The W Pulse

Podcast af Osaic

engelsk

Business

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Brought to you by Osaic and Women Forward, Osaic's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from industry leaders. Women Forward is Osaic’s women’s initiative to attract, develop and nurture women financial advisors through programs that are innovative and actionable. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered through Ladenburg Thalmann Asset Management, Inc., and Osaic Advisory Services, LLC., registered investment advisers. Advisory programs offered by Osaic Wealth, Inc. are sponsored by VISION2020 Wealth Management Corp., an affiliated registered investment adviser. © Osaic, Inc. • osaic.com

Alle episoder

8 episoder

Coach's Corner on W Pulse: An Advisor's Insights from the Next Level Program

In this episode you'll hear from an advisor and a business coach about the ins and outs of an essential start in coaching: The Next Level Program

1. nov. 2023 - 24 min

Success Stories: Steps to Being Prepared for Purchasing a Practice

Two advisors in various stages of purchasing practices talk about the experiences they've had that helped them get prepared to make a transition and purchase a practice.

4. okt. 2023 - 17 min

A Career Journey: From Assistant to Associate to Advisor

After 17 years in the industry, Esther shares her perspective on lessons learned from holding a variety of roles in financial services including, now, Financial Advisor.

6. sept. 2023 - 11 min

Coach's Corner on W Pulse: An Advisor's Insight on Next Level Coaching

In this episode, you'll hear an advisor's top lessons from the Next Level coaching program.

2. aug. 2023 - 27 min

Inflection Points: Learn How One Advisor Grows Her Business & Her Team

A top advisor, Miye Wire, shares her experience growing her practice, finding ways to scale, and building out a team around her that encompasses the type of service she wants to deliver to her clients.

7. juli 2023 - 26 min

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