The W Pulse

Our next W Pulse Podcast, “Social Media Footprint in a Virtual World ” premieres on October 7. In this age of social distancing, a strong Social Media presence is more important than ever for today’s financial professional. Woodbury Financial Services’ Tiana Ronstadt (WFS) will share her insights on creating and implementing effective strategies to engage and connect with clients and prospects. We hope you can join us!

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 the September 16 edition of W Pulse, Diana Britton, Managing Editor of Wealthmanagement.com, shares her experiences and perceptions in View from the Media: WealthManagement.com’s Managing Editor Discusses the Stories That Shape Our Industry. During the podcast, Diana discusses the impact various women’s initiatives have had on our industry so far, the impact and difference of diversity and inclusion, and her advice for moving forward. By providing a forum for financial professionals to be transparent about their struggles – and overcoming them – Diana understands the challenges facing women financial professionals and offers many useful insights. Be sure to tune in!

Our next W Pulse podcast, Competing Against Time, will premiere on September 2, 2020. Tune in to hear Woodbury Financial Services’ Lindsey Hanley share her insights and tips on managing the competing priorities of growing your business, serving your clients, embracing innovation, and enjoying a fulfilling personal life.  

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, Consistency is Key, will premiere on August 19, 2020. Lea Goodman, managing partner of The Legacy One Group in Houston, and a Managing Field Advisor/OSJ of FSC Securities Corporation, will share her personal and professional story as a woman in the financial services industry. Lea’s focus on consistency in delivering quality service and support to her clients and embracing innovation have been key to her great 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. 

Our next W Pulse podcast, The Business of Buying, will premiere on August 5, 2020. Tune in to hear Royal Alliance’s Tara Clark share her personal experience growing her business through acquisition. Learn about the benefits and challenges, as well as the support provided by Advisor Group’s Succession & Acquisition Team and the resources they make available.  

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 Power of the Mentorship Connection, will premiere on July 17, 2020. Tune in to hear Royal Alliance’s Michelle Hauge and SagePoint Financial’s Shanan Doherty share their experiences as participants in the Women Forward Mentorship Program. Hear firsthand why they decided to establish their relationship, what their expectations were, and how the program has benefitted them both personally and professionally.

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 4 Seasons of a Financial Professional’s Business, will premiere on July 1, 2020. Royal Alliance IAR Julie Brufke Wenger, is our guest speaker. Seasons divide the year into distinct periods of time when particular events, processes or activities occur. Your business has seasons, and during this podcast, Julie discusses what each one brings, and offers guidance and best practices to thrive in today’s dynamic environment.

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, Reinvention: From Corporate Executive to Entrepreneur, will premiere on June 17, 2020. Industry veteran Suzanne Siracuse, Founder/CEO of Suzanne Siracuse Consulting Services, LLC and former publisher at InvestmentNews, is our guest speaker. Suzanne will discuss her path from corporate leader to being her own boss. This evolution was both challenging and invigorating… and proved to be an adventure worth taking. Join us to hear Suzanne’s story and take away her unique insights.

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. 

You hear it all the time: Network, Network, Network. But, when it comes to cultivating trusted relationships with referral partners, many hesitate to take the leap, believing that it will take a lot of time and a lot of work. In her presentation, Royal Alliance’s Alice Tang, a Women Forward Visionary will guide you in learning how to generate a stream of referrals by taking just 30 minutes a week to help others to win.  If an immigrant starting with a network of zero could do it, so can you!

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 our May 20 W Pulse podcast, WFS financial professional and Women Forward Visionary asks: You spend every day helping clients achieve their financial goals… but do you ever spend time thinking about who your clients are going to be in the future? In “Preparing the Clients of Tomorrow,” Megan explores the idea that the girls of today can be the clients of tomorrow – if given the proper guidance. A long-time advocate for and mentor to kids the foster care system, Megan will share her front-line insights into the unique challenges faced by girls who are “in the system” as they transition into adulthood and become financially stable. Many have never had an example of a financially independent woman to emulate. So, they learn to become trapped and dependent on someone else to provide for them, and sometimes that means staying in horribly unsafe situations. This session will challenge you to find a way to help in your community. To be that female role model who can give at-risk girls the tools they need to be successful, and to start adulthood with an idea of what it takes to be financially independent.

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.