Mar 20, 2019
March 20th brings the next podcast, Empower the Client. The career story of Autumn Soltysiak, CFP®, SagePoint Advisor in Traverse City, Michigan, will be featured. Autumn will share how her education, career decisions and milestones got her to today’s role. She will reveal what “coaching clients” means along with “the science of portfolios management.” She will tell us about a memorable experience with a client. Autumn, a self-defined naturally curious person, closes by chatting about when she discovered this and how she harnessed it to help her develop and grow.
The W Pulse series, brought to you by Advisor Group, was created by the Firm’s Women Forward Initiative and the Women’s Advisory Board. This podcast series for Advisor Group’s podcast network is accessible on iTunes, Google Play, or your favorite podcast app!