Haly B. – RW Baird

A high achiever by nature, Haly was struggling as a financial advisor. A former engineer, Haly had left her technical career to 

build a practice as a financial advisor. Her desire to help others was contagious and her technical skills surpassed many more tenured advisors, but unfortunately, after three years, her high expectations were being suffocated by her low performance. Despite her hard work, she feared that the company would soon let her go.

But then, everything changed. In September 2010, Haly attended the Breaking the Mold Conference and this two-day experience opened her eyes to a whole new way of doing business.

By leveraging what she learned at this event, plus the support of ongoing coaching from Adri, Haly achieved a truly remarkable breakthrough. In less than a year, her assets more than doubled and her production went up 300%.  She is now being showcased as one of the top up-and-coming advisors in her firm.

Since she attended the Breaking the Mold event, Haly has:

  • Transformed her fear of being fired into praise for exceptional performance
  • Generated many, many more referrals and introductions than ever before
  • Attracted new households averaging $750,000
  • Established a successful, ongoing series of networking events: “Wealth Talks with Haly”
  • Increased assets and gross by 300%

Haly’s success reaches far beyond her numbers… it shows in the confidence she carries into the office every day. It’s in the fun she has planning her next event. It’s in her passionate, fearless approach to business as she follows her instincts and honors her deep desire to help others.  And perhaps most importantly, it’s in her realization that a feminine approach to business, built on her unique skills, strengths and interests, is her key to ongoing success.

And it all started at Breaking the Mold: A Workshop for Female Financial Advisors.

Come experience the difference this conference can make. For more information, click here.

 

 

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MANY FEMALE ADVISORS FEEL UNINSPIRED & “BOXED IN” BY THE TRADITIONAL MODEL FOR DOING BUSINESS.  AT FEMXADVISOR WE PROVIDE A NEW MODEL FOR WOMEN THAT PROVIDES THE COACHING, TOOLS AND A PROVEN BUSINESS FRAMEWORK, THAT PROPEL FEMALE ADVISORS TOWARD GROWING A THRIVING & LIFE-GIVING PRACTICE THEIR WAY.

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