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...

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 financi...

“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 WomenVent...

"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. Ou...

"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 wo...

“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...

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 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 Wom...

“ 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 Wo...

“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...

"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 m...

"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 Eh...

“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...

“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 f...

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. ...

“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 ma...

"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 fea...

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 sh...

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 sig...

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 produ...

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 F...

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 Ca...

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 99...

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 ...