Diana DeCharles's guest appearances

Diana DeCharles

The W Pulse

Judy Rubin

Valerie Brown

Ellen Rogin

Rita Robbins

Beth Johnson

Jamie Price

Shannon Larsen

Susan Lopez

Ann Bancroft

Katelyn Murray

Shannon Larson

Barbara Moser

Connie Heier

Tiana Ronstadt

Patti Brennan

OwlTail

Cathy Wagner

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