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

All episodes

AI For Advisors: How Technology is Impacting Financial Services