88 episodes
The W Pulse Advisor Group
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- Business
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4.7 • 17 Ratings
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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!
Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., Triad Advisors, LLC, and Woodbury Financial Services, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Securities America, Inc., a broker-dealer and member of FINRA and SIPC. Advisory services are offered through Arbor Point Advisors, LLC, Ladenburg Thalmann Asset Management, Inc., Securities America Advisors, Inc., and Triad Hybrid Solutions, LLC, registered investment advisers. Advisory programs offered by FSC Securities Corporation, Royal Alliance Associates, Inc., SagePoint Financial, Inc., and Woodbury Financial Services, Inc., are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. Advisor Group, Inc. is an affiliate of these firms.
© Advisor Group • 20 E. Thomas Rd., Suite 2000 • Phoenix, AZ 85012 • 866-481-0379 • advisorgroup.com
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This Is How Kat Follows the Signs to Find Her Community and Make Connections
Hear SagePoint’s Kathleen Jucar share her inspiring journey , as she describes how she found purpose helping widowed clients and friends after her husband’s unexpected death.
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Succession Planning & Practice Acquisition
Financial professionals Karen Vining and Lena Jo-Hartley share their personal experiences and best practices for developing a succession plan. Listen now for insights to protect the future of your business and clients.
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Connecting a Personal Experience to a Passion: Helping Other Women Succeed
When her husband suddenly passed away, advisor Monica Salaiz-Narvaez, CFP, CLTC found herself in an unexpected and painful season of life. Since that tragic day, she has made it her mission to help guide and support other women in similar life transitions. Hear how Monica uses her personal experience to empathize and connect with clients in a powerful 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. -
Our team dynamics: how we work together to put the client first
As a small business owner, a diverse team is one of your strongest assets. But in blending different roles, personalities, and backgrounds, how can you ensure your team is united under a single vision?
In this episode, hear how The Michael Matheson Group empowers each of its team members, including financial advisors, business development managers, and client service professionals, to support the firm’s client-first philosophy.
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. -
A Succession and Acquisition Conversation: Working Together Towards Success
Listen to an impactful discussion between Advisor Group’s Angie Dunivent, Succession and Acquisition Manager, and Lisa Doherty, Director of Securities Operations and Senior OSJ Branch Manager for Collective Financial Group. Together they review best practices on succession planning, business valuation, practice acquisition, and more. If you are interested in buying or selling a business, this is the conversation for 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. -
How Women Build Confidence: Taking Steps Towards Something New
Do men and women differ when it comes to confidence? Hear from Woodbury Financial Services financial professional Juli McNeely, author of the book No Necktie Needed, on how to overcome the gender confidence gap and reach a new level of 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.
Customer Reviews
Great!
I look forward to the release of these podcasts and hearing from inspiring women!!
A gem for Women financial advisors
Thanks for these shows. It’s great to hear how women can grow and succeed as financial advisors.
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.