The W Pulse
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Your Career Story | Karin Alvarado
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,...
Business Development at Advisor Group | Desiree Sii & Beth Johnson
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...
Our Business is About Connection, Not Sales | Teresa McClelland-Sargent
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...
The Power to Connect in the Fiduciary Era | Shannon Larsen, Cathy Wagner, Tiana Ronstadt, & Diana DeCharles
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: 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...
A Noble Profession | Jamie Price, CEO of Advisor Group
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...
In Your Corner | Jamie Price, CEO of Advisor Group
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...
Focus Your Power | Valerie Brown, Patti Brennan, & Debra Brennan Tagg
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...
International Networking & The W Source | Hannah Buschbom
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...
Your Career Story | Rita Robbins
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...
Welcome to The W Pulse
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!