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The W Pulse

Business & Economics Podcasts

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! Advisor Group offers securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial Inc. and Woodbury Financial Services Inc, as broker/dealers, registered investment advisors and members of FINRA and SIPC. 20 E. Thomas Rd., Ste. 2000, Phoenix, AZ, 85012. 866.481.0379

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! Advisor Group offers securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial Inc. and Woodbury Financial Services Inc, as broker/dealers, registered investment advisors and members of FINRA and SIPC. 20 E. Thomas Rd., Ste. 2000, Phoenix, AZ, 85012. 866.481.0379

Location:

United States

Description:

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! Advisor Group offers securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial Inc. and Woodbury Financial Services Inc, as broker/dealers, registered investment advisors and members of FINRA and SIPC. 20 E. Thomas Rd., Ste. 2000, Phoenix, AZ, 85012. 866.481.0379

Language:

English

Contact:

6027443154

Episodes

Finding Happiness in Business Growth and Women Recruitment

3/3/2021
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...

Duration:00:19:41

A Financial Professional's Intention: Serving Generations of Clients With Her Whole Heart

2/17/2021
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.

Duration:00:17:38

Mentorship Chats With a Leader in Mentoring

2/3/2021
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,...

Duration:00:21:32

Impact Investing: How to Get Started Generating a Positive Environmental and Social Impact

1/20/2021
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...

Duration:00:19:44

A Retirement Plan Professional: Why You Should Have a ‘Why’

1/6/2021
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...

Duration:00:20:54

Better Together: Women Forward & Ladenburg Institute of Women and Finance

12/16/2020
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...

Duration:01:04:47

Helping Clients Find Their 'Why': One Woman's BFA Designation Adventure

12/2/2020
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...

Duration:00:30:14

A Resilience Ringleader: Thoughts on Being the Most Effective and Having Control of Your Attitude

11/18/2020
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...

Duration:00:27:52

Effective Business Growth Tactics That Worked This Year

11/4/2020
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...

Duration:00:45:19

The Value of Insurance and Overcoming Client Objections

10/21/2020
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.

Duration:00:39:08

Social Media Footprint in a Virtual World

10/7/2020
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...

Duration:00:35:26

View from the Media: WealthManagement.com’s Managing Editor Discusses the Stories That Shape Our Industry

9/16/2020
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...

Duration:00:23:24

Competing Against Time

9/2/2020
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.

Duration:00:28:35

Consistency is Key

8/19/2020
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...

Duration:00:27:27

The Business of Buying

8/5/2020
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.

Duration:00:30:20

The Power of the Mentorship Connection

7/15/2020
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...

Duration:00:18:18

The 4 Seasons of a Financial Professional’s Business

7/1/2020
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...

Duration:00:24:23

Reinvention: From Corporate Executive to Entrepreneur

6/17/2020
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...

Duration:00:33:26

Your Network is Your Prosperity

6/3/2020
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...

Duration:00:15:03

Preparing the Clients of Tomorrow

5/20/2020
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...

Duration:00:14:49

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