Investing in Women: Cokie Cox on Building Inclusive Wealth and Perfect Days
“My framework for everything I do right now in my life is about investing in women. Not because I'm anti male, because I believe that diversity brings better outcomes for me, for Joe, for Steve, and Tom, all of us.” — Cokie Cox
Welcome to another episode of WomenShare , a celebration of women in financial services. In this week’s episode, hosts Joanna Ehresman and Leah Alter are joined by trailblazer Cokie Cox , founder and CEO of AlphaVest LLC. With nearly three decades of experience, Cokie stands out as a passionate advocate for women’s advancement and equity in wealth management, bringing fresh perspective and a tangible framework for meaningful change.
Cokie Cox’s journey into finance didn’t start with passion—it began with practicality and a desire to take charge of her own financial future. From her candid story about fighting for her book’s original title (“I majored in finance so I wouldn’t get screwed”) to her eventual embrace of the industry’s potential for impact, Cokie’s narrative is both authentic and relatable.
Throughout the episode, Cokie unpacks the philosophy behind her book, Perfect Day: A Guide for Overcoming Lifestyle Deficit Disorder , and the innovative planning process she developed to help clients reclaim wellness, growth, and a sense of contribution in addition to financial stability. This lifestyle-forward approach turns traditional wealth management on its head, empowering women to design fuller, more integrated lives.
Listeners will be inspired by Cokie’s commitment to cultivating an all-female advisory firm, AlphaVest, and her mission to create a ripple effect of opportunity and mentorship for women in an industry still grappling with gender imbalance. As wealth is poised to shift increasingly into women’s hands over the next decade, her call to “invest in women” is both timely and essential.
Key Takeaways
Redefining Wealth Through Lifestyle-Forward Planning: Cokie’s Perfect Day framework moves beyond spreadsheets and dollars, encouraging clients to prioritize wellness, personal growth, experiences, and giving back—alongside financial strategy. Her “4/1/1” routine (taking a small step in each area before 11 AM) empowers individuals to claim agency over their days, their well-being, and their impact.
The Power and Necessity of Investing in Women: AlphaVest’s all-female approach is not about exclusion but about correcting a systemic imbalance. With women expected to control two-thirds of U.S. wealth in coming years but still vastly underrepresented in advisory roles, Cokie is building a firm that matches the needs and preferences of future clients.
Mentorship, Community, and Pathways Forward: Cokie, Leah, and Joanna dive into the importance of mentorship, frameworks for retention, and community-building that go beyond just hiring more women. With references to studies like the Carson Group’s Women in Wealth Management and their own lived experiences, the conversation advocates for creating clear, supportive pathways for women at every stage of their careers.
Outcomes That Matter: Diversity Drives Performance: Citing twenty-year data and industry research, Cokie makes a strong case: Diverse and female-led financial teams don’t just create better workplaces, they deliver better investment outcomes and manage risk more effectively. For firms and clients alike, the message is clear—empowering women isn’t just fair, it’s smart business.
Personal Agency and Self-Care: Cokie’s advice extends to working mothers and professionals navigating multiple roles. Through the story of wise words from a seasoned colleague, she underscores the importance of giving oneself permission to build a sustainable career—knowing that “children need you at 13,” not just in their baby years, and planning your career with foresight.
Celebrating Wins, Big and Small: As a passionate alpine climber, Cokie shares her joy at overcoming knee surgery and heading back to Nepal—reminding listeners to honor personal milestones and embrace the fullness of life outside the workplace.
Cokie Cox challenges the status quo in wealth management with practical frameworks for both career and life design, all viewed through the lens of investing in women. By sharing real-world stories and solutions, she inspires listeners to take actionable steps—whether they’re seeking career advancement, balanced living, or ways to uplift each other within the industry.
If you’re a woman in financial services, someone aspiring to join, or an ally seeking to drive change, this is an episode you won’t want to miss. Want more WomenShare? Subscribe on your favorite platform, and check out our sponsor, Axtella, for a network that truly elevates financial professionals.
Cokie Cox [00:00:00]:
My framework for everything I do right now in my life is about investing in women. Not because I'm anti male, because I believe that diversity brings better outcomes for me, for Joe, for Steve, and Tom, all of us.
Joanna Ehresman [00:00:24]:
Hi there. Thanks for joining us. I'm Joanna Ehresman. And I'm Leah Alter. And this is WomenShare, a celebration of women in financial services. Today, we want to thank our presenting sponsor, Axtella, the home for financial professionals who believe that people make the biggest difference.
Leah Alter [00:00:42]:
If you're looking for a network of firms that elevates every experience for their professionals and their clients, check out Xtella today at go.axtella.com/womenshare. That's go.axtella.com/womenshare. Today, we are so excited. We are joined by Cokie Cox, founder and CEO of AlphaVest LLC. Cokie is a pioneer in the financial services industry who since 1996 has supported both individuals and institutional clients, helping them navigate the financial and work life maze. At Alphavest, Cokie is the has built an all female financial firm that is committed to redefining wealth management while creating a space for women advisers to thrive and have a voice at the table. Cokie is a mother, author, business owner, and financial samurai who loves food, wine, travel, and alpine mountaineering, and channels her passion for empowering women in every venture. We are so excited to get into it today with you, Cokie.
Leah Alter [00:01:53]:
Welcome to WomenShare.
Cokie Cox [00:01:54]:
Thank you so much. I gotta tell you, ladies, one of my favorite things to do is to have conversations about investing in women, not just investing, but investing in women. So I loved the opening with the sponsor. It's just so well aligned. So just I'm appreciative to be here today. Thank you.
Joanna Ehresman [00:02:16]:
Well and thank you for joining us. We you know, this show, we've we're in your your season two, you know, and we've been doing this for a little while, but it's just so energizing to have these conversations with like minded women. And I'm excited for you know, get to get into your story. And congrats on being our first guest whose interest include Alpine mountaineering. Let's start, though, like, on the professional side of things, and we're curious to hear how what brought you into financial services? Has this always been a passion of yours, or are you like many of our guests where you never expected to end up in this industry, but have found yourself here? We'd love to hear your story.
Cokie Cox [00:02:51]:
Yeah. You know, the answer is no. This is was not my passion, and, you know, I love whatever that commencement sound bite is that's that's floating around that is you know, you don't have to be passionate about what you do. Just be good at it. And so I think that's, you know, some good advice, you know, for those, you know, entering college or deciding do they wanna go into finance or what do they wanna do? It doesn't necessarily have to be passion because you can also leave your passion for for, you know, after work activities. So no, this was not my passion, but I would tell you something, it certainly has become that because, you know, a mom of two girls and, finding myself almost thirty years into an industry that is just fraught with with problems and issues, including, you know, inclusivity and gender parity. So it it has after thirty years become super passionate, but it didn't always start that way. And, I know I believe, you got an or, one of the books, Perfect Day.
Cokie Cox [00:03:58]:
I always love telling and answering this question with the story of me fighting and still fighting my publisher on the title of Perfect Day because the working title was I majored in finance so I wouldn't get screwed. So that is that is literally how I ended up in finance. I I I wanted to be a doctor, and my family doctor, and and dear friend to our family, almost a father to me, said, no. You can't go into the medical field for all the reasons we know. And so I majored in finance so I wouldn't get screwed. So that's basically what led me into into this life. And and, you know, I've been here twenty nine, almost thirty years. And, yes, it has become passionate, but it didn't start that way.
Cokie Cox [00:04:46]:
So I love for, young women and women in college or even those who are looking for a pivot, late in life, this can be a career you have passion in because we certainly get to help a lot of people along the way. So it's nice. Yeah.
Leah Alter [00:05:05]:
Yeah. Yeah. I love that. I love that. I I love the original title. I'm not gonna lie.
Cokie Cox [00:05:11]:
I swear I'm gonna republish under the old name, so it's happening.
Leah Alter [00:05:16]:
As a marketer, like, that's a great hook. Like, I'm definitely me I'm definitely being like, let me read the back of that book. That's awesome. Well, let's talk about the book. How you know, it so it's called perfect day, a guide for overcoming lifestyle deficit disorder. In the book, you're helping people reclaim their business, their relationships, their life. What really inspired you to write the book, and how has becoming an author helped your business? Has how has it helped you kind of connect with your clients in a different way?
Cokie Cox [00:05:55]:
Well, there's a lot of lot of answers there in. I will say, advice wise, with respect to being an author, it's definitely one of those. If you're a if you're a motivated and a and a goal oriented person who, you know, wants to check some boxes, you know, I would have a great regret had I not written the book. And I've got probably 10 more inside of me. So that's been great. But I do often say that, you know, it's an expensive business card. So, yeah. Has the book been good for me? Certainly.
Cokie Cox [00:06:30]:
You know, it was it a New York Times bestseller? No. And I didn't certainly enter into the idea of writing the book with that in mind thankfully. My favorite book review was a very well written highly acclaimed author and I was mortified when she read the book and she said, Cokie, the world has enough Shakespeare. So, you know, basically offering that it's an easy read, you know, and it's one you can pick up in parts and pieces. But I will say, you know, the inspiration behind writing the book was I had developed a process, a planning process, perfect day. And this process, still to this day, decades in, is the process by which I have cemented my greatest client relationships. So I am a wizard at a spreadsheet. I'm a wizard at financial, you know, statements and assessing allocations, all the likes.
Cokie Cox [00:07:32]:
But when it comes to sitting down and really connecting with someone and listening and hearing to about what the problem that might not even be stated is, is a skill that I think that the financial industry, the, the advisement, you know, consulting, financial consulting industry is really lacking. And, so I think the process really cements, you know, a touchy feely approach, to planning for those clients. And what I'm really proud of is to say that the planning process is very lifestyle forward. It's it's not a financial forward, which sort of turns things on its ear. You know, when I have people approach me to say, oh my gosh. I need a plan. I need a I need a retirement plan, or I received x, so I need to, you know, I I need to get a plan. Plan, plan, plan.
Cokie Cox [00:08:28]:
Well, it's always about the money. Right? It always starts there, but there's so many other things and aspects to look at. So the planning process really brings to light that, you know, I like to say there's there's four aspects to planning and not just in and money and finance is just a quarter of that. What are the other three?
Leah Alter [00:08:50]:
Or or or or let's never have to read the book.
Cokie Cox [00:08:53]:
In the process so in the process, we deal with quadrants. So there's wellness. I love talking about our core and our wellness because you know what? If we're not able to be our best selves, number one, our relationships falter. Number two, our jobs falter. So we're making less money. We're less happy. So your core and your wellness is super important to be able to prioritize that. And then, the two other besides, you know, financial of the quadrants, one is experiential.
Cokie Cox [00:09:23]:
So, like, how are you growing? How are you learning more? How are you, what's your growth trajectory? Whether that's travel or higher education or fill in the blank. I've seen a lot. And then, my favorite part to talk about, the favorite quadrant or fourth part of, the planning process is looking at philanthropy or contribution. And it doesn't always have to be about how do you, who do you financially contribute to or who do you donate to? Contribution is, could be all encompassing and like, how are you leaving this world a better place? How are you giving back? Because happy people are the ones that are giving back. And you know, in my experience with this process, that brings a tremendous amount of wealth, and it's not just financial wealth.
Joanna Ehresman [00:10:19]:
Yeah. Like but it's those connections and that being in service of others. Right? And it probably relates too to the growth quadrant that you mentioned. I could see a lot of interplay between the the two, right, where Oh,
Cokie Cox [00:10:34]:
you nailed it. You absolutely nailed it. There is a lot of and when I go like this, I'm looking at the the the modules and the workbooks that I go through with clients, and we're like, oh, that's in both of those quadrants. And I'm like, that's a that's a win. That's a win.
Leah Alter [00:10:47]:
Yeah.
Cokie Cox [00:10:47]:
So there is a lot of overlap between wellness or or or core and what we're doing on a contribution scale and experiential and growth and finding. So there's there are a lot of overlaps.
Joanna Ehresman [00:11:00]:
Oh, yeah.
Leah Alter [00:11:01]:
I love it. Yeah. I love that. I also you know, when you were talking about it, just the, you know, if you if you're not finding you know, the philanthropy part where you're not where you're financially donating or whatever, that is one piece of it. But also, like, finding where you can be the best help and benefit in your community and building that local community, I find when that's in my own life, I can only talk about my own life, my own experience. When I when that is missing, like, there feels like a big kind of gaping hole in my life. Like, everything else seems to be going really well, but, like, if I don't have that community piece, everything else seems off every you know, it's like it's not all, like, jiving in the right direction.
Cokie Cox [00:11:53]:
And on the other end of that spectrum, when you are playing in that community space and by the way, here in Charleston, we are launching a community called investing in women. So in this community, on the other end of that spectrum, Leah, is you leave these gatherings just completely full. Like, your cup is, like, running over with, you know, how am I there's enough hours in the day to, you know, follow-up and do all the things, you know, and and can reconnect with all the people you've met. So it's, it's it is inspiring, and it's and it's important to to have that community around you.
Leah Alter [00:12:34]:
Yes. Absolutely. I and the other day, I was having a very bad day, and I was like, I have to, like, do something to get out of the bad day. And I just went to the store and bought some cookies, and I brought them to a group of women that work at a, like, a local thrift store that I go to very often, and they they work so hard. And so I just brought them in cookies, and I was just like, I just wanted to say thanks. And, like, instantly, my day got better. Like, I was I'm sure they enjoy their cookies, but, like, selfishly, it made my day so much better just doing something Right. Little and nice for somebody else.
Leah Alter [00:13:16]:
And I was like, I need to not wait necessarily for a bad day, but, to do more of those little things, on a more regular basis, I think.
Cokie Cox [00:13:31]:
And there is a framework for that. So, you know, when I heard you talk about being mindful and and philanthropy and giving back and random acts of kindness and things of that nature, I can imagine a lot of your listeners are saying, I mean, I don't have time for that. I'm busy. I'm a mom or I'm a daughter taking care of an aging parent or fill in the blank, and I'm busy with work. I mean, right now, it feels like everyone is busy. I don't know if you're experiencing that. But that said, you know, the perfect day framework that I've designed was for someone like me who is the same, and I needed some grounding to go, well, wait a minute. How do we put ourselves first to make sure that we are doing buying the cookies before we go, I don't feel so great.
Cokie Cox [00:14:20]:
I'm gonna go out and buy cookies. Because most people do do not get in that mindset of when they're stuck that they go, I'm gonna get unstuck and go to the store and buy. Most people don't do that. So the four one one framework and the four is those quadrants we just talked about. The four one framework with perfect day process is touching on each of those little quadrants before 11AM. So it may be a text. It may be an hour long project, deep dive into something experiential. It may be a very long workout.
Cokie Cox [00:14:54]:
It may be three minutes of meditation. But your four one oneing, which is doing the four things before 11AM, what that does is you can find yourself and this was a true story. When I first cemented this framework, I had worked I was I was traveling for business, and I four eleven did the gym of the hotel and did all my things. And I get to the airport and guess what? My flight's canceled. However, it was at that moment was like, it's still a perfect day because I'm already four eleven. So so keep yourself the best by 04:11 and touching on those aspects that are important to you and align with your goals and let let life happen. And then for the most part, you can call it a perfect day.
Joanna Ehresman [00:15:46]:
Yeah. Well, and it's such a level of personal agency and accountability. Meaning, you have the power, but also you have the responsibility to shape your day
Cokie Cox [00:15:59]:
by doing things. Powerful words. Yes. Yeah. Agency and accountability. Yes. Mhmm. Yeah.
Cokie Cox [00:16:05]:
I love that.
Joanna Ehresman [00:16:07]:
Okay. Well, I I've been, like, I could go deep on on these sorts of things we've been talking about. Send you
Cokie Cox [00:16:12]:
a four one one booklets. Yeah. You got them. And you can jot your four little things every day, and you can hold yourself accountable. And I wanna I wanna hear if you're having more perfect days.
Leah Alter [00:16:21]:
So before we get to our next question, we just wanna say that we are just so, so proud about partnering with Xtela where exceptional service is the standard.
Joanna Ehresman [00:16:31]:
Yes. Xtela elevates and empowers financial professionals to build a stellar practice and leave a lasting impact for their clients. Explore how Acstella goes above and beyond for their professionals by visiting go.extella.com/womenshare. That's go.axtella.com/womenshare. So, Cokie, back to you. We share a passion for creating an inclusive space for women to thrive in this industry, and we love that you are putting your money where your mouth is at AlphaVest. So we wanna hear a little bit more about the story of, like, why was building an all female firm important to you, and what do you hope to see come from all of this work that you're doing?
Cokie Cox [00:17:15]:
Well, I'll tell you. I didn't start where I am now. So there's been many pivots along the way. But my my short answer is I woke up about two years ago and looked around the table, and I was yet again entrenched with another very successful financial practice. I was number two at the firm. And I looked around and I was yet again at the table, you know, with all male partners. And, you know, there were some other other things that that also affected it, which was, you know, geographically and time and space, etcetera. But I'll say this.
Cokie Cox [00:17:50]:
The most powerful thing that I've done was to stand up and just say, this isn't working. I'm not impacting anybody here or or not at least to the level I'd like to be. And that was when I fully decided I'd like AlphaVest to be fully female and, recruiting female only advisors. And, you know, it's driven a little out of what I would call, you know, being opportunistic, yet it's driven really mostly by my passion to serve women as well as to demystify just the field of finance and investing. You know, there's a big at least for almost my entire career, I've felt this sort of internal beacon that's sort of anti Wall Street, if you will. Like, those are the people who make all the money. And how do I, you know, you know, how do I not get screwed? You know, you can I mean, I said that to myself at 18? Right? So I just would like to be a part of people having a good experience investing and not being taken advantage of. And while that sounds all do gooder, I it everyone knows, I think most people know that there is a major wealth transfer happening here in The United States where, you know, in the next five to seven years, you know, women are going to be controlling two thirds of the wealth in The United States alone.
Cokie Cox [00:19:24]:
There's a problem, however, because I go to all the wealth management conferences and I can look around and 20% of us are women in the room, and I can promise you half of us are wives. And the problem with that is, is these women who are gonna be burdened with empowered by managing this new found wealth want to do business with women, and they're just really not available.
Joanna Ehresman [00:19:53]:
Mhmm. There are
Cokie Cox [00:19:53]:
only 25 of us are certified financial planners. Yep. What you know, that's that's a problem. So I saw a problem to solve for. And so that's really what what threw me into this. I, you know, I'm old enough that I've been around the block a bit. I decided I'm gonna turn, with what's been a great career into a passion project and, hopefully serve, you know, the needs of women going forward.
Leah Alter [00:20:22]:
That's awesome. And I mean, so you've it spans, you know, what you said, twenty nine years, almost three decades. So, you've made this shift in the last few years, but coming into the industry, how have you seen it change? And now that you're having more of, like, a direct effect in how it's changing, where do you see some areas where we kind of, as a collective of women in the industry, can be doing more, or showing up better.
Cokie Cox [00:20:55]:
I mean, we need to be investing in women. You know? So my higher decisions, will I not hire a male? Not necessarily. But my framework for everything I do right now in my life is about investing in women. And because not because I'm anti male, but because I believe that diversity brings better outcomes. And better outcomes means better outcomes for me, better outcomes for Joe, better outcomes for Steve and Tom, all of us. Yeah. So, I'm about better outcomes, and we can't get there without diverse perspectives, and more women in the field. Yes.
Cokie Cox [00:21:36]:
We have it's changed a lot. I was the only woman in a brokerage, office here in Charleston of I don't know how many men how many male brokers we had, probably 30. And I was the only woman. Now you might find a handful more of female advisors, you know, vis a vis that of their male counterparts. Mhmm. But still astoundingly, you know, women fund managers are 10 to 12% of the population. I mean, private equity, 10 to 12% of the managers are female. And what we now know because guess what? Vanguard, we finally now have twenty year data.
Cokie Cox [00:22:19]:
Right? Yeah. Men have been studied for, you know, since the beginning of the S and P 500 in the early nineteen hundred and their management performance. We now finally have statistics, and, it it's showing that diverse teams and, specifically, female led teams are actually outperforming the nondiverse or their male counterpart or or all male led fund managers or fund teams. So so that, again, also breeds better outcomes. The statistics also show that not only are women managers outperforming, they're actually delivering it with less risk. And in this market right now, we wouldn't want better returns with less risk. Right. And better outcomes, better better better perspectives, different perspectives.
Cokie Cox [00:23:13]:
So I hope I've answered your question.
Leah Alter [00:23:15]:
Yeah. But,
Cokie Cox [00:23:16]:
you know, I have certainly seen a lot shift in the industry, but it's just not enough. And I have a few other theories about that. I, you know, just relative to just gender biases and in the care economy, you know, women are actually entering the field of finance, they say, at the same pace as men. So why aren't they staying in is is the question I'm often faced with. And I think, you know, from a from a gender perspective, it typically does roll hill downhill to us with respect to, oh, Timmy's got a cold and needs to be picked up from school, so it's the mom who does it. So, I mean, there there's that has shifted a lot. I bet you agree with me. Yeah.
Cokie Cox [00:23:59]:
It's still there. And then the same also with aging the aging population. Most, you know, daughters or or or daughters in law are are faced with helping taking care of aging parents as opposed to that of, say, their their male counterparts. So, that said, I mean, I like I said, I've seen a lot of of changes in the industry, but we have a long way to go.
Joanna Ehresman [00:24:24]:
Yeah. Well, I think the investing in women angle, to your point, it's both from a hiring standpoint, but also we've talked a lot about, like, mentorship and how are we supporting each other. And I think part of the the mission of the show is around how, you know, even you coming on and sharing your insight, right, is a way of supporting other women and investing in them. It's like this all boats rise when we are generous with our insights, with our best practices, whatever it may be, right, to help others. And kinda don't hold it tightly out of a mentality of scarcity, but just like I think it just the different definitions of investing in each other is what it was coming to mind as you were talking about that. So I, think that's important.
Leah Alter [00:25:08]:
It also reminded me of the Carson Group's research. We had them on over a year ago about when they did their first women in wealth management study, and they're in the process of doing their second one now. And, you know, when you're asking the question of, like, I'm not exactly sure. I'm sure there's, like, a lot of different factors. You know, I think that there was a mentality. They called it the queen bee effect, right, where a lot of the women that had kind of risen to the top had to scratch and claw their way there and didn't necessarily bring other women with them. And The resonance. Yeah.
Leah Alter [00:25:53]:
I mean, I think we all kind of had similar probably similar experiences at some point in our career. And now the the current setting, I'm excited to see what they come back with, is around creating a a pathway, towards for success for women in the industry, Working with women who have reached a certain level of success, and creating almost like a framework and a pathway for other women instead of, well, here you go. Best of luck. Hope you, you know, hope you end up with a good mentor, and actually creating, you know, more specific pathways for different areas of the industry so that there is that framework rather than, like, let's just see what happens. Right? And I think that can what if we're all focused on that, which it sounds like you are doing in your firm as well, Cokie, is, you know, being able to create space for women, with a framework of this is how we, you know, help each other to your point, Joanna, where all boats rise.
Joanna Ehresman [00:27:11]:
Yeah. Love it. Okay. So time for one of our favorite questions. Cokie, what's the best career advice you've received?
Cokie Cox [00:27:22]:
This is a fun story, and, the advice came from Bev. Beverly was our, front desk clerk. She was probably in her early seventies and I had just returned back to work after having my second child. And, my two were twenty months apart. So I, you know, had a toddler and, you know, a baby baby. And, honestly, she caught me beleaguered, you know, at the at the water cooler. And I was taking a moment, like, if I'm if I'm speaking unfettered, I just had to close the door, pull the blinds, had to pump, put the milk in the freezer with the notes, don't drink this, you don't want the, you know, it it was it was this is the thing. You know, it was with 30 men in the office, and and this is what I was this is the mountain I was climbing then.
Cokie Cox [00:28:16]:
And she caught me in the midst of all of that. Right? And I'm exhausted. And, you know, I probably looked horrible. And Bev caught me at the water cooler, and she said, what what are you doing? Said, what? You know, are you thinking about quitting? And I said, you know, maybe, you know, I'm tired. Yeah. But being honest. Yeah. And she said, and, you know, this isn't gonna go over, you know, maybe this would go over fifty fifty with your listeners, at least those who who might be moms.
Cokie Cox [00:28:45]:
And it's not for everybody. So I'm not I'm not judging, but this really was the best career advice for me. She said, let me tell you, you thinking about those kids at home? And I just looked at her and I was like, well, it'd be nice to be at home with them. It's, you know, it's easier. And, and she said, those children don't need you right now. She said, those children need you when they're 13 and they get off the bus from school, so get back to work. And I thought about what she said, and it it worked. She was right.
Cokie Cox [00:29:22]:
I mean, so perfect day in the process and 411 ing has helped me be more conscious with my kids before they turned 13. But I will say that we as moms and and maybe women tend to feel like we need to wear more hats than I think our men friends. I don't know if you agree. And and those hats can become pretty serious. And, of course, it's you know, if something's up with the kids, it's it's I'm in. It's all me. But the fact and just the perspective of this wise woman who had, you know, raised children and had a long career. And just for her to share with me that, you know what? You can give yourself a break.
Cokie Cox [00:30:09]:
Nobody's gonna die. You're not gonna be imparting, you know, Shakespearean advice, you know, between now
Joanna Ehresman [00:30:15]:
and age
Cokie Cox [00:30:15]:
13. And and and make sure you build a career so that you can be there and have more flexibility when they do get home and get off the bus and are ornery and don't wanna talk to you so that you really push into, you know, what's going on. So I think I don't know if that's exactly what you were aiming for, but that's that's the best advice, that I got at a young age, and I'm happy that I I took her up on it.
Joanna Ehresman [00:30:43]:
I think that's fantastic. And I think we all need a Bev in our life who just, like, gives it to you straight when they can read what's going on, and they're like, here's the deal. Yeah. Been there. Done that. Exactly. Exactly.
Leah Alter [00:30:54]:
And she probably, you know, threw it out there and didn't think anything about it. Meanwhile, cut to twenty five years later, that's still something that resonates with you.
Joanna Ehresman [00:31:05]:
Uh-huh. %.
Cokie Cox [00:31:07]:
Which is awesome. Wherever you may be. Thank you. Mhmm.
Leah Alter [00:31:12]:
So as you know, we are a celebration of women in financial services. So we'd love to to celebrate something with you, whether it's work related, personal related. What can we celebrate with you today?
Cokie Cox [00:31:23]:
Well, I am almost a year into a new knee. And, you know, knee surgery as an alpine climber is often, you know, you never you never know. You never know. But I just got off, a couple volcanoes, a few weeks ago and the knee is working perfectly. And I'm excited to say that I have rebooked and I'll be back climbing in Nepal in the fall. So on the person on a personal side, I'm just thrilled that my my knees are doing good at 52 and that I get to keep climbing. So thank you for that opportunity to
Joanna Ehresman [00:32:02]:
celebrate. Oh my gosh. We don't always
Cokie Cox [00:32:04]:
smell the roses, do we, ladies?
Leah Alter [00:32:06]:
We love that.
Cokie Cox [00:32:08]:
True. Yeah.
Joanna Ehresman [00:32:09]:
Well, and and I've had actually, some friends have to get your knees and hips replaced, and it's like the the freedom from chronic pain and to get back to really doing like, it's so I don't think you realize how much it impacts you until it's gone. Right?
Cokie Cox [00:32:24]:
So Absolutely. Well well said.
Joanna Ehresman [00:32:26]:
Yes. I'm so happy to hear that. Congratulations. Thank you. I don't how does time fly so fast? This has been such
Cokie Cox [00:32:33]:
I know.
Joanna Ehresman [00:32:34]:
Invested conversation, and I wanna talk more about all of the other endeavors outside of Elphabest and your and your book. But just thank you, Cokie, for being here and sharing your story and your advice. If people wanna connect with you or work with you, what's the best way for someone to find you?
Cokie Cox [00:32:51]:
You know, I love personal outreach and, whether that's, you know, text or email and following up and getting on my calendar. I I would just love to have a conversation, with any woman who is either struggling in finance or is looking to come into the field. I I just I struggle, you know, connection is is since COVID is harder and harder these days. So, Cokie@AlphaVest.com or via our website, you know, which is AlphaVest.com. So I would love for, yeah, any any of your viewers or listeners to to reach out, jump on my calendar, and let's have a phone call.
Joanna Ehresman [00:33:30]:
Oh, what a generous offer too, especially for people that give coming into the industry. So we'll make sure that's linked, related to the show on our website. So thank you for that.
Cokie Cox [00:33:40]:
Great. Thank you, ladies. And and kudos to you for building this community and this platform, because we all need to, have a voice and be able to listen to others that that are leading and investing in women. So I thank you so much because it's, there's we you can't have too much of it. Just like women in the industry and finance, we there's room there's room for all of us, so let's do it. Yeah.
Leah Alter [00:34:09]:
Yeah. Absolutely. Well, thank you. And thank you for saying that so much. This is, this is our passion project, so, we, we just appreciate all the love and support, and thank you again so much for being here. And thank you to our sponsor, Accela, a network of firms that elevates every experience for their financial professionals. Visit go.extella.com/womenshare. That's go.axtella.com/womenshare.
Leah Alter [00:34:40]:
And that really is our show for today. If ours is a mission that you want to share in, subscribe to, the show on your very favorite platform. And with that, I'm Leah Alter.
Joanna Ehresman [00:34:52]:
And I'm Joanna Ehresman, and we'll catch you on the next episode of WomenShare.
Cokie Cox
Founder and CEO of Alphavest, LLC
Cokie Cox is a pioneer in the financial services industry who, since 1996, has supported both individuals and institutional clients, helping them navigate the financial and work-life maze. As founder of Alphavest, Cokie has built an all-female financial firm that is committed to redefining wealth management while creating space for women advisors to thrive and have a voice at the table. Cokie is a mother, author, business owner and financial “samurai” who loves food, wine, travel and alpine mountaineering and channels her passion for empowering women into every venture.