Episodes

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 20-year journey in the financial sector, Atricia has become a stalwart advocate for diversity and i...

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 opens up about her journey in the financial industry, sharing how she battled perfectionism and found w...

“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 after a successful career in the financial services industry, driven by a desire to make a substan...

"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 episode, we discuss the transformative minds of women leaders and the powerful concepts shaping their jou...

"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 growth, support systems, and the evolving landscape for wome...

“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 growth and success in the financial advisory space. Our guest...

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 of women in financial services. We’re sharing how we came to t...

“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 creator of the DBT360 Financial Plan, a proprietary program that...

“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 services (literally). Holly helps business leaders thrive by foc...

“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 and communications at Axtella. Maria and her team are cham...

"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 female-led RIA firm in the country with women making up o...

"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 #InspireInclusion, so we’re diving into the different ways that organizations can tak...

“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 built a successful practice by focusing on a unique niche—exe...

“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 prioritizing self-care as a woman in finance. Anne founded her co...

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 Management Report to uncover insights that hinder women who have ch...

“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 that stand out the most center around authenticity and brand clarity. We also ...

"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 financial professional in the South, Kathy recognized how unde...

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 advisors after her first position working for an advisor and t...

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 owners. We dive into her strategies for growth and the importanc...

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 expertise and specialized knowledge of podcasting to help businesse...

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 planning. We learned how she works with different generations, helping...

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 brings with her more than two decades of experience in financial se...

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 launch her own practice as a financial advisor. During her conversation wi...

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 silver bullet, this episode is for you because we’re proving all of t...