Summer 2022 Newsletter

National Conferences

The W Source® attended two in-person national events so far this year: The Wealth Management Symposium by Advisor Group (Dallas, TX) and Invest In Women (Atlanta, GA). Our booths continually grow in popularity - our specialized wellness shots, QR codes, and gift card giveaways were a big hit! Our goal is always to find and connect with potential new chapter heads in new cities.

If you know an advisor who would like more information on The W Source networking, invite them to attend one of our introductory webinars!


Recently Launched Chapters

We have welcomed several new Chapter Heads to our community (from left to right): Kelly Cloud (Texas), Melanie Dahl (Newtown Square, Pennsylvania), Elisa Ellis (Texas), Lisa Hutter (Texas), and Heather Pacheco (West Denver, Colorado).


Wisdom Series – Law and Mediation Panel

We’re thrilled to announce our upcoming Wisdom Series, featuring many of the esteemed attorneys within our network. Be on the lookout for the launch of this panel discussion, coming soon!


Mini Member Spotlight

“…I work with a lot of realtors, financial planners, and mortgage brokers, as their clients are either people who are getting their homes ready to sell or need plans for a remodel. I work the entire process from design to build; I’m also a licensed interior design and general contractor…Read the entire Spotlight here


Membership Benefits

Local Benefits for You and Your Business 

  • An invitation-only community of W Source members, where you become the leading industry resource for your chapter

  • Surrounded by 10-20 professional women dedicated to promoting your business

  • Monthly meetings with a network focused on business building and referral generation

  • NEW Chapter Highlights – each month we feature one chapter and provide a customized marketing campaign to highlight your chapter and your professional profile

  • S.E.O. Optimized Member Profile feature on The W Source™ website

  • Member Showcase – an opportunity to showcase services and present value to your network

  • One-on-One Meetings – connect with members on a personalized level

National Networking Benefits with The W Source™ Community 

  • NEW Catching Up with The W Source – monthly newsletter highlighting you, our members

  • Mini Member Spotlight – published member interviews

  • FAST RESPONSE Ask@thewsource.com – need a resource outside of your chapter? Email national referral program in real-time

  • Pen Pal Program – cross-chapter networking program

  • Event Invitations – attend local and nationally hosted webinars, happy hours, and networking events

  • Social Networking – tag us @thewsource and we will share relevant content with our growing followers

INFO@THEWSOURCE.COM | 1-833-W-SOURCE | WWW.THEWSOURCE.COM

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