The W Pulse Advisor Group

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.