Jun 15, 2022
What do money and mimosas have in common? On today's W Pulse, financial professional Pamela Sams dives into her toolbox of business tools she uses with her clients to help them reach their financial goals.
Jun 1, 2022
An untethered financial professional, Samantha Finnerty stumbled upon a niche market and set herself apart from her peers. On today's W Pulse, Samantha shares how she discovered her niche market and gives tips for successful client events.
May 18, 2022
Are you looking to spring clean your business this season? Hear how SagePoint financial professional Juanita Stephens stays organized by leveraging a common, inexpensive office product.
The W Pulse series, brought to you by Advisor Group, was created by the firm’s Women Forward initiative and the Women’s...
May 4, 2022
Through her personal story of resilience and self-discovery, Royal Alliance financial professional Sarah Walkinshaw will remind you of your own power to create the life you desire.
This presentation was originally recorded at Advisor Group’s W Forum, an annual event supporting the advancement of women in the wealth...
Apr 20, 2022
How involved should you be with a client’s employee benefit selection? One thing you can do is demystify healthcare costs and explain how employee benefits play in to a holistic financial picture. Hear from Royal Alliance financial professional and W Forum Visionary Michaela F. Scott, MSFS, CFP®, AIF®, RICP®,...