The W Pulse Advisor Group

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.

Our third W Series meeting is a moderated discussion with your peers sharing real world insights into niche marketing, MyCMO campaigns, and driving website traffic. Panelists Kaitlyn Colditz and Ginny Perez answer questions and provide their perspectives in this interactive session.
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.

Discover the wonder, freedom, and inspiration of the third third of your life. If you are over or nearing 50, how can you make the most of this new, exciting chapter? Royal Alliance financial professional Rita Robbins shares her tips on preparing for a rewarding third phase of life, one where you’ll continue to learn, grow, and flourish along the way.
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.

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.