About

Welcome to WomenShare, where successful women in financial services share their stories and best practices with a mission to help other women grow their businesses and careers.

On this podcast, top financial advisors and corporate leaders–who happen to be women–give their best advice and actionable takeaways on marketing, growth, and making an impact in the financial services industry.

The balance in the financial services industry is shifting and women are making great strides. While we are still underrepresented as advisors and in leadership positions, this podcast is committed to continuing to move to a more balanced industry, where the broad and diverse clients who are served, are better represented by their advisors and leaders.

As marketing veterans of the financial services industry, hosts Leah Alter and Joanna Ehresman are passionate about empowering women to have a stronger influence in the industry, bringing their natural skills and abilities to balance how companies are led and clients are served. WomenShare is a space for women leaders throughout the industry to share insight on what’s helped them succeed, to help other women make a greater impact.

With more than three decades of combined experience, Leah and Joanna have held corporate leadership positions and worked with thousands of financial advisors to implement effective marketing plans, grow their practices, and increase their client acquisition. They are passionate about helping women advisors grow their practices and women in leadership roles expand their influence. Women are the key to bringing balance to how our companies are led and clients are served.

Each episode will feature a successful advisor or leader in the financial services industry, where she will share her stories, insights, and advice on topics such as:

How she broke into the financial services industry
Navigating the corporate world and shattering glass ceilings
Starting a wealth management practice
Lessons learned over her career
Creating a future you’re excited about
Tools and technology available to financial advisors

Listeners will learn:

How to build a strategic, growth-focused marketing plan
Marketing best practices for financial services
Ways to forge strong relationships within the industry
How to face challenges and achieve success in the financial services industry
How to leave a legacy for the next generation of women in the industry

We're so happy you're here. Welcome to WomenShare!

About the Hosts

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

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.