56 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, 16 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

    The Power of the Mentorship Connection

    The Power of the Mentorship Connection

    Our next W Pulse podcast, The Power of the Mentorship Connection, will premiere on July 17, 2020. Tune in to hear Royal Alliance’s Michelle Hauge and SagePoint Financial’s Shanan Doherty share their experiences as participants in the Women Forward Mentorship Program. Hear firsthand why they decided to establish their relationship, what their expectations were, and how the program has benefitted them both personally and professionally.
    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. 

    • 15 min
    The 4 Seasons of a Financial Professional’s Business

    The 4 Seasons of a Financial Professional’s Business

    Our next W Pulse podcast, The 4 Seasons of a Financial Professional’s Business, will premiere on July 1, 2020. Royal Alliance IAR Julie Brufke Wenger, is our guest speaker. Seasons divide the year into distinct periods of time when particular events, processes or activities occur. Your business has seasons, and during this podcast, Julie discusses what each one brings, and offers guidance and best practices to thrive in today’s dynamic environment.
    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
    Reinvention: From Corporate Executive to Entrepreneur

    Reinvention: From Corporate Executive to Entrepreneur

    Our next W Pulse podcast, Reinvention: From Corporate Executive to Entrepreneur, will premiere on June 17, 2020. Industry veteran Suzanne Siracuse, Founder/CEO of Suzanne Siracuse Consulting Services, LLC and former publisher at InvestmentNews, is our guest speaker. Suzanne will discuss her path from corporate leader to being her own boss. This evolution was both challenging and invigorating… and proved to be an adventure worth taking. Join us to hear Suzanne’s story and take away her unique insights.
    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
    Your Network is Your Prosperity

    Your Network is Your Prosperity

    You hear it all the time: Network, Network, Network. But, when it comes to cultivating trusted relationships with referral partners, many hesitate to take the leap, believing that it will take a lot of time and a lot of work. In her presentation, Royal Alliance’s Alice Tang, a Women Forward Visionary will guide you in learning how to generate a stream of referrals by taking just 30 minutes a week to help others to win.  If an immigrant starting with a network of zero could do it, so can you!
    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. 

    • 13 min
    Preparing the Clients of Tomorrow

    Preparing the Clients of Tomorrow

    In our May 20 W Pulse podcast, WFS financial professional and Women Forward Visionary asks: You spend every day helping clients achieve their financial goals… but do you ever spend time thinking about who your clients are going to be in the future? In “Preparing the Clients of Tomorrow,” Megan explores the idea that the girls of today can be the clients of tomorrow – if given the proper guidance. A long-time advocate for and mentor to kids the foster care system, Megan will share her front-line insights into the unique challenges faced by girls who are “in the system” as they transition into adulthood and become financially stable. Many have never had an example of a financially independent woman to emulate. So, they learn to become trapped and dependent on someone else to provide for them, and sometimes that means staying in horribly unsafe situations. This session will challenge you to find a way to help in your community. To be that female role model who can give at-risk girls the tools they need to be successful, and to start adulthood with an idea of what it takes to be financially independent.
    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. 

    • 13 min
    Believe Your Beliefs, Doubt Your Doubts

    Believe Your Beliefs, Doubt Your Doubts

    Does your mind sometimes get in the way of progress? In our May 6 W Pulse podcast, Royal Alliance financial professional and Women Forward Visionary Rhonda Kerkhoff offers tips and tools to successfully “Believe Your Beliefs, Doubt your Doubts.” Our minds can get us stuck and limit us from becoming the best version of ourselves as female financial professionals. Rhonda shares her own story of self-doubt in rural America, where she believed she did not have the same opportunities as peers who lived in larger cities.  Over time, she learned to trust her gut and to use her strengths, to put best practices into play that fit and worked in her environment.  In this presentation, Rhonda will give some examples of how she adapted and how you can, too. 
    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. 

    • 13 min

Customer Reviews

4.7 out of 5
16 Ratings

16 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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