Episodes

"I've never had to think about what it is like to be on a leadership team where there are no other women or there are no women at all." Welcome back to WomenShare: A Celebration of Women in Financial Services. In today's discussion, our hosts Leah Alter and Joanna Ehresman sit down with industry trailblazers Meredith Lambert and Yelena Melamed from Catchlight, an innovative firm dedicated to transforming how financial advisers manage and convert leads using AI. In this episode, we celebrat...

"Screw waiting for a seat at the table. I'm going to build my own table." Welcome to WomenShare: a celebration of women in financial services. In today’s episode, we had the honor of speaking with Mahalene Dulay, founder of Modern Wealth Collective, which offers a holistic, community-focused approach to financial advising. Mahalene joined us to dive deep into her journey of creating an inclusive financial advisory firm that serves historically underrepresented communities with authenticity an...

"I believe in this mission of helping educate women, helping women live financially fearless." Welcome back to WomenShare: a celebration of women in financial services. In this episode, our Leah and Joanna sit down with Christine Wedell, cofounder of StrongHer Money and a prominent financial advisor at Volare Wealth Advisors, to discuss holistic financial planning with a focus on the importance of financial stability, health, and social connections for a successful and happy retirement. Ch...

"People that really value life, value taking care of themselves and their overall well-being and really on a mission to live an intentional life, those are the people that we wanna work with." Welcome to WomenShare: a celebration of women in financial services. In this episode, Leah and Joanna sit down with Yesenia Beckmann, the passionate co-founder of Well Traveled Wealth. This episode dives into how Yesenia builds a lifestyle-centric practice that seamlessly integrates her personal values,...

"Money is like blood in a body. It connects all parts and its health matters." Welcome to another episode of WomenShare! Today, we have an incredibly insightful conversation lined up with our guest, Liz Hand, a distinguished financial advisor and mindset coach. Liz joins hosts Leah Alter and Joanna Ehresman to dive into the critical role of self-awareness for both financial advisors and their clients. We'll explore how an authentic approach can foster healthier family and community relationsh...

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...