Episodes
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...
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 t...
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 Wom...
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 Wo...
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 the...
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 m...
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 Eh...
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 women...
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 f...
Jan. 17, 2024
Making Progress: The State of Women in the Wealth Management Industry
Welcome to WomenShare: a marketing guide for women in financial services. On today’s episode, Joanna Ehresman and Leah Alter are zooming out to look at the big picture of the state of women in the wealth management industry. ...
Jan. 3, 2024
A Year of Empowerment: Reflecting on 2023 and a Vision for 2024
“When one of us succeeds, we all succeed.” Welcome to WomenShare: A Marketing Guide for Women in Financial Services. In this episode of the podcast, we’re kicking off the new year by looking back at some of the lessons and ma...
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 fea...
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 sh...
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 sig...
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 produ...
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 F...
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 Ca...
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 99...
Sept. 27, 2023
Myths and Opportunities: Marketing Insights for the Financial Services Industry
Welcome to WomenShare: A Marketing Guide for Women in Financial Services. In this episode of the podcast, hosts Joanna Ehresman and Leah Alter are dispelling the most common marketing myths we’ve heard throughout our careers ...
Sept. 27, 2023
Our Mission: Helping Women Thrive in Financial Services
Welcome to WomenShare: a marketing guide for women in financial services. In this inaugural episode of the podcast, hosts Joanna Ehresman and Leah Alter want to bring you into the background of this show: why we’re launching ...
Sept. 4, 2023
WomenShare Podcast Trailer
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. We’re your hosts, Leah Alter and Joanna Ehresman...