Category: Your Pink Office

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10 Steps to a Successful Women’s Focus Group

Your female clients are poised and ready to help you become more effective at engaging the female client; all you have to do is ask. You can reach out one by one or create a group setting which can be even more effective at gleaning valuable information and potentially new leads. In a group setting by simply asking the right open ended questions the women will immediately begin sharing their th...

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An Alternative To The Good Old Boy Network in Financial Services

  I knew I was on to something BIG when I titled my book The Keys to the Ladies Room, it doesn’t matter if I’m speaking to a man or a woman, a financial advisor or not I ALWAYS get a reaction.  Men are intrigued and some make a cautious joke about “The Ladies Room”  and women perk up and want to know more.  As I share the purpose and message of the book both parties immediately...

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Female Advisors have the connection but can’t close the sale with prospects

I was working with a very bright, beautiful woman working as a wealth advisor for a bank in Chicago.  As a single mom with 2 kids she is highly motivated and determined to succeed. She does a fabulous job developing relationships and putting the client or prospective client at ease, her accent combined with her vocabulary and clear articulation creates an almost trance life feeling in the...

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Are You Letting the Financial Industry CHANGE YOU?

I’d love to say I’m a miracle worker, but in reality it wasn’t me that did it, my client Tiffany turned her business growth around for herself. After our first coaching call she scheduled 7 appointments; after our next coaching call she secured one of her biggest annuity contracts EVER. OK, maybe there was a little bit of wise coaching involved 😉 What Tiffany did (more…)...

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What happens when you brand yourself as the financial advisor for women?

When your business goes viral, you know you are on the path to success. That is exactly what happens when you brand yourself as the financial advisor for women, they take you viral. You can dabble in the woman’s’ market or embrace it wholeheartedly knowing the future of the financial services industry lies inside the pocket book of women. The best way to develop your brand is by (mo...

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Financial Advisors: How To Know When Your Female Clients are Happy

If you had to guess which of your female clients will leave you over the next 5 years? 10 years? Many of your female clients have been with you for 10-20 years they would never leave you, or would they? Most financial advisors continue to stay in denial about their female clients. They assume their female clients are happy and committed to the relationship. Why wouldn’t they think that, after ...

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How to recruit more Female Financial Advisors and increase success rates

I was astounded by this statistic. At first I thought it was a mistake.  How could female advisors earn just 61.3% of what their male counterparts earn, according to a 2013 Pershing whitepaper? I thought they were talking about salaried positions but NO they were talking about revenues generated by advisors. (more…)...

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How And Why Female Clients Quickly Become Your RAVING FAN

I listened to a great call sponsored by Vanguard about how and why female clients quickly become your RAVING FAN . What I loved was that everything she said only validated the work I do with the financial advisors I coach. Here are some of the statistics that I found of interest: • Just over 50% of the women with wealth have earned it the rest have acquired • The greatest motivator for wome...

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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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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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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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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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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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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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As a Female Advisor Who Are You Accountable to?

I can understand why women struggle to rise and succeed in the corporate world but why the number for female financial advisors is struggling is beyond me.  Women in the corporate world must learn to play the game by the man’s rules.  While female financial advisors do not have to play by these strict guidelines they constantly act like they do. As a female financial advisor the only ...

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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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