I made a shocking discovery that surprised even me. If you are not focusing on the women’s market wake up because what I’m going to show you speaks louder than the undeniable statistics about the growth of the women’s market. …
Female Advisors usually come to me ready for battle, they know they can achieve more but they can’t figure out what they are missing. They love what they do and honestly feel they are good at it but something is…
It’s not easy uncovering your true purpose for what you do, much less being able to articulate it. The process requires a lot of introspection, getting to the root of how you want to make an impact with your…
The holidays often add more to your plate as a financial advisor, year end reviews, RMD’s and last minute tax issues not to mention holiday gifting. You want your clients to know you care so you and your team…
It’s so easy to come up with the things that are not going well but it’s often a challenge to zero in on all the things that are going well. Why is that? Focusing on the negative does nothing to…
As a woman you bring amazing strengths and talents to an industry mired in egos and less-than-ethical behavior. You have succeeded by adapting to the more traditional business model even when the process and methods felt totally unnatural to you…
Most time management systems were designed for men and often hold women back. As a new advisor I was taught to block off my time, structure each hour of the day, an hour for research and hour for client calls,…
Think back to when you started in the business, your strengths were your energy, your resiliency, you had nothing but time and energy to prospect and acquire new clients. But today is different, your strengths are more defined, your value…
There comes a time in every business when your production gets stuck. You are determined to get to that next level of production but it becomes a struggle. For many financial advisors this phenomenon can happen more than once…
It’s happening in your office right now, people who try to stop others on their road to success. One of my own clients had one of these “jerks” try to hold them back this year, read her story below to…
