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

May 8, 2024

Celebrating Women in Financial Services

Welcome to WomenShare: A Celebration of Women in Financial Services. Sound different? Since launching, we have been the marketing guide for women in financial services. This is the first episode with our updated mission. On …
April 24, 2024

Vision 2030: Preparing Women for the $30 Trillion Wealth Transfer

“It's such a gratifying thing to get to be able to know so many different families and to be part of their success stories is just wonderful. We just need more people to understand what a great industry it is.” Welcome to Wo…
April 10, 2024

Emotional Intelligence: The Importance of Empathy, Vulnerability, and Emotional Literacy in Financial Services

“ Empathy can be a skillset, too. Learning how to just be able to sit with somebody, learning how to ask, what do you need right now? Do you need me to fix it? Do you need advice? Do you need me to just listen?" Welcome to W…
March 27, 2024

Inspiring the Future: Advocating for Next Generation Success in Financial Services

“I believe in advocating using grassroots efforts, authentic engagement, and unyielding commitment, and those being the true catalysts for effecting lasting change. Those are essential in passing a bright shining torch to th…
March 13, 2024

Doing Things Right: What We Can Learn from the Industry’s Largest Woman-Led Firm

"It started as an initiative just within the firm to do things better, to create well, to invite women to a table and to make that table a comfortable, safe space to come and talk and be a part of." Welcome to WomenShare: a …

Recent Blog Posts

3 Ways to Attract the Next Generation of Advisors

  By Maria Bethel, SVP, Marketing & CommunicationsAxtella As many thought leadership pieces have pointed out over the past few years, the financial services industry is reckoning with its future as we prepare for an oncoming wave of r…

WomenShare: A Celebration of Women in Financial Services!

Joanna and I love celebrating the inspiring women who are making waves in the financial services industry! Today, we are sharing some exciting updates for the WomenShare podcast that you'll see in the coming days. A New Chapter for WomenShare Wome…

Crafting a Content Calendar: Your Blueprint for Communication Success

We've long heard about the correlation between the frequency of your communication with clients and their satisfaction. A report recently released by YCharts highlights the unique value clients place on their advisor's perspective. Your insight…

About the Hosts

Leah AlterProfile 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 EhresmanProfile 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.