61 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

    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
    Consistency is Key

    Consistency is Key

    Our next W Pulse podcast, Consistency is Key, will premiere on August 19, 2020. Lea Goodman, managing partner of The Legacy One Group in Houston, and a Managing Field Advisor/OSJ of FSC Securities Corporation, will share her personal and professional story as a woman in the financial services industry. Lea’s focus on consistency in delivering quality service and support to her clients and embracing innovation have been key to her great 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. 

    • 25 min
    The Business of Buying

    The Business of Buying

    Our next W Pulse podcast, The Business of Buying, will premiere on August 5, 2020. Tune in to hear Royal Alliance’s Tara Clark share her personal experience growing her business through acquisition. Learn about the benefits and challenges, as well as the support provided by Advisor Group’s Succession & Acquisition Team and the resources they make available.  
    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. 

    • 26 min
    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

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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