ProEquities Forms Partnership for Female Advisors

By working with the W Source, the firm's female reps can receive coaching and networking support.

By: Janet Levaux in ThinkAdvisor

February 6, 2019 - ProEquities says its female advisors can now receive coaching and networking support from the W Source. The independent firm, owned by Protective, said the move comes about nine months after it launched its Women’s Networking Forum.

“We’re excited to kick off our new partnership with the W Source and advance our strategies for creating new opportunities for professional growth among our affiliated women advisors,” according to ProEquities President and CEO Christopher Flint.

“It is more crucial than ever for the advisor communities affiliated with independent firms such as ours to reflect the demographics of the country’s population,” Flint explained. “Our relationship with The W Source not only reinforces our commitment to this broader goal, but also helps us further align expertise, coaching and education resources with our women advisors, so they can continue to excel in serving their clients.”

Based in Birmingham, Alabama, ProEquities has about 700 affiliated advisors, roughly 15% of whom are women. The advisors work with about $16 billion in assets.

The W Source was founded in 2017 in Santa Barbara, California. It has more than 20 members that represent female professionals who meet monthly to share best practices and potentially generate referrals.

The organization also provides chapter heads with proprietary resources and tools, as well as customized coaching. Under this new partnership, ProEquities-affiliated female advisors will be able to form and lead their own groups.

“We are delighted to partner with ProEquities. For far too long, women advisors have pursued opportunities to make professional connections and expand their referral network, only to get baffled by the experience or frustrated with the number of empty conversations,” said Hannah Buschbom, co-founder of the W Source, in a statement.

“The W Source has a strong history of creating forums that provide genuine opportunities to grow, learn and share their experiences with like-minded professionals, including independent women financial advisors,” she added.

Other broker-dealers working with the organization include Advisor Group’s FSC Securities, Royal Alliance Associates, SagePoint Financial and Woodbury Financial Services, as well as Ladenburg Thalmann’s subsidiaries Securities America, Triad Advisors, Investacorp, KMS and Securities Service Network.

Read the article at ThinkAdvisor.

ProEquities Partners With The W Source To Expand Women's Networking Initiative

By: Joyce Blay in the Financial Advisor Magazine

February 4, 2019 - ProEquities, Inc., based in Birmingham, Ala., is partnering with The W Source to expand its networking initiative for women.

Through its partnership with The W Source, ProEquities’ affiliated advisors will be able to form and lead their own networking groups.

The partnership with The W Source will complement the ProEquities’ Women’s Networking Forum, which offers an in-person and virtual forum to discuss a  range of practice management topics like client acquisition, retention and succession planning.

Central to the Women’s Networking Forum is an emphasis on providing information relevant to female advisors across each stage of the business life cycle..

The W Group, based in Santa Barbara, Calif., creates nationwide networking groups of 20 or more women and provides them with proprietary tools to grow their companies and practices, actring as a  resource to find a vetted financial advisor, CPA, attorney, or risk management specialist.

Hannah Buschbom, co-founder of The W Source, said that her company had a history of providing opportunities for independent women employed in the financial services industry to learn and grow, and to share their experiences with like-minded professionals.

ProEquities’ strategic alliance with The W Source also  created new opportunities for women’s professional education and development at APEX, its national conference.

“It is more crucial than ever for the advisor communities affiliated with independent firms such as ours to reflect the demographics of the country’s population,”  said Christopher Flint, ProEquities president and CEO.

Flint also said that his company’s partnership with The W Source would provide women advisors with expertise, coaching and educational resources.

ProEquities, Inc., founded in 1985, is an independent broker-dealer and corporate RIA owned by Protective Life Insurance Co., also based in Birmingham, Ala.

Read the article at Financial Advisor Magazine.

The W Source™ Expands Nationwide Network to Arizona

By: Kristine Miller for The W Source™

March 8, 2017 - The W Source™, a growing women’s networking organization announced today the recent launch of its newest Chapter in Scottsdale, Arizona. The group will be overseen by Vickie Garcia, CFP® Wealth Advisor at NextBridge Wealth Advisors, as Chapter Head. Garcia will help members connect, engage, and collaborate with other female professionals in Scottsdale and will utilize The W Source™’s proprietary resources to help members grow their businesses through referrals.

The W Source™ is a unique and innovative W2W networking group consisting of trusted female professionals such as CPAs, attorneys, and risk management specialists. The W Source™ helps expand female professionals’ referral networks and grow their businesses by establishing a networking group of 20-25 professionals in their local area. Each Chapter holds monthly meetings as well as “one-on-one” meetings that are designed to help members build a durable stream of referrals.

“The purpose of setting up this group was largely a desire to be a better resource for my clients who are looking for services that extend beyond the area of my expertise. As a holistic financial planner, it’s crucial that I am connected with the best local professionals to better assist my clients with their unique needs,” Garcia commented.

The W Source™ plans to continue expansion with Chapters opening in Arizona, California, Colorado, Nevada, and Oklahoma during January of 2018. For more information regarding future chapter locations, please contact The W Source™ at 1-833-W-SOURCE of at Info@TheWSource.com.


About The W Source™

The W Source™ is a unique women’s network that connects like-minded professionals and service providers. Unlike other organizations, The W Source™ uses a proven approach to help professionals increase referrals and grow their businesses while fostering a network of female professionals and service providers to share ideas, knowledge, and opportunities. We facilitate a dynamic environment for our members to collaborate through connections within the local community. Our members represent a diverse business group of various specialties, good, and professional services.

Advisor Group Partners with The W Source to Support Advancement of Women in Financial Services

By: CPA Practice Advisor

February 8, 2018 - Advisor Group, a network of independent financial advisory firms, has partnered with The W Source, a nationwide networking organization for female professionals. The partnership will entail robust marketing and promotional support for The W Source, with the goal of driving awareness and support for the advancement of female advisors across the financial services industry.

Launched in September 2017 with corporate offices in Santa Barbara, CA., The W Source helps female professionals grow their businesses by establishing networking groups of 20-25 professionals in local areas and offering proprietary tool and resources, marketing support and dedicated sales coaches that assist them in running their local chapters. Members include financial advisors, CPAs, attorneys and risk management specialists. The W Source™ currently has 12 operating chapters and hopes to expand into 150 markets nationwide by the end of 2018, with marketing and advertising support from Advisor Group.

“Providing actionable solutions that can have an immediate and significant impact on the growth and success of our female advisors is a key commitment for us. Our Women Forward program’s focus on education and mentorship is a great example of that,” said Valerie Brown, Executive Chairman of Advisor Group. “When we learned about The W Source, we knew it was a perfect complement to our existing programs. By providing playbooks, coaching support and more, the W Source is a unique program designed to make it easy for women advisors to establish their own local professional networking groups.”

This partnership announcement coincides with Advisor Group’s 12th annual W Forum conference taking place February 7-9 in New Orleans. The W Forum is a key facet of Advisor Group’s Women Forward initiative, which provides female advisors with access to myriad opportunities for mentoring, training and networking. The theme of this year’s event, “Focus your Power,” will center around empowering women to explore their unique skill sets to grow their practices while making a tangible difference in clients’ lives.

“It is such a rewarding experience to work alongside so many empowering women and men, including the leadership team at Advisor Group, who are committed, engaged, and eager to help grow female-centric businesses," said Hannah Buschbom, co-founder of The W Source. “As our network continues to cultivate new opportunities and we bring on board influential industry partners, I am hopeful and excited to watch the direct impact we can make on women’s professional growth nationwide.”

Read the article at CPA Practice Advisor.

Advisor Group Partners with The W Source to Support Advancement of Women in Financial Services

By: CPA Practice Advisor

PHOENIX, Feb. 7, 2018 /PRNewswire/ -- Advisor Group, one of the nation's largest networks of independent financial advisory firms, today announced a strategic partnership with The W Source™, a nationwide networking organization for female professionals. The partnership will entail robust marketing and promotional support for The W Source™, with the goal of driving awareness and support for the advancement of female advisors across the financial services industry.

Launched in September 2017 with corporate offices in Santa Barbara, CA., The W Source™ helps female professionals grow their businesses by establishing networking groups of 20-25 professionals in local areas and offering proprietary tools and resources, marketing support and dedicated sales coaches that assist them in running their local chapters. Members include financial advisors, CPAs, attorneys and risk management specialists. The W Source™ currently has 12 operating chapters and hopes to expand into 150 markets nationwide by the end of 2018, with marketing and advertising support from Advisor Group.

"Providing actionable solutions that can have an immediate and significant impact on the growth and success of our female advisors is a key commitment for us. Our Women Forward program's focus on education and mentorship is a great example of that," said Valerie Brown, Executive Chairman of Advisor Group. "When we learned about The W Source, we knew it was a perfect complement to our existing programs. By providing playbooks, coaching support and more, the W Source is a unique program designed to make it easy for women advisors to establish their own local professional networking groups."

This partnership announcement coincides with Advisor Group's 12th annual W Forum conference taking place February 7-9 in New Orleans. The W Forum is a key facet of Advisor Group's Women Forward initiative, which provides female advisors with access to myriad opportunities for mentoring, training and networking. The theme of this year's event, "Focus your Power," will center around empowering women to explore their unique skillsets to grow their practices while making a tangible difference in clients' lives.

"It is such a rewarding experience to work alongside so many empowering women and men, including the leadership team at Advisor Group, who are committed, engaged, and eager to help grow female-centric businesses," said Hannah Buschbom, co-founder of The W Source™. "As our network continues to cultivate new opportunities and we bring on board influential industry partners, I am hopeful and excited to watch the direct impact we can make on women's professional growth nationwide."

To learn more about The W Source™, visit www.thewsource.com or call 1-833-W-SOURCE. For information about Advisor Group, visit www.advisorgroup.com.

About The W Source™

The W Source™ is a unique women's network that connects like-minded professionals and service providers. Unlike other organizations, The W Source™ uses a proven approach to help professionals increase referrals and grow their businesses while fostering a network of female professionals and service providers to share ideas, knowledge, and opportunities. We facilitate a dynamic environment for our members to collaborate through connections within the local community. Our members represent a diverse business group of various specialties, goods, and professional services. For more information, visit www.thewsource.com.

About Advisor Group

Advisor Group, Inc. is one of the nation's largest networks of independent financial advisors serving over 5,000 advisors and overseeing approximately $190 billion in client assets. Headquartered in Phoenix, AZ, the firm is mission-driven to support the heroic role that advisors can play in the lives of their clients, offering securities and investment advisory services through its subsidiaries FSC Securities Corp., Royal Alliance Associates Inc., SagePoint Financial Inc. and Woodbury Financial Services Inc., as broker/dealers, registered investment advisors and members of FINRA and SIPC. Cultivating a spirit of entrepreneurship and independence, Advisor Group champions the enduring value of financial advisors and is committed to being in their corner every step of the way.

SOURCE Advisor Group

Read the article at PR Newswire.

The W Source™ Continues to Grow Female-Centric Businesses with Launch of Colorado Chapter

By: Kristine Miller for The W Source™

January 16, 2018 - The W Source™, a nationwide networking organization for female professionals, continues to grow with its newest Chapter launching today in Denver, Colorado. The W Source™, which launched in September of last year in Santa Barbara, California, welcomes Jessica R. Veitch as the new Chapter Head. Jessica is a Wealth Management Advisor at Northwestern Mutual. The Denver location, anchored in the Stapleton community, marks the third Chapter of The W Source™ and the first one in the state of Colorado.

When asked about establishing her new Chapter, Jessica commented, “I am excited for the opportunity to bring together women business owners and professionals who are focused on growing their positive impact within our community.”

With corporate offices in Santa Barbara, California, The W Source™ helps expand female professionals’ referral networks and grow their businesses by establishing a networking group of 20-25 professionals in their local area. Members include professionals such as CPAs, Attorneys, Risk Management Specialists, and others. Each Chapter holds monthly meetings as well as “one-on-one” meetings that are designed to help members cultivate relationships within their networks. The W Source™ offers Chapter Heads proprietary tools and resources, marketing supports, as well as a dedicated sales coach that assists them in running a local Chapter.

The W Source™ plans to establish Chapters in Arizona, California, Colorado, Nevada, Oklahoma, Oregon, and New York in the coming month. For more information regarding future chapter locations, please contact The W Source™ at 1-833-W-SOURCE of at Info@TheWSource.com.


About The W Source™

The W Source™ is a unique women’s network that connects like-minded professionals and service providers. Unlike other organizations, The W Source™ uses a proven approach to help professionals increase referrals and grow their businesses while fostering a network of female professionals and service providers to share ideas, knowledge, and opportunities. We facilitate a dynamic environment for our members to collaborate through connections within the local community. Our members represent a diverse business group of various specialties, good, and professional services.

The W Source™ Continues to Grow Female-Centric Businesses with Launch of Second Chapter

By: Kristine Miller for The W Source™

November 15, 2017 - The W Source, a growing women’s networking organization, recently launched its second location since its inception in September. Michele Leach, a Financial Advisor and owner at Financial Transition Partners, along with Nicole Nouhra, Managing Director at Chivaroli Premier Insurance Services in Westlake Village, CA are the Chapter Heads for the Westlake Chapter.

The W Source™, which has its corporate office in Santa Barbara, helps female professionals expand their referral networks and grow their businesses by establishing a networking group of 20-25 professionals in their local area. Members include professionals such as CPAs, Attorneys, Risk Management Specialists, and others. With its proprietary tools and resources, marketing support, as well as dedicated sales coaches, The W Source™ provides each Chapter Head with its formulaic approach to run a local group. Chapters hold monthly meetings as well as “one-on-one” meetings that are designed to help members cultivate relationships within their networks.

The W Source™ offers Michele and Nicole the opportunity to be better resources for their clients, to connect with local professionals in their area, and to formalize the process of referrals with those professionals. At Financial Transition Partners, Michele’s practice focuses on helping women address and solve their unique financial issues, and she works with her client’s attorneys, accountants, and other professionals. When asked about the launch of her Chapter, Michele comments, “I’m very excited to join The W Source™ to both provide more resources for my clients and grow my practice.”

The W Source™ plans to continue expansion with Chapters opening in Arizona, California, Colorado, Nevada, and Oklahoma during January of 2018. For more information regarding future chapter locations, please contact The W Source™ at 1-833-W-SOURCE of at Info@TheWSource.com.


About The W Source™

The W Source™ is a unique women’s network that connects like-minded professionals and service providers. Unlike other organizations, The W Source™ uses a proven approach to help professionals increase referrals and grow their businesses while fostering a network of female professionals and service providers to share ideas, knowledge, and opportunities. We facilitate a dynamic environment for our members to collaborate through connections within the local community. Our members represent a diverse business group of various specialties, good, and professional services.

Power of Networking: The W Source™ Created to Connect Women in Professional Services

The W Source™ co-founder Hannah Buschbom, Marketing Director Kristine Miller and co-founder Tom Goodson.

The W Source™ co-founder Hannah Buschbom, Marketing Director Kristine Miller and co-founder Tom Goodson.

November 3-9, 2017, - If Hannah Buschbom’s vision becomes a reality, the Central Coast will be home to a national networking company for women in professional services.

Buschbom, a partner, certified financial planner and certified divorce financial analyst at Ameriflex, has teamed up with Ameriflex CEO and co-founder Tom Goodson to launch The W Source™, a fledgling for-profit business that creates networking groups of 20 to 25 women and provides tools to grow their companies and practices.

The company operates out of the AmeriFlex office space on upper State Street in Santa Barbara and has just a single chapter, though the Westlake Village chapter will launch in November. But it has ambitious goals, with 100 chapters expected to be up and running across the nation in a year.

In her work with women facing major life transitions like retirement, divorce or business restructuring, Buschbom realized that there were no networking groups specifically for women in professional services.

The organization is positioned on the consumer-facing side as a one-stop resource to find a vetted financial adviser, CPA, attorney, or risk management specialist. For women professionals, there is a formulaic approach for them to expand their networks through other local women.

A $999 yearly fee to join goes toward creating business development resources, training coaches and human resource costs.

“For less than the cost of a nice dinner or lunch, you can have access to a network. And we’ve had women tell us that after one client or referral, it pays for itself,” Goodson said, adding that the fee amounts to just $83.25 per month.

The Santa Barbara group is the founding chapter that launched on Sept. 28 at ImpactHub on State Street. The W Source™ already has been through a round of funding and plans to start opening other chapters.

Each city where the The W Source™ will open a chapter will be ranked by tier based on its population. A large city like San Francisco, with a high number of service professionals, would be a Tier 1 city and could have four to five groups, while a smaller city with fewer professionals would be a Tier 2 city with two or three groups.

The W Source™ member Jennifer Gillon Duffey, attorney at Fell Marking, LLP, said that she already had business generated through a referral.

“Hannah reached out to tell me that someone needed help with employment law, which is my practice,” Gillon Duffey said.

Buschbom said that after only one month, there’s already been six instances where a member has been able to refer someone else in the group.

“Women spend more time working than networking,” Goodson said, “while men will spend time, say, playing golf and discussing a business deal, and that’s their networking time. And the old adage is true: success is truly having access.”

Many women have effective informal networks but The W Source™ makes those informal networks formal. Rather than hosting unstructured mingling over cocktails at 5:30 p.m. — which, for a caretaker, could be an inconvenient time to attend an event — a The W Source™ group meets once a month on the first Thursday for a 90-minute breakfast or lunch. The meetings are scheduled down to the minute, with the written resources for each meeting designed by the founders, so they are as efficient as possible.

Women will also randomly draw names to meet for a one-on-one with another member of the group.

Across the nation, only 13 to 14 percent of financial advisers are women. Buschbom noticed that there were not many networking opportunities — which many view as the key to success in some fields because of access to “who you know” for referrals and mentorship — for females in professional services like law, risk management or financing.

Buschbom and Goodson targeted larger firms and mature businesses to source women for the inaugural group, and they now have a waiting list of professionals who’d like to start chapters. The groups are invitation only and created by the women themselves by referring others who they think would be a good fit.

“It’s not an Uber rating service — these are vetted professionals,” said Buschbom.

It also has a process for determining new chapter leaders. As the company opens chapters in different cities, this process will be carried out by trained coaches so that the The W Source™ groups are centralized.

“We have financial resources and human resources, so our biggest challenge will be keeping a quality product as we scale,” said Goodson.

The group also provides business development resources to the women: for example, how to determine value proposition, how to handle sales or how to determine branding.

“It’s about understanding what you do so we can market you to other people,” Buschbom said. “We aren’t trying to give anyone an unfair advantage: our goal is to rebalance a system that is already unequal.”

Read the article here at Pacific Coast Business Times.

Innovative New Female-Centric Networking Group Launches in Santa Barbara, California

By: Kristine Miller for The W Source™

October 26, 2017 - A growing women’s networking organization was launched late last month in Santa Barbara and is already creating interest among leading professionals in the area. The W Source™, a unique networking group for female professionals and service providers, launched its inaugural chapter in Santa Barbara with a total of twenty members including CPAs, Attorneys, Risk Management Specialists, and others.

The goal of The W Source™ is to help members better serve the needs of their clients while growing their businesses through networking. Members have access to helpful tools and resources which provide them with a unique opportunity to collaborate with other professionals in their area. Each local group holds monthly meetings as well as “one-on-one” meetings that are designed to help members cultivate relationships within their professional networks.

Hannah Buschbom, Co-Founder of The W Source™ and Santa Barbara Chapter Head, comments, “It’s been such a rewarding experience to collaborate with women who are committed, engaged, and are eager to help grow other female-centric businesses. The purpose of setting up this group was largely a desire to be a better a better resource for my clients who are looking for services that extend beyond the area of my expertise. As a transitional events specialist, it’s crucial that I am connected with the best local professionals such as CPAs, Attorneys, Risk Management Specialists, and others to better assist my clients with their unique needs.”

The W Source™ will launch the next chapter in Westlake Village, California on November 15, 2017. For more information regarding future chapter locations, please contact The W Source™ at 1-833-W-SOURCE of at Info@TheWSource.com.


About The W Source™

The W Source™ is a unique women’s network that connects like-minded professionals and service providers. Unlike other organizations, The W Source™ uses a proven approach to help professionals increase referrals and grow their businesses while fostering a network of female professionals and service providers to share ideas, knowledge, and opportunities. We facilitate a dynamic environment for our members to collaborate through connections within the local community. Our members represent a diverse business group of various specialties, good, and professional services.

Networking Group Designed to Help Women in Business

By: Kristine Miller for The W Source in Noozhawk


The W Source, a nationwide networking group for female professionals and service providers, recently launched its inaugural chapter in Santa Barbara.

The group opened with 20 members, including CPAs, attorneys, and risk-management specialists. The goal of The W Source is to help members better serve the needs of their clients while growing their businesses through networking.

Members have access to tools and resources that provide them an opportunity to collaborate with other professionals in their area.

Each local group holds monthly meetings as well as one-on-one meetings designed to help members cultivate relationships within their professional networks.

“It’s been such a rewarding experience to collaborate with women who are committed, engaged, and are eager to help grow other female-centric businesses," said Hannah Buschbom, co-founder of The W Source and group leader of the Santa Barbara Chapter.

"The purpose of setting up this group was largely a desire to be a better resource for my clients who are looking for services that extend beyond the area of my expertise," she said.

"As a transitional events specialist, it’s crucial that I am connected with the best local professionals such as CPAs, attorneys, risk-management specialists, and others to better assist my clients with their unique needs,” she said.

The W Source said it will open its next chapter in Westlake Village on Nov. 15. For more information, contact The W Source at Info@TheWSource.com.

Read the article here at Noozhawk.