The W Pulse Advisor Group

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.

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.

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.

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.

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.

In our latest W Pulse podcast, Alyssa Jarman and April Wilson from Royal Alliance answer questions about Women’s Resource Groups. They discuss what typical meetings and seminars look like, how they got their women’s group started, lessons learned along the way, and advice for listeners who may want to start their own Women’s Resource 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.