The W Pulse Advisor Group

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.

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. 

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.