You must know your value to be able build your business in a way that keeps you energized. The key is understanding your priorities. You must know what you should be paying attention to and what you can let go.…
When markets tumble all clients get anxious but for many women volatile markets undermine any sense of safety and comfort, creating fear and unrest. Many women lack the years of experience managing their investments to understand the natural volatility and…
As a female financial advisor it’s hard being on the front lines of this pandemic. You spend your days fielding calls from nervous clients while watching your own investments struggle, never has your job been more difficult. Then add the…
Most female advisors don’t work solely for a paycheck. As a keynote speaker in the financial industry, I have asked thousands of female advisors, “Why do you do what you do?” And not once has a woman told me her…
She was only in her early 50’s, had reached success as a financial advisor, providing an amazing life for her family when she was told she was going to die. Her whole life she struggled with a blood disease that…
Asking people about their money has been a long-held taboo, and for many women advisors it just feels RUDE; it’s too personal, it feels intrusive and pushy (at least until they come in for an appointment). Yet you are a…
There are significant differences between seminar programs designed for the MAN vs. the WOMAN. So many advisors tell me “seminars don’t work anymore”. Well yeah, if you continue to use the more manly, male oriented seminar process and hope to…
As a female financial advisor you can be driven by a purpose AND have the big paycheck and corner office and that is a wonderful thing. In fact more often than not it is when we stay true to our purpose; stay focused on what is important to us that we are better able to achieve the success both, personally, emotionally as well as monetarily.
If you want women to come to your event sometimes you have to go totally rogue. It’s not just the topic, nor the content but it’s the look and feel of the invitation that gets the results. When sending invitations…
Seminar Tip #1: Creating the Calendar There are many different types of events that can help you achieve your purpose and objective. Each event style is more conducive to a particular audience, venue as well as purpose. Understanding what type…
