There is very little about the financial services business that is designed to appeal to women. Creating a more female friendly practice starts with more than just your investment expertise, what she experiences and the environment you create is equally…
For too long, women have squeezed their feminine nature into the framework of industry protocol – processes that were designed by men, for men, to attract men. For women to succeed, it’s not about working harder, faster, or better. Women must…
In order to get more female advisors to achieve success we must change the way they DO business. Most women who have succeeded have done so by conforming to the industry standards using methods that have worked well for…
I was young, almost 30 years old with a husband, a new home and a new baby. I was hired as a sales assistant for Prudential Bache and was supporting 5 advisors. One advisor was new to the industry, a…
OK, so what is your REAL mission? Every female financial advisor I speak to wants to help people, they see this as their true calling and what makes them unique; but the real question, the source to unlimited success is…
What is it that truly sets you apart from your peers? How you answer this question is a tell tale sign of what might be holding you back. You have just given a powerful presentation to a $25,000,000 prospect, you…
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…
