64 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!

Advisor Group offers securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial Inc. and Woodbury Financial Services Inc, as broker/dealers, registered investment advisors and members of FINRA and SIPC. 20 E. Thomas Rd., Ste. 2000, Phoenix, AZ, 85012. 866.481.0379

The W Pulse Advisor Group

    • Careers
    • 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!

Advisor Group offers securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial Inc. and Woodbury Financial Services Inc, as broker/dealers, registered investment advisors and members of FINRA and SIPC. 20 E. Thomas Rd., Ste. 2000, Phoenix, AZ, 85012. 866.481.0379

    A Resilience Ringleader: Thoughts on Being the Most Effective and Having Control of Your Attitude

    A Resilience Ringleader: Thoughts on Being the Most Effective and Having Control of Your Attitude

    Our next W Pulse Podcast, “A Resilience Ringleader: Thoughts on Being the Most Effective and Having Control of Your Attitude” premieres on November 18. ConnectED Canvas keynote Bonnie St. John – author, Paralympian, and dynamic speaker – brings you her insights on inclusion and resilience. A self-described “Resilience Ringleader,” Bonnie will discuss micro resilience: those little things you can do each day to make a difference and allow you to sustain high-level performance in all areas of your life. How can you be the most effective throughout the day, hour by hour? With micro resilience… tune in to learn how to build a first aid kit for your attitude, one that will help you address evolving situations by pivoting your attitude quickly.
    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. 

    • 30 min
    Effective Business Growth Tactics That Worked This Year

    Effective Business Growth Tactics That Worked This Year

    This year has forced us all to develop new ways to conduct business, while also changing the way we communicate with our clients. It also provided an opportunity to create more efficient ways to interact with our clients and others. Hear from a panel of your peers about the strategies they deployed to successfully grow their business in 2020. We’ll also discuss best practices for effectively addressing your clients’ goals and fears going forward.
    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. 

    • 53 min
    The Value of Insurance and Overcoming Client Objections

    The Value of Insurance and Overcoming Client Objections

    Our next W Pulse podcast, The Value of Insurance and Overcoming Client Objections, will premiere on October 21, 2020. From starting the insurance conversation, to engaging reluctant clients to closing the sale, Royal Alliance’s Jennifer Kim will discuss best practices that lead to success.
    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. 

    • 36 min
    Social Media Footprint in a Virtual World

    Social Media Footprint in a Virtual World

    Our next W Pulse Podcast, “Social Media Footprint in a Virtual World ” premieres on October 7. In this age of social distancing, a strong Social Media presence is more important than ever for today’s financial professional. Woodbury Financial Services’ Tiana Ronstadt (WFS) will share her insights on creating and implementing effective strategies to engage and connect with clients and prospects. We hope you can join us!
    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. 

    • 29 min
    View from the Media: WealthManagement.com’s Managing Editor Discusses the Stories That Shape Our Industry

    View from the Media: WealthManagement.com’s Managing Editor Discusses the Stories That Shape Our Industry

    In the September 16 edition of W Pulse, Diana Britton, Managing Editor of Wealthmanagement.com, shares her experiences and perceptions in View from the Media: WealthManagement.com’s Managing Editor Discusses the Stories That Shape Our Industry. During the podcast, Diana discusses the impact various women’s initiatives have had on our industry so far, the impact and difference of diversity and inclusion, and her advice for moving forward. By providing a forum for financial professionals to be transparent about their struggles – and overcoming them – Diana understands the challenges facing women financial professionals and offers many useful insights. Be sure to tune in!

    • 23 min
    Competing Against Time

    Competing Against Time

    Our next W Pulse podcast, Competing Against Time, will premiere on September 2, 2020. Tune in to hear Woodbury Financial Services’ Lindsey Hanley share her insights and tips on managing the competing priorities of growing your business, serving your clients, embracing innovation, and enjoying a fulfilling personal life.  
    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. 

    • 25 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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