WomenShare
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 are making strides, but we are still underrepresented as advisors and in leadership positions. This podcast is committed to continuing to move to a more balanced industry, where the broad and diverse clients who are served, are better represented by their advisors and leaders. As marketing veterans of the financial services industry, hosts Leah Alter and Joanna Ehresman are passionate about empowering women to have a stronger influence in the industry, bringing their natural skills and abilities to balance how companies are led and clients are served. WomenShare is a space for women leaders throughout the industry to share insight on what’s helped them succeed, to help other women make a greater impact. With more than three decades of combined experience, Leah and Joanna have held corporate leadership positions and worked with thousands of financial advisors to implement effective marketing plans, grow their practices, and increase their client acquisition. They are passionate about helping women advisors grow their practices and women in leadership roles expand their influence. Women are the key to bringing balance to how our companies are led and clients are served. Each new episode will feature an interview with a successful advisor or leader in the financial services industry. Our guest will share her stories, insights, and advice on topics such as: How she broke into the financial services industry Navigating the corporate world and shattering glass ceilings Starting a wealth management practice Lessons learned over her career Creating a future you’re excited about Tools and technology available to financial advisors Listeners will learn: How to build a strategic, growth-focused marketing plan Marketing best practices for financial services Ways to forge strong relationships within the industry How to face challenges and achieve success in the financial services industry How to leave a legacy for the next generation of women in the industry
Episodes
"There's a part of me that can help me make decisions that are in alignment with my best interest. And even though I’m used to overriding that part of me or ignoring that part of me, I can—now that I’m aware of it—learn how to listen to that part." – Amy Young
Welcome to WomenShare, a celebration of women in financial services. In this episode, hosts Leah Alter and Joanna Ehresman are joined by Amy Young—a t...
“Don’t run away from something, but run towards something.” — Nina Smith
Welcome to WomenShare: a celebration of women in financial services. Today, hosts Joanna Ehresman and Leah Alter sit down for an insightful and heartfelt conversation with Nina Smith: a seasoned growth and business development leader known for her marketing ingenuity and her passion for community leadership. Nina joins the show at a piv...
“My framework for everything I do right now in my life is about investing in women. Not because I'm anti male, because I believe that diversity brings better outcomes for me, for Joe, for Steve, and Tom, all of us.” — Cokie Cox
Welcome to another episode of WomenShare, a celebration of women in financial services. In this week’s episode, hosts Joanna Ehresman and Leah Alter are joined by trailblazer Cokie Co...
“A lot of organizations wanna hire women. They just aren't getting as many applicants for it. So I think that what we have to do then is pull them in in some cases, and I've done a lot of that over the years. One of my best hires, I reached out to the University of Maryland's head women's lacrosse coach and said, hey. Let me talk to your seniors. So I hired this girl who was a premed, no finance background, and she was ...
“At the end of the day, you're asking somebody to trust you with your money. But in reality, there is so much commonality. Putting your authentic self out there and getting people to know who you are to build that relationship is going to have a bigger impact for you in the long run.” — Michelle Borkowski
Welcome to WomenShare, a celebration of women in financial services. In this episode, hosts Joanna Ehres...
"I really love the idea of taking down the barrier that keeps people from getting to what we all need, and that's financial health and well-being." – Dr. Lisa Toppin
Welcome back to WomenShare, a celebration of women in financial services. In this episode, we had the privilege of talking with Dr. Lisa Toppin, a prominent figure in the HR and diversity landscape, who is currently redefining workforce strategies at the Carson Group. W...
"Surely, by now, we should be teaching people it's your career to run. You are the CEO of your life and career."
Welcome to WomenShare, a celebration of women in financial services. In this episode, co-hosts Leah Alter and Joanna Ehresman sit down with Liz Ryan, CEO and founder of Human Workplace, to discuss transformative shifts in career dynamics and Human Resource practices. Liz, recognized globally for her forward-thinking appro...
"I don't know why this memo never made it to our industry, but in every single other industry, bar none, maybe the exception of real estate agents, but every other industry, the owner of the business hires other people to do the work of the business."
Welcome to WomenShare, a celebration of women in financial services. In today's episode, we sit down with Erin Botsford, a trailblazer in the financial advisory field. Erin has revolut...
"I've always felt that being a woman in this industry is a strength, and that's how I've always been. So I've taken my being a female and used it for good in this industry."
Welcome to another episode of WomenShare, where we highlight and celebrate the outstanding contributions of women in the financial services industry. In today’s episode, we’re thrilled to be joined by Cary Carbonaro, a leading Managing Wealth Advisor with Ashton...
"Building a business or a career is not done in a silo. It's a community thing."
Welcome to another episode of WomenShare, a celebration of women in financial services. In today's episode, hosts Joanna Ehresman and Leah Alter dive deep into the world of digital marketing with Kalli Fedusenko, founder of the Kalli Collective. Kalli is transforming the way financial advisors connect with their clients in the digital age by marrying au...
"It just takes one woman to just open that door, break that barrier so that we can bring along other women in the process."
Welcome to another inspiring episode of WomenShare: a celebration of women in financial services. In today's episode, our hosts Leah Alter and Joanna Ehresman sit down with Sheena Yap Chan, a Wall Street Journal best-selling author, award-winning podcaster, and keynote speaker who is on a mission to close the g...
"Always have your money work for you. Don't work for your money."
Welcome to another episode of WomenShare, a celebration of women in financial services. In today's episode, we're joined by Tish Berbaum, who is known by her clients as their voice of reason. She is the founder and wealth advisor at Blue Sands Wealth and is here to discuss her journey, her philosophies, and her impactful work in the financial industry.
Throughout the e...
Welcome back to WomenShare, a celebration of women in financial services, and welcome to 2025.
WomenShare was launched in the Fall of 2023, so 2024 was our first full year as a podcast. During this year, WomenShare has transitioned from a focus on marketing best practices to celebrating the multifaceted experiences of women in the financial sector. This shift has led to richer conversations and a remarkable 284% growth in listeners...
"As advisors, we miss the opportunity to teach clients how they can use their wealth to live purposefully now, you know, in the moment. We may or may not have forever."
Welcome to WomenShare: A Celebration of Women in Financial Services. In today's episode, hosts Joanna Ehresman and Leah Alter sit down with the extraordinary Marcia Miller, a wealth advisor with over 25 years of experience at RFG Advisory.
Marcia, who is celebrating 1...
"What we tend to forget is that business relationships are still relationships, and in no other way do we act transactionally in our relationships to maintain them."
Welcome to WomenShare: A Celebration of Women in Financial Services. This week, we're joined by Julie D'Anastasio, a remarkable expert in creating memorable events and retention strategies. Julie focuses on fostering emotional connections and building communities, parti...
"You wanna make sure that it's someone who aligns with your values, someone who recognizes the value that you bring to the table, someone who's willing to to contribute to achieving the goals that you set out to do together."
Welcome to another episode of WomenShare, a celebration of women in financial services. In today’s episode, we're exploring the evolving landscape of financial advisory with Marissa Comerford and Kerry Davis. ...
"Most of the career advice I received, I ignored. That might have been the secret to my success."
Welcome back to WomenShare: a celebration of women in financial services. Today, hosts Leah Alter and Joanna Ehresman bring you an inspiring conversation with Mary Beth Franklin, a trailblazer who turned skepticism into success. Mary Beth Franklin, a seasoned journalist and certified financial planner, shares her unconventional journey ...
"You ask yourself this question: What am I holding to that it wants to be released in my life right now?"
Welcome to WomenShare, a celebration of women in financial services. In today’s episode, hosts Joanna Ehresman and Leah Alter sit down with Shannon Schottler, a professional coach specializing in life and career transitions. Shannon leads us on a journey through the complexities of embracing new identities and managing life’s bi...
"I've never had to think about what it is like to be on a leadership team where there are no other women or there are no women at all."
Welcome back to WomenShare: A Celebration of Women in Financial Services. In today's discussion, our hosts Leah Alter and Joanna Ehresman sit down with industry trailblazers Meredith Lambert and Yelena Melamed from Catchlight, an innovative firm dedicated to transforming how financial advisers manag...
"Screw waiting for a seat at the table. I'm going to build my own table."
Welcome to WomenShare: a celebration of women in financial services. In today’s episode, we had the honor of speaking with Mahalene Dulay, founder of Modern Wealth Collective, which offers a holistic, community-focused approach to financial advising. Mahalene joined us to dive deep into her journey of creating an inclusive financial advisory firm that serves h...
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