Fractional Chief Learning Officer For Family Office & Enterprise II Author, Therapist, Consultant - Resolve Conflict / Heal Trauma / Build Wealth

The women and families I serve are...Stepping into ownership or leadership while carrying family expectations you didn’t choose and stories about money, power, or worth that no longer fit.Navigating unspoken dynamics with siblings, parents, or advisors that make decision-making feel emotionally loaded rather than strategic.Sensing that wealth could be a force for healing and leadership, yet noticing how easily it becomes a source of silence, pressure, or division.At the same time, the world is shifting rapidly.Women are inheriting unprecedented levels of wealth.AI is accelerating decision-making and distancing us from intuition and relationship.And many women are asking:How do I lead with wisdom in my family of wealth?This is where I come in.I work with women in the wealth space who are ready to move from inherited narratives to intentional leadership, rewriting the stories they were born into and stepping into stewardship with clarity, confidence, and emotional authority.Through my work and my upcoming book,From Echo to Athena: The Evolution of Women in the Great Wealth Transfer,I guide women through journeys of growth and transformation helping them integrate wisdom, power, and care as they assume their place within family enterprises and legacies.My work blends trauma-informed family systems, ancestral healing, and strategic advisory support to help women become stabilizing, visionary leaders inside complex family systems.✨ From Echo to Athena JourneysCurated experiences for women inheriting wealth who want to move from silence, role confusion, or emotional burden into authorship, leadership, and legacy stewardship.✨ Family Alignment &amp; Communication IntensivesFacilitated experiences that help families reduce conflict, clarify fairness, and restore trust—without sacrificing performance or dignity.✨ Stewardship &amp; Learning PathwaysIn partnership with Tamarind Learning, I help women and next-generation leaders build emotional fluency, financial literacy, and leadership capacity for long-term stewardship.If you’re ready to step into your role as a leader, I’d love to connect.Schedule a conversation here:https://www.lifestyleforlegacy.com/contact

Ruschelle Khanna, LCSW

Very excited to share that along with my colleagues Michael H Hallett and Bernadette O'Brien Thompson we have launched the Ancestral Healing Center.

Join our weekly cafe chat on Tuesdays (9am Pacific, 12pm Eastern, 5pm London) to meet the team and see how we can help with recognizing and releasing ancestral family patterns.

Link to join: https://lnkd.in/eS3dCzED

Founder From Echo to Athena Journey Series for Women ❤️🧠 I Co-Founder Ancestral Healing Center I Making Wellness A Priority I Click the Link to Book A Consultation⬇️

It’s been a while since I started my role at Ancestral Healing Center as a Co-Founder, but I wanted to share this update with everyone.

The Great Wealth Transfer is often framed as a financial event.

It’s actually one of the largest feminist movements of our time. 

For centuries women have had to armor-up and enter into a man's world.

I and my Co-Authors would like to welcome you to the big shift. 

The shift into vulnerability as our superpower. 

Strength in the delicate. 

Would you like to learn how some of the top female voices are restoring harmony to the masculine and feminine?

Stay tuned for more...

Artwork by Isabelle van Zeijl, curated for this project by Ann Priftis.

At the Ancestral Healing Center we are excited to offer a complimentary weekly chat where we share the life changing power of connecting with your heritage. Check us out today!

Open article: Discover Your Roots by ancestralhealingcenter.com

Picture it, a divine wedding, every god was invited except Eris, the goddess of discord.

Enraged, she threw a golden apple into the feast, inscribed:
“For the fairest.”

Three goddesses came forward wanting to claim the apple:
Hera offered power.
Athena offered wisdom.
Aphrodite offered love.

Paris chose only one and the Trojan War followed.

When we fail to elevate all aspects of ourselves, chaos ensues. 

When wealth is stewarded without balance, families fracture and legacies unravel.

But when power, wisdom, and love are held together, wealth becomes sustaining rather than destructive. 

From Echo to Athena: The Evolution of Women in the Great Wealth Transfer aims to re-imagine the narratives that have shaped masculine/feminine power dynamics for centuries.

And now is the time to get this right.  

The apple is already in our hands.

Are you ready for the largest feminine movement in our lifetime? 

What we choose now will shape generations. 

Join a powerhouse collective of female voices as we journey together to create an healthy, wealthy future for the next generation. 
-------------------------------------------------------------------------------
Hi I'm Ruschelle and I'm highlighting the leading voices in this feminist wave we call The Great Wealth Transfer.

I rarely share posts. In my opinion this is the most important issue we are facing in the world today. 

This is why I Co-founded The Ancestral Healing Center. This is why I wrote Inherited Trauma and Family Wealth. This is why I'm collaborating with some of the most influential women in the family/health/wealth space. 

Your attachments define who you are. They keep us sane.  They allow us an opportunity to be seen. 

I'd love to know your thoughts on this post.

View company: Center for Humane Technology

You’ve read the headlines about AI psychosis — chatbots leading users to lose their grip on reality, upending lives and tearing families apart.

Dr. Zak Stein has been studying these cases long before they entered the public consciousness. He doesn’t see just a few isolated cases that can be fixed with tweaks to the models. He sees the emergence of what he calls the attachment economy: AI systems that are designed to exploit our most fundamental psychological vulnerabilities on an unprecedented scale.

We waited a decade to respond to the harms of the attention economy. We can’t make the same mistake again.

Read more about Zak’s diagnosis and solutions from his appearance on Your Undivided Attention: https://bit.ly/3NN9m3K

Let the conversation begin...
#womenandwealth #greatwealthtransfer

View newsletter: From Echo to Athena™ Journey

*Cover art by Isabelle van Zeijl For generations, women have inherited wealth but had limited authorship in the retelling of our role. We have been pr

Open article: Taking Back the Pen: Why Our Money Narrative Needs to Be Rewritten by Ruschelle Khanna, LCSW • 3 min read

Taking Back the Pen: Why Our Money Narrative Needs to Be Rewritten

Does your family have a pattern of secret keeping? 

Patterns of behavior are the surface level thing we notice first when we start to look at trauma (including inherited/ancestral trauma). 

The way people learn to respond to trauma as children can morph into unhelpful patterns as adults. 

Check out the Ancestral Healing Center's Youtube Channel for more insights. 
https://lnkd.in/eUM5dqVR

Open video: Trauma is hidden in the patterns of behavior our families pass down on youtube.com

Trauma is hidden in the patterns of behavior our families pass down

Today at AHC we are chatting about our framework. Want to learn more about the 4 fundamental pillars to healing generational trauma? Join us Tuesdays 12pm EST!

Amplify Your Voice Studio

After years in the C-Suite as a Strategic Leader inside the financial services industry, I started Amplify Your Voice to help firms take ineffective marketing efforts, identify a purpose-driven strategy and implement it to drive revenue growth. In other words, I’m hired to understand your “why” and direct your “what” and “how.” Emotional intelligence is my secret sauce for actively listening to your client’s needs and getting your team motivated and on board aligned behind a common goal.

With 22+ years of financial services marketing experience, my passion has always been in assisting companies and their expert teams in achieving their goals. Whether it's expanding your business or enhancing your brand's presence, as a marketing consultant I can provide the necessary assistance. My deep understanding of the financial services industry allows me to tailor marketing strategies and training programs specifically for your firm's unique needs. Utilizing my expertise in emotional intelligence, I can equip your teams with essential tools to excel in establishing mutually beneficial relationships.

MARKETING & PRACTICE MANAGEMENT EXPERTISE
Brand Building & Storytelling
Media Strategy Development & Media Relations
Demand Generation & Account Based Marketing Campaign Management
Data Strategy, Analytics, & Artificial Intelligence
Team Building, Leadership, Mentorship, & Employee Engagement
Marketing Tech Stack Integration into CRM 
Corporate Sponsorships & Advertising
Reporting, Analysis, & Board Support
Growth & Business Transformation Frameworks
Product & Thought Leadership Content Strategy
Event Strategy & Practice Management Program Development 

BEHAVIORAL SCIENCE EXPERTISE
Market & Customer Research
Customer Segmentation & Target Pesona Development
Emotional Intelligence Assessment & Individual Coaching
Group Training & Workshops
Podcast Host/Guest
Subject Matter Expert
Keynote Speaker

President & Founder

MUA®

MUA—which stands for Me, Us, All—is a performance-building company that uses software and coaching to improve employees' overall job performance. So employees can do more in less time while increasing the bottom line.

Book a discovery call today: www.wemua.com

Strategic Advisor / Advisory Board

Skience

Skience is an award-winning SaaS-based platform and consultancy that empowers wealth management firms to achieve back-office digital enablement.
Developed the yearly and quarterly marketing plans that resulted in marketing qualified opportunities and sales qualified pipeline to meet our revenue goal.
Worked with sales team to launch demand and lead generation account-based marketing campaigns that resulted in achievement of revenue targets. 
Managed high-performing team of 15 in-house staff, external consultants, and agency partners.
Assessed and implemented comprehensive marketing technology stack that fully integrated into Salesforce CRM and increased team efficiency by 70%. 
Introduced and co-hosted CRM Unlocked podcast that resulted in expansion of market share and increased overall web-traffic 59%.
Led buyer persona research resulting in 8 distinct buyer and influencer types. Used this data to craft specific messages and segment ABM campaigns for more direct and relevant content.

Chief Marketing Officer

Orion

Post the Brinker Capital merger with Orion, lead the development of the firm’s first proprietary practice management program.
Designed innovative ideas and drove the development of a new business unit that aligned with business priorities to help meet corporate KPIs and lead generation targets.
In under 1 year, spearheaded the technology platform, thought leadership content, and distribution strategy to help financial professionals who work with Orion grow their business and attain success.

President, The Center for Outcomes

BRINKER CAPITAL HOLDINGS, INC

Brinker Capital is an investment management company that delivers an institutional multi-asset class investment experience to investors.
Led high-performing 10-person team that increased asset growth of products and services to 5,500+ advisors within independent and insurance-based broker-dealers and RIA’s.
Created comprehensive marketing campaigns that helped the firm achieve exceptional organic growth and 7 years of revenue growth.
Developed multi-channel promotions to support $12B Destinations Mutual Fund complex, $5B high-net-worth offering, and 150+ high conviction SMA products.
Collaborated with sales and portfolio management team to develop client engagement programs that achieved 90% client retention rate.
During COVID-19 pandemic, successfully executed hundreds of virtual events. Annually, managed 15 to 20 in-person financial professional business-building events with audiences from 20 to 600 attendees.
Built and delivered The Center for Outcomes and the Behavioral Innovation Lab which provided the tools, training, and technology to help financial professionals apply behavioral science.

Chief Marketing Officer, Brinker Capital and President, The Center for Outcomes

Brinker Capital

National Marketing Director & President, The Center for Outcomes

The Guardian Life Insurance Company of America

As part of the third-party distribution team, directed strategic and organizational leadership to a newly formed Channel Marketing team.
Conducted small business owner research which led to the creation of a new revenue channel for sales and marketing to pursue. Analyzed research data and created go-to-market materials for sales team to use with financial professionals.
Executed print, digital, and interactive campaigns that grew brand awareness by 35%, which exceeded internal expectations.
Negotiated new contracts with existing vendors, resulting in an annual savings of $1M YoY within the marketing department.

Director, Channel Marketing

AllianceBernstein

As part of the sub-advisory team, supported 11 national sales team members and 12 relationship managers within retail and institutional channel.
Developed and implemented strategic marketing plans that lead to the sub- advisory team achieving its sales goal within the top 20 insurance companies.
Created and maintained collateral, blogs, press releases, RFPs/DDQs, research reports, and email campaigns that positioned the company as a leader in the sub-advisory space, increasing brand awareness by 10%. Organized networking events with 200+ participants across top insurance companies.

VICE PRESIDENT

AXA Equitable Life Insurance Company

As part of the third-party distribution team, marketed annuities through +600 banks, independent broker-dealers, and wirehouses.
Provided creative direction, project management, budget maintenance, and communication oversight to ensure sales team achieved annuity sales goal. Cultivated relationships and coordinated with vendors and internal operations to ensure accurate and on-time marketing materials delivery. Facilitated systematic training program for over 100 sales reps on new product and marketing program roll-outs.
Developed tracking mechanism to identify costs and daily production volume to ensure marketing projects were completed on time and within budget.
Won Excellence Award for outstanding performance and contributions to the firm.

ASSISTANT VICE PRESIDENT

Scudder Investments

Are you struggling to connect your marketing efforts with revenue growth?
Are you able to prove that your sales and marketing teams are building deeper, more meaningful relationships with prospective clients?
Are you driving towards a north star, or is your marketing wandering in the wilderness?  

As a CMO with a Ph.D. in Emotional Intelligence, I help firms amplify their voice and brand through a powerful blend of marketing acumen and deep insights into human emotions. I believe that all marketing is about relationships (and revenue). It’s about discovering what matters most to your clients and your teams and building connections that align. Without purpose in your marketing efforts, you’re left frustrated and destined to make countless failed attempts that won’t move the revenue needle.

After years in the C-Suite as a strategic leader inside the financial services industry, I started Amplify Your Voice to help firms take ineffective marketing efforts, identify a purpose-driven strategy and implement it to drive revenue growth. In other words, I’m hired to understand your “why” and direct your “what” and “how.” Emotional intelligence is my secret sauce for actively listening to your client’s needs and getting your team motivated and on board aligned behind a common goal.  

Prior to founding Amplify Your Voice, as the CMO for Skience, I led the development of the firm’s strategic marketing and communication plan and was responsible for driving brand and defining a long-term vision. I’ve also held roles as head of practice management for Orion after the merger with Brinker Capital, where I was CMO and founded The Center for Outcomes, a training program for financial advisors. Additionally, I served as an Officer at The Guardian Life Insurance Company (and RS Investments) and worked at AB (previously AllianceBernstein Investments), Equitable (previously AXA Equitable), and DWS (previously Scudder Investments).

To facilitate team training, I’m certified with Multi-Health Systems to administer Bar-On’s EQ-i 2.0 and EQ 360 assessments and can lead emotional intelligence training workshops to varying sets of audiences. I’m a proud Advisory Board member for JR Global Events and Events On Call. 

When I’m not helping clients build purpose-driven relationships and grow their revenue, you can find me cheering loudly for my boys on the football field sidelines and in the TaeKwonDo dojang (and praying they don’t get hurt). Otherwise, I’m seen around town walking my Bernedoodle, Rocky Balboa McCarthy (an homage to the Philly suburbs where I live).

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