The W Pulse

Michele Leach, SagePoint Financial Professional and owner of Financial Transition Partners is the speaker for our next W Pulse. During this podcast, which premiered on December 4, Michele discusses Therapy and Financial Planning. Michele will share thoughts on her journey including major milestones and big decisions that influenced her career.  In addition, Michele will discuss “The Life Stages of Financial Planning for Women.”   Michele started a local Women to Women Networking Group.  She will reveal why she decided to pursue this avenue and how she overcame objections to starting the group.

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. 

Pick up the Phone, Nothing Happens Until you do! says Kimberly Korf of Kimberly Korf Wealth Design & Insurance Services.  Premiering on November 20th, this W Pulse podcast features Kimberly Korf who will tell us her career story - from major milestones to big decisions.  A Professional Wealth Coach, Kimberly will discuss what that means and how she uses this approach when working with clients.  Her firm’s mission statement is “Thinking Outside the Box.”  Kimberly will share how she challenges herself to think differently when looking for solutions.  Kimberly has also purchased a book of business.  She will tell us about the challenges in doing so, and what she would do differently now that she can look back at the experience.

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. 

Tina Vallelonga has held various positions at Advisor Group. Currently, she is Vice President, Succession & Acquisitions, and was previously the Executive Assistant to the CEO.  During this podcast, Mother of All Trades, premiering on November 6, Tina will share her career story including what it was like to be the “chief of staff” for the CEO, all the way to her current role. Tina will also discuss the difference between Succession & Continuity, and how what she does applies to advisors.

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 mission statement of Women Forward is attract, develop and nurture women financial advisors through programs that are innovative and actionable. Michelle Brennen Hall has taken that on as an action item.

Michelle is a veteran wealth advisor at Brennan Wealth Advisors in the Dallas-Forth Worth area.  In June 2019, she hosted a See The Future day with girl scouts as they spent the day in her office. During this podcast, Michelle will cover the key items you need to focus on in order to have a similar successful and educational event. This will include a discussion of the day’s activities, the thoughts going into the event and conclude with outcome of the day.

This is a helpful and informative podcast if you are contemplating hosting students in your office to show them different career opportunities within the financial services 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. 

Stacy O’Keeffe, Vice President, Advisory Facing Technology, Advisor Group, is highly thought of by our advisors. She has made a significant impact in the tech world. 

During this podcast, Women in Tech, premiering on October 2, Stacy will share her career story – the big decisions and major milestones along her journey.  She will share memories of making a positive impact with advisors.  Stacy closes with her observations about being a “woman in tech” and the obstacles she faced.

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. 

On September 18, we will premier our next W Pulse Podcast, Two is Better than One. Elizabeth Scheiderer, CFP®, Senior Financial Advisor for NCA Financial Planners, will share her career story – how she got started, the milestones, key decisions, and her path to today. She will also discuss her view of what her next level is – where is she going from here. 

In addition, Elizabeth will describe her view on working in teams, what drives her to engage others and why it’s important. Elizabeth also gives financial tips on her local news channel – she will reveal how this began.  The podcast concludes with her tips and best practices that help her manage work/life balance.

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. 

Christina Nash, a Royal Alliance advisor and member of the Women’s Advisory Board, is the speaker for our next W Pulse Podcast premiering on September 4.  Founder and CEO of Knox Grove Financial, she will cover the topic, You Make the Most Amount of Movement in the Shortest Amount of Time. With a background in finance and a Master’s in Education, Christina will talk about her passion to educate people, her personal mission, whether it is visiting her kid’s school to educate the class or being involved in her community. Christina will share the story of her first job in finance where she was one of two women among 450 advisors. Christina will also discuss how she connects with her clients by doing a dream board during their initial meeting in her office and the positive reaction she usually gets: No one has ever asked us to do this!

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. 

Mel Robbins - motivational speaker, talk show host, social media influencer – and keynote speaker at the 2019 W forum.  Now she joins us on our next podcast premiering August 21.  Mel will share her story of why she wears tennis shoes on stage and her dream of creating a line of sneakers with Converse/Sketchers, and having the proceeds go to charities that support and mentor young girls.  She will reveal her thoughts on ‘brain on auto pilot versus drive’ – your brain is on auto and not even thinking and drive is the thing that will help you reach your value.  As we all think about what we will do, Mel will tell us how to close the gap between thinking about doing something and actually doing it.  She will discuss knots when you are nervous, butterflies when you are excited, and ends with how 5..4..3..2..1.. can be used with kids by modeling the behavior and self-awareness.

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. 

Redefining Success, something Valerie Brown has been doing her entire career. A member of the Board of Directors, and former Executive Chairman of Advisor Group, this podcast, premiering on August 7, features Valerie Brown talking about her career and her path to today.  Valerie will share major milestones, lessons learned, along with anything she would have done differently, and what she is most proud of.  Mentoring is important to our Women Forward program – she will tell us about people who helped her along the way and who had the biggest influence on her.  Valerie will close the podcast by discussing what she feels are the biggest career opportunities for young people in the financial industry and where she would advise someone to start.

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. 

At the W Forum, we showcased four W Forum Visionaries.  We continue our podcast series featuring the last presentation in the event you wish to hear it again or listen to for the first time if you missed it. 

FSC affiliated advisor, Debra Brennan Tagg, CFP®, President, DBT360, will speak on the subject What You Need to Know About Negotiation to Truly be a Holistic Planner.  Premiering on July 17th, this podcast will discuss the holistic relationship with clients and how this is a big opportunity for women.  Holistic planning should encourage clients to negotiate for more pay, bigger opportunities, or better work-life balance so they can live the life they want.  Debra will talk about why this is important for female clients and will present negotiation tactics advisors can use to help clients understand this so they feel empowered to ask for what they need.

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 podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!