The W Pulse

In this episode you'll hear from an advisor and a business coach about the ins and outs of an essential start in coaching: The Next Level Program

Two advisors in various stages of purchasing practices talk about the experiences they've had that helped them get prepared to make a transition and purchase a practice. 

After 17 years in the industry, Esther shares her perspective on lessons learned from holding a variety of roles in financial services including, now, Financial Advisor.

In this episode, you'll hear an advisor's top lessons from the Next Level coaching program, and her experience going through the BFA course and achieving this sougt-after designation.

A top advisor, Miye Wire, shares her experience growing her practice, finding ways to scale, and building out a team around her that encompasses the type of service she wants to deliver to her clients.

In this episode, you'll hear an advisor's perspective of how she leads her staff with the help of coaching. Having experienced Advisor Group's Next Level program herself, Lisa sent her associate through the program as well.

Hear from Operations Manager Lisa Dewing who is part of a team of deaf advisors, as she shares how she manages, understands, and drives growth in an inclusive business serving a specific audience. View the episode transcript! 

Abby & Olga are peas in a pod. And they're sharing with you their methods for integrating gratefulness practices into their lives - professionally and personally.

Today we're sitting down with Rebekah Black, Founder and CEO of Jambos Donates, for a lively conversation about following your dreams! After a mission trip to Jamaica to work with children, Rebekah realized she wanted to help foster kids but wasn't sure where to start. Fast forward to today: Jambos Donates is a nonprofit bringing comfort to thousands of kids in foster care by collecting and providing them with brand-new pajamas.

Hear how Trisha Qualy prepared for and accomplished a goal she had for 20 years: completing a marathon! Trisha will share lessons that she learned during her training journey and how those lessons apply to business.

This talk will give the audience a greater understanding of the importance of creating an inclusive environment for their clients, peers, and fellow humans with disabilities.  As financial advisors, we have clients and peers that have passion and ability and just need access to the tools to allow them to be successful.  I will share my journey from exclusion to access and how it gave me the power to be heard. 

Let me help you, not make the mistake I made, selling my practice that I built over the last 36 years without truly knowing the emotional, physical and mental impact on me, my life and everything that is most important to me.  As women advisors, we play a critical role in the lives of our clients, helping them navigate all there is to consider throughout their lives... and we do it well.  When it comes to leaving that role behind, and you think you got it covered...think again.  My journey will inspire you to look and find what's hidden from your view, to not be afraid to create a future that's beyond what's familiar, and to be fearless, because the world needs us now more than ever, to mentor the next generation.

Joann Woodrops Joann discusses the Art of Manifestation using real examples, where she has manifested a better life for herself personally and professionally. Manifestation includes writing down goals and also, working your hardest at completing these goals. She also discusses the different versions of Success. Society has this blueprint of what “Success” is but Joann doesn't follow that blueprint.  

In the financial industry, advisors are often told to put clients into boxes. This is how you should talk to retirees…women…millennials. But the truth is, each of these demographics are made up of individuals with different personality types, different communication styles and different planning needs. Catering your communication to a generation or gender is likely not getting you where you need to go. This presentation will help you better understand your client's behavioral profile – regardless of which demographic they fit into – to ensure you are making a lasting connection and truly helping your clients reach their financial goals. 

Active listening is a powerful communication skill, but a small percentage of people are intentionally practicing this skill. As a financial professional, how can you practice active listening with your clients? Erinn Ford, EVP of Advisor Engagement, shares why active listening in our profession is important and how you can create a space to listen, ask questions and respond.

Financial professional Jennifer Scroggins (TRI) recently teamed up with Leah Gregory at Premier Trust, to find solutions for a client's complex trust. Jennifer and Leah join us on the W Pulse today to share what they learned from the experience and when you should engage with a trust expert.  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.

The W Pulse's 100th episode! How do you intentionally engage your clients? NextGen financial professional Cammie Sorensen Banks shares her passion around what it means to engage with her clients vs include. On today's special 100th W Pulse episode, she provides insight on what she does differently, especially for her women clients. 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 person who seeks creativity, Megan Takagi was struggling to find passion in her role. This realization led her to take charge of her happiness and she designed a role in her family's firm that brings her joy. Listen to today's W Pulse episode as Megan discusses how she incorporates creativity in her work.  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.

Nextgen financial professional Valerie Roque (TRI), joined the industry as an associate financial advisor and worked her way towards a financial advisor role. While working towards the financial advisor role, she continued to learn and add important certifications that led to exciting opportunities. Valerie shares her career journey hoping to inspire others to join the 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.

Whitney Figueroa's (WFS) career change from social worker to wealth manager, was led by her previous career where she witnessed others struggle through tough financial situations. From this experience, grew her desire to help others be proactive and build a financial plan for the unexpected. Whitney shares her experience with her career change and why she chose to participate in the Financial Planning Jump Start coaching program. 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.

How does she do it? Financial professional Lisa Krall runs a women's network and a business, which we all know - is not an easy task! On today's episode, Lisa shares tips for balancing her workload and how she supports women in her community. 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 women we try so hard to have it all together during work and at home, but we need to give ourselves some grace. Today's W Pulse guest Kristen Kimmel, EVP of Business Development at Advisor Group, reminds us to give ourselves permission to fail.  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.

What is the key to being successful when you're the youngest financial professional in your office? Apply your knowledge and passion to what you do every day! Today's W Pulse guest, financial professional Amy Welborn, shares ideas for passionately growing your business. 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.

From a young, single mother statistic to reaching the summit of her mountain, financial professional Tasha Coleman reflects on the phases of her life. Tasha shares lessons learned and how she wants to give back by helping other women in the industry.

What do money and mimosas have in common? On today's W Pulse, financial professional Pamela Sams dives into her toolbox of business tools she uses with her clients to help them reach their financial goals.

An untethered financial professional, Samantha Finnerty stumbled upon a niche market and set herself apart from her peers. On today's W Pulse, Samantha shares how she discovered her niche market and gives tips for successful client events.

Are you looking to spring clean your business this season? Hear how SagePoint financial professional Juanita Stephens stays organized by leveraging a common, inexpensive office product. 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.

Through her personal story of resilience and self-discovery, Royal Alliance financial professional Sarah Walkinshaw will remind you of your own power to create the life you desire. This presentation was originally recorded at Advisor Group's 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.

How involved should you be with a client's employee benefit selection? One thing you can do is demystify healthcare costs and explain how employee benefits play in to a holistic financial picture. Hear from Royal Alliance financial professional and W Forum Visionary Michaela F. Scott, MSFS, CFP®, AIF®, RICP®, ChFC, CLU® on this topic and how you can best support your clients. This presentation was originally recorded at Advisor Group's 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.

Whether it's a client or employee in your office, having a culture focused on caring can make a positive impact. Hear from SagePoint financial professional and W Forum Visionary Donnalee Bowles as she shares what a culture of caring means, how you can build one, and why it's relevant to you. This presentation was originally recorded at Advisor Group's 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.

The recent events of the Great Resignation have reinvigorated values-based leadership and an economy for the common good. Hear from Securities America financial professional and W Forum Visionary Sybil Slade, CRPC®, on how values-based leadership can create a win-win for yourself, your team, and your clients.   This presentation was originally recorded at Advisor Group's 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.

Hear from polar explorer, educator, and lecturer Ann Bancroft in an exclusive interview that will inspire you to continue the climb. Ann shares her personal story of outdoor adventure and provides insights on risk taking, mentorship, inspiring a global audience, and more. 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.

Hear SagePoint's Kathleen Jucar share her inspiring journey , as she describes how she found purpose helping widowed clients and friends after her husband's unexpected death. 

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.

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.

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.

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.

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.

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.

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.

Our March 17 W Pulse podcast is an encore presentation of our W Series webinar, Existing Client Engagement. Tune in for a financial professional panel discussion covering the key elements of successful client engagement: communication strategies, unique/virtual events, use of technology, the practical application of behavioral finance, and more. Each of our panelists -- Cindy Gleason, CFP® ChFC®, CDFA®, BFATM; Barbara A. Million, CRPC®, BFATM; and Pamela Sams, CRPC®, BFATM -- holds the Behavioral Financial Advisor designation and has experienced success in applying it. 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 March 3 W Pulse podcast,  Finding Happiness in Business Growth and Women Recruitment, takes a deep dive into the “hows” and “whys” of recruiting women financial professionals to your practice.  Triad Advisors' Dianne Webb,  CFP®, EA, CDFA®, taps into her personal experiences to share best practices on growing your business, your way… and finding happiness along the 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. 

Retaining client assets across generations is a common – and often challenging – goal for financial professionals. Triad Advisors' Jennifer Johnston reflects upon her success in this area, offers actionable guidance and tips, and also weighs in on the professional and personal benefits of taking this broad approach to client engagement. 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.