Cathy Wagner's guest appearances

Cathy Wagner

Jane Hamill | Podcast

The W Pulse

Monica Lee

Paul Klein

Judy Rubin

David Peck

Elizabeth Stiles

Valerie Brown

Ellen Rogin

Susan Bradley

Rita Robbins

Scott Terry

Sarah Gallagher

Dana Jaunzemis

Layne Booth

Beth Johnson

Boaz David

OwlTail

Today's guest is my mentor and business coach Cathy Wagner from RETAILMavens. Cathy has over 30 years experience both as an owner and consultant. She is a wiz with financials and has the super power of coming up with crazy creative ways to market and create additional income streams.  Today she shares how to come up with creative marketing messages during these unprecedented times. Check it out here: www.janehamill.com/retailmavens

Today's guest is my mentor and business coach Cathy Wagner from <a href="https://retailmavens.com" rel="nofollow" target="_blank">RETAILMavens.</a> Cathy has over 30 years experience both as an owner and consultant. She is a wiz with financials and has the super power of coming up with crazy creative ways to market and create additional income streams.  Today she shares how to come up with creative marketing messages during these unprecedented times. Check it out here: <a href="http://www.janehamill.com/retailmavens" rel="nofollow" target="_blank">www.janehamill.com/retailmavens</a>

Connecting & Marketing to Your Customers in Different Ways with Cathy Wagner from Retail Mavens

Shannon Larsen

Tiana Ronstadt

Diana DeCharles

Broadcast from W Forum, Advisor Group's annual conference that offers education and networking opportunities for all women in the Advisor Group network, Shannon Larsen leads a panel of extraordinary advisors that includes Cathy Wagner, Tiana Ronstadt, &amp; Diana DeCharles. Conversation includes:  How each woman best serves her clients Each woman's "power" and how it helps connect to clients Changes made to adapt to the fiduciary era When and how the women began in financial planning How the women have chosen to charge for financial planning How to have a conversation around fees and risk with clients Each woman's client review process Communication efforts with clients including fun activities and events Planning for a successful relationship with a client How the women segment clients and a look into their service models Referral sources Creating efficiency in one's business  Connect with Cathy Wagner by visiting http://www.wagneradvisorygroup.com. Connect with Tiana Ronstadt by visiting http://www.powerwomeninvesting.com. Connect with Diana DeCharles by visiting http://www.planwithpamg.com. Brought to you by Advisor Group and Women Forward, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders. Visit http://www.advisorgroup.com/women-forward/ for additional information!

Broadcast from W Forum, Advisor Group's annual conference that offers education and networking opportunities for all women in the Advisor Group network, Shannon Larsen leads a panel of extraordinary advisors that includes Cathy Wagner, Tiana Ronstadt, &amp; Diana DeCharles. Conversation includes: <ul> <li>How each woman best serves her clients</li> <li>Each woman's "power" and how it helps connect to clients</li> <li>Changes made to adapt to the fiduciary era</li> <li>When and how the women began in financial planning</li> <li>How the women have chosen to charge for financial planning</li> <li>How to have a conversation around fees and risk with clients</li> <li>Each woman's client review process</li> <li>Communication efforts with clients including fun activities and events</li> <li>Planning for a successful relationship with a client</li> <li>How the women segment clients and a look into their service models</li> <li>Referral sources</li> <li>Creating efficiency in one's business</li> </ul> Connect with Cathy Wagner by visiting <a href="http://www.wagneradvisorygroup.com" rel="nofollow" target="_blank">http://www.wagneradvisorygroup.com</a>. Connect with Tiana Ronstadt by visiting <a href="http://www.powerwomeninvesting.com" rel="nofollow" target="_blank">http://www.powerwomeninvesting.com.</a> Connect with Diana DeCharles by visiting <a href="http://www.planwithpamg.com/" rel="nofollow" target="_blank">http://www.planwithpamg.com</a>. Brought to you by <a href="http://www.advisorgroup.com/" rel="nofollow" target="_blank">Advisor Group</a> and <a href="http://www.advisorgroup.com/women-forward/" rel="nofollow" target="_blank">Women Forward</a>, Advisor Group's women's initiative, The W Pulse is a podcast for women, by women featuring the thoughts, insights, and best practices from financial advisors and industry leaders. Visit <a href="http://www.advisorgroup.com/women-forward/" rel="nofollow" target="_blank">http://www.advisorgroup.com/women-forward/</a> for additional information!

The Power to Connect in the Fiduciary Era | Shannon Larsen, Cathy Wagner, Tiana Ronstadt, & Diana DeCharles