Scattered: Michelle was scattered. She was a networking queen and had made tons of contacts, yet she was struggling to convert contacts to prospects and prospects to clients. She was working way too hard and not getting the results she wanted.
Undervalued: Peg was accepting clients with low assets, she knew she shouldn’t be working with any client with less than $500,000 but she couldn’t say no or turn people away. This was really creating a drag on her business growth and exhausting her.
Lost Her Identity: Tiffany was working with her father who had built a very successful practice, but following in his tracks was feeling very uncomfortable and not natural. She knew she could be doing better but couldn’t uncover who SHE was as a financial advisor.
Uninspired: Janice had lost her spark. She had built a successful business and was a big producer but some major changes in her life (some good, some not so good) had taken the wind out of her sails. She felt uninspired.
Un-Focused: Catherine and her team left Smith Barney and went independent. In the process of making the change and converting clients, she and her team lost their focus and drive. They didn’t know which direction they should take.
Every one of these women have turned their businesses around, are more inspired, energized, and are exceeding their business goals. They know who they are, and can clearly describe their personal message and focus of their practice.
By simply uncovering their unique tribal market, recognizing their true value (not just their tools and resources), and developing their compelling message, they transformed a stagnant business that felt like work into a thriving practice inspired by their passion and purpose.
The issues with most Female Advisors are often the same, whether you are a million dollar producer, or just starting out, many Female Advisors have lost sight of their true value, unique feminine skills, and passion for what they do: all of which creates a real drag on their business. Work starts to feel like work, preventing the progress they deserve and want.
If you are struggling with the growth of your business or you identify as a Female Advisor reach out and let me help. You don’t have to do this alone!
Contact Adri Miller-Heckman
Phone: (860) 470-3155