Will you get bossy with your clients?
Like Sheryl Sandberg in her recent Wall Street journal article I too was called bossy. Always organizing everything, making sure everything ran smoothly weather in my family, with my friends or in my case on the volleyball court. While in sports this desire to take charge became an asset eventually translating to a full scholarship to UNC. Socially I was made to feel like I was “Controlling” or “Bossy”. I know many female advisors have had similar experiences.
In the corporate world being bossy can become a detriment, offending some male egos and challenging the position of female coworkers.
But as a financial advisor BOSSY is a powerful asset.
Norah O’Donnel of CBS news now calls Bossy a great display of executive leadership skills and that’s exactly what clients want from their advisor. Clients especially female clients want you to be a leader, guide them to financial independence.
Female advisors must learn to turn ON those bossy skills by encouraging women to become more engaged in their financial affairs, become more educated and face their financial situation regardless of the fears and discomfort. Don’t wait for you clients to reach out to you, take the reins and get a little Bossy with them.