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Level up your business with technology solutions to increase productivity, improve client service, and uncover opportunities for growth. Advisor Group's Technol-AG podcast offers best practices to help you learn, adapt, and implement technology to thrive as an independent financial professional. Visit http://www.advisorgroup.com for additional information. Securities and investment advisory services are offered through the firms: FSC Securities Corporation, Royal Alliance Associates, Inc., S ...
 
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 industry leaders. Women Forward is Advisor Group’s women’s initiative to attract, develop and nurture women financial advisors through programs that are innovative and actionable. Visit http://www.advisorgroup.com/women-forward for additional information! Securities and investment advisory services are of ...
 
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show series
 
Technology Solutions Consultant Jonathan Belair of Advisor Group talks about the importance of collecting client data with Dennis Petinelli of Pettinelli Financial Partners. With over 40 years of experience in financial services, Mr. Petinelli offers expert advice and shares personal experiences that have carried his practice to ongoing success. He…
 
When her husband suddenly passed away, advisor Monica Salaiz-Narvaez, CFP, CLTC found herself in an unexpected and painful season of life. Since that tragic day, she has made it her mission to help guide and support other women in similar life transitions. Hear how Monica uses her personal experience to empathize and connect with clients in a power…
 
As a small business owner, a diverse team is one of your strongest assets. But in blending different roles, personalities, and backgrounds, how can you ensure your team is united under a single vision? In this episode, hear how The Michael Matheson Group empowers each of its team members, including financial advisors, business development managers,…
 
Listen to an impactful discussion between Advisor Group’s Angie Dunivent, Succession and Acquisition Manager, and Lisa Doherty, Director of Securities Operations and Senior OSJ Branch Manager for Collective Financial Group. Together they review best practices on succession planning, business valuation, practice acquisition, and more. If you are int…
 
Do men and women differ when it comes to confidence? Hear from Woodbury Financial Services financial professional Juli McNeely, author of the book No Necktie Needed, on how to overcome the gender confidence gap and reach a new level of success. The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative a…
 
In our latest W Pulse podcast, Alyssa Jarman and April Wilson from Royal Alliance answer questions about Women’s Resource Groups. They discuss what typical meetings and seminars look like, how they got their women’s group started, lessons learned along the way, and advice for listeners who may want to start their own Women’s Resource Group. The W P…
 
Our third W Series meeting is a moderated discussion with your peers sharing real world insights into niche marketing, MyCMO campaigns, and driving website traffic. Panelists Kaitlyn Colditz and Ginny Perez answer questions and provide their perspectives in this interactive session. The W Pulse series, brought to you by Advisor Group, was created b…
 
Discover the wonder, freedom, and inspiration of the third third of your life. If you are over or nearing 50, how can you make the most of this new, exciting chapter? Royal Alliance financial professional Rita Robbins shares her tips on preparing for a rewarding third phase of life, one where you’ll continue to learn, grow, and flourish along the w…
 
We all have circumstances in our lives that may prevent us from reaching our full professional potential. Financial professional Kelly O’Malley’s challenge (and also one of her greatest joys) is her severely disabled son, John. As both a caretaker and advisor, Kelly was sure she would never become a top performer – until a shift in strategy changed…
 
Helping others becomes possible when you love what you are doing. FSC Securities financial professional Jyoti Gujral shares her experience founding a nonprofit to support breast cancer patients and how each of us can harness our passion to give back. This presentation was originally recorded at Advisor Group’s 2021 W Forum, an annual event supporti…
 
Change happens all the time whether we like it or not – and most of the time, we don’t like it. But what if we started viewing change as an opportunity, instead of an obstacle to overcome? Hear from FSC Securities financial professional Monica Brown on how she leverages change to inspire growth, both personally and professionally. This presentation…
 
Technology Solutions Consultant Jonathan Belair with Advisor Group located in Phoenix, Arizona, speaks with Teresa M. Hart, a Financial Advisor and Owner of Teresa M. Hart Financial Services located in Mitchell, South Dakota about successful methods of collaboration using technology in financial services. The conversation also includes Lila Eilts, …
 
Hear from Securities America financial professional Sandra Wagner, President and CEO of Wagner Planning, on how she leverages Panoramic Planning in her business and how you can start implementing this smart strategy today. The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisor…
 
Today we have the privilege of speaking with a Managing Partner at Affiliated Advisors out of St Louis Park, Minnesota. She leads the firm’s practice management initiatives and is passionate about helping financial professionals grow and improve their businesses. To accomplish this, she believes in a strong focus on incorporating technology with ma…
 
Office inefficiency is common among businesses of all sizes. The most cost-effective, and often best, solution is to leverage your existing team. Advisor Group Business Consultant, Maria Lindsley will kick us off by sharing best practices and specific direction on role mapping, career pathing, and cross-training. You’ll learn how to lead your team …
 
Cyber Analyst Jason Conort shares his experience and passion regarding the complex and dangerous business of ransomware. Learn about encryption, TPM keys and the technical and human elements involved in these cyber applications. Hear real-life examples of big-name companies that have suffered attacks from ransomware and how you can better protect a…
 
Staying ahead of the competition is essential for any successful entrepreneur. Our May 5 W Pulse podcast offers smart strategies to anticipate opportunities that maximize business growth. Hear from SagePoint financial professional Pina Formicola, AWMA®, AIF of Tax & Investment Group, on how she leverages mental models and forward thinking to grow h…
 
Ryan Schumaker is Vice-President, Technology Solutions Consultant with Advisor Group. He brings with him 20 years of experience in the financial services industry, with a concentrated focus on technology. Ryan works with financial professionals on shaping their firm’s technology landscape, researching the latest technology products and processes, a…
 
Ryan Schumaker is Vice-President, Technology Solutions Consultant with Advisor Group. He brings with him 20 years of experience in the financial services industry, with a concentrated focus on technology. Ryan works with financial professionals on shaping their firm’s technology landscape, researching the latest technology products and processes, a…
 
Ryan Schumaker is Vice-President, Technology Solutions Consultant with Advisor Group. He brings with him 20 years of experience in the financial services industry, with a concentrated focus on technology. Ryan works with financial professionals on shaping their firm’s technology landscape, researching the latest technology products and processes, a…
 
Our March 17 W Pulse podcast is an encore presentation of our W Series webinar, Existing Client Engagement. Tune in for a financial professional panel discussion covering the key elements of successful client engagement: communication strategies, unique/virtual events, use of technology, the practical application of behavioral finance, and more. Ea…
 
Our March 3 W Pulse podcast, Finding Happiness in Business Growth and Women Recruitment, takes a deep dive into the “hows” and “whys” of recruiting women financial professionals to your practice. Triad Advisors’ Dianne Webb, CFP®, EA, CDFA®, taps into her personal experiences to share best practices on growing your business, your way… and finding h…
 
Retaining client assets across generations is a common – and often challenging – goal for financial professionals. Triad Advisors’ Jennifer Johnston reflects upon her success in this area, offers actionable guidance and tips, and also weighs in on the professional and personal benefits of taking this broad approach to client engagement. The W Pulse…
 
We’ve all heard about the benefits of mentoring, for both the Mentor and Mentee. Our February 3 W Pulse podcast, Mentorship Chats With a Leader in Mentoring, offers a first-person perspective and insights on how to maximize the mentorship experience. Securities America financial professional, Lena Jo Hartley, President of Downeast Private Wealth, t…
 
Our next W Pulse Podcast, “Impact Investing: How to Get Started Generating a Positive Environmental and Social Impact” premieres on January 20. Triad Advisors’ Julie Krehbiel, CFP®, discusses the hows and whys of constructing investment portfolios that align with both your clients’ objectives and their values. Julie has proven time and again that “…
 
The first W Pulse Podcast of 2021, A Retirement Plan Professional: Why You Should Have a ‘Why’ premieres on January 6. Carrie Ohm, VP of Advisor Development at Resources Investment Advisors, a Securities America affiliate, shares her insights on ways financial professionals can better serve their retirement clients and, in effect, grow their busine…
 
ConnectED Canvas keynote Bonnie St. John – author, Paralympian, and dynamic speaker – brings you her insights on inclusion and resilience. Sharing her experiences as a world-class athlete and how her mantra of “Fall Down? Get up Faster!” has transformed her mindset and informed her successes. Bonnie tackles the importance of resilience, how to get …
 
In a year where emotions have run high for everyone, the importance of understanding the role that emotions play in the financial decision-making process has never been greater. Securities America financial professional Dominica Henderson, CFP®, BFA®, shares her journey in obtaining the Behavioral Finance Advisor (BFA) designation, and how it has i…
 
Our next W Pulse Podcast, “A Resilience Ringleader: Thoughts on Being the Most Effective and Having Control of Your Attitude” premieres on November 18. ConnectED Canvas keynote Bonnie St. John – author, Paralympian, and dynamic speaker – brings you her insights on inclusion and resilience. A self-described “Resilience Ringleader,” Bonnie will discu…
 
This year has forced us all to develop new ways to conduct business, while also changing the way we communicate with our clients. It also provided an opportunity to create more efficient ways to interact with our clients and others. Hear from a panel of your peers about the strategies they deployed to successfully grow their business in 2020. We’ll…
 
Our next W Pulse podcast, The Value of Insurance and Overcoming Client Objections, will premiere on October 21, 2020. From starting the insurance conversation, to engaging reluctant clients to closing the sale, Royal Alliance’s Jennifer Kim will discuss best practices that lead to success. The W Pulse series, brought to you by Advisor Group, was cr…
 
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…
 
Listen as we chat with creator Derrick Girard about the features and benefits of MyRepChat. MyRepChat provides you with a solution for compliant SMS texting. Communicate through text with your clients for birthdays, anniversaries, events, appointments and more. With MyRepChat, clients do not have to download an app or software to communicate with y…
 
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 fa…
 
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 …
 
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