The W Pulse: Recent Episodes
Advisor Group
Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from industry leaders.
Women Forward is Advisor Group’s women’s initiative to attract, develop and nurture women financial advisors through programs that are innovative and actionable.
Visit http://www.advisorgroup.com/women-forward for additional information!
Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors, LLC, and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., a broker-dealer and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. Advisor Group, Inc. is an affiliate of these firms.
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In this episode you'll hear from an advisor and a business coach about the ins and outs of an essential start in coaching: The Next Level Program
Two advisors in various stages of purchasing practices talk about the experiences they've had that helped them get prepared to make a transition and purchase a practice.
After 17 years in the industry, Esther shares her perspective on lessons learned from holding a variety of roles in financial services including, now, Financial Advisor.
In this episode, you'll hear an advisor's top lessons from the Next Level coaching program, and her experience going through the BFA course and achieving this sougt-after designation.
A top advisor, Miye Wire, shares her experience growing her practice, finding ways to scale, and building out a team around her that encompasses the type of service she wants to deliver to her clients.
In this episode, you'll hear an advisor's perspective of how she leads her staff with the help of coaching. Having experienced Advisor Group's Next Level program herself, Lisa sent her associate through the program as well.
Hear from Operations Manager Lisa Dewing who is part of a team of deaf advisors, as she shares how she manages, understands, and drives growth in an inclusive business serving a specific audience.
View the episode transcript!
Abby & Olga are peas in a pod. And they're sharing with you their methods for integrating gratefulness practices into their lives - professionally and personally.
Today we’re sitting down with Rebekah Black, Founder and CEO of Jambos Donates, for a lively conversation about following your dreams! After a mission trip to Jamaica to work with children, Rebekah realized she wanted to help foster kids but wasn’t sure where to start. Fast forward to today: Jambos Donates is a nonprofit bringing comfort to thousands of kids in foster care by collecting and providing them with brand-new pajamas.
Hear how Trisha Qualy prepared for and accomplished a goal she had for 20 years: completing a marathon! Trisha will share lessons that she learned during her training journey and how those lessons apply to business.
This talk will give the audience a greater understanding of the importance of creating an inclusive environment for their clients, peers, and fellow humans with disabilities. As financial advisors, we have clients and peers that have passion and ability and just need access to the tools to allow them to be successful. I will share my journey from exclusion to access and how it gave me the power to be heard.
Let me help you, not make the mistake I made, selling my practice that I built over the last 36 years without truly knowing the emotional, physical and mental impact on me, my life and everything that is most important to me. As women advisors, we play a critical role in the lives of our clients, helping them navigate all there is to consider throughout their lives... and we do it well. When it comes to leaving that role behind, and you think you got it covered...think again. My journey will inspire you to look and find what's hidden from your view, to not be afraid to create a future that's beyond what's familiar, and to be fearless, because the world needs us now more than ever, to mentor the next generation.
Joann Woodrops Joann discusses the Art of Manifestation using real examples, where she has manifested a better life for herself personally and professionally. Manifestation includes writing down goals and also, working your hardest at completing these goals.
She also discusses the different versions of Success. Society has this blueprint of what “Success” is but Joann doesn’t follow that blueprint.
In the financial industry, advisors are often told to put clients into boxes. This is how you should talk to retirees…women…millennials. But the truth is, each of these demographics are made up of individuals with different personality types, different communication styles and different planning needs. Catering your communication to a generation or gender is likely not getting you where you need to go. This presentation will help you better understand your client’s behavioral profile – regardless of which demographic they fit into – to ensure you are making a lasting connection and truly helping your clients reach their financial goals.
Active listening is a powerful communication skill, but a small percentage of people are intentionally practicing this skill. As a financial professional, how can you practice active listening with your clients? Erinn Ford, EVP of Advisor Engagement, shares why active listening in our profession is important and how you can create a space to listen, ask questions and respond.
Financial professional Jennifer Scroggins (TRI) recently teamed up with Leah Gregory at Premier Trust, to find solutions for a client's complex trust. Jennifer and Leah join us on the W Pulse today to share what they learned from the experience and when you should engage with a trust expert.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
The W Pulse's 100th episode!
How do you intentionally engage your clients? NextGen financial professional Cammie Sorensen Banks shares her passion around what it means to engage with her clients vs include. On today's special 100th W Pulse episode, she provides insight on what she does differently, especially for her women clients.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
As a person who seeks creativity, Megan Takagi was struggling to find passion in her role. This realization led her to take charge of her happiness and she designed a role in her family’s firm that brings her joy. Listen to today's W Pulse episode as Megan discusses how she incorporates creativity in her work.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
Nextgen financial professional Valerie Roque (TRI), joined the industry as an associate financial advisor and worked her way towards a financial advisor role. While working towards the financial advisor role, she continued to learn and add important certifications that led to exciting opportunities. Valerie shares her career journey hoping to inspire others to join the industry.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
Whitney Figueroa’s (WFS) career change from social worker to wealth manager, was led by her previous career where she witnessed others struggle through tough financial situations. From this experience, grew her desire to help others be proactive and build a financial plan for the unexpected. Whitney shares her experience with her career change and why she chose to participate in the Financial Planning Jump Start coaching program.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
How does she do it? Financial professional Lisa Krall runs a women's network and a business, which we all know - is not an easy task! On today's episode, Lisa shares tips for balancing her workload and how she supports women in her community.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
As women we try so hard to have it all together during work and at home, but we need to give ourselves some grace. Today's W Pulse guest Kristen Kimmel, EVP of Business Development at Advisor Group, reminds us to give ourselves permission to fail.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
What is the key to being successful when you're the youngest financial professional in your office? Apply your knowledge and passion to what you do every day! Today's W Pulse guest, financial professional Amy Welborn, shares ideas for passionately growing your business.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
From a young, single mother statistic to reaching the summit of her mountain, financial professional Tasha Coleman reflects on the phases of her life. Tasha shares lessons learned and how she wants to give back by helping other women in the industry.
What do money and mimosas have in common? On today's W Pulse, financial professional Pamela Sams dives into her toolbox of business tools she uses with her clients to help them reach their financial goals.
An untethered financial professional, Samantha Finnerty stumbled upon a niche market and set herself apart from her peers. On today's W Pulse, Samantha shares how she discovered her niche market and gives tips for successful client events.
Are you looking to spring clean your business this season? Hear how SagePoint financial professional Juanita Stephens stays organized by leveraging a common, inexpensive office product.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
Through her personal story of resilience and self-discovery, Royal Alliance financial professional Sarah Walkinshaw will remind you of your own power to create the life you desire.
This presentation was originally recorded at Advisor Group’s W Forum, an annual event supporting the advancement of women in the wealth management industry.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
How involved should you be with a client’s employee benefit selection? One thing you can do is demystify healthcare costs and explain how employee benefits play in to a holistic financial picture. Hear from Royal Alliance financial professional and W Forum Visionary Michaela F. Scott, MSFS, CFP®, AIF®, RICP®, ChFC, CLU® on this topic and how you can best support your clients.
This presentation was originally recorded at Advisor Group’s W Forum, an annual event supporting the advancement of women in the wealth management industry.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
Whether it’s a client or employee in your office, having a culture focused on caring can make a positive impact. Hear from SagePoint financial professional and W Forum Visionary Donnalee Bowles as she shares what a culture of caring means, how you can build one, and why it’s relevant to you. This presentation was originally recorded at Advisor Group’s W Forum, an annual event supporting the advancement of women in the wealth management industry.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
The recent events of the Great Resignation have reinvigorated values-based leadership and an economy for the common good. Hear from Securities America financial professional and W Forum Visionary Sybil Slade, CRPC®, on how values-based leadership can create a win-win for yourself, your team, and your clients.
This presentation was originally recorded at Advisor Group’s W Forum, an annual event supporting the advancement of women in the wealth management industry.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
Hear from polar explorer, educator, and lecturer Ann Bancroft in an exclusive interview that will inspire you to continue the climb. Ann shares her personal story of outdoor adventure and provides insights on risk taking, mentorship, inspiring a global audience, and more.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
Hear SagePoint’s Kathleen Jucar share her inspiring journey , as she describes how she found purpose helping widowed clients and friends after her husband’s unexpected death.
Financial professionals Karen Vining and Lena Jo-Hartley share their personal experiences and best practices for developing a succession plan. Listen now for insights to protect the future of your business and clients.
When her husband suddenly passed away, advisor Monica Salaiz-Narvaez, CFP, CLTC found herself in an unexpected and painful season of life. Since that tragic day, she has made it her mission to help guide and support other women in similar life transitions. Hear how Monica uses her personal experience to empathize and connect with clients in a powerful way.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
As a small business owner, a diverse team is one of your strongest assets. But in blending different roles, personalities, and backgrounds, how can you ensure your team is united under a single vision?
In this episode, hear how The Michael Matheson Group empowers each of its team members, including financial advisors, business development managers, and client service professionals, to support the firm’s client-first philosophy.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
Listen to an impactful discussion between Advisor Group’s Angie Dunivent, Succession and Acquisition Manager, and Lisa Doherty, Director of Securities Operations and Senior OSJ Branch Manager for Collective Financial Group. Together they review best practices on succession planning, business valuation, practice acquisition, and more. If you are interested in buying or selling a business, this is the conversation for you!
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
Do men and women differ when it comes to confidence? Hear from Woodbury Financial Services financial professional Juli McNeely, author of the book No Necktie Needed, on how to overcome the gender confidence gap and reach a new level of success.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
In our latest W Pulse podcast, Alyssa Jarman and April Wilson from Royal Alliance answer questions about Women’s Resource Groups. They discuss what typical meetings and seminars look like, how they got their women’s group started, lessons learned along the way, and advice for listeners who may want to start their own Women’s Resource Group.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward initiative and the Women's Advisory Board.
Our third W Series meeting is a moderated discussion with your peers sharing real world insights into niche marketing, MyCMO campaigns, and driving website traffic. Panelists Kaitlyn Colditz and Ginny Perez answer questions and provide their perspectives in this interactive session.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward initiative and the Women's Advisory Board.
Discover the wonder, freedom, and inspiration of the third third of your life. If you are over or nearing 50, how can you make the most of this new, exciting chapter? Royal Alliance financial professional Rita Robbins shares her tips on preparing for a rewarding third phase of life, one where you’ll continue to learn, grow, and flourish along the way.
This presentation was originally recorded at Advisor Group’s 2021 W Forum, an annual event supporting the advancement of women in the wealth management industry.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
We all have circumstances in our lives that may prevent us from reaching our full professional potential. Financial professional Kelly O’Malley’s challenge (and also one of her greatest joys) is her severely disabled son, John. As both a caretaker and advisor, Kelly was sure she would never become a top performer – until a shift in strategy changed everything.
This presentation was originally recorded at Advisor Group’s 2021 W Forum, an annual event supporting the advancement of women in the wealth management industry.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
Helping others becomes possible when you love what you are doing. FSC Securities financial professional Jyoti Gujral shares her experience founding a nonprofit to support breast cancer patients and how each of us can harness our passion to give back.
This presentation was originally recorded at Advisor Group’s 2021 W Forum, an annual event supporting the advancement of women in the wealth management industry.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
Change happens all the time whether we like it or not – and most of the time, we don’t like it. But what if we started viewing change as an opportunity, instead of an obstacle to overcome? Hear from FSC Securities financial professional Monica Brown on how she leverages change to inspire growth, both personally and professionally.
This presentation was originally recorded at Advisor Group’s 2021 W Forum, an annual event supporting the advancement of women in the wealth management industry.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
Hear from Securities America financial professional Sandra Wagner, President and CEO of Wagner Planning, on how she leverages Panoramic Planning in her business and how you can start implementing this smart strategy today.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
Office inefficiency is common among businesses of all sizes. The most cost-effective, and often best, solution is to leverage your existing team. Advisor Group Business Consultant, Maria Lindsley will kick us off by sharing best practices and specific direction on role mapping, career pathing, and cross-training. You’ll learn how to lead your team to work smarter, build a culture of success, and shape a strong compensation philosophy. Maria will then moderate a discussion with two experienced financial professionals, Tiana Ronstadt and Rita Robbins, about their successes and challenges around talent.
Staying ahead of the competition is essential for any successful entrepreneur. Our May 5 W Pulse podcast offers smart strategies to anticipate opportunities that maximize business growth. Hear from SagePoint financial professional Pina Formicola, AWMA®, AIF of Tax & Investment Group, on how she leverages mental models and forward thinking to grow her business strategically.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.
Our March 17 W Pulse podcast is an encore presentation of our W Series webinar, Existing Client Engagement. Tune in for a financial professional panel discussion covering the key elements of successful client engagement: communication strategies, unique/virtual events, use of technology, the practical application of behavioral finance, and more. Each of our panelists -- Cindy Gleason, CFP® ChFC®, CDFA®, BFATM; Barbara A. Million, CRPC®, BFATM; and Pamela Sams, CRPC®, BFATM -- holds the Behavioral Financial Advisor designation and has experienced success in applying it.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Our March 3 W Pulse podcast, Finding Happiness in Business Growth and Women Recruitment, takes a deep dive into the “hows” and “whys” of recruiting women financial professionals to your practice. Triad Advisors’ Dianne Webb, CFP®, EA, CDFA®, taps into her personal experiences to share best practices on growing your business, your way… and finding happiness along the way.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Retaining client assets across generations is a common – and often challenging – goal for financial professionals. Triad Advisors’ Jennifer Johnston reflects upon her success in this area, offers actionable guidance and tips, and also weighs in on the professional and personal benefits of taking this broad approach to client engagement.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
We’ve all heard about the benefits of mentoring, for both the Mentor and Mentee. Our February 3 W Pulse podcast, Mentorship Chats With a Leader in Mentoring, offers a first-person perspective and insights on how to maximize the mentorship experience. Securities America financial professional, Lena Jo Hartley, President of Downeast Private Wealth, taps into her personal experiences to share best practices for getting the most out of the Mentor/Mentee relationship.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Our next W Pulse Podcast, “Impact Investing: How to Get Started Generating a Positive Environmental and Social Impact” premieres on January 20. Triad Advisors’ Julie Krehbiel, CFP®, discusses the hows and whys of constructing investment portfolios that align with both your clients’ objectives and their values. Julie has proven time and again that “doing good while doing well” is within reach, with the right tools and approach.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
The first W Pulse Podcast of 2021, A Retirement Plan Professional: Why You Should Have a ‘Why’ premieres on January 6. Carrie Ohm, VP of Advisor Development at Resources Investment Advisors, a Securities America affiliate, shares her insights on ways financial professionals can better serve their retirement clients and, in effect, grow their businesses. And, it all starts with reflecting upon your role as an investor advocate and assessing your goals for yourself and your clients… and having a powerful, thoughtful response to “Why?”
ConnectED Canvas keynote Bonnie St. John – author, Paralympian, and dynamic speaker – brings you her insights on inclusion and resilience. Sharing her experiences as a world-class athlete and how her mantra of “Fall Down? Get up Faster!” has transformed her mindset and informed her successes. Bonnie tackles the importance of resilience, how to get comfortable in a sometimes uncomfortable world, and methods to enhance leadership skills. Join us and leave with key takeaways you can use in your businesses, in life, and in the Women Forward community.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
In a year where emotions have run high for everyone, the importance of understanding the role that emotions play in the financial decision-making process has never been greater. Securities America financial professional Dominica Henderson, CFP®, BFA®, shares her journey in obtaining the Behavioral Finance Advisor (BFA) designation, and how it has impacted her business and her relationships with her clients.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Our next W Pulse Podcast, “A Resilience Ringleader: Thoughts on Being the Most Effective and Having Control of Your Attitude” premieres on November 18. ConnectED Canvas keynote Bonnie St. John – author, Paralympian, and dynamic speaker – brings you her insights on inclusion and resilience. A self-described “Resilience Ringleader,” Bonnie will discuss micro resilience: those little things you can do each day to make a difference and allow you to sustain high-level performance in all areas of your life. How can you be the most effective throughout the day, hour by hour? With micro resilience… tune in to learn how to build a first aid kit for your attitude, one that will help you address evolving situations by pivoting your attitude quickly.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
This year has forced us all to develop new ways to conduct business, while also changing the way we communicate with our clients. It also provided an opportunity to create more efficient ways to interact with our clients and others. Hear from a panel of your peers about the strategies they deployed to successfully grow their business in 2020. We’ll also discuss best practices for effectively addressing your clients’ goals and fears going forward.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Our next W Pulse podcast, The Value of Insurance and Overcoming Client Objections, will premiere on October 21, 2020. From starting the insurance conversation, to engaging reluctant clients to closing the sale, Royal Alliance’s Jennifer Kim will discuss best practices that lead to success.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Our next W Pulse Podcast, “Social Media Footprint in a Virtual World ” premieres on October 7. In this age of social distancing, a strong Social Media presence is more important than ever for today’s financial professional. Woodbury Financial Services’ Tiana Ronstadt (WFS) will share her insights on creating and implementing effective strategies to engage and connect with clients and prospects. We hope you can join us!
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
In the September 16 edition of W Pulse, Diana Britton, Managing Editor of Wealthmanagement.com, shares her experiences and perceptions in View from the Media: WealthManagement.com’s Managing Editor Discusses the Stories That Shape Our Industry. During the podcast, Diana discusses the impact various women’s initiatives have had on our industry so far, the impact and difference of diversity and inclusion, and her advice for moving forward. By providing a forum for financial professionals to be transparent about their struggles – and overcoming them – Diana understands the challenges facing women financial professionals and offers many useful insights. Be sure to tune in!
Our next W Pulse podcast, Competing Against Time, will premiere on September 2, 2020. Tune in to hear Woodbury Financial Services’ Lindsey Hanley share her insights and tips on managing the competing priorities of growing your business, serving your clients, embracing innovation, and enjoying a fulfilling personal life.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Our next W Pulse podcast, Consistency is Key, will premiere on August 19, 2020. Lea Goodman, managing partner of The Legacy One Group in Houston, and a Managing Field Advisor/OSJ of FSC Securities Corporation, will share her personal and professional story as a woman in the financial services industry. Lea’s focus on consistency in delivering quality service and support to her clients and embracing innovation have been key to her great success.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Our next W Pulse podcast, The Business of Buying, will premiere on August 5, 2020. Tune in to hear Royal Alliance’s Tara Clark share her personal experience growing her business through acquisition. Learn about the benefits and challenges, as well as the support provided by Advisor Group’s Succession & Acquisition Team and the resources they make available.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Our next W Pulse podcast, The Power of the Mentorship Connection, will premiere on July 17, 2020. Tune in to hear Royal Alliance’s Michelle Hauge and SagePoint Financial’s Shanan Doherty share their experiences as participants in the Women Forward Mentorship Program. Hear firsthand why they decided to establish their relationship, what their expectations were, and how the program has benefitted them both personally and professionally.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Our next W Pulse podcast, The 4 Seasons of a Financial Professional’s Business, will premiere on July 1, 2020. Royal Alliance IAR Julie Brufke Wenger, is our guest speaker. Seasons divide the year into distinct periods of time when particular events, processes or activities occur. Your business has seasons, and during this podcast, Julie discusses what each one brings, and offers guidance and best practices to thrive in today’s dynamic environment.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Our next W Pulse podcast, Reinvention: From Corporate Executive to Entrepreneur, will premiere on June 17, 2020. Industry veteran Suzanne Siracuse, Founder/CEO of Suzanne Siracuse Consulting Services, LLC and former publisher at InvestmentNews, is our guest speaker. Suzanne will discuss her path from corporate leader to being her own boss. This evolution was both challenging and invigorating… and proved to be an adventure worth taking. Join us to hear Suzanne’s story and take away her unique insights.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
You hear it all the time: Network, Network, Network. But, when it comes to cultivating trusted relationships with referral partners, many hesitate to take the leap, believing that it will take a lot of time and a lot of work. In her presentation, Royal Alliance’s Alice Tang, a Women Forward Visionary will guide you in learning how to generate a stream of referrals by taking just 30 minutes a week to help others to win. If an immigrant starting with a network of zero could do it, so can you!
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
In our May 20 W Pulse podcast, WFS financial professional and Women Forward Visionary asks: You spend every day helping clients achieve their financial goals… but do you ever spend time thinking about who your clients are going to be in the future? In “Preparing the Clients of Tomorrow,” Megan explores the idea that the girls of today can be the clients of tomorrow – if given the proper guidance. A long-time advocate for and mentor to kids the foster care system, Megan will share her front-line insights into the unique challenges faced by girls who are “in the system” as they transition into adulthood and become financially stable. Many have never had an example of a financially independent woman to emulate. So, they learn to become trapped and dependent on someone else to provide for them, and sometimes that means staying in horribly unsafe situations. This session will challenge you to find a way to help in your community. To be that female role model who can give at-risk girls the tools they need to be successful, and to start adulthood with an idea of what it takes to be financially independent.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Does your mind sometimes get in the way of progress? In our May 6 W Pulse podcast, Royal Alliance financial professional and Women Forward Visionary Rhonda Kerkhoff offers tips and tools to successfully “Believe Your Beliefs, Doubt your Doubts.” Our minds can get us stuck and limit us from becoming the best version of ourselves as female financial professionals. Rhonda shares her own story of self-doubt in rural America, where she believed she did not have the same opportunities as peers who lived in larger cities. Over time, she learned to trust her gut and to use her strengths, to put best practices into play that fit and worked in her environment. In this presentation, Rhonda will give some examples of how she adapted and how you can, too.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Our April 15 W Pulse podcast shines a light on the “hows” and “whys” of engaging a growing niche market: the Special Needs Family. WFS financial professional and 2020 Women Forward Visionary Cortney Heykoop shares her expertise surrounding this important topic. While every client’s plan or path is different, working with a special needs family adds a few more layers of unpredictability and nuance. With the increased prevalence of developmental delays and Autism, more and more families find themselves preparing for these unique circumstances. In this talk you will learn strategies to better demonstrate your value to this niche market and more thoughtfully support the families who need you, and your expertise.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Our April 1 W Pulse podcast features Women Forward Visionary, FSC’s Clare Ciervo. Her presentation, How to Meet Your Future Self, takes a deep dive into what science calls “The End of History Illusion” and ways to avoid falling victim to it. Research has found that human beings are able to look back at past versions of themselves and observe how much they have changed. Yet, when asked to project how they’ll change in the future, most people assume they will largely stay the same. This belief that all change is behind us – “The End of History Illusion” – can create obstacles for us to effectively make choices for ourselves in the future. So, how can we become aware of our own internal biases and put our imagination to work to befriend our future selves? Even just the practice of engaging with the inevitable truth of change can lead to authentic, more constructive, and even more fun conversations about who we will be and how to best care for that person.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Our upcoming Pulse podcast, Leading With Technology: Borrow, Buy or Build! will premiere on March 18, 2020. Royal Alliance financial professional Trisha Qualy, Certified Financial Planner at Minneapolis-based Affiliated Advisors, is our guest speaker. Trisha’s background as an educator taught her the importance of dialogue, and she is committed to actively engaging clients during their financial journey. She’s bringing that philosophy to our podcast, where she’ll share how technology has positively impacted her business, tips for leveraging Advisor Group’s tech offerings effectively and ways tech has elevated her client relationships.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Our next W Pulse podcast, It’s Not Boundaries, It’s Freedom, will premiere on March 4, 2020. FSC financial professional Nina Lloyd, President and CEO of Chapel Hill, NC-based Opus Financial is our guest speaker. Nina, one of inaugural W Forum Visionaries, will share her backstory, the importance of perspective when approaching a challenge, and her best business-building tips.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Lisa Brumm, WFS Financial Professional, is our speaker for the podcast, Leveraging the Power of the Purse, premiering February 19th. During this podcast, Lisa will share her career story, including how My Financial Girlfriend got started, and the idea behind it. In addition, she’ll talk about her Fun-ancial Friday concept. The podcast continues with how she overcomes challenges and a discussion about her participation in networking groups and professional development.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Amy Wolff, a speaker coach and event speaker for Distinction Communication, Inc., TEDx speaker coach for TEDxPortland, is our guest for our next podcast, How A Speaker Coach Started A Global Movement, premiering February 5. During this podcast, Amy will share how she accidentally started a global movement – facilitating trainings for community leaders in Kigali, Rwanda. In addition, she will discuss the single most valuable impact of a speaker coach and give advice for aspiring presenters. The podcast concludes with her career story including major milestones, biggest “ah ha” moments, and lessons learned.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Tricia Carter Wood, FSC financial professional, founder of Haber Wealth Management, and Monday Maven. What is a Monday Maven? It is the monthly spotlight on a female advisor within our private Women Forward Facebook group. During this webcast, premiering on January 15th, Tricia will share her summer experience, which she talked about in the spotlight. She will also discuss eQuipt – how it’s changed her clients’ experience, daily operations, account opening process, and more. She will also reveal why her business segment – physicians, business owners and women – is important to her. The podcast closes with her career story: major milestones and lessons learned.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Ever wonder what it’s like to work with your family? Shanan Doherty will tell you during the W Pulse podcast, When Family Is At Home and At the Office, which premiered on January 1. Shanan shares her career story, including how she ended up working with her dad and brother. She also discusses best lessons learned and major milestones along the way. In addition, she reveals what life on a ranch is like and how ranch life has impacted her business responsibilities. Shanan talks about her mentorship experience – her top 2-3 lessons learned and accomplishments she reached with the help of her mentor. Shannon is a new Women’s Advisory Board member; she chats about how she would like to make an impact for women.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Leigh McClusky, SVP, Talent Acquisition, and Jeffrey McKown, SVP, Human Resources, Advisor Group, are the speakers for our podcast, “Operations Rigor” is Your Friend: Lessons from HR, premiering on December 18th. Leigh and Jeffrey will delve into human resource myths and dispel them.
The podcast will continue with a discussion on how to successfully onboard employees, and include information on the resources, playbooks and templates Advisor Group offers for financial professionals to use when they are looking to make a hire. They will also take a look at the biggest opportunities for financial professionals to positively impact his/her business’ human resources department, and share tips to help employees gain financial support from their bosses for continuing education, such as obtaining licenses, designations, etc.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Michele Leach, SagePoint Financial Professional and owner of Financial Transition Partners is the speaker for our next W Pulse. During this podcast, which premiered on December 4, Michele discusses Therapy and Financial Planning. Michele will share thoughts on her journey including major milestones and big decisions that influenced her career. In addition, Michele will discuss “The Life Stages of Financial Planning for Women.” Michele started a local Women to Women Networking Group. She will reveal why she decided to pursue this avenue and how she overcame objections to starting the group.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Pick up the Phone, Nothing Happens Until you do! says Kimberly Korf of Kimberly Korf Wealth Design & Insurance Services. Premiering on November 20th, this W Pulse podcast features Kimberly Korf who will tell us her career story - from major milestones to big decisions. A Professional Wealth Coach, Kimberly will discuss what that means and how she uses this approach when working with clients. Her firm’s mission statement is “Thinking Outside the Box.” Kimberly will share how she challenges herself to think differently when looking for solutions. Kimberly has also purchased a book of business. She will tell us about the challenges in doing so, and what she would do differently now that she can look back at the experience.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Tina Vallelonga has held various positions at Advisor Group. Currently, she is Vice President, Succession & Acquisitions, and was previously the Executive Assistant to the CEO. During this podcast, Mother of All Trades, premiering on November 6, Tina will share her career story including what it was like to be the “chief of staff” for the CEO, all the way to her current role. Tina will also discuss the difference between Succession & Continuity, and how what she does applies to advisors.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
The mission statement of Women Forward is attract, develop and nurture women financial advisors through programs that are innovative and actionable. Michelle Brennen Hall has taken that on as an action item.
Michelle is a veteran wealth advisor at Brennan Wealth Advisors in the Dallas-Forth Worth area. In June 2019, she hosted a See The Future day with girl scouts as they spent the day in her office. During this podcast, Michelle will cover the key items you need to focus on in order to have a similar successful and educational event. This will include a discussion of the day’s activities, the thoughts going into the event and conclude with outcome of the day.
This is a helpful and informative podcast if you are contemplating hosting students in your office to show them different career opportunities within the financial services industry.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Stacy O’Keeffe, Vice President, Advisory Facing Technology, Advisor Group, is highly thought of by our advisors. She has made a significant impact in the tech world.
During this podcast, Women in Tech, premiering on October 2, Stacy will share her career story – the big decisions and major milestones along her journey. She will share memories of making a positive impact with advisors. Stacy closes with her observations about being a “woman in tech” and the obstacles she faced.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
On September 18, we will premier our next W Pulse Podcast, Two is Better than One. Elizabeth Scheiderer, CFP®, Senior Financial Advisor for NCA Financial Planners, will share her career story – how she got started, the milestones, key decisions, and her path to today. She will also discuss her view of what her next level is – where is she going from here.
In addition, Elizabeth will describe her view on working in teams, what drives her to engage others and why it’s important. Elizabeth also gives financial tips on her local news channel – she will reveal how this began. The podcast concludes with her tips and best practices that help her manage work/life balance.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Christina Nash, a Royal Alliance advisor and member of the Women’s Advisory Board, is the speaker for our next W Pulse Podcast premiering on September 4. Founder and CEO of Knox Grove Financial, she will cover the topic, You Make the Most Amount of Movement in the Shortest Amount ofTime. With a background in finance and a Master’s in Education, Christina will talk about her passion to educate people, her personal mission, whether it is visiting her kid’s school to educate the class or being involved in her community. Christina will share the story of her first job in finance where she was one of two women among 450 advisors. Christina will also discuss how she connects with her clients by doing a dream board during their initial meeting in her office and the positive reaction she usually gets: No one has ever asked us to do this!
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Mel Robbins - motivational speaker, talk show host, social media influencer – and keynote speaker at the 2019 W forum. Now she joins us on our next podcast premiering August 21. Mel will share her story of why she wears tennis shoes on stage and her dream of creating a line of sneakers with Converse/Sketchers, and having the proceeds go to charities that support and mentor young girls. She will reveal her thoughts on ‘brain on auto pilot versus drive’ – your brain is on auto and not even thinking and drive is the thing that will help you reach your value. As we all think about what we will do, Mel will tell us how to close the gap between thinking about doing something and actually doing it. She will discuss knots when you are nervous, butterflies when you are excited, and ends with how 5..4..3..2..1.. can be used with kids by modeling the behavior and self-awareness.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
Redefining Success, something Valerie Brown has been doing her entire career. A member of the Board of Directors, and former Executive Chairman of Advisor Group, this podcast, premiering on August 7, features Valerie Brown talking about her career and her path to today. Valerie will share major milestones, lessons learned, along with anything she would have done differently, and what she is most proud of. Mentoring is important to our Women Forward program – she will tell us about people who helped her along the way and who had the biggest influence on her. Valerie will close the podcast by discussing what she feels are the biggest career opportunities for young people in the financial industry and where she would advise someone to start.
The W Pulse series, brought to you by Advisor Group, was created by the Firm's Women Forward Initiative and the Women's Advisory Board.
At the W Forum, we showcased four W Forum Visionaries. We continue our podcast series featuring the last presentation in the event you wish to hear it again or listen to for the first time if you missed it.
FSC affiliated advisor, Debra Brennan Tagg, CFP®, President, DBT360, will speak on the subject What You Need to Know About Negotiation to Truly be a Holistic Planner. Premiering on July 17th, this podcast will discuss the holistic relationship with clients and how this is a big opportunity for women. Holistic planning should encourage clients to negotiate for more pay, bigger opportunities, or better work-life balance so they can live the life they want. Debra will talk about why this is important for female clients and will present negotiation tactics advisors can use to help clients understand this so they feel empowered to ask for what they need.
The W Pulse series, brought to you by Advisor Group, was created by the Firm’s Women Forward Initiative and the Women’s Advisory Board. This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!
At the W Forum, we showcased four W Forum Visionaries. We continue with our podcast series featuring each presentation in the event you wish to hear them again or listen to for the first time if you missed them.
Nina Lloyd, Vice President, Opus Financial Advisors, Inc. an advisor affiliated with FSC Securities Corporation, is featured in the next podcast premiering on July 3rd. Throughout this podcast, you will find out how Nina broke the mold! As a second-generation advisor in a male-dominated field, Nina shares her personal journey to find her place within the financial industry, while also juggling the demands of a young family. Nina discusses how she went from being uncomfortable in her own skin, to growing her business through intentional giving of her unique gifts and strengths.
The W Pulse series, brought to you by Advisor Group, was created by the Firm’s Women Forward Initiative and the Women’s Advisory Board. This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!
At the W Forum, we showcased four W Forum Visionaries. During June and July, our podcast series will feature each presentation in the event you wish to hear them again or listen to for the first time if you missed them.
The next visionary we present is Kelly Ryan Smith, an advisor affiliated with FSC Securities Corporation. Kelly started her financial advisory career in the Boston area and successfully relocated her business to the Carolinas in 2006.
Premiering on June 19th, Are You Satisficed?, is the concept of being satisfied with what is satisfactory. During this podcast, Kelly shares her story of how being satisfied helped Kelly and her husband with a big decision, and how this concept impacts clients’ decisions.
The W Pulse series, brought to you by Advisor Group, was created by the Firm’s Women Forward Initiative and the Women’s Advisory Board. This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!
At the W Forum, we showcased four W Forum Visionaries. Over the next two months, our podcast series will feature each presentation in the event you wish to hear them again or listen to for the first time if you missed them.
The first visionary we present is Pamela Rodriguez, an advisor affiliated with SagePoint Financial. Pamela is a Division Manager and OSJ for Independent Capital Management in Los Angeles.
The podcast, “Sell!” And Other 4 Letter Words They Forgot to Teach You in Business School, premiers on June 5th. Knowing how to prepare a spreadsheet and read a balance sheet is not enough to ensure a fulfilling and successful career. This webinar will cover those real life challenges we have faced in our careers that business school was too afraid to talk about.
The W Pulse series, brought to you by Advisor Group, was created by the Firm’s Women Forward Initiative and the Women’s Advisory Board. This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!
Susan Theder, Chief Marketing Officer at Advisor Group, will join us in conversation during our podcast, Go Big or Go Home! premiering on May 15th. During the podcast, Susan will share her career story along with the major milestones along the way. WOW is an important factor in Susan’s career. She will reveal what WOW signifies, and what “empathize with your audience” means. The podcast continues with Susan discussing the challenges she faced throughout her career and how she overcame them, plus how she celebrates achievements in her professional role.
The W Pulse series, brought to you by Advisor Group, was created by the Firm’s Women Forward Initiative and the Women’s Advisory Board. This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!
The podcast premiering on May 1st, Don’t Let Fear Hold You Back, will feature Bernadette Hunter, Royal Alliance Advisor, Director of Client Engagement, Key Financial, Inc. Bernadette will share her career story – how she got to where she is today. She will also discuss the role of Direct or Client Engagement. Summer internships are important to Key Financial. Bernadette will talk about the summer program and the motivation behind it. The podcast concludes with a conversation on how Bernadette finds balance across the tasks she needs to accomplish in a day.
The W Pulse series, brought to you by Advisor Group, was created by the Firm’s Women Forward Initiative and the Women’s Advisory Board. This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!
Patti Brennan, CFP®, CFS®, Royal Alliance Advisor, and President/CEO of Key Financial, Inc. is our featured speaker for the April 17th podcast Feel, Felt Found. During this podcast, Patti discusses her career path, including major milestones. In 2018, SHOOK analysts ranked Patti 4th in Pennsylvania among wealth advisors. Patti shares her philosophy on leading her team through challenges and achievements, and will pinpoint what she and her team does that led to this ranking. The podcast concludes with Patti defining her version of success and how she is working toward it.
The W Pulse series, brought to you by Advisor Group, was created by the Firm’s Women Forward Initiative and the Women’s Advisory Board. This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!
The next podcast in this series, Planes, Trains & Automobiles, will premier April 3, 2019. The featured speaker is Allison Pratt, Executive Vice President, National Sales, Advisor Group. During the podcast, Allison will tell her career story and how her journey led her to Advisor Group. She will also talk about her executive coaching style and how she motivates her team. Being driven by very tangible sales goals, the podcast will close with how Allison challenges herself to stay motivated throughout the year.
The W Pulse series, brought to you by Advisor Group, was created by the Firm’s Women Forward Initiative and the Women’s Advisory Board. This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!
March 20th brings the next podcast, Empower the Client. The career story of Autumn Soltysiak, CFP®, SagePoint Advisor in Traverse City, Michigan, will be featured. Autumn will share how her education, career decisions and milestones got her to today’s role. She will reveal what “coaching clients” means along with “the science of portfolios management.” She will tell us about a memorable experience with a client. Autumn, a self-defined naturally curious person, closes by chatting about when she discovered this and how she harnessed it to help her develop and grow.
The W Pulse series, brought to you by Advisor Group, was created by the Firm’s Women Forward Initiative and the Women’s Advisory Board. This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!
Queen of Awesomeness, that’s the title of our next podcast premiering on March 6th. Mary Sterk, CFP ®, Woodbury Advisor, and President, CEO of Sterk Financial Services in Dakota Dunes, South Dakota, will share her career story along with her philosophy, “…the only thing that money really does is buy you choices.” She will discuss where that philosophy came from and how she reinforces it with staff and clients. Mary will also tell us about her specialized planning programs, why they were created and how they help clients. In closing, Mary will share her three C’s of delegation – how to successfully delegate.
The W Pulse series, brought to you by Advisor Group, was created by the Firm’s Women Forward Initiative and the Women’s Advisory Board. This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!
In this episode of the W Pulse, Bonnie Boyce, Financial Advisor at Vahanian & Associates Financial Planning Inc. and Debbie Deluca, Internal Recruiter with Royal Alliance, will each share their career story.
Bonnie Boyce’s career path has been enriched by being a member of the Admin Council. She will reveal how that role has supplemented her career. Other milestones along her career path will be shared along with her career story - how she got to where she is today.
Debbie Deluca, who has been with Royal Alliance for fifteen years, will discuss her role as internal recruiter along with the career path that led her to this position. Debbie will share the best parts of her day along with the most challenging ones and how she has overcome them. She will also talk about the Admin Council.
The W Pulse series, brought to you by Advisor Group, was created by the Firm’s Women Forward Initiative and the Women’s Advisory Board. This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!
For more information on this and other podcasts in the series, please visit iTunes.
In this episode of the W Pulse, Katelyn Murray, with Woodbury Financial, and Susan Lopez, with Royal Alliance, will each share their career story. More specifically, Katelyn and Susan will discuss major milestones met along their journey, decisions that changed the course of their career path, the best/worst advice they’ve ever been given, and how they’ve approached mentorship. The podcast will conclude with Katelyn and Susan revealing the challenges they faced and how those challenges were confronted.
The W Pulse series, brought to you by Advisor Group, was created by the Firm’s Women Forward Initiative and the Women’s Advisory Board. This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!
Shannon Larson, SVP Product Management and Development, Wealth Management Solutions at Advisor Group discusses her career journey, from turning over her mouse to learn new keystrokes, to her role today. Shannon continues by sharing how she helps advisors through Product Development and how she found success as a female leader with mentorships have helping her throughout her career. The podcast concludes with Shannon providing information on where women can find opportunities within the financial industry and will offer advice to get to the next level.
The W Pulse series, brought to you by Advisor Group, was created by the Firm’s Women Forward Initiative and the Women’s Advisory Board. This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!
For more information on this and other podcasts in the series, please visit iTunes.
This episode features Genevieve Hodges-Sisco, SVP Broker Dealer Recruiting, Advisor Group. Genevieve will share her career story, where she started and how she got to where is today. In addition, she will share lessons learned, both personally and professionally. She also discusses her role as a recruiter including what motivates her and how she handles the challenges that come with her position. The podcast closes with Genevieve sharing advice with those women looking to enter the financial services industry.
The W Pulse series, brought to you by Advisor Group, was created by the Firm’s Women Forward Initiative and the Women’s Advisory Board. This podcast series for Advisor Group’s new podcast network is accessible on iTunes, Google Play, or your favorite podcast app!
For more information on this and other podcasts in the series, please visit iTunes.
Our series continues with Barbara Moser, CPA, CFP® and Connie Heier, CPA, CFP®, principals of Moser & Heier Financial Solutions in Lisle, IL, sharing how they formed Moser-Heier Financial Service. In addition, they will discuss what being a CFP and CPA means to them, their practice and their clients. Barbara and Connie will also address how they handle growth in their practice, and reveal the best advice they’ve given a client. The podcast concludes with a conversation about mentorship.
The W Pulse series, brought to you by Advisor Group, was created by the Firm’s Women Forward Initiative and the Women’s Advisory Board. This podcast series for Advisor Group’s new podcast network is accessible on iTunes, Google Play, or your favorite podcast app!
For more information on this and other podcasts in the series, please visit iTunes.
On today's W Pulse, we're joined by Midge Suite-Arnold, President & Owner of Victory Wealth Management, Inc.
Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.
Visit http://www.advisorgroup.com/women-forward/ for additional information!
On today's W Pulse, we're joined by Dawn Hemming and Michelle Brennan Hall.
Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.
Visit http://www.advisorgroup.com/women-forward/ for additional information!
On today's W Pulse, we're joined by Melanie Tanaka, CFP® and
Ellen Rogin, CPA, CFP®.
Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.
Visit http://www.advisorgroup.com/women-forward/ for additional information!
On today's W Pulse, we're joined by Brittany Abbate, Advisor Group Marketing Consultant.
Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.
Visit http://www.advisorgroup.com/women-forward/ for additional information!
On today's W Pulse, we're joined by Alli Holt and Judy Rubin with Plaza Advisors.
Our conversation includes:
- How Alli, Judy's daughter, joined Judy and entered the industry as a Business Development Associate
- Alli's early experience, including her understanding of the true role of the financial advisor
- How Alli balances her financial studies and her full-time career
- What led Judy to encourage Alli to consider the financial services industry and how Judy identified the right role for Alli
- Judy's plans for coaching and mentored Alli in her development with an apprenticeship plan
- What succession looks like for Judy and her future plans
Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.
Visit http://www.advisorgroup.com/women-forward/ for additional information!
On today's W Pulse, we're joined by Mary Rose Eagan, Vice President of Advisor Marketing and Growth Programs with Advisor Group.
Our conversation includes:
- Mary Rose's career journey including her time as an elementary school teacher, financial services trainer, and her current career in marketing
- The value that Advisor Marketing provides in helping an advisor tell their story and grow their business through connection and engagement
- Marketing consultations, MarketingU - Advisor Group's marketing education resource, and MyCMO - Advisor Group's automated marketing tool for advisors
- The importance of marketing and how MyCMO simplifies and automates marketing for the Advisor Group advisor with multi-channel campaigns and engaging events
- How Advisor Marketing can support advisors through 1:1 consultations with dedicated marketing professionals
- The most impactful actions advisors can take to strengthen his/her brand
- How Mary Rose balances work and family through prioritization
Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.
Visit http://www.advisorgroup.com/women-forward/ for additional information!
On today's W Pulse, we're joined by Tiana Ronstadt, Financial Advisor with Power Women Investing and Judy Rubin, Financial Advisor with Plaza Advisors. Tiana and Judy discuss how they built and deliver on their brands. Tiana and Judy continue with best practices in handling recommendations from staff to improve and how to best find balance in business, in life, and with being okay with less-than-perfect.
Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.
Visit http://www.advisorgroup.com/women-forward/ for additional information!
Karin Alvarado, Senior Partner at New Aspect Financial Services, joins the W Pulse to discuss her career story.
Karin shares how she decided to enter the industry and why she decided to stay. She continues with the early adversity she faced in her efforts to become a financial advisor and her early motivations in overcoming her fears.
Karin continues with the importance of relationships in her career, her experience as a Relationship Manager, tips to building a successful 401k business, and the value of a having a mentor.
Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.
Visit http://www.advisorgroup.com/women-forward/ for additional information!
Desiree’ Sii, SVP, Business Development for Sagepoint Financial & Beth Johnson, VP, Business Development for FSC Securities join the W Pulse to discuss business development within the broker dealer space, including practice management, serving as accountability partner and partnering with advisors to formulate business plans & value propositions, and identifying the best products and services for clients.
Desiree’ and Beth share success stories in partnering with advisors, best practices among women financial advisors, including client service and business operations, and the need for advisors to shift mindsets toward financial planning in today's fiduciary era to maintain a competitive advantage.
Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.
Visit http://www.advisorgroup.com/women-forward/ for additional information!
Today we were joined by Teresa McClelland-Sargent, Royal Alliance advisor and president & owner of Financial & Tax Planning, Inc. and Financial Planning Advisory Corp of Flint, Michigan.
During our conversation, Teresa discusses her earliest perceptions of the financial advisor role, the very first invitation Theresa received from her father to embrace the financial advisor role, what Teresa is most grateful for in her on-boarding as an advisor, and how Teresa experienced success in her series exams. Teresa also shares her experiences assuming her father's practice and how that's influenced Teresa's process with her son as he on-boards as an advisor. Finally, we discuss the importance of truly listening to clients, committing to follow-through, and most of all – being authentic with clients.
Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.
Visit http://www.advisorgroup.com/women-forward/ for additional information!
Broadcast from W Forum, Advisor Group's annual conference that offers education and networking opportunities for all women in the Advisor Group network, Shannon Larsen leads a panel of extraordinary advisors that includes Cathy Wagner, Tiana Ronstadt, & Diana DeCharles.
Conversation includes:
- How each woman best serves her clients
- Each woman's "power" and how it helps connect to clients
- Changes made to adapt to the fiduciary era
- When and how the women began in financial planning
- How the women have chosen to charge for financial planning
- How to have a conversation around fees and risk with clients
- Each woman's client review process
- Communication efforts with clients including fun activities and events
- Planning for a successful relationship with a client
- How the women segment clients and a look into their service models
- Referral sources
- Creating efficiency in one's business
Connect with Cathy Wagner by visiting http://www.wagneradvisorygroup.com.
Connect with Tiana Ronstadt by visiting http://www.powerwomeninvesting.com.
Connect with Diana DeCharles by visiting http://www.planwithpamg.com.
Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.
Visit http://www.advisorgroup.com/women-forward/ for additional information!
Broadcast from W Forum, Advisor Group's annual conference that offers education and networking opportunities for all women in the Advisor Group network, Jamie Price shares his perspective on women advisors in the financial services industry, including where we find ourselves today, and his thoughts around where we're headed.
Jamie also shares his experiences and insights after his first year as CEO of Advisor Group, insights on how to best encourage advisors to engage Advisor Group as true partner and mentor, and Jamie's first job and the lessons he's carried from his first job to his career as CEO of Advisor Group
Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.
Visit http://www.advisorgroup.com/women-forward/ for additional information!
Broadcast from W Forum, Advisor Group's annual conference that offers education and networking opportunities for all women in the Advisor Group network, Jamie Price shares his perspective on women advisors in the financial services industry, including where we find ourselves today, and his thoughts around where we're headed.
Jamie also gives his thoughts on how best to support women transitioning to advisor roles, including the importance of succession planning. Finally, Jamie touches on how and why Advisor Group has committed to transition from vendor to true partner for our advisors.
Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.
Visit http://www.advisorgroup.com/women-forward/ for additional information!
Broadcast from W Forum, Advisor Group's annual conference that offers education and networking opportunities for all women in the Advisor Group network, Valerie Brown leads a panel of advisors that includes Patti Brennan & Debra Brennan Tagg. Conversations include experiences growing in the industry and how focusing one's power can lead to success.
Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.
Visit http://www.advisorgroup.com/women-forward/ for additional information!
Hannah Buschbom, partner and financial planner at AmeriFlex Financial Services, shares her professional story, discusses how she built her practice through intentional networking, and reflects on early lessons she learned in her career and how she applied those lessons for success. With nearly a decade of experience in the financial services industry, Hannah is also the co-founder of The W Source™, a referral network of female professionals, and a chapter head for its Santa Barbara Chapter.
Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.
Visit http://www.advisorgroup.com/women-forward/ for additional information!
Rita Robbins, President of Affiliated Advisors and one of InvestmentNews’ 2017 Women to Watch, joins Katey Davern McCabe to discuss her path to becoming a financial advisor, what moved her to create Affiliated Advisors, and how her own evolution has led to the evolution of her firm. Rita shares her definition of leadership, how the financial advisor profession is primarily about helping clients and nurturing relationships, how emotional intelligence, a clear value proposition, and emotional relationships should influence the marketing strategies of women advisors, and more.
Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.
Visit http://www.advisorgroup.com/women-forward/ for additional information!
Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from your peers and industry leaders.
Women Forward is Advisor Group’s women’s initiative to attract, develop and nurture women financial advisors through programs that are innovative and actionable. (this is our mission)
Visit http://www.advisorgroup.com/women-forward/ for additional information!