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…
Female advisors are a boon to the financial services industry. Their ability to communicate, provide sound guidance, and build trusting relationships with their clients has opened the eyes of the industry leaders. While female recruitment is on the rise, female…
Myth #2: Women in Finance Must Adapt Women must be tough and adapt to the industry protocol. Well I say BULL. As a former advisor, I know the pressure to conform I lived it and I can say with…
Myth #1:You must work hard and long. As professionals in the financial world we were all taught you must work hard and put in long hours to succeed. I always hated hearing “You have to pay your dues first.” What?…
Women speak women, they connect naturally with women. The best thing you can do in order to maximize having a female advisor on your team is to step back, listen and learn. Women advisors have spent hundreds of years learning…
I started working with two new male financial advisors this week. In both cases I shared with them the importance of embracing the feminine way of doing business. They loved it.
I’m often asked “How do I get past the gatekeeper?” The question comes up when we are talking about building a base of COI’s that can fill your pipeline with new potential clients. My answer is “Why do you…
