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Episodes of The W Pulse
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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
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.
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.
In this episode, you'll hear an advisor's top lessons from the Next Level coaching program.
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.
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.
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!
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.
Today we’re sitting down with Rebekah Black, Founder and CEO of Jambos Donates, for a lively conversation about following your dreams! After a mission trip to Jamaica to work with children, Rebekah realized she wanted to help foster kids but wa
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.
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 a
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
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
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, d
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 Engag
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
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 epis
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 epis
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 impo
Whitney Figueroa’s (WFS) career change from social worker to wealth manager, was led by her previous career where she witnessed others struggle through tough financial situations. From this experience, grew her desire to help others be proactiv
How does she do it? Financial professional Lisa Krall runs a women's network and a business, which we all know - is not an easy task! On today's episode, Lisa shares tips for balancing her workload and how she supports women in her community. T
As women we try so hard to have it all together during work and at home, but we need to give ourselves some grace. Today's W Pulse guest Kristen Kimmel, EVP of Business Development at Advisor Group, reminds us to give ourselves permission to fa
What is the key to being successful when you're the youngest financial professional in your office? Apply your knowledge and passion to what you do every day! Today's W Pulse guest, financial professional Amy Welborn, shares ideas for passionat
From a young, single mother statistic to reaching the summit of her mountain, financial professional Tasha Coleman reflects on the phases of her life. Tasha shares lessons learned and how she wants to give back by helping other women in the ind
What do money and mimosas have in common? On today's W Pulse, financial professional Pamela Sams dives into her toolbox of business tools she uses with her clients to help them reach their financial goals.
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