82 episodes

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.

© Advisor Group • 20 E. Thomas Rd., Suite 2000 • Phoenix, AZ 85012 • 866-481-0379 • advisorgroup.com

The W Pulse Advisor Group

    • Business
    • 4.7 • 17 Ratings

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.

© Advisor Group • 20 E. Thomas Rd., Suite 2000 • Phoenix, AZ 85012 • 866-481-0379 • advisorgroup.com

    Educating & Empowering Women Financial Professionals

    Educating & Empowering Women Financial Professionals

    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.

    • 33 min
    Growth Through Digital Marketing & Online Presence

    Growth Through Digital Marketing & Online Presence

    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.

    • 23 min
    Embracing the Third Phase of Life

    Embracing the Third Phase of Life

    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.

    • 14 min
    How One Advisor Grew Her AUM by 40% in 90 Days

    How One Advisor Grew Her AUM by 40% in 90 Days

    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.

    • 16 min
    Connecting Passion with Purpose

    Connecting Passion with Purpose

    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.

    • 15 min
    The Art of Continuous Evolution

    The Art of Continuous Evolution

    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.

    • 13 min

Customer Reviews

4.7 out of 5
17 Ratings

17 Ratings

EMEN2916 ,

Great!

I look forward to the release of these podcasts and hearing from inspiring women!!

Hi9357965 ,

A gem for Women financial advisors

Thanks for these shows. It’s great to hear how women can grow and succeed as financial advisors.

Taea Takagi-Jones ,

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.

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