Episodes
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…
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 …
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 Lea…
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 dis…
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 …
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 Chri…
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 celebr…
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 Joann…
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 financ…
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 WomenVen…
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. O…
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 w…
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 the…
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 …
Feb. 28, 2024
International Women’s Day: Celebrating Women in Financial Services
"International Women's Day is about the recognition of the contributions of women in the everyday and the extraordinary." Welcome to WomenShare: a marketing guide for women in financial services. On today’s episode, Joanna E…
Feb. 14, 2024
Finding Your Niche: Leveraging Thought Leadership and Niche Marketing for Professional Success
“When I would meet with my clients, I would go to their office. And in one department, I had so many of those professionals as clients, somebody nicknamed me the money lady.” Welcome to WomenShare: a marketing guide for wome…
Jan. 31, 2024
Balance and Growth: Redefining Success and Self-Care in Finance
“When my batteries are depleted, I'm not showing up as the best mom. I'm not showing up as the best partner. I'm not showing up as the best financial advisor or leader.” Welcome to WomenShare: a marketing guide for women in …