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…
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…
