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/

Welcome, everyone, to another episode of Get Seen with Olylani

Wells. So super excited. Today

I'm here with one of my clients and dear friends, Carla

Yukman. She is not your father's advisor

and you are going to get to learn all about her today and

just a little bit about really why you want to

not just be at this year's holiday entrepreneur summit but why you

want to be there, learning about the get seen membership

and what it would be like to become a get seen member.

And also, I want you guys to know not

a little, a lot about her. She's absolutely incredible. And

so let's dive, right? Welcome, welcome,

Carla. Thank you for being with us. Thank you so much for having me.

I'm so excited to be here. I'm excited to have you share with everyone a

little bit about yourself. Okay, so again, my name is

Carla Yukman. I am founder and wealth planner

of Artemis Wealth Management. And as

Leilani said, I am not your father's advisor.

And what does that mean? That means that I work with women and

historically excluded communities where they come and have a

safe space to build wealth their own way. And I

do that by giving education

behind financial, all things financial. And

so I'm all about empowering you on how you want to

build your wealth. So cool. And

I have been just having well, actually, no, never mind. I'm

not going to go there because I don't know when this is going to

air. It wasn't anything crazy. I was about to say it was like date relative.

I was going to say yesterday. Well, when is this airing? I haven't decided on

the air date. So that's what I was talking about. For you guys who are

listening, kind of a side note, it's so funny,

the back end that goes into all of this stuff production

wise. And when you are in flow normally in life, you're

not thinking about all these things. Right? So

when people talk about authenticity and showing up this way and that way,

when you do that and there's production behind it, there's always going to be a

little bit of let me just

listen to my thoughts in my head, like, oh, is there a date? Or what

am I talking about? What's going on? When is this airing? How's my

audio? All these things. So anyway, moving on,

we are so excited about this year's upcoming Holiday

Entrepreneur Summit. What are you excited about when it comes

to the Holiday Entrepreneur Summit? With everything you have going on as being a

Wealth Advisor and going into 2024 and all the

marketing and things you have going on for yourself? Yeah, I'm super

excited because I know how important it is

to market yourself, but I don't know how to do

any of that. I am not an expert in that area.

And I know that hiring an expert and

seeing all these speakers, I just cannot

believe that you got all those speakers that

are experts in all their areas and

they're over two day span. And I get to hear all

that. And it's going to change the way that

I'm doing a lot of things in my business and how I'm

marketing myself as well. Because

I want to do a podcast, I want

to create more content.

I just have a lot of things that I want to do for 2024.

And the speakers that you are bringing in are

going to answer a lot of those questions that I have. I

love that. I love that so much. And

I would say that you are a good marketer at this point.

That's because of you.

Well, you move with intention. When people talk about

Coachable, you take something that's shared with you and you go and

you implement. And so it's really been a pleasure working with you

because you literally are doing the things like

you're getting the rising creator status. Like, what is it, like almost every week, if

not every week? Yeah, and I love

seeing it. I love seeing it and I love that

you're being recognized for it. So, yeah, this is to me for you. This

isn't the next up level for you where you can kind of look at

what's going in 2024. I love that you shared, that you are looking at

starting a podcast because I know that people will

listen. People love listening to you on the

lives that you're doing already and how you're showing up already. So it's

just a no brainer. There a definite no brainer there.

So let me ask you this, switching gears

back to you for a second. When people come to work with you, I

love how you share. I'm not your father's advisor. What does that mean to

you? Okay,

so I've been doing this for ten years

and I have seen a lot of things and I've also

experienced a lot of things when it came to

working with your traditional advisor.

Before I got into the industry, I wanted help.

I couldn't get it because I either

made mistakes with my money and that person didn't

want to give me the time of day or they wanted to talk to my

husband instead of me, even though I was the one that was

controlling the household inflow and outflow

of the money. And I was just

met with this judgment

and I decided that throughout the

years, I wanted to make sure that people didn't have

that judgment when they came and talked about money. Because money is very

vulnerable and emotional

and a lot of us have had some traumas when it came

to money. Maybe we spent more than what we

had or we went through bankruptcies or divorces

and there's just so many different things. 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. So I want to make

sure that people feel safe, and they're also

heard and I hear this all the time,

that someone meets with an advisor and

they are put into, like, a cookie cutter approach.

Their goals are never really heard from that advisor,

and they're just sold something.

And so I want to make sure that people are being heard as

well and making sure that they

have a space that they can build wealth their own

way. I love that so much. And that's the

way you show up. I was just sharing with you before

we went live on this. Sharing how when

you go live on the platforms, LinkedIn,

Facebook, wherever you're going live, just watching you. Even if I was watching you

from the first time ever and I didn't even know you, I would feel

like a meeting with you to talk about finances would

be one where I'm so taken care of, one

where I'm being listened to. You're not

treating me the same as everyone else. It's really

customized for me. Not like, oh, this is the way it always is

kind of approach, really listening to me and understanding

and creating something and working with me on something that works for me and my

family. So I'm just excited to let the

world learn more about Carla Yukman. And

just know, what does that mean? I'm not your father's advisor? Because

you're beginning to make people understand that there

is another way to go about, like, people are starting to feel more at ease

in your circle. I see it talking about money and having these

discussions, and that's the only way that we break these generational curses

when it comes to money, is being able to start those conversations. So

you definitely are someone that helps people start those

conversations, which is the most important piece of that, because if you can't

start it, then there's nothing that you can do. You can't make any

kind of great investments if you're running from it and

just ignoring that. You can do something with that. Right. You can

build. So. Yeah, I love that. Thank

you. Yeah. Okay,

so share with everyone a little bit about what

it's like to be a member of Get Seen. And because

if you guys don't already know, the Holiday Entrepreneur

Summit is a creation of what it's like

this year, we're doing all Get Seen members, right? The community managers, the MC,

all of the things, right? We're making you feel like you were a

member within Get Seen. Like you're showing up at our holiday party by

being a part of this summit. The let's Get Seen in the

Kitchen, the premiere the day before that, we're gifting and

giving to everyone. That is actually what we do within

the group. It's not the only time we've done let's Get Seen in

the Kitchen. We're sharing this with the world, and we're doing a special one for

the holidays. So anyway, moving on, share with

everybody why you think it's important

to know about the Get Seen membership and what it's like for

you. Yeah, so that's actually how

you and I first met. I joined the Get Seen

membership, and it was

something that I've never experienced before in groups. So there's always these

groups. You see all these paid groups, and

I was like, there's something different, though, because of what you're

providing educational wise and also community

wise. So you have the education and the community

together. So one of the things that I love is

meet a member, you highlight a member, and

we get to learn about that person, what they

do in an intimate level, like what we're doing right now.

I don't know very many groups that do that. You

also provide lives. Like, you personally

go live and give us information that you

might have talked to somebody else that week or you saw something,

and you're like, hey, I need my community to know this new software

or these little tricks that nobody else is talking

about. And you're providing that just in

the group, and you're going live. And I

feel like I'm getting to know you even better

from those lives. And the information that you're

giving to me is just so valuable when it

comes to getting seen. And when we're talking

about getting seen, it's not just social media. You're bringing

people in as guest speakers for Master classes as

well. We have Master classes that I get to participate

in, and these speakers are

a wide range of services that

are going to help you ultimately get seen. But

it's not just about, hey, how do you post on social

media? It's about how do you offer your services? How are you going

to collaborate with people? How do you get on

stages, how do you get published? And

so those are all different Master classes that

you offer on this membership,

and then that doesn't count the office

work time where there's music and we can all just work

together. And it truly is a different

experience, and it's so valuable, the information

that you're bringing into this group. So it's been amazing.

Wow. Carla, thank you so much for sharing all of

that. It's really wonderful to hear what other people

are experiencing and then compare it to

your vision, your intention is it aligned, all of those things. And it just

really feels great to hear you share about that. Thank you for that. And for

those of you guys listening, an additional thing that you do get by

being a member of Get Seen is your Holiday Entrepreneur

Summit ticket is included every year. So all of our

Get Seen members are going to be attending the Holiday Entrepreneur

Summit. That's just part of

know. Okay, so I want to start

Know, bring this to a close by really

letting people hear how they can work with

you and really, what are some of

the favorite things that you love about maybe your ideal

client? Who they would be, things of that nature and where they can find

you. Yeah. So I

love working in the educational space when it comes

to finances. So one of the ways that we can

work together is through my financial planning program.

It's a twelve month program, and we really

deep dive into your financial goals.

We plan out how we're going to reach those. You have

me biweekly on

accountability sessions, and you're not doing this

journey alone. You have me where I'm going to

encourage you to take those steps that might be

scary to either readjust things in your life

or maybe just look

at money a different way. And so that's my signature

program. I also work in the space

of investing, so a lot of people are like, oh man, investing?

I don't even want to talk about that. It's scary.

It's not scary. It doesn't have to be scary. And I make sure that

it's not scary for you. So I also

make sure that I'm not just throwing

allocations or what you should be doing with your money at

you without actually sharing. How does investing even

work? I break down what words

we use a lot in the industry, and I want to share those with

you so that you feel comfortable and empowered when it comes

to investing and you understand what

this investment world is all about. So that's another way that we can work

together. And the other way that is super

dear to my heart is protection. What I mean by that

is life insurance and disability coverage. And

when it comes to life insurance, I've been doing this, like I said,

for ten years, and I want to make sure that you're not being just

sold something. It actually fits

in your unique picture, and

you are given the right policy

so that you can have coverage for your

family and generations to come and you're not just being sold.

So those are the ways that we can work together. You can

visit my website@artemiswealth.net or

you can send me a message on LinkedIn at Carla

Yukman or Facebook at Carla Yukman. And

yeah, that's how we can connect. And don't be afraid to

just reach out and say, I have no idea what I even need.

That's not for you to figure out, that's for me to figure out. So it's

okay to just come and say, hey, I don't even know where to start. I'll

help you with that. That's so huge to remind people it's not up

to them to figure certain things out. Right. Because sometimes

we get ahead of ourselves and we're like, okay, well,

I want to get this situated, but I don't know if I can do this.

And that we're making up stuff that's not even our area of expertise. So

at least have the phone call and then sometimes when you have that conversation. Maybe

it doesn't work out, but who cares? At least you're prepared for when you are

ready to know what you need to have in place when it does. So there's

literally nothing that should ever stop us from starting to move

that ball forward in the right direction on

improving all these different aspects of our life, whatever they may be. And

I think that everyone should be connected with you, and everyone

should be talking to you about what they're doing with their money

and making plans and strategizing and figuring that

out. It has been so wonderful having you

on today. I really appreciate you. I love you.

Thank you so much. I love you. You're amazing.

Appreciate you so much. And I think we shared

with them, right, to find you on Facebook. Okay. Yep. Or LinkedIn.

Or LinkedIn. Yes. Thank you for that. And we

will see you all. Carla's going to be at the Holiday Entrepreneur Summit,

and we will see all of you at the Holiday Entrepreneur Summit. All right.

Bye, everyone. Bye.