The W Pulse

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.