Category: Professional Women

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Unleash Your Strengths as Female Financial Advisor

As a woman you bring amazing strengths and talents to an industry mired in egos and less than ethical behavior. You have adapted to the more traditional business model succeeding even when the process and methods felt totally unnatural to you as a woman. Your business has been fueled by discipline, hard work and your sheer determination to succeed, yet underneath it all you know there is a bet...

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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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Why These Female Advisors Get Emotional

As I walked off the stage women would look me straight in the eye and say “Thank you!” Not the obligatory thank you for making a good presentation, these “Thank you’s” go so much deeper.Some walk right up to me and share their appreciation with a touch, others mouth it as I walk by.They know I am their ally, I understand their challenges and am willing to be their voice and fight for the...

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The Year You Focus Your Business on Women

You want to focus more on the women’s market as you know this is a treasure trove of business but you’re not sure where to start or what to do first.   Follow 6 steps to focus your business on women: You need a story – why you care about women: Thru personal coaching will help develop YOUR personal story that will have the #1 biggest impact on attracting new business (from men and wo...

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As A Female Advisor, If I Lost My DRIVE, Have I Lost My EDGE too?

I have been competitive since I came out of the womb, or at least as far back as I can remember.  As I grew my drive and desire to compete and BEAT the competition (no matter the environment) drove me, and in many ways served me well.   But now that I am choosing to let go of the hunter/warrior inside me, depending less on my learned qualities and more on my feminine strengths have I lost my ...

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It Only Took 2 Months To Reach Her 6 Month Goal

She just landed a $3,000,000 account and it was effortless, that’s when she knew her marketing to women approach was working. She started with no database so working together we developed her highly compelling and authentically focused message, she was quite clear she wanted to focus on women.  She knew she needed to add more leads, connections, and potential clients to her database as this wou...

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How She Did a TOTAL REBRAND in just 1 ½ Days

She was a half million-dollar producer and chose to leave her clients and the safety of a big firm, to rid herself of a toxic professional environment.  Her partnership had become challenging and less than motivating, the limitations imposed on her vision of what could be sapped all her energy. One day she realized this is NOT what I signed up for.  It was time to make a BIG change. Due to partn...

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We just need 50 female advisors to make an impact on the industry

Ladies, I need your help. I need just 50 female advisors to participate, and if you are currently begin coached by me, this is a MUST DO. I have been approached by Advisors Ahead, a progressive company and am personally acquainted with the founder and President. Their mission is to provide better training and a screening process to help enhance the success of new financial advisors. In their pr...

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As a Female Advisor how would you rate yourself?

If I asked you to rate yourself on a scale of 1-10, 1= you never do administrative work 10=you spend 100% of your day doing admin work What number would you give yourself? When I start coaching a client (male or female) I will first ask what they hope to accomplish with their business and then I ask what needs to happen so that they can accomplish this goal.  9 times out of 10 the one thin...

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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 would you answer this 5 million dollar question?

Picture this; you are one of 4 financial professionals being interviewed by a woman who just inherited 5 million dollars. You have each had your opportunity to make your presentation, you talked about the solutions you would provide, the value of your research, the benefits of your firm and your process for working with clients. There is a bit of silence as the prospective clients gathers her t...

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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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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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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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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 of se...

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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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A Taste of my Own Medicine!

Boy did I get a taste of my own medicine last night. My husband who is so calm and mellow by nature was really riled up talking to me about my business.  I just sat there listening and smiling. While I have spent years helping female financial advisors recognize their true value and motivating them to ask for what they are truly worth, here was my husband telling me the same thing and HE WAS RIGH...

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As a Female Advisor do Something Totally Out of Character

What is it about women that make us so masochistic, especially female financial advisors and other successful business women?  I woke up this morning really dragging, I felt it yesterday but just kept on going, and here it is today and I’m still feeling it.  The worst part was I wasn’t listening to my own advice. I can’t tell you how often I am coaching female advisors about the importa...

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The Greatest Legacy

While I have spent years teaching both Male and Female Financial Advisors how to help women who have lost a spouse this month I experienced it for real.  My Dad, after 86 fabulous years died peacefully leaving behind a sizeable estate. My Dad was very proactive in planning for the future; his desire to avoid handing his hard earned money to Uncle Sam motivated him to take all the necessary step...

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This topic makes me nervous

I have to say this topic makes me feel a little nervous (actually a lot nervous), feeling vulnerable is not in my comfort zone which is why I need to share this with you. 3 months ago I attended Barbara Stanny’s Sacred Success Retreat. After years of getting to know Barbara I felt it was time to actually become a student of her work. I had no expectations as to what I would experience; I arri...

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Female Advisors Use Pity Parties

Let me tell you negative talk get’s you NOWHERE.  This tends to be an issue more with Female Financial Advisors than their male counterparts.  Women LOVE to beat them self up, they struggle to give themselves credit for success, they either call it luck or dismiss it all together (trust me I struggle with it too.) But sometimes I have to put the kibosh on this attitude.  When asked what wen...

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Financial Advisors Transformed In Just 6 Hours

There is nothing more fun than watching a group of financial advisors take experiences from life and craft them into a compelling story. That’s exactly what happened this past week during my Keys to the Ladies Room presentation. In order to connect with the female audience you must be ready to answer the question “Why do you care about me?” Most women will assume that the only...

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5 Steps to Appointment Prep

As a financial advisor all of your prospecting efforts culminate in one final meeting. In this meeting you have the opportunity to present your solutions and motivate the prospect to become your client. When so much is at stake why do financial advisors spend so little time preparing for these appointments? Last week I worked with one of my advisors by helping her prep for a closing appointment...

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Ask for what you want

Over the past few months Hannah had been doing a bang up job at attracting affluent prospects. Her seminars were creating a buzz and she was finally reeling in new prospects with millions, the problem? She couldn’t close the business. We spent one whole coaching session focused on her ability to get the prospect to commit to doing business with her and everything we did came down to one s...

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As a Female Advisor Are You Willing to Surrender to Succeed?

Yesterday I participated in an amazing call. It was a follow up call to the Sacred Success Retreat I attended hosted by Barbara Stanny. Last night I listened to 10 women share their continued success since spending 3 days together at this retreat. In every instance there was one common thread that wove through each story… SURRENDER. Each of the women were working on and learning how to surren...

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Having A Proactive Process Inspires Referrals

As a client I’m NOT impressed. Since I left production to become a full time coach I have worked with 4 different financial advisors and to be honest few actually provide ongoing value that is worth a dam__. I mean it, other than calling us every once in a while with a suggestion or once a year for a portfolio review how do I even know my advisor is watching my portfolio? Unless your fees are so...

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Financial Advisors Learn from Experience

My client called to tell me his son just admitted himself to a rehab unit. Another client has spent this month managing a manic son who struggles with Bi-Polar disorder. I have another client whose husband is about to undergo a serious spinal surgery and another that with just two days notice adopted a set of infant twin boys. That’s all happened in just one month. Life happens to us all, w...

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Female Advisors become Crystal Clear

Last week on one of my Pink Office Mastermind calls a female advisor finally used it and got it. Paula was at a networking event, one of those events where you get to share who you are and what you do. While this was not a new group and she had shared her message numerous times she finally used the new script we created. Immediately following this event she was approached by an attorney who said...

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As a Female Advisor are You Letting Them Steal Your Kids?

Yesterday on a coaching call with a female advisor I asked her how much time she takes off a year, she said a few days here and there.  My inner voice was saying “Are you crazy?” but my outer more tactful voice said “Why”. At first she didn’t understand the question so I clarified, “Why are you only taking less than a week off each year?” She told me she ...

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I Am a Proud Mother of an American Soldier

As a soldier fighting in Iraq my son never felt more pride in his country and himself. He entered the military as a young man without direction and focus. He returned from Iraq with tremendous confidence and wisdom beyond his young life. The military gave my son Warren a greater appreciation for what America truly stands for (freedom and opportunities). Since his return at the young age of 24 he ...

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Tribal Seminars Get Results for Financial Advisors

Knowing your Tribe is the single greatest factor when hosting a seminar.  Understanding who your tribal market is can be the single greatest factor in generating the results you want from your seminar. To develop a powerful seminar program you must commit to and totally embrace the concept of Tribal Marketing. No, that wasn’t a typo. I have always been a big believer in “target” marketing ...

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As a Female Advisors are you Willing to Receive to Succeed?

I never knew how hard it is to receive. We go through life focused on not being selfish, giving to others but few women have truly been taught to receive. I know I’m not the only one because most of the female financial advisors I coach have the same problem.  When I ask my clients especially the female advisors “What are you doing well?” there is a long pause as their minds dig deep strug...

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As a Female Advisor You May Have ATBS

I’m sitting in my home surrounded by good looking men. The saw’s are buzzing with paint fumes wafting through the house.  I’m sitting at a makeshift desk positioned in the middle of my living room.  My desk is way too small and all my files are spread out all over the room.  I had to clear out of my office to make room for the workers.  I could easily let this disruption distract me fro...

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It’s Time I Learned to Receive

OK I’m going to get really honest with you today. I just returned from Barbara Stanny’s Sacred Retreat, I loved it but for totally surprising reasons. I have done joint work with Barbara for years, seen her present but NEVER participated in any of her workshops.  So this past week I took the train to Baltimore and spent 4 days with 20 other women watching Barbara do her thing, WOW. Since I d...

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It Works For Female Financial Advisors As Well

Even female financial advisors need to learn how to more effectively connect with the female client.  While for many this comes naturally by becoming more conscious of what you are doing and why it can enhance your ability to connect and attract even more affluent women to your practice.  But the factors that work for the female client also work for the female advisors. At my workshop The Keys...

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This Time My Female Financial Advisor Client Inspired ME

Last week I was speaking with one of my coaching clients.  She recently moved from the Operations side of the business to become a female financial advisor and take over a book of business. Her firm has really no training so we have been working for months to help prepare her for her “transformation”.  While she is focusing on the existing book of business she is at the same time developing ...

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I Double Dare You to Hold me Accountable!

In my last blog I talked about being stuck in my comfort zone.  By not pushing myself beyond my comfortable activities I became somewhat bored and unmotivated with my business. So now my task at hand is to determine what are the best activities that will help move me into the Learning Zone (where I am uncomfortable) but that will also help my business grow.  I can already tell you the answers, i...

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I Got Stuck in My Comfort Zone

Last night I realized I wasn’t practicing what I preach.  For the past two weeks I have felt very unmotivated which is highly unusual for me. I love what I do and so enjoy my clients but for some reason the past two weeks have been tough.  It could have been all the recent distractions, my daughter moving home from studying in Europe, two of our kids graduating college next week combined with ...

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Female Financial Advisors Need To Stop Being So Nice

Stop being so NICE. I can’t tell you how many women I have coached and their desire to be LIKED is their biggest hurdle to success.  Being nice, warm and personable is definitely an asset as a financial advisor; those same skills allow you to develop relationships with prospective clients faster with a stronger foundation of trust.  The problem is you have to learn how and when to turn off...

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How to Create Your Story as a Financial Advisor

How to create your Story Developing your story is powerful tool in developing trust. Allowing others to recognize why you do what you do for reasons other than making money can dramatically enhance your credibility with a prospective client.  While this can be one of your most valuable business building tools it can also be your biggest hurdle. For some advisors their story is simmering just ...

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Why I Hate Business Plans

I read a great article in the Entrepreneur magazine about Business Plans and it was music to my ears. As a former female advisor I was constantly asked to create a business plan for each year. Now I am NOT a detail person, I work based off of a vision, ideas and ACTION. The thought of putting all the details in place on paper as to what I plan and expect to do over the next year much less three to...

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5 Steps to Effective Networking

Women are naturally great networkers which is a valuable asset as a female financial advisor. While women tend to be great communicators in general many female advisors have lost their way.  They are caught between the world of networking, making that valuable connection and selling; when you mix the two, YOU LOSE. I decided it’s time to review the networking process, now I’m not talking abo...

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3 Ways Female Financial Advisors Can Work Smarter

Why are so many financial advisors looking for that silver bullet, that one change, one process that will make staying disciplined and focused easy.  During one of my coaching calls this week I had to give the “ultimatum”.  I have been working with this client for years and we continue to come back to the same issue, he is not getting out there and prospecting.  It’s almost impossible to ...

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Even Male Dr.s Experience Female Attrition

On the plane headed to Tampa to present my new workshop “The Key’s to the Ladies Room”  I sat between two Doctors.  While I was reviewing my presentation on power point they couldn’t help but comment.  I explained “The Keys to the Ladies Room” is to help advisors learn how to better connect with the affluent female client. Well boy did this open a can of worms. The Dr. on my right ...

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Financial Advisors Must Think Pink

Last week I presented “The Keys to the Ladies Room” to a group of both male and female financial advisors.  The purpose of the presentation was to help all the advisors become more effective at connecting with the affluent female market.  What they learned was so simple yet so amazing. While they came looking for tools and resources they got something totally different. While all my prese...

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It’s good to get your hands dirty

This evening I spent 2 hours in the yard shoveling snow with my husband. Yes, we have a service to remove the snow but there was an area we were concerned about and decided we just had to get it done. How can working so hard feel so good? It’s like going back to your roots, reminding yourself where you came from and how far you have actually come. It just felt GOOD. As a financial advisor ther...

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As a working Mom you have an Advantage.

As a female Financial Advisor and working Mom you may feel as if you are sometimes handicapped when building a business but actually the contrary is true.  By being a working Mom you have a priority system that can’t be replicated artificially.  Working Mom’s tend to work smarter, more efficiently, are more discerning as to who they will work with and are motivated by something more powerful...

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The Key’s to the Ladies Room

Next week I’m flying to Tampa, Florida to present a full day workshop called “The Keys to the Ladies Room”. The workshop is being hosted by Response Mail Express a direct marketing company who is committed to helping financial advisors tap into the lucrative female market.  RME (Response Mail Express) is giving me free rein in creating the program; I think they are in for a bit of a surpris...

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The Law of DISTRACTION

I am a big believer in the Law of Attraction but yesterday I saw it in reverse.  Yesterday I had a funny experience that highlighted the power of how your thoughts can drive action.  I am a firm believer in God and the law of attraction, every day I make a conscious effort to focus my thoughts NOT on my goals and objectives but to be receptive to all that God and the Universe have in store for m...

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Female Financial Advisors Take Note

I have to say I am quite impressed. More male advisors have purchased my new seminar Savvy Women Invest on Purpose than female advisors!  While I have preached the value and benefits of targeting the female market I rarely encounter a male advisor who is really recognizing the time is now.  What is interesting is that many of the male advisors recognize that the more they reach out to the female...

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