Season 2
May 20, 2025
Investing in Women: Cokie Cox on Building Inclusive Wealth and Perfect Days
“My framework for everything I do right now in my life is about investing in women. Not because I'm anti male, because I believe that diversity brings better outcomes for me, for Joe, for Steve, and Tom, all of us.” — Cokie C...
May 6, 2025
Leading With Heart: Jania Stout’s Journey to Empower Women in Financial Services
“A lot of organizations wanna hire women. They just aren't getting as many applicants for it. So I think that what we have to do then is pull them in in some cases, and I've done a lot of that over the years. One of my best h...
April 22, 2025
How Values-Driven Branding Is Transforming Financial Services
“At the end of the day, you're asking somebody to trust you with your money. But in reality, there is so much commonality. Putting your authentic self out there and getting people to know who you are to build that relationshi...
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...