The W Pulse

At the W Forum, we showcased four W Forum Visionaries.  We continue with our podcast series featuring each presentation in the event you wish to hear them again or listen to for the first time if you missed them. 

Nina Lloyd, Vice President, Opus Financial Advisors, Inc. an advisor affiliated with FSC Securities Corporation, is featured in the next podcast premiering on July 3rd. Throughout this podcast, you will find out how Nina broke the mold!  As a second-generation advisor in a male-dominated field, Nina shares her personal journey to find her place within the financial industry, while also juggling the demands of a young family. Nina discusses how she went from being uncomfortable in her own skin, to growing her business through intentional giving of her unique gifts and strengths.

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.  This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!

At the W Forum, we showcased four W Forum Visionaries.  During June and July, our podcast series will feature each presentation in the event you wish to hear them again or listen to for the first time if you missed them.  

The next visionary we present is Kelly Ryan Smith, an advisor affiliated with FSC Securities Corporation.  Kelly started her financial advisory career in the Boston area and successfully relocated her business to the Carolinas in 2006.

Premiering on June 19th, Are You Satisficed?, is the concept of being satisfied with what is satisfactory.  During this podcast, Kelly shares her story of how being satisfied helped Kelly and her husband with a big decision, and how this concept impacts clients’ decisions.    

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.  This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!

At the W Forum, we showcased four W Forum Visionaries.  Over the next two months, our podcast series will feature each presentation in the event you wish to hear them again or listen to for the first time if you missed them.  

The first visionary we present is Pamela Rodriguez, an advisor affiliated with SagePoint Financial.  Pamela is a Division Manager and OSJ for Independent Capital Management in Los Angeles. 

The podcast, “Sell!” And Other 4 Letter Words They Forgot to Teach You in Business School, premiers on June 5th.  Knowing how to prepare a spreadsheet and read a balance sheet is not enough to ensure a fulfilling and successful career.  This webinar will cover those real life challenges we have faced in our careers that business school was too afraid to talk about. 

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.  This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!

Susan Theder, Chief Marketing Officer at Advisor Group, will join us in conversation during our podcast, Go Big or Go Home! premiering on May 15th.  During the podcast, Susan will share her career story along with the major milestones along the way.  WOW is an important factor in Susan’s career.  She will reveal what WOW signifies, and what “empathize with your audience” means.  The podcast continues with Susan discussing the challenges she faced throughout her career and how she overcame them, plus how she celebrates achievements in her professional role. 

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.  This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!

The podcast premiering on May 1st, Don’t Let Fear Hold You Back, will feature Bernadette Hunter, Royal Alliance Advisor, Director of Client Engagement, Key Financial, Inc. Bernadette will share her career story – how she got to where she is today.  She will also discuss the role of Direct or Client Engagement.  Summer internships are important to Key Financial.  Bernadette will talk about the summer program and the motivation behind it.  The podcast concludes with a conversation on how Bernadette finds balance across the tasks she needs to accomplish in a day. 

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.  This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!

Patti Brennan, CFP®, CFS®, Royal Alliance Advisor, and President/CEO of Key Financial, Inc. is our featured speaker for the April 17th podcast Feel, Felt Found. During this podcast, Patti discusses her career path, including major milestones.  In 2018, SHOOK analysts ranked Patti 4th in Pennsylvania among wealth advisors.  Patti shares her philosophy on leading her team through challenges and achievements, and will pinpoint what she and her team does that led to this ranking. The podcast concludes with Patti defining her version of success and how she is working toward 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.  This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!

The next podcast in this series, Planes, Trains & Automobiles, will premier April 3, 2019.  The featured speaker is Allison Pratt, Executive Vice President, National Sales, Advisor Group.  During the podcast, Allison will tell her career story and how her journey led her to Advisor Group.  She will also talk about her executive coaching style and how she motivates her team.  Being driven by very tangible sales goals, the podcast will close with how Allison challenges herself to stay motivated throughout the year.

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.  This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!

March 20th brings the next podcast, Empower the Client. The career story of Autumn Soltysiak, CFP®, SagePoint Advisor in Traverse City, Michigan, will be featured.  Autumn will share how her education, career decisions and milestones got her to today’s role.  She will reveal what “coaching clients” means along with “the science of portfolios management.”  She will tell us about a memorable experience with a client.  Autumn, a self-defined naturally curious person, closes by chatting about when she discovered this and how she harnessed it to help her develop and grow.

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.  This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!

Queen of Awesomeness, that’s the title of our next podcast premiering on March 6th. Mary Sterk, CFP ®, Woodbury Advisor, and President, CEO of Sterk Financial Services in Dakota Dunes, South Dakota, will share her career story along with her philosophy, “…the only thing that money really does is buy you choices.” She will discuss where that philosophy came from and how she reinforces it with staff and clients.  Mary will also tell us about her specialized planning programs, why they were created and how they help clients.  In closing, Mary will share her three C’s of delegation – how to successfully delegate.

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.  This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!

In this episode of the W Pulse, Bonnie Boyce, Financial Advisor at Vahanian & Associates Financial Planning Inc. and Debbie Deluca, Internal Recruiter with Royal Alliance, will each share their career story. 

Bonnie Boyce’s career path has been enriched by being a member of the Admin Council. She will reveal how that role has supplemented her career.  Other milestones along her career path will be shared along with her career story - how she got to where she is today.

Debbie Deluca, who has been with Royal Alliance for fifteen years, will discuss her role as internal recruiter along with the career path that led her to this position.  Debbie will share the best parts of her day along with the most challenging ones and how she has overcome them.  She will also talk about the Admin Council. 

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.  This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!

For more information on this and other podcasts in the series, please visit iTunes.