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Mar 18, 2020

Our upcoming Pulse podcast, Leading With Technology: Borrow, Buy or Build! will premiere on March 18, 2020. Royal Alliance financial professional Trisha Qualy, Certified Financial Planner at Minneapolis-based Affiliated Advisors, is our guest speaker. Trisha’s background as an educator taught her the importance...


Mar 4, 2020

Our next W Pulse podcast, It’s Not Boundaries, It’s Freedom, will premiere on March 4, 2020. FSC financial professional Nina Lloyd, President and CEO of Chapel Hill, NC-based Opus Financial is our guest speaker. Nina, one of inaugural W Forum Visionaries, will share her backstory, the importance of perspective when...