Dec 18, 2019

Leigh McClusky, SVP, Talent Acquisition, and Jeffrey McKown, SVP, Human Resources, Advisor Group, are the speakers for our podcast, “Operations Rigor” is Your Friend: Lessons from HR, premiering on December 18th.   Leigh and Jeffrey will delve into human resource myths and dispel them.

The podcast will continue with...

Dec 4, 2019

Michele Leach, SagePoint Financial Professional and owner of Financial Transition Partners is the speaker for our next W Pulse. During this podcast, which premiered on December 4, Michele discusses Therapy and Financial Planning. Michele will share thoughts on her journey including major milestones and big decisions...

Nov 20, 2019

Pick up the Phone, Nothing Happens Until you do! says Kimberly Korf of Kimberly Korf Wealth Design & Insurance Services.  Premiering on November 20th, this W Pulse podcast features Kimberly Korf who will tell us her career story - from major milestones to big decisions.  A Professional Wealth Coach, Kimberly will...

Nov 6, 2019

Tina Vallelonga has held various positions at Advisor Group. Currently, she is Vice President, Succession & Acquisitions, and was previously the Executive Assistant to the CEO.  During this podcast, Mother of All Trades, premiering on November 6, Tina will share her career story including what it was like to be the...

Oct 16, 2019

The mission statement of Women Forward is attract, develop and nurture women financial advisors through programs that are innovative and actionable. Michelle Brennen Hall has taken that on as an action item.

Michelle is a veteran wealth advisor at Brennan Wealth Advisors in the Dallas-Forth Worth area.  In June 2019,...