The traditional training, strategies and ideas do not feel right for many of the advisors I coach, especially for female advisors. When I became a financial advisor at Smith Barney I went through three weeks of the traditional training in…
Do you ever find periods of time when you have a lot to do but you just can't seem to get focused on one thing? When I have a lot of different projects I’ll work a little here, a little…
The financial industry only values success in terms of numbers, new accounts, net worth, how many assets you've brought in, ROI (return-on-investment), right? But there are many paths that lead to this measure of success especially for women advisors. Alexis,…
As a high-level advisor you want to build a highly successful practice with fewer clients and higher assets but you hate not helping everyone else. You know what you are supposed to do but you also know what your heart…
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…
"The truth is I had been secretly battling an internal conflict with who I was as a woman and how I presented myself as an advisor. What I was taught and trained to do just didn’t feel right. So when…
Have you wondered how to craft a kick-ass presentation that women love? It all starts with establishing the following: Define your Objective: When developing your own proprietary presentation you must start with your objective, what is it you really…
The post-pandemic environment will not be business as usual, it will be better. Businesses will recover, stock markets will rise but for many advisors what worked in the past will no longer have the same impact. Anyone who has gone…