Advisor Went From $0 – $22 Million in Just Over a Year

November 2, 2017

When she first reached out to me for coaching she was still reeling from a severe non-compete with her former firm.

Her options were simple but not easy…start all over.

While the thought of rebuilding her financial practice again from scratch seemed daunting a small part of her liked the idea of starting fresh, she had a blank canvas.

This time as an independent advisor she could make her practice exactly what she wanted it to be, working with high net worth women doing what she loved.

She was a coach’s dream, as a former engineer she was very disciplined and came to every call totally prepared. She loved systems and was very receptive to our process even when it felt totally uncomfortable. She was totally committed to my program and left nothing to chance.

Since completing her coaching sessions her business grew from $0 to $22 million in less than a year and a half, and her business continues to grow at a rapid pace.

As my guest on a recent conference call she shared the aspects of her new practice that had a significant impact on growing her practice from $0 - $22 million.

Listen on replay page

 To summarize here is what she found the most effective:

  1.  Her story “why women” was HUGE and the impact it had on attracting even men even more surprising
  2.  Her 1on1 presentation and how it made her meetings so much more effective at securing more clients.
  3.  Her new approach to presenting her investment philosophy and functions and the positive impact it had on getting the business.  

These are just the highlights, listen to the call to learn the impact focusing on women can have on the growth of your practice.

Let us help you take your practice to the next level with our 1-on-1 coaching program. For alumni of Adri’s coaching ask about our new Accel program and make 2018 a stellar year.

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