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

Feb. 12, 2025

Marketing With a Personal Touch in Financial Services with Kalli Fedusenko

"Building a business or a career is not done in a silo. It's a community thing." Welcome to another episode of WomenShare, a celebration of women in financial services. In today's episode, hosts Joanna Ehresman and Leah Alte…
Jan. 29, 2025

Building Confidence and Shattering Stereotypes in the Financial Services Industry

"It just takes one woman to just open that door, break that barrier so that we can bring along other women in the process." Welcome to another inspiring episode of WomenShare: a celebration of women in financial services. In…
Jan. 15, 2025

A Voice of Reason: Insights on Wealth Management and Community Impact

"Always have your money work for you. Don't work for your money." Welcome to another episode of WomenShare, a celebration of women in financial services. In today's episode, we're joined by Tish Berbaum, who is known by her …
Jan. 1, 2025

2024 Wrapped: The Best Advice of the Year for Female Financial Advisors

Welcome back to WomenShare, a celebration of women in financial services, and welcome to 2025. WomenShare was launched in the Fall of 2023, so 2024 was our first full year as a podcast. During this year, WomenShare has trans…
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…

Recent Blog Posts

Feb. 19, 2025

Replicate Your Favorite Clients

Wouldn't it be nice to open your calendar up on Monday morning and see a week full of client meetings you are excited about? Not just to deliver performance reviews of a portfolio, but to hear about the latest family …

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Feb. 5, 2025

Permission to Be Bold: How to Stop Waiting Until You “Feel Ready”

I almost didn’t say yes to co-hosting WomenShare. Not because I didn’t love the idea. Not because I didn’t believe in the mission. But because the little voice in my head kept whispering: Who are you to do this?You don’t …

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Jan. 22, 2025

Giving Back in 2025

On our latest episode of WomenShare, Tish Berbaum talked about one of her core values being to give back to her local community. She said it includes donating her time, intellectual capital, and/or money. We can all give back in …

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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.