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Welcome to WomenShare: A Celebration of Women in Financial Services. The podcast where successful women share their stories and best practices with a mission to help other women grow their businesses and careers. On this podcast, top financial advisors and corporate leaders–who happen to be women–give their best advice and actionable takeaways on marketing, growth, and making an impact in the financial services industry. The balance in the financial services industry is shifting and women ar ...
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Supporting Women Entrepreneurs and Navigating DEI in Financial Services
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“I want women to have choice around what path they want to have in terms of career.” Welcome to WomenShare: a celebration of women in financial services. Today, we are joined by LeeAnn Rasachak, the inspiring CEO of WomenVenture–a nonprofit dedicated to supporting women entrepreneurs in building sustainable businesses and creating wealth for their …
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Empowering Women in Finance Through Leadership and Mentoring
31:42
31:42
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"I live for these moments of celebration, small things, large things, and just continuing to realize all the positive things that are happening in life." Welcome to WomenShare, a celebration of women in financial services. Our latest episode features the brilliant mind of Terri Kallsen, Senior Operating Partner at RISE Growth Partners and an advoca…
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Career Excellence, Support Systems, and Inclusive Leadership in Financial Services
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29:48
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"It’s about being great where you’re at. Learn, challenge yourself, protect your current commitments, and excel in your present role. You’ll build the foundation for future success." Welcome to WomenShare: a celebration of women in financial services. Today’s guest is Sarah Walter, Managing Director at Northwestern Mutual with 20 years of dedicated…
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Marketing Tools and Trends for Boosting Advisor Growth
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“I truly believe that we are better together than we are alone. And for advisors to feel like they have support behind them, especially independent advisors, and that they have a family of people that actually care about them. I knew that I needed to go back to that because I that's what I really love.” Welcome to WomenShare: a celebration of women…
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Welcome to WomenShare: A Celebration of Women in Financial Services. Sound different? Since launching, we have been the marketing guide for women in financial services. This is the first episode with our updated mission. On today’s episode, Joanna Ehresman and Leah Alter are reflecting on the journey we’ve taken with this podcast, from starting as …
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Vision 2030: Preparing Women for the $30 Trillion Wealth Transfer
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“It's such a gratifying thing to get to be able to know so many different families and to be part of their success stories is just wonderful. We just need more people to understand what a great industry it is.” Welcome to WomenShare: a marketing guide for women in financial services.Today’s guest was recently named one of the top women wealth advis…
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Emotional Intelligence: The Importance of Empathy, Vulnerability, and Emotional Literacy in Financial Services
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“Empathy can be a skillset, too. Learning how to just be able to sit with somebody, learning how to ask, what do you need right now? Do you need me to fix it? Do you need advice? Do you need me to just listen?" Welcome to WomenShare: a marketing guide for women in financial services. On today’s episode, Joanna Ehresman and Leah Alter are joined by …
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Inspiring the Future: Advocating for Next Generation Success in Financial Services
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28:09
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“I believe in advocating using grassroots efforts, authentic engagement, and unyielding commitment, and those being the true catalysts for effecting lasting change. Those are essential in passing a bright shining torch to the next generation.” Welcome to WomenShare: a marketing guide for women in financial services. On today’s episode, Joanna Ehres…
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Doing Things Right: What We Can Learn from the Industry’s Largest Woman-Led Firm
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"It started as an initiative just within the firm to do things better, to create well, to invite women to a table and to make that table a comfortable, safe space to come and talk and be a part of." Welcome to WomenShare: a marketing guide for women in financial services. On today’s episode, Joanna Ehresman and Leah Alter are joined by Karen Reifel…
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International Women’s Day: Celebrating Women in Financial Services
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"International Women's Day is about the recognition of the contributions of women in the everyday and the extraordinary." Welcome to WomenShare: a marketing guide for women in financial services. On today’s episode, Joanna Ehresman and Leah Alter are celebrating International Women’s Day, a day of recognition for the impact that women have on socie…
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Finding Your Niche: Leveraging Thought Leadership and Niche Marketing for Professional Success
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“When I would meet with my clients, I would go to their office. And in one department, I had so many of those professionals as clients, somebody nicknamed me the money lady.” Welcome to WomenShare: a marketing guide for women in financial services. On today’s episode, Joanna Ehresman and Leah Alter are joined by Lisa Brown, CFP®, CIMA®, MBA, an aut…
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Balance and Growth: Redefining Success and Self-Care in Finance
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31:51
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“When my batteries are depleted, I'm not showing up as the best mom. I'm not showing up as the best partner. I'm not showing up as the best financial advisor or leader.” Welcome to WomenShare: a marketing guide for women in financial services. On today’s episode, Joanna Ehresman and Leah Alter are joined by Anne McCabe, the CEO of Curo Private Weal…
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Making Progress: The State of Women in the Wealth Management Industry
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Welcome to WomenShare: a marketing guide for women in financial services. On today’s episode, Joanna Ehresman and Leah Alter are zooming out to look at the big picture of the state of women in the wealth management industry. To help us, we’re joined by the head of the Next Gen program at Carson Group, Julie Ragatz. Julie and her team at the Carson …
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A Year of Empowerment: Reflecting on 2023 and a Vision for 2024
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31:45
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“When one of us succeeds, we all succeed.” Welcome to WomenShare: A Marketing Guide for Women in Financial Services. In this episode of the podcast, we’re kicking off the new year by looking back at some of the lessons and marketing best practices we've learned in 2023 and how they can be applied to all our businesses in 2024. Looking back at the g…
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Serving the Underserved: Championing Financial Independence for Women and the LGBTQ+ Community
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"Don't judge a book by its cover. Treat every relationship with an open mind." Welcome to WomenShare: a marketing guide for women in financial services. This is a very special episode of the podcast, as it is our first to feature a duo! Joanna Ehresman and Leah Alter are joined by Kathy Fish and her daughter, Kerry Jackson, of Fish and Associates, …
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Being a Disruptor: Empowering Advisors Through Authenticity
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Welcome to WomenShare: a marketing guide for women in financial services. On this episode of the podcast, Joanna Ehresman and Leah Alter are joined by Lisa Gilbert, Senior Vice President and Account Executive at ActiFi, to share her story and mission for empowering financial advisors. Lisa’s entrance into the financial industry was unexpected, afte…
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Unlocking Your Potential: How Women Business Owners Can Achieve Success
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Welcome to WomenShare: a marketing guide for women in financial services. On this episode of the podcast, Joanna Ehresman and Leah Alter are joined by Stacey Bartelson, a financial advisor with Edward Jones who has made a significant impact in the world of business ownership. Throughout the episode, Stacey shares her journey in building her practic…
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Use Your Outside Voice: Podcasting and Thought Leadership in Financial Services
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Welcome to WomenShare: a marketing guide for women in financial services. On this episode of the podcast, Joanna Ehresman and Leah Alter are joined by Sara Lohse, president of Favorite Daughter Media and one-half of the production team behind WomenShare. Sara is a former financial marketing professional who left a successful role in the industry in…
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Mentorship, Allyship, and Making Strides: Redefining the Narrative of the Financial Planning Industry
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Welcome to WomenShare: a marketing guide for women in financial services. In this episode of the podcast, Joanna Ehresman and Leah Alter are joined by Lena Nebel, CFP®, Chief Operating Officer of BFG Financial Advisors. BFG Financial Advisors stands out in the industry with 66% of its leaders being women, along with 45% of its CFP®s. In this episod…
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AI For Advisors: How Technology is Impacting Financial Services
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Welcome to WomenShare: a marketing guide for women in financial services. In this episode of the podcast, Joanna Ehresman and Leah Alter are joined by a very special guest, Yelena Melamed. Yelena is the Head of Product for Catchlight, an AI tool designed to help financial advisors find and filter prospects and increase their conversions. She focuse…
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Investing in Yourself: A Financial Advisor's Path to Personal and Professional Growth
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37:35
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Welcome to WomenShare: a marketing guide for women in financial services. In this episode of the podcast, Joanna Ehresman and Leah Alter are joined by our first-ever guest, Kristen LeClair. Kristen is the co-founder of the 994 Group, a financial planning firm in Austin, TX. She found success in corporate roles in the financial industry at a young a…
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Myths and Opportunities: Marketing Insights for the Financial Services Industry
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Welcome to WomenShare: A Marketing Guide for Women in Financial Services. In this episode of the podcast, hosts Joanna Ehresman and Leah Alter are dispelling the most common marketing myths we’ve heard throughout our careers and offering strategies to help you find new opportunities for yourself or your business. If you believe that marketing is a …
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Our Mission: Helping Women Thrive in Financial Services
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Welcome to WomenShare: a marketing guide for women in financial services. In this inaugural episode of the podcast, hosts Joanna Ehresman and Leah Alter want to bring you into the background of this show: why we’re launching it, who it’s for, and what we hope you, as a listener, will be able to take away from each episode. In this episode, you’ll h…
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Welcome to WomenShare, where successful women in financial services share their stories and best practices with a mission to help other women grow their businesses and careers. We’re your hosts, Leah Alter and Joanna Ehresman, and on this podcast, top financial advisors and corporate leaders–who happen to be women–give their best advice and actiona…
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