WomenShare

WomenShare

Welcome to WomenShare: A Celebration of Women in Financial Services, the podcast where successful women share their stories and best practices with a mission to help other women grow their businesses and careers.

Recent Episodes

Dec. 18, 2024

Small Actions, Big Changes: Career and Life Advice from Marcia Miller

"As advisors, we miss the opportunity to teach clients how they can use their wealth to live purposefully now, you know, in the moment. We may or may not have forever." Welcome to WomenShare: A Celebration of Women in Financ…
Dec. 4, 2024

Building Emotional Connections: Julie D'Anastasio on Community and Retention Strategies

"What we tend to forget is that business relationships are still relationships, and in no other way do we act transactionally in our relationships to maintain them." Welcome to WomenShare: A Celebration of Women in Financial…
Nov. 20, 2024

Supercharging Growth with Effective Marketing Relationships

"You wanna make sure that it's someone who aligns with your values, someone who recognizes the value that you bring to the table, someone who's willing to to contribute to achieving the goals that you set out to do together.…
Nov. 6, 2024

Ignoring Advice and Achieving Success in Financial Services

"Most of the career advice I received, I ignored . That might have been the secret to my success ." Welcome back to WomenShare: a celebration of women in financial services. Today, hosts Leah Alter and Joanna Ehresman bring …
Oct. 23, 2024

Restore, Reflect, Experiment: A Guide to Managing Major Life Changes

"You ask yourself this question: What am I holding to that it wants to be released in my life right now?" Welcome to WomenShare, a celebration of women in financial services. In today’s episode, hosts Joanna Ehresman and Lea…

Recent Blog Posts

A Guide to Partnering with an Agency

When it comes to working with marketing agencies, I’ve had the unique privilege of seeing both sides of the table. Early in my career, I was the client, relying on an agency to bring our ideas to life and help us meet ambitious goals. Later, I…

Finding Power in Your Intuition

Let’s talk about one of the most underutilized skills in business: intuition. If you’ve ever had a "gut feeling" guide you to the right decision, you know that intuition is real, powerful, and, unfortunately, often undervalued—espe…

My Burnout Journey

I have recently been reflecting on the last two years as a full time entrepreneur. What do I love about it? What do I miss (if anything) about having a corporate job? What have I learned over the past two years about myself and how I show up in this…

About the Hosts

Leah Alter Profile Photo

Leah Alter

Founder of Marketing by Foxie

Marketing by Foxie was founded by Leah Alter. After spending many years in New York City in the entertainment and events industry, she moved to Austin, TX and joined an independent Broker-Dealer and RIA.

At the Broker-Dealer/RIA she spent her first few years on the business development team, later transitioning to the business consulting team as the dedicated marketing consultant. There, she spent several years working directly with advisors helping them brand and market themselves in a highly regulated industry. Leah led many marketing workshops, conferences, and programs. She did both one-on-one and one-to-many engagements. One of her marketing programs was nominated twice for a Wealthmanagement.com Award. She also spent time on the marketing team, helping to package and deliver the products and services of the institution to their financial professionals.

Leah had the opportunity to join a digital marketing agency that specifically serves the financial services and FinTech industries. While there, she got the inside scoop and the opportunity to learn from a variety of marketing specialists.

Most recently, Leah was Vice President of Marketing at a FinTech company. Her focuses were on simplifying the branding and messaging, establishing thought leadership via social media, and launching a new, engaging website.

Leah is a passionate marketer, dedicated to helping her clients succeed.

Joanna Ehresman Profile Photo

Joanna Ehresman

Founder of Momentum Growth Solutions

As founder of Momentum Growth Solutions and co-host of WomenShare, Joanna brings the marketing expertise of her 20+ year career to her clients and listeners, empowering them to make an even bigger impact on those they serve.

Prior to starting Momentum Growth Solutions, her background spans agency and corporate marketing roles. Most notably, Joanna spent 13 years at one of the nation's leading advisory firms, Wealth Enhancement Group. Joanna was a key growth leader, running data-driven marketing programs to bolster the firm's growth from $2.5 billion in assets to more than $65 billion during her tenure.

While the appeal of building accountable marketing programs initially brought Joanna to the financial services industry, it was witnessing the impact professional advice had on clients' financial lives that fueled her passion for her work.

That mission, to leverage the power of marketing to make a meaningful impact on more people's lives, serves as the cornerstone of Momentum Growth Solutions. Joanna accelerates a company's growth by connecting their purpose to their brand and marketing programs, and advises their internal teams to ensure sustainable results.

Joanna serves on the Board of Directors for BestPrep, a non-profit organization that equips youth with experiential learning opportunities to increase their financial literacy, career and business skills. She and her husband live just outside of Minneapolis, Minnesota with their three sons.