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…
Marketing to women is not just the most lucrative demographic since the onset of the baby boomers, the process you undergo as you develop a female-friendly practice results in unbelievable focus, clarity, and conviction–all of which results in better clients…
If you watched the 2019 Super Bowl then you saw the commercial with Serena Williams, her message to women is inspiring, encouraging and supportive, yours should be the same. Today’s woman young and old are being encouraged to speak up,…
At a recent yoga workshop, I was surprised to see 42 women filling the room. Before the presentation began, I quickly scanned the room searching for my tribe, women that I sensed were like me and shared similar challenges (it’s…
“By marketing to women, my biggest clients and most lucrative referrals sources became men!” The myth in our industry is, “When you focus on women you alienate the men.” The truth is, “When you focus on women you inspire more…
What is an advisor’s most powerful tool to grow their business? The one tool you will use every single day and in multiple ways? This same tool will inspire more conversations with perfect strangers while keeping you hyper…
