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Sep 21, 2022

Nextgen financial professional Valerie Roque (TRI), joined the industry as an associate financial advisor and worked her way towards a financial advisor role. While working towards the financial advisor role, she continued to learn and add important certifications that led to exciting opportunities. Valerie shares her...


Sep 7, 2022

Whitney Figueroa’s (WFS) career change from social worker to wealth manager, was led by her previous career where she witnessed others struggle through tough financial situations. From this experience, grew her desire to help others be proactive and build a financial plan for the unexpected. Whitney shares her...


Aug 17, 2022

How does she do it? Financial professional Lisa Krall runs a women's network and a business, which we all know - is not an easy task! On today's episode, Lisa shares tips for balancing her workload and how she supports women in her community.

The W Pulse series, brought to you by Advisor Group, was created by the...


Aug 3, 2022

As women we try so hard to have it all together during work and at home, but we need to give ourselves some grace. Today's W Pulse guest Kristen Kimmel, EVP of Business Development at Advisor Group, reminds us to give ourselves permission to fail. 

The W Pulse series, brought to you by Advisor Group, was created by the...


Jul 20, 2022

What is the key to being successful when you're the youngest financial professional in your office? Apply your knowledge and passion to what you do every day! Today's W Pulse guest, financial professional Amy Welborn, shares ideas for passionately growing your business.

The W Pulse series, brought to you by Advisor...