74 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

    • 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!

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

    Forward Thinking: A Financial Professional’s Passion for Growing & Evolving

    Forward Thinking: A Financial Professional’s Passion for Growing & Evolving

    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.

    • 22 min
    Following in Father’s Footsteps: Making an Impact by Doing Good

    Following in Father’s Footsteps: Making an Impact by Doing Good

    • 20 min
    Existing Client Engagement

    Existing Client Engagement

    Our March 17 W Pulse podcast is an encore presentation of our W Series webinar, Existing Client Engagement. Tune in for a financial professional panel discussion covering the key elements of successful client engagement: communication strategies, unique/virtual events, use of technology, the practical application of behavioral finance, and more. Each of our panelists -- Cindy Gleason, CFP® ChFC®, CDFA®, BFATM; Barbara A. Million, CRPC®, BFATM; and Pamela Sams, CRPC®, BFATM -- holds the Behavioral Financial Advisor designation and has experienced success in applying it.
    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. 

    • 1 hr 1 min
    Finding Happiness in Business Growth and Women Recruitment

    Finding Happiness in Business Growth and Women Recruitment

    Our March 3 W Pulse podcast,  Finding Happiness in Business Growth and Women Recruitment, takes a deep dive into the “hows” and “whys” of recruiting women financial professionals to your practice.  Triad Advisors’ Dianne Webb,  CFP®, EA, CDFA®, taps into her personal experiences to share best practices on growing your business, your way… and finding happiness along the way.
    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. 

    • 20 min
    A Financial Professional's Intention: Serving Generations of Clients With Her Whole Heart

    A Financial Professional's Intention: Serving Generations of Clients With Her Whole Heart

    Retaining client assets across generations is a common – and often challenging – goal for financial professionals. Triad Advisors’ Jennifer Johnston reflects upon her success in this area, offers actionable guidance and tips, and also weighs in on the professional and personal benefits of taking this broad approach to client engagement.
    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. 

    • 21 min
    Mentorship Chats With a Leader in Mentoring

    Mentorship Chats With a Leader in Mentoring

    We’ve all heard about the benefits of mentoring, for both the Mentor and Mentee. Our February 3 W Pulse podcast,  Mentorship Chats With a Leader in Mentoring, offers a first-person perspective and insights on how to maximize the mentorship experience.  Securities America financial professional, Lena Jo Hartley, President of Downeast Private Wealth, taps into her personal experiences to share best practices for getting the most out of the Mentor/Mentee relationship.
    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. 

    • 20 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.

Top Podcasts In Business

Listeners Also Subscribed To