Preview Mode Links will not work in preview mode

Oct 21, 2020

Our next W Pulse podcast, The Value of Insurance and Overcoming Client Objections, will premiere on October 21, 2020. From starting the insurance conversation, to engaging reluctant clients to closing the sale, Royal Alliance’s Jennifer Kim will discuss best practices that lead to success.

The W Pulse series, brought...


Oct 7, 2020

Our next W Pulse Podcast, “Social Media Footprint in a Virtual World ” premieres on October 7. In this age of social distancing, a strong Social Media presence is more important than ever for today’s financial professional. Woodbury Financial Services’ Tiana Ronstadt (WFS) will share her insights on creating and...


Sep 16, 2020

In the September 16 edition of W Pulse, Diana Britton, Managing Editor of Wealthmanagement.com, shares her experiences and perceptions in View from the Media: WealthManagement.com’s Managing Editor Discusses the Stories That Shape Our Industry. During the podcast, Diana discusses the impact various...


Sep 2, 2020

Our next W Pulse podcast, Competing Against Time, will premiere on September 2, 2020. Tune in to hear Woodbury Financial Services’ Lindsey Hanley share her insights and tips on managing the competing priorities of growing your business, serving your clients, embracing innovation, and enjoying a fulfilling...


Aug 19, 2020

Our next W Pulse podcast, Consistency is Key, will premiere on August 19, 2020. Lea Goodman, managing partner of The Legacy One Group in Houston, and a Managing Field Advisor/OSJ of FSC Securities Corporation, will share her personal and professional story as a woman in the financial services industry. Lea’s focus on...