Episodes

Dec. 20, 2023

Serving the Underserved: Championing Financial Independence for Women and the LGBTQ+ Community

"Don't judge a book by its cover. Treat every relationship with an open mind." Welcome to WomenShare: a marketing guide for women in financial services. This is a very special episode of the podcast, as it is our first to fe…

Guests: Kerry A Jackson , Kathy Fish

Dec. 6, 2023

Being a Disruptor: Empowering Advisors Through Authenticity

Welcome to WomenShare: a marketing guide for women in financial services. On this episode of the podcast, Joanna Ehresman and Leah Alter are joined by Lisa Gilbert, Senior Vice President and Account Executive at ActiFi, to s…

Guest: Lisa Gilbert

Nov. 22, 2023

Unlocking Your Potential: How Women Business Owners Can Achieve Success

Welcome to WomenShare: a marketing guide for women in financial services. On this episode of the podcast, Joanna Ehresman and Leah Alter are joined by Stacey Bartelson, a financial advisor with Edward Jones who has made a si…

Guest: Stacey Bartelson

Nov. 8, 2023

Use Your Outside Voice: Podcasting and Thought Leadership in Financial Services

Welcome to WomenShare: a marketing guide for women in financial services. On this episode of the podcast, Joanna Ehresman and Leah Alter are joined by Sara Lohse, president of Favorite Daughter Media and one-half of the prod…

Guest: Sara Lohse

Oct. 25, 2023

Mentorship, Allyship, and Making Strides: Redefining the Narrative of the Financial Planning Industry

Welcome to WomenShare: a marketing guide for women in financial services. In this episode of the podcast, Joanna Ehresman and Leah Alter are joined by Lena Nebel, CFP®, Chief Operating Officer of BFG Financial Advisors. BFG …

Guest: Lena M. Nebel, CFP®

Oct. 11, 2023

AI For Advisors: How Technology is Impacting Financial Services

Welcome to WomenShare: a marketing guide for women in financial services. In this episode of the podcast, Joanna Ehresman and Leah Alter are joined by a very special guest, Yelena Melamed. Yelena is the Head of Product for C…

Guest: Yelena Melamed

Sept. 27, 2023

Investing in Yourself: A Financial Advisor's Path to Personal and Professional Growth

Welcome to WomenShare: a marketing guide for women in financial services. In this episode of the podcast, Joanna Ehresman and Leah Alter are joined by our first-ever guest, Kristen LeClair. Kristen is the co-founder of the 9…

Guest: Kristen LeClair, CFP®

Myths and Opportunities: Marketing Insights for the Financial Services Industry