, is there a date? Or what
Speaker:am I talking about? What's going on? When is this airing? How's my
Speaker:audio? All these things. So anyway, moving on,
Speaker:we are so excited about this year's upcoming Holiday
Speaker:Entrepreneur Summit. What are you excited about when it comes
Speaker:to the Holiday Entrepreneur Summit? With everything you have going on as being a
Speaker:Wealth Advisor and going into 2024 and all the
Speaker:marketing and things you have going on for yourself? Yeah, I'm super
Speaker:excited because I know how important it is
Speaker:to market yourself, but I don't know how to do
Speaker:any of that. I am not an expert in that area.
Speaker:And I know that hiring an expert and
Speaker:seeing all these speakers, I just cannot
Speaker:believe that you got all those speakers that
Speaker:are experts in all their areas and
Speaker:they're over two day span. And I get to hear all
Speaker:that. And it's going to change the way that
Speaker:I'm doing a lot of things in my business and how I'm
Speaker:marketing myself as well. Because
Speaker:I want to do a podcast, I want
Speaker:to create more content.
Speaker:I just have a lot of things that I want to do for 2024.
Speaker:And the speakers that you are bringing in are
Speaker:going to answer a lot of those questions that I have. I
Speaker:love that. I love that so much. And
Speaker:I would say that you are a good marketer at this point.
Speaker:That's because of you.
Speaker:Well, you move with intention. When people talk about
Speaker:Coachable, you take something that's shared with you and you go and
Speaker:you implement. And so it's really been a pleasure working with you
Speaker:because you literally are doing the things like
Speaker:you're getting the rising creator status. Like, what is it, like almost every week, if
Speaker:not every week? Yeah, and I love
Speaker:seeing it. I love seeing it and I love that
Speaker:you're being recognized for it. So, yeah, this is to me for you. This
Speaker:isn't the next up level for you where you can kind of look at
Speaker:what's going in 2024. I love that you shared, that you are looking at
Speaker:starting a podcast because I know that people will
Speaker:listen. People love listening to you on the
Speaker:lives that you're doing already and how you're showing up already. So it's
Speaker:just a no brainer. There a definite no brainer there.
Speaker:So let me ask you this, switching gears
Speaker:back to you for a second. When people come to work with you, I
Speaker:love how you share. I'm not your father's advisor. What does that mean to
Speaker:you? Okay,
Speaker:so I've been doing this for ten years
Speaker:and I have seen a lot of things and I've also
Speaker:experienced a lot of things when it came to
Speaker:working with your traditional advisor.
Speaker:Before I got into the industry, I wanted help.
Speaker:I couldn't get it because I either
Speaker:made mistakes with my money and that person didn't
Speaker:want to give me the time of day or they wanted to talk to my
Speaker:husband instead of me, even though I was the one that was
Speaker:controlling the household inflow and outflow
Speaker:of the money. And I was just
Speaker:met with this judgment
Speaker:and I decided that throughout the
Speaker:years, I wanted to make sure that people didn't have
Speaker:that judgment when they came and talked about money. Because money is very
Speaker:vulnerable and emotional
Speaker:and a lot of us have had some traumas when it came
Speaker:to money. Maybe we spent more than what we
Speaker:had or we went through bankruptcies or divorces
Speaker:and there's just so many different things. And we should
Speaker:normalize having those conversations in a safe space,
Speaker:especially with a professional. And you shouldn't feel judged
Speaker:because that's what we're here for. So I want to make
Speaker:sure that people feel safe, and they're also
Speaker:heard and I hear this all the time,
Speaker:that someone meets with an advisor and
Speaker:they are put into, like, a cookie cutter approach.
Speaker:Their goals are never really heard from that advisor,
Speaker:and they're just sold something.
Speaker:And so I want to make sure that people are being heard as
Speaker:well and making sure that they
Speaker:have a space that they can build wealth their own
Speaker:way. I love that so much. And that's the
Speaker:way you show up. I was just sharing with you before
Speaker:we went live on this. Sharing how when
Speaker:you go live on the platforms, LinkedIn,
Speaker:Facebook, wherever you're going live, just watching you. Even if I was watching you
Speaker:from the first time ever and I didn't even know you, I would feel
Speaker:like a meeting with you to talk about finances would
Speaker:be one where I'm so taken care of, one
Speaker:where I'm being listened to. You're not
Speaker:treating me the same as everyone else. It's really
Speaker:customized for me. Not like, oh, this is the way it always is
Speaker:kind of approach, really listening to me and understanding
Speaker:and creating something and working with me on something that works for me and my
Speaker:family. So I'm just excited to let the
Speaker:world learn more about Carla Yukman. And
Speaker:just know, what does that mean? I'm not your father's advisor? Because
Speaker:you're beginning to make people understand that there
Speaker:is another way to go about, like, people are starting to feel more at ease
Speaker:in your circle. I see it talking about money and having these
Speaker:discussions, and that's the only way that we break these generational curses
Speaker:when it comes to money, is being able to start those conversations. So
Speaker:you definitely are someone that helps people start those
Speaker:conversations, which is the most important piece of that, because if you can't
Speaker:start it, then there's nothing that you can do. You can't make any
Speaker:kind of great investments if you're running from it and
Speaker:just ignoring that. You can do something with that. Right. You can
Speaker:build. So. Yeah, I love that. Thank
Speaker:you. Yeah. Okay,
Speaker:so share with everyone a little bit about what
Speaker:it's like to be a member of Get Seen. And because
Speaker:if you guys don't already know, the Holiday Entrepreneur
Speaker:Summit is a creation of what it's like
Speaker:this year, we're doing all Get Seen members, right? The community managers, the MC,
Speaker:all of the things, right? We're making you feel like you were a
Speaker:member within Get Seen. Like you're showing up at our holiday party by
Speaker:being a part of this summit. The let's Get Seen in the
Speaker:Kitchen, the premiere the day before that, we're gifting and
Speaker:giving to everyone. That is actually what we do within
Speaker:the group. It's not the only time we've done let's Get Seen in
Speaker:the Kitchen. We're sharing this with the world, and we're doing a special one for
Speaker:the holidays. So anyway, moving on, share with
Speaker:everybody why you think it's important
Speaker:to know about the Get Seen membership and what it's like for
Speaker:you. Yeah, so that's actually how
Speaker:you and I first met. I joined the Get Seen
Speaker:membership, and it was
Speaker:something that I've never experienced before in groups. So there's always these
Speaker:groups. You see all these paid groups, and
Speaker:I was like, there's something different, though, because of what you're
Speaker:providing educational wise and also community
Speaker:wise. So you have the education and the community
Speaker:together. So one of the things that I love is
Speaker:meet a member, you highlight a member, and
Speaker:we get to learn about that person, what they
Speaker:do in an intimate level, like what we're doing right now.
Speaker:I don't know very many groups that do that. You
Speaker:also provide lives. Like, you personally
Speaker:go live and give us information that you
Speaker:might have talked to somebody else that week or you saw something,
Speaker:and you're like, hey, I need my community to know this new software
Speaker:or these little tricks that nobody else is talking
Speaker:about. And you're providing that just in
Speaker:the group, and you're going live. And I
Speaker:feel like I'm getting to know you even better
Speaker:from those lives. And the information that you're
Speaker:giving to me is just so valuable when it
Speaker:comes to getting seen. And when we're talking
Speaker:about getting seen, it's not just social media. You're bringing
Speaker:people in as guest speakers for Master classes as
Speaker:well. We have Master classes that I get to participate
Speaker:in, and these speakers are
Speaker:a wide range of services that
Speaker:are going to help you ultimately get seen. But
Speaker:it's not just about, hey, how do you post on social
Speaker:media? It's about how do you offer your services? How are you going
Speaker:to collaborate with people? How do you get on
Speaker:stages, how do you get published? And
Speaker:so those are all different Master classes that
Speaker:you offer on this membership,
Speaker:and then that doesn't count the office
Speaker:work time where there's music and we can all just work
Speaker:together. And it truly is a different
Speaker:experience, and it's so valuable, the information
Speaker:that you're bringing into this group. So it's been amazing.
Speaker:Wow. Carla, thank you so much for sharing all of
Speaker:that. It's really wonderful to hear what other people
Speaker:are experiencing and then compare it to
Speaker:your vision, your intention is it aligned, all of those things. And it just
Speaker:really feels great to hear you share about that. Thank you for that. And for
Speaker:those of you guys listening, an additional thing that you do get by
Speaker:being a member of Get Seen is your Holiday Entrepreneur
Speaker:Summit ticket is included every year. So all of our
Speaker:Get Seen members are going to be attending the Holiday Entrepreneur
Speaker:Summit. That's just part of
Speaker:know. Okay, so I want to start
Speaker:Know, bring this to a close by really
Speaker:letting people hear how they can work with
Speaker:you and really, what are some of
Speaker:the favorite things that you love about maybe your ideal
Speaker:client? Who they would be, things of that nature and where they can find
Speaker:you. Yeah. So I
Speaker:love working in the educational space when it comes
Speaker:to finances. So one of the ways that we can
Speaker:work together is through my financial planning program.
Speaker:It's a twelve month program, and we really
Speaker:deep dive into your financial goals.
Speaker:We plan out how we're going to reach those. You have
Speaker:me biweekly on
Speaker:accountability sessions, and you're not doing this
Speaker:journey alone. You have me where I'm going to
Speaker:encourage you to take those steps that might be
Speaker:scary to either readjust things in your life
Speaker:or maybe just look
Speaker:at money a different way. And so that's my signature
Speaker:program. I also work in the space
Speaker:of investing, so a lot of people are like, oh man, investing?
Speaker:I don't even want to talk about that. It's scary.
Speaker:It's not scary. It doesn't have to be scary. And I make sure that
Speaker:it's not scary for you. So I also
Speaker:make sure that I'm not just throwing
Speaker:allocations or what you should be doing with your money at
Speaker:you without actually sharing. How does investing even
Speaker:work? I break down what words
Speaker:we use a lot in the industry, and I want to share those with
Speaker:you so that you feel comfortable and empowered when it comes
Speaker:to investing and you understand what
Speaker:this investment world is all about. So that's another way that we can work
Speaker:together. And the other way that is super
Speaker:dear to my heart is protection. What I mean by that
Speaker:is life insurance and disability coverage. And
Speaker:when it comes to life insurance, I've been doing this, like I said,
Speaker:for ten years, and I want to make sure that you're not being just
Speaker:sold something. It actually fits
Speaker:in your unique picture, and
Speaker:you are given the right policy
Speaker:so that you can have coverage for your
Speaker:family and generations to come and you're not just being sold.
Speaker:So those are the ways that we can work together. You can
Speaker:visit my website@artemiswealth.net or
Speaker:you can send me a message on LinkedIn at Carla
Speaker:Yukman or Facebook at Carla Yukman. And
Speaker:yeah, that's how we can connect. And don't be afraid to
Speaker:just reach out and say, I have no idea what I even need.
Speaker:That's not for you to figure out, that's for me to figure out. So it's
Speaker:okay to just come and say, hey, I don't even know where to start. I'll
Speaker:help you with that. That's so huge to remind people it's not up
Speaker:to them to figure certain things out. Right. Because sometimes
Speaker:we get ahead of ourselves and we're like, okay, well,
Speaker:I want to get this situated, but I don't know if I can do this.
Speaker:And that we're making up stuff that's not even our area of expertise. So
Speaker:at least have the phone call and then sometimes when you have that conversation. Maybe
Speaker:it doesn't work out, but who cares? At least you're prepared for when you are
Speaker:ready to know what you need to have in place when it does. So there's
Speaker:literally nothing that should ever stop us from starting to move
Speaker:that ball forward in the right direction on
Speaker:improving all these different aspects of our life, whatever they may be. And
Speaker:I think that everyone should be connected with you, and everyone
Speaker:should be talking to you about what they're doing with their money
Speaker:and making plans and strategizing and figuring that
Speaker:out. It has been so wonderful having you
Speaker:on today. I really appreciate you. I love you.
Speaker:Thank you so much. I love you. You're amazing.
Speaker:Appreciate you so much. And I think we shared
Speaker:with them, right, to find you on Facebook. Okay. Yep. Or LinkedIn.
Speaker:Or LinkedIn. Yes. Thank you for that. And we
Speaker:will see you all. Carla's going to be at the Holiday Entrepreneur Summit,
Speaker:and we will see all of you at the Holiday Entrepreneur Summit. All right.
Speaker:Bye, everyone. Bye.
