The W Pulse

On today's W Pulse, we're joined by Tiana Ronstadt, Financial Advisor with Power Women Investing and Judy Rubin, Financial Advisor with Plaza Advisors. Tiana and Judy discuss how they built and deliver on their brands. Tiana and Judy continue with best practices in handling recommendations from staff to improve and how to best find balance in business, in life, and with being okay with less-than-perfect.

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!

Karin Alvarado, Senior Partner at New Aspect Financial Services, joins the W Pulse to discuss her career story.

Karin shares how she decided to enter the industry and why she decided to stay. She continues with the early adversity she faced in her efforts to become a financial advisor and her early motivations in overcoming her fears.

Karin continues with the importance of relationships in her career, her experience as a Relationship Manager, tips to building a successful 401k business, and the value of a having a mentor.

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!

Desiree’ Sii, SVP, Business Development for Sagepoint Financial & Beth Johnson, VP, Business Development for FSC Securities join the W Pulse to discuss business development within the broker dealer space, including practice management, serving as accountability partner and partnering with advisors to formulate business plans & value propositions, and identifying the best products and services for clients.

Desiree’ and Beth share success stories in partnering with advisors, best practices among women financial advisors, including client service and business operations, and the need for advisors to shift mindsets toward financial planning in today's fiduciary era to maintain a competitive advantage.

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!

Today we were joined by Teresa McClelland-Sargent, Royal Alliance advisor and president & owner of Financial & Tax Planning, Inc. and Financial Planning Advisory Corp of Flint, Michigan.

During our conversation, Teresa discusses her earliest perceptions of the financial advisor role, the very first invitation Theresa received from her father to embrace the financial advisor role, what Teresa is most grateful for in her on-boarding as an advisor, and how Teresa experienced success in her series exams. Teresa also shares her experiences assuming her father's practice and how that's influenced Teresa's process with her son as he on-boards as an advisor. Finally, we discuss the importance of truly listening to clients, committing to follow-through, and most of all – being authentic with clients.

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!

Broadcast from W Forum, Advisor Group's annual conference that offers education and networking opportunities for all women in the Advisor Group network, Shannon Larsen leads a panel of extraordinary advisors that includes Cathy Wagner, Tiana Ronstadt, & Diana DeCharles.

Conversation includes:

• How each woman best serves her clients
• Each woman's "power" and how it helps connect to clients
• Changes made to adapt to the fiduciary era
• When and how the women began in financial planning
• How the women have chosen to charge for financial planning
• How to have a conversation around fees and risk with clients
• Each woman's client review process
• Communication efforts with clients including fun activities and events
• Planning for a successful relationship with a client
• How the women segment clients and a look into their service models
• Referral sources
• Creating efficiency in one's business

Connect with Cathy Wagner by visiting http://www.wagneradvisorygroup.com.

Connect with Tiana Ronstadt by visiting http://www.powerwomeninvesting.com.

Connect with Diana DeCharles by visiting http://www.planwithpamg.com.

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!

Broadcast from W Forum, Advisor Group's annual conference that offers education and networking opportunities for all women in the Advisor Group network, Jamie Price shares his perspective on women advisors in the financial services industry, including where we find ourselves today, and his thoughts around where we're headed.

Jamie also shares his experiences and insights after his first year as CEO of Advisor Group, insights on how to best encourage advisors to engage Advisor Group as true partner and mentor, and Jamie's first job and the lessons he's carried from his first job to his career as CEO of Advisor Group

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!

Broadcast from W Forum, Advisor Group's annual conference that offers education and networking opportunities for all women in the Advisor Group network, Jamie Price shares his perspective on women advisors in the financial services industry, including where we find ourselves today, and his thoughts around where we're headed.

Jamie also gives his thoughts on how best to support women transitioning to advisor roles, including the importance of succession planning. Finally, Jamie touches on how and why Advisor Group has committed to transition from vendor to true partner for our advisors.

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!

Broadcast from W Forum, Advisor Group's annual conference that offers education and networking opportunities for all women in the Advisor Group network, Valerie Brown leads a panel of advisors that includes Patti Brennan & Debra Brennan Tagg. Conversations include experiences growing in the industry and how focusing one's power can lead to success.

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!

Hannah Buschbom, partner and financial planner at AmeriFlex Financial Services, shares her professional story, discusses how she built her practice through intentional networking, and reflects on early lessons she learned in her career and how she applied those lessons for success. With nearly a decade of experience in the financial services industry, Hannah is also the co-founder of The W Source™, a referral network of female professionals, and a chapter head for its Santa Barbara Chapter.

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!

Rita Robbins, President of Affiliated Advisors and one of InvestmentNews’ 2017 Women to Watch, joins Katey Davern McCabe to discuss her path to becoming a financial advisor, what moved her to create Affiliated Advisors, and how her own evolution has led to the evolution of her firm. Rita shares her definition of leadership, how the financial advisor profession is primarily about helping clients and nurturing relationships, how emotional intelligence, a clear value proposition, and emotional relationships should influence the marketing strategies of women advisors, and more.

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!