The W Pulse Advisor Group

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.

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.

Hear from Securities America financial professional Sandra Wagner, President and CEO of Wagner Planning, on how she leverages Panoramic Planning in her business and how you can start implementing this smart strategy today.  
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.

Office inefficiency is common among businesses of all sizes. The most cost-effective, and often best, solution is to leverage your existing team. Advisor Group Business Consultant, Maria Lindsley will kick us off by sharing best practices and specific direction on role mapping, career pathing, and cross-training. You’ll learn how to lead your team to work smarter, build a culture of success, and shape a strong compensation philosophy. Maria will then moderate a discussion with two experienced financial professionals, Tiana Ronstadt and Rita Robbins, about their successes and challenges around talent.

Staying ahead of the competition is essential for any successful entrepreneur. Our May 5 W Pulse podcast offers smart strategies to anticipate opportunities that maximize business growth. Hear from SagePoint financial professional Pina Formicola, AWMA®, AIF of Tax & Investment Group, on how she leverages mental models and forward thinking to grow her business strategically.
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.