Category: Breaking the mold

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Don’t Let One Jerk Derail Your Focus On Women

This is the time of the year to be thankful for our families, our business, our clients and the successes we’ve achieved. I’m thankful for all of you and look forward to meeting and mentoring even more of you in 2017 (see below for more details on this!).   One of the things I’m not thankful for….people who try to stop others on their road to success.  One of my own cl...

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How Advisors turn from ugly duckling to beautiful swan

When they first introduced themselves they had no clue what their real value was as a financial advisor, they couldn’t even describe what they do nor who they do it for in any clear and cohesive manner (sound familiar?). These were not brand new advisors, if they were I could be a bit more accepting of their lack of clarity but these were all seasoned vets who each had more than 10 years of e...

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Would this make you cry as a female advisor?

Last month I started coaching a team of advisors, two men and a younger woman named Meg.  As I read through each of their welcome kits it became immediately apparent that the two men were very progressive, making sure they were balancing their time and lives while building a quality practice.  Meg on the other hand was overworking herself, sacrificing her family time and rarely if ever taking ...

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When your Fear becomes exhilarating!

I just LOVE what’s happening.  I can’t tell you how impressed I am with the progress of some of my Financial Advisors.   Those that truly embrace my process are making some fabulous changes in their business and really starting to generate momentum and traction. So many Financial Advisors want results right now but I have found the real long term  sustainable results that last a lifetime ...

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Haly B. – RW Baird

A high achiever by nature, Haly was struggling as a financial advisor. A former engineer, Haly had left her technical career to  build a practice as a financial advisor. Her desire to help others was contagious and her technical skills surpassed many more tenured advisors, but unfortunately, after three years, her high expectations were being suffocated by her low performance. Despite he...

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She was being set up!

Mary walked into the Breaking the Mold Conference wondering, “What have I gotten myself into?”  Coming from one of the most prestigious wire houses on the street, Mary had very high standards… and she could tell this event was going to be different, just by the way the room was set up. As presenters, we could see her critical eye perusing the room, assessing our level of professi...

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Have you met Betty the Bag Lady? She has a message for you…

Have you met Betty the Bag Lady? You may not think so… but you have.We all have. As women, we bring a lot of baggage into the workplace – and our inner “Bag Lady” can really hold us back. But hey, perhaps not all of that baggage is garbage! What if I told you that some of your “baggage” is actually really valuable? It’s true! Some of the things we think of as baggage are connec...

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3 Steps to Rebranding Your Practice as a Financial Advisor

Most Financial Advisors do not recognize the incredible impact of rebranding their practice. A new brand can redesign your compelling message giving you more focus and clarity. A new brand can re-stoke the fires under an existing client base stimulating referrals. A new brand can inspire new ideas and a new perspective accelerating the growth of your business.  A new brand can jump start your p...

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Are your Emotions Driving your Business Decisions?

Last night my husband and I were talking about the principles we want our kids to focus on. They are now all young adults from ages 19 – 24 and all venturing into a new phase in their life. This was not an easy discussion as we constantly allowed our emotions to impact our thoughts but after about 2 hours our discussion became quite fruitful. We realized we want all our children living a H...

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As a female Financial Advisor is it time to change the dance steps?

I have grown to LOVE internal conflict because I know what is on the other side – BIG GROWTH. This past week I coached two female advisors who were experiencing that same internal frustration.  While in many cases the angst seemed to come from outside sources, I recognize that the real source is within you. My client Ann is always so energized, her business is on a strong upward trajectory an...

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Don’t you hate those Female Advisors’ who make Success Seem so Easy?

I have a friend, a female financial advisor who makes success seem so easy.  She is always smiling, she works through issues with a smile on her face and her production keeps going up.  As a young new advisor I would watch her trying to emulate all the systems and processes that she incorporated into her business.  But what I have learned through my years coaching female financial advisors is...

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As a female advisor are you rudderless?

What’s your vision? Do you have one? This week I visited with a number of financial advisors all of whom were interested in hiring a business coach.  In our 30 minute interview I asked them what is their vision and do you know not one of those advisors could answer that question?  Can you imagine a CEO without a vision of where he wants to take his company?  Without a vision what is the...

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ITS TIME FOR FEMALE FINANCIAL ADVISORS TO RISE UP!!!

It seems The Good Old Boys are alive and well in Penn State. As my family read about the scandal surrounding the Penn State football program it immediately takes me back to the early years in the financial services arena.  Women were very poorly treated in the industry for many years until the “Boom Boom Room” broke wide open creating greater awareness or simply FORCING the industry to begi...

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Day 6 and NO POWER

I’ve never had a greater appreciation for routine in my life, electricity is up there as well.  This is day 6 without power. The storm that hit CT came early when the leaves were still on the trees. The heavy wet snow falling on branches full of leaves caused branch after branch to crack, break and fall.  It was so erie hearing the constant cracking sounds and dangerous just being outs...

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