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May 18, 2022

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...


May 4, 2022

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...


Apr 20, 2022

How involved should you be with a client’s employee benefit selection? One thing you can do is demystify healthcare costs and explain how employee benefits play in to a holistic financial picture. Hear from Royal Alliance financial professional and W Forum Visionary Michaela F. Scott, MSFS, CFP®, AIF®, RICP®,...


Apr 6, 2022

Whether it’s a client or employee in your office, having a culture focused on caring can make a positive impact. Hear from SagePoint financial professional and W Forum Visionary Donnalee Bowles as she shares what a culture of caring means, how you can build one, and why it’s relevant to you.

This presentation was...


Mar 16, 2022

The recent events of the Great Resignation have reinvigorated values-based leadership and an economy for the common good. Hear from Securities America financial professional and W Forum Visionary Sybil Slade, CRPC®, on how values-based leadership can create a win-win for yourself, your team, and your clients.  

This...