Episodes
April 8, 2025
A Roadmap to Change: Diversity, Inclusion, and Women in Wealth Management
"I really love the idea of taking down the barrier that keeps people from getting to what we all need, and that's financial health and well-being." – Dr. Lisa Toppin Welcome back to WomenShare, a celebration of women in finan...
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 ...
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 c...
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 transi...
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 Financi...
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 y...
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 Leah...
Oct. 9, 2024
How Female Leaders of Catchlight are Transforming Financial Services with AI
"I've never had to think about what it is like to be on a leadership team where there are no other women or there are no women at all." Welcome back to WomenShare: A Celebration of Women in Financial Services. In today's disc...
Sept. 25, 2024
Building Your Own Table When No One Gives You a Seat
"Screw waiting for a seat at the table. I'm going to build my own table." Welcome to WomenShare: a celebration of women in financial services. In today’s episode, we had the honor of speaking with Mahalene Dulay, founder of M...
Sept. 11, 2024
StrongHer Money: Christine Wedell's Mission to Educate and Empower Women
"I believe in this mission of helping educate women, helping women live financially fearless." Welcome back to WomenShare: a celebration of women in financial services. In this episode, our Leah and Joanna sit down with Chris...
Aug. 28, 2024
Achieving Balance: Yesenia Beckmann on Setting Boundaries in Financial Advising
"People that really value life, value taking care of themselves and their overall well-being and really on a mission to live an intentional life, those are the people that we wanna work with." Welcome to WomenShare: a celebra...
Aug. 14, 2024
How Self-Awareness Impacts Financial Health and Relationships
"Money is like blood in a body. It connects all parts and its health matters." Welcome to another episode of WomenShare! Today, we have an incredibly insightful conversation lined up with our guest, Liz Hand, a distinguished ...
July 31, 2024
Breaking Racial Barriers and Changing the Face of Wealth
Welcome to WomenShare: a celebration of women in financial services. In this episode, our special guest is Atricia Roberts, Chief Operating Officer and partner at Curo Private Wealth. Atricia joins hosts Leah Alter and Joanna...
July 17, 2024
Navigating Perfectionism and Joy: Dana Rhodes's Advice for Women in Finance
Welcome to WomenShare: a marketing guide for women in financial services. In this episode, we had the pleasure of speaking with Dana Rhodes, Chief Operating Officer at Axtella and a prominent advocate for women in the financi...
July 3, 2024
Supporting Women Entrepreneurs and Navigating DEI in Financial Services
“I want women to have choice around what path they want to have in terms of career.” Welcome to WomenShare: a celebration of women in financial services. Today, we are joined by LeeAnn Rasachak, the inspiring CEO of WomenVent...
June 19, 2024
Empowering Women in Finance Through Leadership and Mentoring
"I live for these moments of celebration, small things, large things, and just continuing to realize all the positive things that are happening in life." Welcome to WomenShare, a celebration of women in financial services. Ou...
June 5, 2024
Career Excellence, Support Systems, and Inclusive Leadership in Financial Services
"It’s about being great where you’re at. Learn, challenge yourself, protect your current commitments, and excel in your present role. You’ll build the foundation for future success." Welcome to WomenShare: a celebration of wo...
May 22, 2024
Marketing Tools and Trends for Boosting Advisor Growth
“I truly believe that we are better together than we are alone. And for advisors to feel like they have support behind them, especially independent advisors, and that they have a family of people that actually care about them...