79 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

    • Business
    • 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

    How One Advisor Grew Her AUM by 40% in 90 Days

    How One Advisor Grew Her AUM by 40% in 90 Days

    We all have circumstances in our lives that may prevent us from reaching our full professional potential. Financial professional Kelly O’Malley’s challenge (and also one of her greatest joys) is her severely disabled son, John. As both a caretaker and advisor, Kelly was sure she would never become a top performer – until a shift in strategy changed everything.    
    This presentation was originally recorded at Advisor Group’s 2021 W Forum, an annual event supporting the advancement of women in the wealth management industry.
    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.

    • 16 min
    Connecting Passion with Purpose

    Connecting Passion with Purpose

    Helping others becomes possible when you love what you are doing. FSC Securities financial professional Jyoti Gujral shares her experience founding a nonprofit to support breast cancer patients and how each of us can harness our passion to give back.
    This presentation was originally recorded at Advisor Group’s 2021 W Forum, an annual event supporting the advancement of women in the wealth management industry.
    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 Art of Continuous Evolution

    The Art of Continuous Evolution

    Change happens all the time whether we like it or not – and most of the time, we don’t like it. But what if we started viewing change as an opportunity, instead of an obstacle to overcome? Hear from FSC Securities financial professional Monica Brown on how she leverages change to inspire growth, both personally and professionally.
    This presentation was originally recorded at Advisor Group’s 2021 W Forum, an annual event supporting the advancement of women in the wealth management industry.
    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
    Panoramic Planning: A Financial Professional’s Secret Sauce for Success

    Panoramic Planning: A Financial Professional’s Secret Sauce for Success

    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.

    • 24 min
    W Series: Maintaining & Developing Talent

    W Series: Maintaining & Developing Talent

    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.

    • 43 min
    Forward Thinking: A Financial Professional’s Passion for Growing & Evolving

    Forward Thinking: A Financial Professional’s Passion for Growing & Evolving

    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.

    • 22 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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