Best Womenadvisor Podcasts (2024)

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Coach's Corner on W Pulse: An Advisor's Insights from the Next Level Program 24:40

9M ago24:40

24:40

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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Success Stories: Steps to Being Prepared for Purchasing a Practice 17:59

10M ago17:59

17:59

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.

1
A Career Journey: From Assistant to Associate to Advisor 11:34

11M ago11:34

11:34

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.

1
Coach's Corner on W Pulse: An Advisor's Insight on Next Level Coaching 27:06

12M ago27:06

27:06

In this episode, you'll hear an advisor's top lessons from the Next Level coaching program.

1
Inflection Points: Learn How One Advisor Grows Her Business & Her Team 26:13

1y ago26:13

26:13

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.

1
Coach's Corner on W Pulse: An Advisor's Insights on Next Level for Their Staff Members 23:14

1y ago23:14

23:14

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.

1
Planning & Advice for the Deaf Community 19:11

1y ago19:11

19:11

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!

1
A Grateful Journey: Practices to Stay Present so you can Focus on Future Goals 25:09

1+ y ago25:09

25:09

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.

1
How to Run Your Race 12:41

1+ y ago12:41

12:41

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.

1
The Power of Being Heard 10:31

1+ y ago10:31

10:31

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…

1
Blindsided... No One Prepared Me for This! 15:05

1+ y ago15:05

15:05

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…

1
The Rose That Grew from Concrete 13:58

1+ y ago13:58

13:58

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…

1
The Key to Building a Million Dollar Practice 14:39

1+ y ago14:39

14:39

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…

1
Be Intentional While Creating a Space for Active Listening 21:27

1+ y ago21:27

21:27

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…

1
Trust Services: How to Find Solutions for Your Clients 35:56

1+ y ago35:56

35:56

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 …

1
Successful Tips for Intentionally Engaging Clients 23:01

2y ago23:01

23:01

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…

1
How to Design a Career You Love 24:23

2y ago24:23

24:23

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 …

1
Career Inspiration from a NextGen Financial Advisor 15:13

2y ago15:13

15:13

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…

1
From Social Worker to Wealth Manager 21:18

2y ago21:18

21:18

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 proactive and build a financial plan for the unexpected. Whitney shares her experience with her career change and …

1
A Financial Professional's Passion to Support Women in Her Community 17:15

2y ago17:15

17:15

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. The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and…

1
We Are Chasing a Unicorn that Doesn't Exist 25:42

2y ago25:42

25:42

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 fail. The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiativ…

1
All You Need is Passion and The Knowledge to Crush It 26:17

2y ago26:17

26:17

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 passionately growing your business. The W Pulse series, brought to you by Advisor Group, was created by the firm’s …

1
Welcome to The W Pulse 2:21

6+ y ago2:21

2:21

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…

Podcasts Worth a Listen

Womenadvisor Podcasts

Podcasts Worth a Listen

1
The W Pulse

Osaic

1
Coach's Corner on W Pulse: An Advisor's Insights from the Next Level Program 24:40

1
Success Stories: Steps to Being Prepared for Purchasing a Practice 17:59

1
A Career Journey: From Assistant to Associate to Advisor 11:34

1
Coach's Corner on W Pulse: An Advisor's Insight on Next Level Coaching 27:06

1
Inflection Points: Learn How One Advisor Grows Her Business & Her Team 26:13

1
Coach's Corner on W Pulse: An Advisor's Insights on Next Level for Their Staff Members 23:14

1
Planning & Advice for the Deaf Community 19:11

1
A Grateful Journey: Practices to Stay Present so you can Focus on Future Goals 25:09

1
How to Run Your Race 12:41

1
The Power of Being Heard 10:31

1
Blindsided... No One Prepared Me for This! 15:05

1
The Rose That Grew from Concrete 13:58

1
The Key to Building a Million Dollar Practice 14:39

1
Be Intentional While Creating a Space for Active Listening 21:27

1
Trust Services: How to Find Solutions for Your Clients 35:56

1
Successful Tips for Intentionally Engaging Clients 23:01

1
How to Design a Career You Love 24:23

1
Career Inspiration from a NextGen Financial Advisor 15:13

1
From Social Worker to Wealth Manager 21:18

1
A Financial Professional's Passion to Support Women in Her Community 17:15

1
We Are Chasing a Unicorn that Doesn't Exist 25:42

1
All You Need is Passion and The Knowledge to Crush It 26:17

1
Welcome to The W Pulse 2:21

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