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

March 25, 2025

Taking Charge: Becoming the CEO of Your Life and Career

"Surely, by now, we should be teaching people it's your career to run. You are the CEO of your life and career." Welcome to WomenShare, a celebration of women in financial services. In this episode, co-hosts Leah Alter and Jo...
March 11, 2025

Empowering Your Team: Building a Self-Sufficient Firm with Erin Botsford

"I don't know why this memo never made it to our industry, but in every single other industry, bar none, maybe the exception of real estate agents, but every other industry, the owner of the business hires other people to do ...
Feb. 26, 2025

Breaking Bro Culture: Preparing for the Shift to Female Financial Power

"I've always felt that being a woman in this industry is a strength, and that's how I've always been. So I've taken my being a female and used it for good in this industry." Welcome to another episode of WomenShare, where we ...
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 Alter...
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 ...

Recent Blog Posts

March 19, 2025

Begin with the End in Mind: Planning Your Advisory Business for the F…

On a recent episode of the WomenShare podcast, Erin Botsford of The Advisor Authority shared a powerful insight: Financial advisors should think of their practice not just as a practice, but as a business. It’s a distinction that makes all th…

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March 5, 2025

How Wealth Management Must Evolve to Serve Women Clients

If you tuned into our latest WomenShare episode with Cary Carbonaro, you heard a hard truth: Our industry, on the whole, has a lot of catching up to do when it comes to serving women clients well. I wanted to dig into just how far behind we really …

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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 vacation, career milestone, or c…

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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.

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Reviews

Smart and Inspiring

"Love this podcast so far! There is a great deal of deep wisdom shared in an accessible, practical way. The focus on women in the financial service industry is needed and refreshing, but there is real…"

Jess79arch | Sept. 30, 2023

Brilliant and long overdue!

"This podcast fills a void and is so important! And Leah and Joanna are such a delight to listen to. Very excited to hear what’s next!"

Solasarah | Sept. 8, 2023

LOVED THIS!

"I cannot wait for more episodes! Empowering women in all walks of life and work is so important!"

OKEEFERJR | Sept. 7, 2023