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
"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 service within the company. In this episode, Sarah shares valuable insights on career...
“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 in financial services. In today’s episode, we’re uncovering the strategies behind gro...
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 a marketing guide to becoming a vibrant community celebrating the voices and impacts o...
“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 advisors by Forbes. Debra Brennan Tagg, CFP® is President of BFS Advisory Group and the cre...
“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 executive and well-being coach, Holly O’Hanlon to get to the heart of financial servic...
“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 Ehresman and Leah Alter are joined by Maria Bethel, the senior vice president of marketing ...
"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, CFP®, a senior wealth advisor at Beacon Pointe Advisors.
Beacon Point is the largest ...
"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 societies all over the world.
The theme of this year’s event is #InspireInclusio...
“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 author, speaker, advisor, and strategic leader within the financial space.
Lisa buil...
“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 Wealth, to hear her perspective on finding new clients, conquering self-doubt, and priorit...
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 Group conducted a study that was published as the 2023 State of Women in Wealth ...
“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 guests we’ve had on the podcast this year, the lessons they shared...
"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, a financial planning firm focused on serving women and the LGBTQ+ community.
As a f...
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, after beginning her career in the skateboard industry. She found her passion for helping a...
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 practice and her passion for helping individuals, families, and especially women business own...
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 order to build a company that felt more authentic. Now, she uses her marketing expert...
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 episode, Lena shares her excitement about empowering families through financial plannin...
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 focuses on helping advisors leverage data and technology to grow their practices, and ...
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 age, but more recently found herself starting from scratch as she decided to laun...
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 waste of time and budget, an all-or-nothing effort, or that one strategy is your...
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