The W Pulse

In this episode of the W Pulse, Katelyn Murray, with Woodbury Financial, and Susan Lopez, with Royal Alliance, will each share their career story.  More specifically, Katelyn and Susan will discuss major milestones met along their journey, decisions that changed the course of their career path, the best/worst advice they’ve ever been given, and how they’ve approached mentorship. The podcast will conclude with Katelyn and Susan revealing the challenges they faced and how those challenges were confronted. 

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!

Shannon Larson, SVP Product Management and Development, Wealth Management Solutions at Advisor Group discusses her career journey, from turning over her mouse to learn new keystrokes, to her role today.  Shannon continues by sharing how she helps advisors through Product Development and how she found success as a female leader with mentorships have helping her throughout her career.  The podcast concludes with Shannon providing information on where women can find opportunities within the financial industry and will offer advice to get to the next level.

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.

This episode features Genevieve Hodges-Sisco, SVP Broker Dealer Recruiting, Advisor Group.  Genevieve will share her career story, where she started and how she got to where is today.  In addition, she will share lessons learned, both personally and professionally.  She also discusses her role as a recruiter including what motivates her and how she handles the challenges that come with her position.  The podcast closes with Genevieve sharing advice with those women looking to enter the financial services 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. This podcast series for Advisor Group’s new 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.

Our series continues with Barbara Moser, CPA, CFP® and Connie Heier, CPA, CFP®, principals of Moser & Heier Financial Solutions in Lisle, IL, sharing how they formed Moser-Heier Financial Service. In addition, they will discuss what being a CFP and CPA means to them, their practice and their clients. Barbara and Connie will also address how they handle growth in their practice, and reveal the best advice they’ve given a client. The podcast concludes with a conversation about mentorship.

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 new 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.

On today's W Pulse, we're joined by Midge Suite-Arnold, President & Owner of Victory Wealth Management, Inc.

Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.

Visit http://www.advisorgroup.com/women-forward/ for additional information!

On today's W Pulse, we're joined by Dawn Hemming and Michelle Brennan Hall.

Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.

Visit http://www.advisorgroup.com/women-forward/ for additional information!

On today's W Pulse, we're joined by Melanie Tanaka, CFP® and
Ellen Rogin, CPA, CFP®.

Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.

Visit http://www.advisorgroup.com/women-forward/ for additional information!

On today's W Pulse, we're joined by Brittany Abbate, Advisor Group Marketing Consultant.

Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.

Visit http://www.advisorgroup.com/women-forward/ for additional information!

On today's W Pulse, we're joined by Alli Holt and Judy Rubin with Plaza Advisors.

Our conversation includes:

• How Alli, Judy's daughter, joined Judy and entered the industry as a Business Development Associate
• Alli's early experience, including her understanding of the true role of the financial advisor
• How Alli balances her financial studies and her full-time career
• What led Judy to encourage Alli to consider the financial services industry and how Judy identified the right role for Alli
• Judy's plans for coaching and mentored Alli in her development with an apprenticeship plan
• What succession looks like for Judy and her future plans

Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.

Visit http://www.advisorgroup.com/women-forward/ for additional information!

On today's W Pulse, we're joined by Mary Rose Eagan, Vice President of Advisor Marketing and Growth Programs with Advisor Group.

Our conversation includes:

• Mary Rose's career journey including her time as an elementary school teacher, financial services trainer, and her current career in marketing
• The value that Advisor Marketing provides in helping an advisor tell their story and grow their business through connection and engagement
• Marketing consultations, MarketingU - Advisor Group's marketing education resource, and MyCMO - Advisor Group's automated marketing tool for advisors
• The importance of marketing and how MyCMO simplifies and automates marketing for the Advisor Group advisor with multi-channel campaigns and engaging events
• How Advisor Marketing can support advisors through 1:1 consultations with dedicated marketing professionals
• The most impactful actions advisors can take to strengthen his/her brand
• How Mary Rose balances work and family through prioritization

Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.

Visit http://www.advisorgroup.com/women-forward/ for additional information!