30 episodes

Brought to you by Osaic and Women Forward, Osaic'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 Osaic’s women’s initiative to attract, develop and nurture women financial advisors through programs that are innovative and actionable.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

© Osaic, Inc. • osaic.com

The W Pulse Osaic

    • Business
    • 4.8 • 20 Ratings

Brought to you by Osaic and Women Forward, Osaic'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 Osaic’s women’s initiative to attract, develop and nurture women financial advisors through programs that are innovative and actionable.

Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., American Portfolios Financial Services, Inc., and Ladenburg Thalmann & Co., broker-dealers and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, American Portfolios Advisors, Inc., Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by Osaic Wealth, Inc., Securities America Advisors, Inc., Triad Advisors, LLC., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser.

© Osaic, Inc. • osaic.com

    Coach's Corner on W Pulse: An Advisor's Insights from the Next Level Program

    Coach's Corner on W Pulse: An Advisor's Insights from the Next Level Program

    In this episode you'll hear from an advisor and a business coach about the ins and outs of an essential start in coaching: The Next Level Program

    • 24 min
    Success Stories: Steps to Being Prepared for Purchasing a Practice

    Success Stories: Steps to Being Prepared for Purchasing a Practice

    Two advisors in various stages of purchasing practices talk about the experiences they've had that helped them get prepared to make a transition and purchase a practice. 

    • 17 min
    A Career Journey: From Assistant to Associate to Advisor

    A Career Journey: From Assistant to Associate to Advisor

    After 17 years in the industry, Esther shares her perspective on lessons learned from holding a variety of roles in financial services including, now, Financial Advisor.

    • 11 min
    Coach's Corner on W Pulse: An Advisor's Insight on Next Level Coaching

    Coach's Corner on W Pulse: An Advisor's Insight on Next Level Coaching

    In this episode, you'll hear an advisor's top lessons from the Next Level coaching program.

    • 27 min
    Inflection Points: Learn How One Advisor Grows Her Business & Her Team

    Inflection Points: Learn How One Advisor Grows Her Business & Her Team

    A top advisor, Miye Wire, shares her experience growing her practice, finding ways to scale, and building out a team around her that encompasses the type of service she wants to deliver to her clients.

    • 26 min
    Coach's Corner on W Pulse: An Advisor's Insights on Next Level for Their Staff Members

    Coach's Corner on W Pulse: An Advisor's Insights on Next Level for Their Staff Members

    In this episode, you'll hear an advisor's perspective of how she leads her staff with the help of coaching. Having experienced Advisor Group's Next Level program herself, Lisa sent her associate through the program as well.

    • 23 min

Customer Reviews

4.8 out of 5
20 Ratings

20 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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