The W Pulse Advisor Group

Our next W Pulse podcast, The 4 Seasons of a Financial Professional’s Business, will premiere on July 1, 2020. Royal Alliance IAR Julie Brufke Wenger, is our guest speaker. Seasons divide the year into distinct periods of time when particular events, processes or activities occur. Your business has seasons, and during this podcast, Julie discusses what each one brings, and offers guidance and best practices to thrive in today’s dynamic environment.
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 next W Pulse podcast, Reinvention: From Corporate Executive to Entrepreneur, will premiere on June 17, 2020. Industry veteran Suzanne Siracuse, Founder/CEO of Suzanne Siracuse Consulting Services, LLC and former publisher at InvestmentNews, is our guest speaker. Suzanne will discuss her path from corporate leader to being her own boss. This evolution was both challenging and invigorating… and proved to be an adventure worth taking. Join us to hear Suzanne’s story and take away her unique insights.
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. 

You hear it all the time: Network, Network, Network. But, when it comes to cultivating trusted relationships with referral partners, many hesitate to take the leap, believing that it will take a lot of time and a lot of work. In her presentation, Royal Alliance’s Alice Tang, a Women Forward Visionary will guide you in learning how to generate a stream of referrals by taking just 30 minutes a week to help others to win.  If an immigrant starting with a network of zero could do it, so can 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. 

In our May 20 W Pulse podcast, WFS financial professional and Women Forward Visionary asks: You spend every day helping clients achieve their financial goals… but do you ever spend time thinking about who your clients are going to be in the future? In “Preparing the Clients of Tomorrow,” Megan explores the idea that the girls of today can be the clients of tomorrow – if given the proper guidance. A long-time advocate for and mentor to kids the foster care system, Megan will share her front-line insights into the unique challenges faced by girls who are “in the system” as they transition into adulthood and become financially stable. Many have never had an example of a financially independent woman to emulate. So, they learn to become trapped and dependent on someone else to provide for them, and sometimes that means staying in horribly unsafe situations. This session will challenge you to find a way to help in your community. To be that female role model who can give at-risk girls the tools they need to be successful, and to start adulthood with an idea of what it takes to be financially independent.
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. 

Does your mind sometimes get in the way of progress? In our May 6 W Pulse podcast, Royal Alliance financial professional and Women Forward Visionary Rhonda Kerkhoff offers tips and tools to successfully “Believe Your Beliefs, Doubt your Doubts.” Our minds can get us stuck and limit us from becoming the best version of ourselves as female financial professionals. Rhonda shares her own story of self-doubt in rural America, where she believed she did not have the same opportunities as peers who lived in larger cities.  Over time, she learned to trust her gut and to use her strengths, to put best practices into play that fit and worked in her environment.  In this presentation, Rhonda will give some examples of how she adapted and how you can, too. 
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 April 15 W Pulse podcast shines a light on the “hows” and “whys” of engaging a growing niche market: the Special Needs Family. WFS financial professional and 2020 Women Forward Visionary Cortney Heykoop shares her expertise surrounding this important topic.  While every client’s plan or path is different, working with a special needs family adds a few more layers of unpredictability and nuance.  With the increased prevalence of developmental delays and Autism, more and more families find themselves preparing for these unique circumstances.   In this talk you will learn strategies to better demonstrate your value to this niche market and more thoughtfully support the families who need you, and your expertise.
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.