The W Pulse

Our March 3 W Pulse podcast,  Finding Happiness in Business Growth and Women Recruitment, takes a deep dive into the “hows” and “whys” of recruiting women financial professionals to your practice.  Triad Advisors’ Dianne Webb,  CFP®, EA, CDFA®, taps into her personal experiences to share best practices on growing your business, your way… and finding happiness along the way.

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. 

Retaining client assets across generations is a common – and often challenging – goal for financial professionals. Triad Advisors’ Jennifer Johnston reflects upon her success in this area, offers actionable guidance and tips, and also weighs in on the professional and personal benefits of taking this broad approach to client engagement.

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. 

We’ve all heard about the benefits of mentoring, for both the Mentor and Mentee. Our February 3 W Pulse podcast,  Mentorship Chats With a Leader in Mentoring, offers a first-person perspective and insights on how to maximize the mentorship experience.  Securities America financial professional, Lena Jo Hartley, President of Downeast Private Wealth, taps into her personal experiences to share best practices for getting the most out of the Mentor/Mentee relationship.

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. 

Our next W Pulse Podcast, “Impact Investing: How to Get Started Generating a Positive Environmental and Social Impact” premieres on January 20. Triad Advisors’ Julie Krehbiel, CFP®, discusses the hows and whys of constructing investment portfolios that align with both your clients’ objectives and their values. Julie has proven time and again that “doing good while doing well” is within reach, with the right tools and approach.

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 first W Pulse Podcast of 2021, A Retirement Plan Professional: Why You Should Have a ‘Why’ premieres on January 6. Carrie Ohm, VP of Advisor Development at Resources Investment Advisors, a Securities America affiliate, shares her insights on ways financial professionals can better serve their retirement clients and, in effect, grow their businesses. And, it all starts with reflecting upon your role as an investor advocate and assessing your goals for yourself and your clients… and having a powerful, thoughtful response to “Why?”

ConnectED Canvas keynote Bonnie St. John – author, Paralympian, and dynamic speaker – brings you her insights on inclusion and resilience. Sharing her experiences as a world-class athlete and how her mantra of “Fall Down? Get up Faster!” has transformed her mindset and informed her successes. Bonnie tackles the importance of resilience, how to get comfortable in a sometimes uncomfortable world, and methods to enhance leadership skills. Join us and leave with key takeaways you can use in your businesses, in life, and in the Women Forward 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. 

In a year where emotions have run high for everyone, the importance of understanding the role that emotions play in the financial decision-making process has never been greater. Securities America financial professional Dominica Henderson, CFP®, BFA®, shares her journey in obtaining the Behavioral Finance Advisor (BFA) designation, and how it has impacted her business and her relationships with her 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. 

Our next W Pulse Podcast, “A Resilience Ringleader: Thoughts on Being the Most Effective and Having Control of Your Attitude” premieres on November 18. ConnectED Canvas keynote Bonnie St. John – author, Paralympian, and dynamic speaker – brings you her insights on inclusion and resilience. A self-described “Resilience Ringleader,” Bonnie will discuss micro resilience: those little things you can do each day to make a difference and allow you to sustain high-level performance in all areas of your life. How can you be the most effective throughout the day, hour by hour? With micro resilience… tune in to learn how to build a first aid kit for your attitude, one that will help you address evolving situations by pivoting your attitude quickly.

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 year has forced us all to develop new ways to conduct business, while also changing the way we communicate with our clients. It also provided an opportunity to create more efficient ways to interact with our clients and others. Hear from a panel of your peers about the strategies they deployed to successfully grow their business in 2020. We’ll also discuss best practices for effectively addressing your clients’ goals and fears going forward.

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. 

Our next W Pulse podcast, The Value of Insurance and Overcoming Client Objections, will premiere on October 21, 2020. From starting the insurance conversation, to engaging reluctant clients to closing the sale, Royal Alliance’s Jennifer Kim will discuss best practices that lead to success.

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.