Episodes

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...

Welcome to WomenShare: a marketing guide for women in financial services. In this inaugural episode of the podcast, hosts Joanna Ehresman and Leah Alter want to bring you into the background of this show: why we’re launching it, who it’s for, and what we hope you, as a listener, will be able to take away from each episode. In this episode, you’ll hear about our personal journeys in the financial services world, including our similar transitions from the corporate financial world to launching eac...