The W Pulse
By Advisor Group
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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!
| Name | Description | Released | Price | ||
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1 |
CleanWearing Many Hats | Debbie DeLuca & Bonnie Boyce | 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... | 2/20/2019 | Free | View in iTunes |
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2 |
CleanThinking About the Big Picture | Susan Lopez and Katelyn Murray | 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,... | 2/6/2019 | Free | View in iTunes |
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3 |
CleanI Am Enough | Shannon Larson | 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... | 1/16/2019 | Free | View in iTunes |
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4 |
CleanJust Raise Your Hand…and See What Happens | Genevieve Hodges-Sisco | 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... | 1/2/2019 | Free | View in iTunes |
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5 |
CleanHugs Not Handshakes | Barbara Moser and Connie Heier | 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... | 12/12/2018 | Free | View in iTunes |
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6 |
CleanAn Exceptional Client Experience | Midge Suite-Arnold | 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... | 10/17/2018 | Free | View in iTunes |
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7 |
CleanHow to Pursue Excellence, Protect Culture, & Cultivate Leaders | Dawn Hemming and Michelle Brennan Hall | 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... | 10/3/2018 | Free | View in iTunes |
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8 |
CleanThe Importance of Mentorship | Melanie Tanaka & Ellen Rogin | 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,... | 9/19/2018 | Free | View in iTunes |
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9 |
CleanRenaissance Marketing To Identify Opportunities | Brittany Abbate | 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,... | 9/5/2018 | Free | View in iTunes |
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10 |
CleanThe Family Dynamics of Succession | Alli Holt & Judy Rubin | 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,... | 8/15/2018 | Free | View in iTunes |
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11 |
CleanFrom School Teacher to Branding Maven | Mary Rose Eagan | 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... | 8/1/2018 | Free | View in iTunes |
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12 |
CleanFinding Balance: In Business, In Life, and Both | Tiana Ronstadt & Judy Rubin | 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... | 7/18/2018 | Free | View in iTunes |
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13 |
CleanYour 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... | 7/4/2018 | Free | View in iTunes |
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14 |
CleanBusiness 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... | 6/20/2018 | Free | View in iTunes |
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15 |
CleanOur 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... | 6/6/2018 | Free | View in iTunes |
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16 |
CleanThe 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... | 5/16/2018 | Free | View in iTunes |
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17 |
CleanA 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,... | 5/2/2018 | Free | View in iTunes |
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18 |
CleanIn 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,... | 4/20/2018 | Free | View in iTunes |
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19 |
CleanFocus 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... | 4/12/2018 | Free | View in iTunes |
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20 |
CleanIntentional 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... | 3/21/2018 | Free | View in iTunes |
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21 |
CleanYour 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... | 3/7/2018 | Free | View in iTunes |
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22 |
CleanWelcome 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... | 1/29/2018 | Free | View in iTunes |
| 22 Items |
Customer Reviews
Looking forward to more!
I’ve been enjoying hearing interviews/stories from strong women in the financial industry. Thank you for putting together this initiative.
Great!
I look forward to the release of these podcasts and hearing from inspiring women!!
A gem for Women financial advisors
Thanks for these shows. It’s great to hear how women can grow and succeed as financial advisors.
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