WomenShare: A Celebration of Women in Financial Services

A boss once said, “when the vision is clear, decisions are easy.” It’s either getting you closer to accomplishing the goal or it’s not. Deciding what kind of business you want in the end is the first step in building it today. Joanna Ehresman spent years helping advisory businesses integrate into a larger RIA and she’s seen a lot of different business models. Her blog post offers you insights in how to determine what kind of business you are building and what you can do today to maximize its value. Check it out ???? https://lnkd.in/g-7na-S5 #financialadvisor #businessplanning #retireonyourterms #womenshare #newblogpost Leah Alter

Do you have a practice or do you have a business? This is the topic for this #WomenShareWednesday. Our very own Joanna Ehresman published a new blog post today that offers key insights on what you can do to shift from having a practice that depends on you to a business that has high market value. So whether you are one, five or ten years out from retirement, there are things you can do TODAY to help. Click here to read more -----> https://lnkd.in/g-7na-S5 #succession #financialservicess #financialadvisor #beginwiththeendinmind Leah Alter

Sometimes you just have to check your ego at the conference room door. On this week's episode featuring Erin Botsford, CFP?, she learned about a decade into her career as an advisor, that if every client meeting depended on her, there were going to be limits to how much her firm could grow. After spending a day with a very successful advisor, Erin knew she had to change her business model. And everything just catapulted from there... To hear Erin's story and how she is helping other financial advisors catapult their businesses, tune in wherever you like to listen to podcasts https://lnkd.in/gwMkDgJX #financialadvisor #scaleyourbusiness #womeninwealth #careeradvice #womensharepodcast #womenshare Joanna Ehresman Leah Alter

When you shift your mindset as a business owner, you can transform your business! Just ask Erin Botsford, CFP?how she took her career as a financial advisor to the CEO of a financial services company. New episode dropped yesterday and Erin is sharing all her secrets with you. The work she and her team at The Advisor Authority?are doing to help advisors create incredible value in their businesses is truly game-changing. Available wherever you like listen to podcasts! This is a must-listen episode! https://lnkd.in/gwMkDgJX #financialadvisor #womeninwealth #mindset #empoweryouremployees #podcast Joanna Ehresman Leah Alter

It’s #WomenShareWednesday and we have an amazing new episode for you! We’ve all heard the saying, “work on your business, not in it.” But that’s often easier said than done. Erin Botsford, CFP? of The Advisor Authority? joined us on WomenShare to try to make it a little easier. We’re talking about: ???? Empowering your team so they can operate independently. ???? Distinguishing yourself by addressing both sides of the balance sheet. ???? Viewing yourself as a business owner, not an advisor, and investing in yourself. ?? Tune in now for more on helping your practice become self-sufficient. ?? check the comments for links to the episode! Joanna Ehresman Leah Alter #WomenShare #Podcast #FinancialAdvisor #ScaleYourBusiness

Scaling a financial advisory business is no small feat. For many advisors, giving up control of day-to-day operations and client meetings can feel like a daunting challenge. It requires trust, delegation, and a shift in mindset. But Erin Botsford, CFP? has cracked the code on how to do this successfully—and she’s helping other advisors follow suit. On tomorrow’s podcast, Erin shares her insights on scaling a business while maintaining a high standard of service. She discusses the strategies and mindset shifts that have helped her grow her own business and coach others in the industry to do the same. If you’re a financial advisor struggling with delegation and scaling, this episode is a must-listen. Erin’s proven approach can help you move from working IN your business to working ON your business, so you can focus on what matters most—growing and thriving! Sign up for our email newsletter and get new episodes delivered to your inbox www.WomenSharePodcast.com ?? #FinancialAdvisors #BusinessScaling #Entrepreneurship #Delegation #FinancialIndustry #Podcast Joanna Ehresman Leah Alter

On Wednesday we’re back with another exciting episode of WomenShare — and this time, we have a powerhouse guest: Erin Botsford, CFP? Erin’s mission is simple yet impactful: to help advisors elevate their businesses by creating self-managing companies. ??? In this episode, Erin shares invaluable insights on how advisors can scale their businesses without being bogged down by day-to-day operations. She dives deep into how to build teams that can serve clients with excellence, allowing advisors to focus on what truly drives their unique capabilities. Want to take your business to the next level? Don’t miss this conversation — Erin’s strategies are game-changing! ?? Subscribe now and get ready to unlock new ways to transform your business and elevate your impact! #WomenShare #BusinessGrowth #SelfManagingCompanies #AdvisorSuccess #Leadership #Entrepreneurship #Podcast #WomenInBusiness Joanna Ehresman Leah Alter

#AccelerateAction is theme of this year’s International Women’s Day. According to IWD it will take until 2158 to achieve gender equality. That’s 5 generations. So, let’s face it, we still have a lot of work to do. “Focusing on the need to Accelerate Action emphasizes the importance of taking swift and decisive steps to achieve gender equality. It calls for increased momentum and urgency in addressing the systemic barriers and biases that women face, both in personal and professional spheres.” To the women who have shared their stories on WomenShare and are doing their part to accelerate action, we say thank you. We celebrate YOU today and every day! ??Love??, Joanna Ehresman and Leah Alter #IWD2025 #internationalwomensday #genderequality #womeninwealth

"But here’s what really stood out to me: The next generation of women clients isn’t just waiting to be heard. They’re walking in the door expecting a seat at the table—because they’re already in charge." - Joanna Ehresman If you missed yesterday's new blog post, you are missing out??! It's not too late to start evolving, but you and organization better start now. Check out the blog for specific ideas of how you can start better serving your women clients today. https://lnkd.in/gqfiHaHS #womeninwealth #womeninvestors #wealthtransfer #financialadvisor #blogpost

It's #WomenShareWednesday and our very own Joanna Ehresman writes a compelling blog post about how wealth management must evolve to serve women clients. It isn't just about hiring more women (although that will help!) but evolving how we as an industry approach client meetings and communication styles. Check it out and let us know if you are fostering trust and empowerment? Or are you unintentionally reinforcing outdated norms?" https://lnkd.in/gqfiHaHS #womeninwealth #empoweringwomeninvestors #womeninvestors #financialadvisor