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Brought to you by Osaic and Women Forward, Osaic's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from industry leaders. Women Forward is Osaic’s women’s initiative to attract, develop and nurture women financial advisors through programs that are innovative and actionable. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc., Triad Advisors, LLC, Osaic Institutions, Inc., and Wood ...
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In this episode you'll hear from an advisor and a business coach about the ins and outs of an essential start in coaching: The Next Level Program
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Two advisors in various stages of purchasing practices talk about the experiences they've had that helped them get prepared to make a transition and purchase a practice.
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After 17 years in the industry, Esther shares her perspective on lessons learned from holding a variety of roles in financial services including, now, Financial Advisor.
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In this episode, you'll hear an advisor's top lessons from the Next Level coaching program.
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A top advisor, Miye Wire, shares her experience growing her practice, finding ways to scale, and building out a team around her that encompasses the type of service she wants to deliver to her clients.
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In this episode, you'll hear an advisor's perspective of how she leads her staff with the help of coaching. Having experienced Advisor Group's Next Level program herself, Lisa sent her associate through the program as well.
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Hear from Operations Manager Lisa Dewing who is part of a team of deaf advisors, as she shares how she manages, understands, and drives growth in an inclusive business serving a specific audience. View the episode transcript!
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Abby & Olga are peas in a pod. And they're sharing with you their methods for integrating gratefulness practices into their lives - professionally and personally.
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Hear how Trisha Qualy prepared for and accomplished a goal she had for 20 years: completing a marathon! Trisha will share lessons that she learned during her training journey and how those lessons apply to business.
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This talk will give the audience a greater understanding of the importance of creating an inclusive environment for their clients, peers, and fellow humans with disabilities. As financial advisors, we have clients and peers that have passion and ability and just need access to the tools to allow them to be successful. I will share my journey from…
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Let me help you, not make the mistake I made, selling my practice that I built over the last 36 years without truly knowing the emotional, physical and mental impact on me, my life and everything that is most important to me. As women advisors, we play a critical role in the lives of our clients, helping them navigate all there is to consider thro…
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Joann Woodrops Joann discusses the Art of Manifestation using real examples, where she has manifested a better life for herself personally and professionally. Manifestation includes writing down goals and also, working your hardest at completing these goals. She also discusses the different versions of Success. Society has this blueprint of what “S…
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In the financial industry, advisors are often told to put clients into boxes. This is how you should talk to retirees…women…millennials. But the truth is, each of these demographics are made up of individuals with different personality types, different communication styles and different planning needs. Catering your communication to a generation or…
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Active listening is a powerful communication skill, but a small percentage of people are intentionally practicing this skill. As a financial professional, how can you practice active listening with your clients? Erinn Ford, EVP of Advisor Engagement, shares why active listening in our profession is important and how you can create a space to listen…
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Financial professional Jennifer Scroggins (TRI) recently teamed up with Leah Gregory at Premier Trust, to find solutions for a client's complex trust. Jennifer and Leah join us on the W Pulse today to share what they learned from the experience and when you should engage with a trust expert. The W Pulse series, brought to you by Advisor Group, was …
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The W Pulse's 100th episode! How do you intentionally engage your clients? NextGen financial professional Cammie Sorensen Banks shares her passion around what it means to engage with her clients vs include. On today's special 100th W Pulse episode, she provides insight on what she does differently, especially for her women clients. The W Pulse seri…
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As a person who seeks creativity, Megan Takagi was struggling to find passion in her role. This realization led her to take charge of her happiness and she designed a role in her family’s firm that brings her joy. Listen to today's W Pulse episode as Megan discusses how she incorporates creativity in her work. The W Pulse series, brought to you by …
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Nextgen financial professional Valerie Roque (TRI), joined the industry as an associate financial advisor and worked her way towards a financial advisor role. While working towards the financial advisor role, she continued to learn and add important certifications that led to exciting opportunities. Valerie shares her career journey hoping to inspi…
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Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from your peers and industry leaders. Women Forward is Advisor Group’s women’s initiative to attract, develop and nurture women financial advisors through programs t…
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continue reading
