In the early years of my career in financial services, I worked as an assisitant to several high-producing advisors. As it turned out, most of them were shady characters.
- The Shearson broker cared more about generating commissions that serving the client.
- Grant asked me to lie to a client about profits and commissions.
- A branch manager habitually overlooked ethics violations.
- Leo at Paine Webber lost a billion-dollar institutional account and struggled under his questionable decisions.
These ethically challenged “professionals” were powerful mentors to me. Having seen the ethical challenges of the industry up close, I was determined to do things differently. When I became an advisor, I knew that my success depended on my ability build the business my way.
In the course of my career, I discovered that when women trust their instincts and take a bold, honest, authentic approach to their business, they gain the confidence to shed the ill-fitting, masculine way of doing business and discover an easier, more effective way to serve clients.
After years as an advisor, I was finally able to define the steps that helped me beat the odds and made me so successful. By assembling these steps into a process that others can learn and leverage, I have coached hundreds of female advisors in applying their natural feminine strengths to their work as financial advisors – and they achieve record levels of production, time and time again.
These ideas (and so many more!) are currently being assembled into a book. Yes, it’s true – I am writing another book. If you have any suggestions or questions that you’d like to see discussed, please reach out and let me know!
