Building genuine community and authentic connections is the cornerstone of success and fulfillment, especially for women in financial services.

In this episode, Ana Trujillo Limón, Director, Editorial at Carson Group, speaks with Joanna Ehresman and Leah Alter, co-hosts of the WomenShare Podcast.

Together, they explore the transformative power of community, celebrate women's achievements, and discuss strategies for overcoming challenges unique to women in the financial services industry. Their passion for creating a supportive network shines through as they emphasize the importance of lifting each other up.

Joanna and Leah discuss:

Encouraging women to authentically show up, build networks, and seek genuine connections
The challenges women face as the “only ones in the room” and the lessons learned in overcoming burnout and isolation
The importance of sharing insights and experiences to foster collective success and support future generations in financial services
Celebrating milestones, both personal and professional, as a way to build confidence and a sense of community
Redefining success by creating balance, authenticity, and joy in both personal and professional lives
And more!

Connect with Ana Trujillo Limón:

Carson Group LLC
LinkedIn: Ana Trujillo Limón

Connect with Leah Alter and Joanna Ehresman:

About Leah Alter:

Leah Alter is the Founder of Marketing by Foxie. After years in New York City's entertainment and events industry, she moved to Austin, TX, joining an independent Broker-Dealer and RIA.

At the Broker-Dealer/RIA, Leah worked on the business development team before transitioning to marketing consulting, where she helped advisors brand and market themselves in a highly regulated industry. She led marketing workshops and programs, with one of her initiatives earning two Wealthmanagement.com Award nominations. She also contributed to the marketing team, packaging and delivering products and services for financial professionals.

Leah later joined a digital marketing agency serving the financial services and FinTech industries, gaining valuable expertise from industry specialists. Most recently, she was Vice President of Marketing at a FinTech company, focusing on branding, social media thought leadership, and launching a new website.

A passionate marketer, Leah is dedicated to helping her clients succeed.

About Joanna Ehresman:

Joanna is the Founder of Momentum Growth Solutions and co-host of WomenShare, leveraging her 20+ years of marketing expertise to empower clients and listeners to make a greater impact.

Her passion for marketing stems from seeing the profound impact professional financial advice has on clients' lives. At Momentum Growth Solutions, Joanna helps companies accelerate growth by aligning their purpose with their brand and marketing strategies while advising internal teams for sustainable results.

Joanna also serves on the Board of Directors for BestPrep, a nonprofit focused on youth financial literacy and career skills. She lives near Minneapolis, Minnesota, with her husband and three sons.

Send us your questions, we’d love to hear from you! Email us at framework@carsongroup.com.

Joanna Ehresman and Leah Alter: Amplifying Women’s Voices in Financial Services

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