Category: Personal Development

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She Raised $9 Million in 6 Months

She came to me with a unique vision of what she wanted to create as a financial advisor, her passion for this vision was clear but the picture was quite fuzzy.   What she wanted to accomplish was so contrary to what the industry teaches that her unique vision was muddled by traditional stogy concepts. It took a good deal of coaching, brainstorming and peeling the onion to uncover and reveal he...

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I built a good business, why can’t I just keep doing what I’m doing and be successful?

  Let’s dive into the  third myth that holds back advisors from creating a successful female friendly business model. (Read Myth 1 & Myth 2) Myth #3: “I built a good business, why can’t I just keep doing what I’m doing and be successful?”  Well let me tell you something, women have created a paradigm shift in the industry. You̵...

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Can A Male Advisor Compete in this Female Space?

  Let’s address myth number two (see myth one) which prevents advisors from capitalizing on a female focused practice. Can a male advisor compete in this female space? (female advisors be ready). Well the answer is, both male and female advisers can compete in this space equally. As a male or female advisor you must be able to connect with women in a way that is contrary to ...

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Advisors You Are Denying Yourself Prospecting Opportunities

  If you’re concerned that by focusing on the women’s market, you will turn your clients off and deny yourself other prospecting opportunities, you couldn’t be further from the truth.    Let me tell you my story. When I was a financial advisor in Newport Beach, CA I intentionally focused on the women’s market to build my practice. It didn’t matter who I was...

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3 Beliefs that Continually Hold Advisors Back

During the month of August, I will be sharing a series of emails on a program that we’ve developed that will allow you to grow your assets, inspire more referrals, create a female friendly practice and dramatically reduce your potential for attrition going forward. And the best part…. you may never have to prospect again. I know this process works because I used this same process to b...

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A Coaching Checklist – What you can accomplish

Every coaching program is different and there are thousands to choose from, how do you determine which one will provide the greatest impact on growing your business and enhancing your life? As a former advisor I too used a coach even before business coaching was popular, while I gained some value in the process it was more about the structure and accountability, not really things I needed. I r...

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This movie inspired my business success…

There aren’t too many movies that make me cry and it bothers my husband as I sit dry eyed while he is reaching for the tissues, but if you find me watching the movie “Rudy” you will see me ball. Crazy I know, it’s not a love story and isn’t designed to be a tear jerker but Rudy’s fearless journey to achieve his dream gets me every time. I can totally relate to the many challenges he ...

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9 Easy Ways Advisors Launch Their Focus on Women

You have developed a new message and brand focused on women, so now what? “Build it they will come” is a great concept but unless you are ACTIVELY sharing your message and brand, life could get pretty lonely. As you develop your marketing strategy you must focus on both PASSIVE as well as ACTIVE strategies. You need both and each enhances the results of the others. PASSIVE strategies are m...

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What Happens When Your Passion And Purpose Collide?

How to define your Purpose and Passion as a Financial advisor PART IThere are moments in our life where everything is working like magic. Life seems amazing, even challenges present an opportunity to excel. Looking back, this is a time in your life when it seemed everything you did worked, when God and all the energies of the universe were working with you, moving you forward. It is in these momen...

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Is Your Career Your Real Passion?

He is a million+ producer with a team of assistants to make his business run smoothly. He reached out looking to focus on women and the divorce market…or so he thought; he ended up getting so much more. From the moment we met and started working together I knew he was different, he was very authentic, cared deeply about his business and was sincerely interested in seeing his team of young women ...

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What is Your Real Mission as an Advisor?

OK, so what is your REAL mission? Every financial advisor I speak to wants to help people, they see this as their true calling and what makes them unique; but the real question, the source to unlimited success is understanding WHO you really want to help and WHY?These are not simple questions and the answers require some digging and soul searching; but the results are what define you, propel you, ...

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3 Advisors, 3 Scenarios Getting BIG Results

 You too can have BIG results like the advisors below:In less than 3 months Monica transformed the direction, focus and enthusiasm for her business, she had no idea it could all happen that fast.  She had built a great practice and was well respected as an Advisor at Morgan Stanley. She knew she loved her job but something was missing.  She lacked motivation, her daily routine had become ju...

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Adri’s New 2016 Keynote Presentations

I’m excited to announce my New 2016 Keynote Presentations! The Art of Selling to Women: Advisors learn how to build trust with women in the first 5 minutes of conversation.What Affluent Women are Really Thinking: How advisors can improve perceptions, loyalties and results when marketing to women.Femolution Revolution: Female Advisors learn to shed industry protocol and leverage their natural st...

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Success Lessons that Make Me Cry

There aren’t too many movies that make me cry and it bothers my husband as I sit dry eyed while he is reaching for the tissues, but if you find me watching the movie “Rudy” you will see me ball. Crazy I know, it’s not a love story and isn’t designed to be a tear jerker but Rudy’s fearless journey to achieve his dream gets me every time. I can totally relate to the many challenges he ov...

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Going from an FA’s Assistant to a Financial Advisor Requires a Balancing Act

Going from an assistant role to Financial Advisor can be a life altering experience, but you must tread lightly and even carry a big stick.I spent 10 years as a registered sales assistant and when I became a Financial Advisor my whole life and future changed for the better. When I accepted the position, I was excited about the opportunity and was determined to succeed; yet I knew I would experie...

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Female Advisors are drowning in Testosterone!!!

Ladies we need to pump up the estrogen instead of drowning in testosterone. This past week I had the opportunity to coach two new female advisors, they were both just a year into production and working at Merrill Lynch. These women did not know each other, lived and worked in completely different parts of the country yet they could have been twins as their issues and experiences were identical (...

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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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The most effective business builder this coach has ever seen…

If you’re looking to enhance your prospecting efforts, generate more referrals, and get new introductions from your existing clients – consistently and repeatedly – it’s time to consider a seminar program to grow your business. In today’s environment, seminars have proven to be one of the most effective methods to build a successful practice. There are many different kinds o...

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How to Develop Your Story as a Financial Advisor

What is your story?  Why are you really in this business and why do you really care about helping me?  These are the underlying questions that prospective clients think but don’t always ask.  Being able to proactively address these questions can be the final factor that tips the scales and turns a prospect into a loyal client and raving fan.Your story is about why you are really in this busin...

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Financial Advisors are going Tribal – 4 easy steps to defining your Tribal Market

What if I were to tell you that Target Marketing does not work; at least not in your role as a financial advisor? There was a time when target marketing was effective, a time when the business was totally product driven focused on trades and transactions. I might call retirees, sell them a muni bond, I became a source of investment products my client became a source of revenues, over time (...

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Do you HAVE to or WANT to?

What is this “I have to” ?  or “I should have…”. Whatever happened to “I want to?” When you think of these phrases what image or feeling comes to mind? “I have to”: It’s not a choice, I’m feeling pressure, I really don’t want to do this “I should have”:  What’s wrong with me, I’m irresponsible, shame on me This is what I hear from many of my Female Adviso...

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As a Female Advisor are you working on Auto Pilot?

The more I do the tougher I get, the tougher I get the less I feel, next thing you know I find myself on auto pilot feeling nothing and just doing.  Sure I get a lot done but I often become more callous in my approach to dealing with people.  I really noticed this last week when I spent 7 days in California helping my Mom get readjusted after losing my Dad.  My “Get it done, take char...

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6 Steps to Creating Your Vision.

Sometimes my job coaching female financial advisors makes me sad.  So many women I start working with are bright, very successful with great production but come to me as if they have been faking their success, as if they don’t deserve it.  Their confidence is low, they are often exhausted and have lost their drive and spunk. Yet In just my first hour of coaching I can already see thei...

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To Promote or Boast

As a woman it’s natural to be humble, we have been taught from an early age not to talk about ourselves yet our male counterparts are quite competent about talking about their strengths and the value they can provide.  Women must learn that there is a difference between promoting vs boasting. As a female financial advisor your prospects and clients must feel confident in your ability ...

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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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