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May 16, 2018

Broadcast from W Forum, Advisor Group's annual conference that offers education and networking opportunities for all women in the Advisor Group network, Shannon Larsen leads a panel of extraordinary advisors that includes Cathy Wagner, Tiana Ronstadt, & Diana DeCharles.

Conversation includes:

  • How each woman best serves her clients
  • Each woman's "power" and how it helps connect to clients
  • Changes made to adapt to the fiduciary era
  • When and how the women began in financial planning
  • How the women have chosen to charge for financial planning
  • How to have a conversation around fees and risk with clients
  • Each woman's client review process
  • Communication efforts with clients including fun activities and events
  • Planning for a successful relationship with a client
  • How the women segment clients and a look into their service models
  • Referral sources
  • Creating efficiency in one's business

Connect with Cathy Wagner by visiting

Connect with Tiana Ronstadt by visiting

Connect with Diana DeCharles by visiting

Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders.

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