The W Pulse

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 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.