- Видео 29
- Просмотров 777
WomenShare Podcast
Добавлен 26 сен 2023
Welcome to WomenShare: A Celebration of Women in Financial Services
The podcast where successful women in the industry share their stories and best practices with a mission to help other women grow their businesses and careers.
Hosts Leah Alter and Joanna Ehresman, along with 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.
Learn more at womensharepodcast.com
The podcast where successful women in the industry share their stories and best practices with a mission to help other women grow their businesses and careers.
Hosts Leah Alter and Joanna Ehresman, along with 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.
Learn more at womensharepodcast.com
Building Your Own Table When No One Gives You a Seat
"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 historically underrepresented communities with authenticity and empathy.
Mahalene opened up about the profound impact of her Filipino heritage on her professional path. She shared how the value of community ingrained in Filipino culture steered her towards creatin...
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 historically underrepresented communities with authenticity and empathy.
Mahalene opened up about the profound impact of her Filipino heritage on her professional path. She shared how the value of community ingrained in Filipino culture steered her towards creatin...
Просмотров: 217
Видео
StrongHer Money: Christine Wedell's Mission to Educate and Empower Women
Просмотров 1321 день назад
"I believe in this mission of helping educate women, helping women live financially fearless." Welcome back to WomenShare: a celebration of women in financial services. In this episode, our Leah and Joanna sit down with Christine Wedell, cofounder of StrongHer Money and a prominent financial advisor at Volare Wealth Advisors, to discuss holistic financial planning with a focus on the importance...
Setting Personal Boundaries as a Financial Advisor
Просмотров 37Месяц назад
"People that really value life, value taking care of themselves and their overall well-being and really on a mission to live an intentional life, those are the people that we wanna work with." Welcome to WomenShare: a celebration of women in financial services. In this episode, Leah and Joanna sit down with Yesenia Beckmann, the passionate co-founder of Well Traveled Wealth. This episode dives ...
How Self-Awareness Impacts Financial Health and Relationships
Просмотров 27Месяц назад
"Money is like blood in a body. It connects all parts and its health matters." Welcome to another episode of WomenShare! Today, we have an incredibly insightful conversation lined up with our guest, Liz Hand, a distinguished financial advisor and mindset coach. Liz joins hosts Leah Alter and Joanna Ehresman to dive into the critical role of self-awareness for both financial advisors and their c...
Breaking Racial Barriers and Changing the Face of Wealth
Просмотров 282 месяца назад
Welcome to WomenShare: a celebration of women in financial services. In this episode, our special guest is Atricia Roberts, Chief Operating Officer and partner at Curo Private Wealth. Atricia joins hosts Leah Alter and Joanna Ehresman to discuss the imperative of embracing diversity in the financial services industry and the unique challenges she has faced and overcome in her career. During her...
Navigating Perfectionism and Joy: Dana Rhodes's Advice for Women in Finance
Просмотров 272 месяца назад
Welcome to WomenShare: a marketing guide for women in financial services. In this episode, we had the pleasure of speaking with Dana Rhodes, Chief Operating Officer at Axtella and a prominent advocate for women in the financial industry. Dana shares invaluable insights about her career, battling perfectionism, and the importance of finding joy amidst life's challenges. In this episode, Dana ope...
Supporting Women Entrepreneurs and Navigating DEI in Financial Services
Просмотров 113 месяца назад
“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 families. LeeAnn Rasachak joined WomenVenture a...
Empowering Women in Finance Through Leadership and Mentoring
Просмотров 373 месяца назад
"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 advocate for women in leadership roles. In this episo...
Career Excellence, Support Systems, and Inclusive Leadership in Financial Services
Просмотров 153 месяца назад
"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, S...
Marketing Tools and Trends for Boosting Advisor Growth
Просмотров 134 месяца назад
“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’...
Celebrating Women in Financial Services
Просмотров 244 месяца назад
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 communi...
Vision 2030: Preparing Women for the $30 Trillion Wealth Transfer
Просмотров 135 месяцев назад
“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 Pres...
Emotional Intelligence: Empathy, Vulnerability, and Emotional Literacy in Financial Services
Просмотров 115 месяцев назад
“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 ...
Inspiring the Future: Advocating for Next Generation Success in Financial Services
Просмотров 366 месяцев назад
“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, ...
Doing Things Right: What We Can Learn from the Industry’s Largest Woman-Led Firm
Просмотров 66 месяцев назад
"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 Point...
International Women’s Day: Celebrating Women in Financial Services
Просмотров 237 месяцев назад
International Women’s Day: Celebrating Women in Financial Services
Finding Your Niche: Leveraging Thought Leadership and Niche Marketing for Professional Success
Просмотров 197 месяцев назад
Finding Your Niche: Leveraging Thought Leadership and Niche Marketing for Professional Success
Balance and Growth: Redefining Success and Self-Care in Finance
Просмотров 148 месяцев назад
Balance and Growth: Redefining Success and Self-Care in Finance
Making Progress: The State of Women in the Wealth Management Industry
Просмотров 138 месяцев назад
Making Progress: The State of Women in the Wealth Management Industry
A Year of Empowerment: Reflecting on 2023 and a Vision for 2024
Просмотров 149 месяцев назад
A Year of Empowerment: Reflecting on 2023 and a Vision for 2024
Serving the Underserved: Championing Financial Independence for Women and the LGBTQ+ Community
Просмотров 289 месяцев назад
Serving the Underserved: Championing Financial Independence for Women and the LGBTQ Community
Being a Disruptor: Empowering Advisors Through Authenticity
Просмотров 229 месяцев назад
Being a Disruptor: Empowering Advisors Through Authenticity
Unlocking Your Potential: How Women Business Owners Can Achieve Success
Просмотров 2010 месяцев назад
Unlocking Your Potential: How Women Business Owners Can Achieve Success
Use Your Outside Voice: Podcasting and Thought Leadership in Financial Services
Просмотров 1010 месяцев назад
Use Your Outside Voice: Podcasting and Thought Leadership in Financial Services
Redefining the Narrative of the Financial Planning Industry
Просмотров 2911 месяцев назад
Redefining the Narrative of the Financial Planning Industry
AI For Advisors: How Technology is Impacting Financial Services
Просмотров 2711 месяцев назад
AI For Advisors: How Technology is Impacting Financial Services
Investing in Yourself: A Financial Advisor's Path to Personal and Professional Growth
Просмотров 36Год назад
Investing in Yourself: A Financial Advisor's Path to Personal and Professional Growth
Myths and Opportunities: Marketing Insights for the Financial Services Industry
Просмотров 12Год назад
Myths and Opportunities: Marketing Insights for the Financial Services Industry
Our Mission: Helping Women Thrive in Financial Services
Просмотров 18Год назад
Our Mission: Helping Women Thrive in Financial Services
I thought she was going to show step by step how to build a table, Just so much talk ,
Hi @yolandahernandez9154 - Thanks for your comment. WomenShare is a podcast sharing and celebrating the stories of women in financial services. The title of this episode was about building your own table, playing off the concept of women not often having a seat at the metaphorical table in business. We hope you were able to find other videos that gave you the step-by-step to build an actual table.
😊 'promosm'