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Today we’re sitting down with Rebekah Black, Founder and CEO of Jambos Donates, for a lively conversation about following your dreams! After a mission trip to Jamaica to work with children, Rebekah realized she wanted to help foster kids but wasn’t sure where to start. Fast forward to today: Jambos Donates is a nonprofit bringing comfort to thousands of kids in foster care by collecting and providing them with brand-new pajamas.

Hear how Trisha Qualy prepared for and accomplished a goal she had for 20 years: completing a marathon! Trisha will share lessons that she learned during her training journey and how those lessons apply to business.

This talk will give the audience a greater understanding of the importance of creating an inclusive environment for their clients, peers, and fellow humans with disabilities.  As financial advisors, we have clients and peers that have passion and ability and just need access to the tools to allow them to be successful.  I will share my journey from exclusion to access and how it gave me the power to be heard.

Let me help you, not make the mistake I made, selling my practice that I built over the last 36 years without truly knowing the emotional, physical and mental impact on me, my life and everything that is most important to me.  As women advisors, we play a critical role in the lives of our clients, helping them navigate all there is to consider throughout their lives... and we do it well.  When it comes to leaving that role behind, and you think you got it covered...think again.  My journey will inspire you to look and find what's hidden from your view, to not be afraid to create a future that's beyond what's familiar, and to be fearless, because the world needs us now more than ever, to mentor the next generation.

Joann Woodrops Joann discusses the Art of Manifestation using real examples, where she has manifested a better life for herself personally and professionally. Manifestation includes writing down goals and also, working your hardest at completing these goals. She also discusses the different versions of Success. Society has this blueprint of what “Success” is but Joann doesn’t follow that blueprint.  

In the financial industry, advisors are often told to put clients into boxes. This is how you should talk to retirees…women…millennials. But the truth is, each of these demographics are made up of individuals with different personality types, different communication styles and different planning needs. Catering your communication to a generation or gender is likely not getting you where you need to go. This presentation will help you better understand your client’s behavioral profile – regardless of which demographic they fit into – to ensure you are making a lasting connection and truly helping your clients reach their financial goals.

Active listening is a powerful communication skill, but a small percentage of people are intentionally practicing this skill. As a financial professional, how can you practice active listening with your clients? Erinn Ford, EVP of Advisor Engagement, shares why active listening in our profession is important and how you can create a space to listen, ask questions and respond.

Financial professional Jennifer Scroggins (TRI) recently teamed up with Leah Gregory at Premier Trust, to find solutions for a client's complex trust. Jennifer and Leah join us on the W Pulse today to share what they learned from the experience and when you should engage with a trust expert.  The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.

The W Pulse's 100th episode! How do you intentionally engage your clients? NextGen financial professional Cammie Sorensen Banks shares her passion around what it means to engage with her clients vs include. On today's special 100th W Pulse episode, she provides insight on what she does differently, especially for her women clients. The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.

As a person who seeks creativity, Megan Takagi was struggling to find passion in her role. This realization led her to take charge of her happiness and she designed a role in her family’s firm that brings her joy. Listen to today's W Pulse episode as Megan discusses how she incorporates creativity in her work.  The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.

Nextgen financial professional Valerie Roque (TRI), joined the industry as an associate financial advisor and worked her way towards a financial advisor role. While working towards the financial advisor role, she continued to learn and add important certifications that led to exciting opportunities. Valerie shares her career journey hoping to inspire others to join the industry. The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.

Whitney Figueroa’s (WFS) career change from social worker to wealth manager, was led by her previous career where she witnessed others struggle through tough financial situations. From this experience, grew her desire to help others be proactive and build a financial plan for the unexpected. Whitney shares her experience with her career change and why she chose to participate in the Financial Planning Jump Start coaching program. The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.

How does she do it? Financial professional Lisa Krall runs a women's network and a business, which we all know - is not an easy task! On today's episode, Lisa shares tips for balancing her workload and how she supports women in her community. The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.

As women we try so hard to have it all together during work and at home, but we need to give ourselves some grace. Today's W Pulse guest Kristen Kimmel, EVP of Business Development at Advisor Group, reminds us to give ourselves permission to fail.  The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.

What is the key to being successful when you're the youngest financial professional in your office? Apply your knowledge and passion to what you do every day! Today's W Pulse guest, financial professional Amy Welborn, shares ideas for passionately growing your business. The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.

From a young, single mother statistic to reaching the summit of her mountain, financial professional Tasha Coleman reflects on the phases of her life. Tasha shares lessons learned and how she wants to give back by helping other women in the industry.

What do money and mimosas have in common? On today's W Pulse, financial professional Pamela Sams dives into her toolbox of business tools she uses with her clients to help them reach their financial goals.

An untethered financial professional, Samantha Finnerty stumbled upon a niche market and set herself apart from her peers. On today's W Pulse, Samantha shares how she discovered her niche market and gives tips for successful client events.

Are you looking to spring clean your business this season? Hear how SagePoint financial professional Juanita Stephens stays organized by leveraging a common, inexpensive office product. The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.

Through her personal story of resilience and self-discovery, Royal Alliance financial professional Sarah Walkinshaw will remind you of your own power to create the life you desire. This presentation was originally recorded at Advisor Group’s W Forum, an annual event supporting the advancement of women in the wealth management industry. The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s Advisory Board.