Corinn Ploessl, organizational events manager at Destination Madison, joins the show to discuss her career journey, how she's pivoted her role to digital during the pandemic, her success in networking and how she inspires peers and colleagues alike to "put themselves out there," her involvement with Madison Magnet, her "Essential Madison Experiences" project, and more.
Topics: Wealth Management, Technology
The show's first guest of the New Year is Mary Gaffney-Ward, general manager at The Madison Club, who talks about the path that led her to her role, the Club's rejuvenation during her tenure, how her marketing background informs her professional decision-making, the importance of prioritizing inclusivity, and more.
Topics: Wealth Management, Technology
As co-host of the bank's Wealthways podcast, I get to talk to a lot of professionals about building wealth. One of the questions we ask every guest is, “What does wealth mean to you?”
Overwhelmingly, the answers have focused on flexibility and options. It’s all about being able to have enough money to live the kind of life they want.
Topics: Financial Planning, Wealth Management, Estate Planning, Saving
Jane Clark, CEO & managing partner at Lake Effect HR & Law, talks to Alyssa & Dawn about what makes her business unique, the rationale behind its branding, the importance of customizing client relationships, the types of challenges she helps smaller/growing companies overcome, and more.
Topics: Wealth Management, Technology
Erin Ogden, managing attorney at Madison-based business transactional firm Ogden Glazer + Schaefer, is this week's guest, delving into how she found her professional focus, the benefits of leveraging blogging as a value-add, the intricacies of launching a business with a spouse, the challenges of hiring during a pandemic, and more.
Topics: Wealth Management, Technology
Lisa Smith, founder & CEO of Minneapolis-based strategic marketing communications firm SMITH Company, joins the show to discuss her personal journey to launching her organization, the innate importance of storytelling, marketing trends in a COVID world, the components of a strong personal brand, and more.
Topics: Wealth Management, Technology
Jenna Atkinson, founder & CEO of The P5 Project, joins the show to discuss the challenges of operating a new business in a pandemic, turning obstacles into opportunities, and empowering entrepreneurs to set big goals and make a positive impact.
Topics: Wealth Management, Technology
The show's first guest is Alison Helland, a partner at the Madison-based law firm Boardman Clark, who joins Alyssa & Dawn to talk about her path to law, what she most enjoys about advising business clients, and how she builds strong relationships within her practice. She also addresses some of the tax-related complexities that have arisen during the pandemic, and offers guidance to business owners as the end of the year approaches.
Topics: Wealth Management, Technology
The bank – and, specifically, the Wealth Management team – is excited to enter the world of podcasting with Wealthways, a weekly conversation about female empowerment, moving upward, and, of course, wealth, hosted by Alyssa Chance & Dawn Mullarney.
Topics: Wealth Management, Technology
An employer-sponsored retirement plan is among the most valuable fringe benefits – if not the most valuable – afforded to millions of working Americans. For most, it will serve as their primary source of income during their non-working years. But many make some fundamental errors in assuming that, once they've set their contribution percentage, there's nothing else to consider. Here are eight pitfalls to avoid.
Topics: Financial Planning, Wealth Management, Retirement, Saving