Leah Alter and Joanna Ehresman

WomenShare

Business EN ↓ 50 episodes

Welcome to WomenShare: A Celebration of Women in Financial Services. The podcast where successful women share their stories and best practices with a mission to help other women grow their businesses and careers. On this podcast, top financial advisors and corporate leaders–who happen to be women–give their best advice and actionable takeaways on marketing, growth, and making an impact in the financial services industry. The balance in the financial services industry is shifting and women are making strides, but we are still underrepresented as advisors and in leadership positions. This podcas...

Be sure to visit the podcast's website and support the creator: womensharepodcast.com

Author

Leah Alter and Joanna Ehresman

Category

Business

Podcast website

womensharepodcast.com

Latest episode

Jul 2, 2025

Where to listen?

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Episodes

Celebrating Community and Facing Change: The Future of WomenShare 02.07.2025

"What is meant for us won't miss us. And whatever the future is for us as individuals, for the podcast, for the industry, all of that, the only thing we can do is show up as the most authentic versions of ourselves with that calming kind of mission — and a whole lot of trust." — Leah Alter, WomenShare Welcome to WomenShare, a celebration of women in financial services. In this very special episode...

Feminine Energetics and Creating Space for Women in Wealth Management 18.06.2025

"There's a part of me that can help me make decisions that are in alignment with my best interest. And even though I’m used to overriding that part of me or ignoring that part of me, I can—now that I’m aware of it—learn how to listen to that part." – Amy Young Welcome to WomenShare, a celebration of women in financial services. In this episode, hosts Leah Alter and Joanna Ehresman are joined by Am...

Trusting Your Gut: Nina Smith on Navigating Career Transitions and Healthy Departures 04.06.2025

“Don’t run away from something, but run towards something.” — Nina Smith Welcome to WomenShare: a celebration of women in financial services. Today, hosts Joanna Ehresman and Leah Alter sit down for an insightful and heartfelt conversation with Nina Smith: a seasoned growth and business development leader known for her marketing ingenuity and her passion for community leadership. Nina joins the sh...

Investing in Women: Cokie Cox on Building Inclusive Wealth and Perfect Days 21.05.2025

“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 Cox Welcome to another episode of WomenShare , a celebration of women in financial services. In this week’s episode, hosts Joanna Ehresman and Leah Alter are joined by trailbla...

Leading With Heart: Jania Stout’s Journey to Empower Women in Financial Services 07.05.2025

“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 hires, I reached out to the University of Maryland's head women's lacrosse coach and said, hey. Let me talk to your seniors. So I hired this girl who was a premed, no finance b...

How Values-Driven Branding Is Transforming Financial Services 23.04.2025

“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 relationship is going to have a bigger impact for you in the long run.” — Michelle Borkowski Welcome to WomenShare, a celebration of women in financial services. In this episode, hosts J...

A Roadmap to Change: Diversity, Inclusion, and Women in Wealth Management 09.04.2025

"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 financial services. In this episode, we had the privilege of talking with Dr. Lisa Toppin, a prominent figure in the HR and diversity landscape, who is currently redefining workfor...

Taking Charge: Becoming the CEO of Your Life and Career 26.03.2025

"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 Joanna Ehresman sit down with Liz Ryan, CEO and founder of Human Workplace, to discuss transformative shifts in career dynamics and Human Resource practices. Liz, recognized glo...

Empowering Your Team: Building a Self-Sufficient Firm with Erin Botsford 12.03.2025

"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 the work of the business." Welcome to WomenShare, a celebration of women in financial services. In today's episode, we sit down with Erin Botsford, a trailblazer in the financ...

Breaking Bro Culture: Preparing for the Shift to Female Financial Power 26.02.2025

"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 highlight and celebrate the outstanding contributions of women in the financial services industry. In today’s episode, we’re thrilled to be joined by Cary Carbonaro, a leading...

Marketing With a Personal Touch in Financial Services with Kalli Fedusenko 12.02.2025

"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 dive deep into the world of digital marketing with Kalli Fedusenko, founder of the Kalli Collective. Kalli is transforming the way financial advisors connect with their clien...

Building Confidence and Shattering Stereotypes in the Financial Services Industry 29.01.2025

"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 today's episode, our hosts Leah Alter and Joanna Ehresman sit down with Sheena Yap Chan, a Wall Street Journal best-selling author, award-winning podcaster, and keynote speake...

A Voice of Reason: Insights on Wealth Management and Community Impact 15.01.2025

"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 clients as their voice of reason. She is the founder and wealth advisor at Blue Sands Wealth and is here to discuss her journey, her philosophies, and her impactful work in the...

2024 Wrapped: The Best Advice of the Year for Female Financial Advisors 01.01.2025

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 transitioned from a focus on marketing best practices to celebrating the multifaceted experiences of women in the financial sector. This shift has led to richer conversations and a...

Small Actions, Big Changes: Career and Life Advice from Marcia Miller 18.12.2024

"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 Financial Services. In today's episode, hosts Joanna Ehresman and Leah Alter sit down with the extraordinary Marcia Miller, a wealth advisor with over 25 years of experience at RFG A...

Building Emotional Connections: Julie D'Anastasio on Community and Retention Strategies 04.12.2024

"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 Services. This week, we're joined by Julie D'Anastasio, a remarkable expert in creating memorable events and retention strategies. Julie focuses on fostering emotional connect...

Supercharging Growth with Effective Marketing Relationships 20.11.2024

"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." Welcome to another episode of WomenShare, a celebration of women in financial services. In today’s episode, we're exploring the evolving landscape of financial advisory with...

Ignoring Advice and Achieving Success in Financial Services 06.11.2024

"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 you an inspiring conversation with Mary Beth Franklin, a trailblazer who turned skepticism into success. Mary Beth Franklin, a seasoned journalist and certified financial plann...

Restore, Reflect, Experiment: A Guide to Managing Major Life Changes 23.10.2024

"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 Alter sit down with Shannon Schottler, a professional coach specializing in life and career transitions. Shannon leads us on a journey through the complexities of embracing n...

How Female Leaders of Catchlight are Transforming Financial Services with AI 09.10.2024

"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 discussion, our hosts Leah Alter and Joanna Ehresman sit down with industry trailblazers Meredith Lambert and Yelena Melamed from Catchlight, an innovative firm dedicated to trans...

Building Your Own Table When No One Gives You a Seat 25.09.2024

"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 Modern Wealth Collective, which offers a holistic, community-focused approach to financial advising. Mahalene joined us to dive deep into her journey of creating an inclusive f...

StrongHer Money: Christine Wedell's Mission to Educate and Empower Women 11.09.2024

"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 Christine Wedell, cofounder of StrongHer Money and a prominent financial advisor at Volare Wealth Advisors, to discuss holistic financial planning with a focus on the importance of...

Achieving Balance: Yesenia Beckmann on Setting Boundaries in Financial Advising 28.08.2024

"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 celebration of women in financial services. In this episode, Leah and Joanna sit down with Yesenia Beckmann, the passionate co-founder of Well Traveled Wealth. This episode dives int...

How Self-Awareness Impacts Financial Health and Relationships 14.08.2024

"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 financial advisor and mindset coach. Liz joins hosts Leah Alter and Joanna Ehresman to dive into the critical role of self-awareness for both financial advisors and their clie...

Breaking Racial Barriers and Changing the Face of Wealth 31.07.2024

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 Joanna Ehresman to discuss the imperative of embracing diversity in the financial services industry and the unique challenges she has faced and overcome in her career. During her 20...

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