44 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

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

    How To Leverage The Right Process, Tools and Resources

    How To Leverage The Right Process, Tools and Resources

    Tricia Carter Wood, FSC financial professional, founder of Haber Wealth Management, and Monday Maven.  What is a Monday Maven?  It is the monthly spotlight on a female advisor within our private Women Forward Facebook group.  During this webcast, premiering on January 15th, Tricia will share her summer experience, which she talked about in the spotlight.  She will also discuss eQuipt – how it’s changed her clients’ experience, daily operations, account opening process, and more.  She will also reveal why her business segment – physicians, business owners and women – is important to her.  The podcast closes with her career story: major milestones and lessons learned.
    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. 

    • 28 min
    When Family Is At Home and At the Office

    When Family Is At Home and At the Office

    Ever wonder what it’s like to work with your family?  Shanan Doherty will tell you during the W Pulse podcast, When Family Is At Home and At the Office, which premiered on January 1.  Shanan shares her career story, including how she ended up working with her dad and brother.  She also discusses best lessons learned and major milestones along the way.  In addition, she reveals what life on a ranch is like and how ranch life has impacted her business responsibilities.  Shanan talks about her mentorship experience – her top 2-3 lessons learned and accomplishments she reached with the help of her mentor.  Shannon is a new Women’s Advisory Board member; she chats about how she would like to make an impact for women.
    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
    "Operations Rigor” is Your Friend: Lessons from HR

    "Operations Rigor” is Your Friend: Lessons from HR

    Leigh McClusky, SVP, Talent Acquisition, and Jeffrey McKown, SVP, Human Resources, Advisor Group, are the speakers for our podcast, “Operations Rigor” is Your Friend: Lessons from HR, premiering on December 18th.   Leigh and Jeffrey will delve into human resource myths and dispel them.
    The podcast will continue with a discussion on how to successfully onboard employees, and include information on the resources, playbooks and templates Advisor Group offers for financial professionals to use when they are looking to make a hire. They will also take a look at the biggest opportunities for financial professionals to positively impact his/her business’ human resources department, and share tips to help employees gain financial support from their bosses for continuing education, such as obtaining licenses, designations, etc. 
    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. 

    • 32 min
    Therapy and Financial Planning

    Therapy and Financial Planning

    Michele Leach, SagePoint Financial Professional and owner of Financial Transition Partners is the speaker for our next W Pulse. During this podcast, which premiered on December 4, Michele discusses Therapy and Financial Planning. Michele will share thoughts on her journey including major milestones and big decisions that influenced her career.  In addition, Michele will discuss “The Life Stages of Financial Planning for Women.”   Michele started a local Women to Women Networking Group.  She will reveal why she decided to pursue this avenue and how she overcame objections to starting the group.
    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. 

    • 18 min
    Pick Up the Phone - Nothing Happens Until You Do!

    Pick Up the Phone - Nothing Happens Until You Do!

    Pick up the Phone, Nothing Happens Until you do! says Kimberly Korf of Kimberly Korf Wealth Design & Insurance Services.  Premiering on November 20th, this W Pulse podcast features Kimberly Korf who will tell us her career story - from major milestones to big decisions.  A Professional Wealth Coach, Kimberly will discuss what that means and how she uses this approach when working with clients.  Her firm’s mission statement is “Thinking Outside the Box.”  Kimberly will share how she challenges herself to think differently when looking for solutions.  Kimberly has also purchased a book of business.  She will tell us about the challenges in doing so, and what she would do differently now that she can look back at the experience.
    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. 

    • 18 min
    Mother of All Trades

    Mother of All Trades

    Tina Vallelonga has held various positions at Advisor Group. Currently, she is Vice President, Succession & Acquisitions, and was previously the Executive Assistant to the CEO.  During this podcast, Mother of All Trades, premiering on November 6, Tina will share her career story including what it was like to be the “chief of staff” for the CEO, all the way to her current role. Tina will also discuss the difference between Succession & Continuity, and how what she does applies to advisors.
    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

Customer Reviews

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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