The W Pulse

Does your mind sometimes get in the way of progress? In our May 6 W Pulse podcast, Royal Alliance financial professional and Women Forward Visionary Rhonda Kerkhoff offers tips and tools to successfully “Believe Your Beliefs, Doubt your Doubts.” Our minds can get us stuck and limit us from becoming the best version of ourselves as female financial professionals. Rhonda shares her own story of self-doubt in rural America, where she believed she did not have the same opportunities as peers who lived in larger cities.  Over time, she learned to trust her gut and to use her strengths, to put best practices into play that fit and worked in her environment.  In this presentation, Rhonda will give some examples of how she adapted and how you can, too. 

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 April 15 W Pulse podcast shines a light on the “hows” and “whys” of engaging a growing niche market: the Special Needs Family. WFS financial professional and 2020 Women Forward Visionary Cortney Heykoop shares her expertise surrounding this important topic.  While every client’s plan or path is different, working with a special needs family adds a few more layers of unpredictability and nuance.  With the increased prevalence of developmental delays and Autism, more and more families find themselves preparing for these unique circumstances.   In this talk you will learn strategies to better demonstrate your value to this niche market and more thoughtfully support the families who need you, and your expertise.

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 April 1 W Pulse podcast features Women Forward Visionary, FSC’s Clare Ciervo. Her presentation, How to Meet Your Future Self, takes a deep dive into what science calls “The End of History Illusion” and ways to avoid falling victim to it. Research has found that human beings are able to look back at past versions of themselves and observe how much they have changed. Yet, when asked to project how they’ll change in the future, most people assume they will largely stay the same. This belief that all change is behind us – “The End of History Illusion” – can create obstacles for us to effectively make choices for ourselves in the future. So, how can we become aware of our own internal biases and put our imagination to work to befriend our future selves? Even just the practice of engaging with the inevitable truth of change can lead to authentic, more constructive, and even more fun conversations about who we will be and how to best care for that person.

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 upcoming Pulse podcast, Leading With Technology: Borrow, Buy or Build! will premiere on March 18, 2020. Royal Alliance financial professional Trisha Qualy, Certified Financial Planner at Minneapolis-based Affiliated Advisors, is our guest speaker. Trisha’s background as an educator taught her the importance of dialogue, and she is committed to actively engaging clients during their financial journey. She’s bringing that philosophy to our podcast, where she’ll share how technology has positively impacted her business, tips for leveraging Advisor Group’s tech offerings effectively and ways tech has elevated her client relationships.

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, It’s Not Boundaries, It’s Freedom, will premiere on March 4, 2020. FSC financial professional Nina Lloyd, President and CEO of Chapel Hill, NC-based Opus Financial is our guest speaker. Nina, one of inaugural W Forum Visionaries, will share her backstory, the importance of perspective when approaching a challenge, and her best business-building tips.

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. 

Lisa Brumm, WFS Financial Professional, is our speaker for the podcast, Leveraging the Power of the Purse, premiering February 19th.  During this podcast, Lisa will share her career story, including how My Financial Girlfriend got started, and the idea behind it.  In addition, she’ll talk about her Fun-ancial Friday concept.  The podcast continues with how she overcomes challenges and a discussion about her participation in networking groups and professional development.

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. 

Amy Wolff, a speaker coach and event speaker for Distinction Communication, Inc., TEDx speaker coach for TEDxPortland, is our guest for our next podcast, How A Speaker Coach Started A Global Movement, premiering February 5.  During this podcast, Amy will share how she accidentally started a global movement – facilitating trainings for community leaders in Kigali, Rwanda.  In addition, she will discuss the single most valuable impact of a speaker coach and give advice for aspiring presenters.  The podcast concludes with her career story including major milestones, biggest “ah ha” moments, and lessons learned.

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. 

Tricia Carter Wood, FSC financial professional, founder of Haber Wealth Management, and Monday Maven.  What is a Monday Maven?  It is the monthly spotlight on a female advisor within our private Women Forward Facebook group.  During this webcast, premiering on January 15th, Tricia will share her summer experience, which she talked about in the spotlight.  She will also discuss eQuipt – how it’s changed her clients’ experience, daily operations, account opening process, and more.  She will also reveal why her business segment – physicians, business owners and women – is important to her.  The podcast closes with her career story: major milestones and lessons learned.

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. 

Ever wonder what it’s like to work with your family?  Shanan Doherty will tell you during the W Pulse podcast, When Family Is At Home and At the Office, which premiered on January 1.  Shanan shares her career story, including how she ended up working with her dad and brother.  She also discusses best lessons learned and major milestones along the way.  In addition, she reveals what life on a ranch is like and how ranch life has impacted her business responsibilities.  Shanan talks about her mentorship experience – her top 2-3 lessons learned and accomplishments she reached with the help of her mentor.  Shannon is a new Women’s Advisory Board member; she chats about how she would like to make an impact for women.

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. 

Leigh McClusky, SVP, Talent Acquisition, and Jeffrey McKown, SVP, Human Resources, Advisor Group, are the speakers for our podcast, “Operations Rigor” is Your Friend: Lessons from HR, premiering on December 18th.   Leigh and Jeffrey will delve into human resource myths and dispel them.

The podcast will continue with a discussion on how to successfully onboard employees, and include information on the resources, playbooks and templates Advisor Group offers for financial professionals to use when they are looking to make a hire. They will also take a look at the biggest opportunities for financial professionals to positively impact his/her business’ human resources department, and share tips to help employees gain financial support from their bosses for continuing education, such as obtaining licenses, designations, etc. 

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.