How Female Financial Advisors Reach the Million Dollar Status
Even Male Advisors are Embracing a Gender-Balanced Approach
Prospecting Script for Female Financial Advisors Made Easy
Dear Diary…It’s all Greek to me
Knowing how to connect and speak with your female clients is CRITICAL to your success. It’s not about you it’s about them and how they can relate to what you say. Dear Diary, John and I decided to work with…
A Shining Example of Empowering Women
Years ago (well not THAT long ago), women’s initiatives in the financial services industry had to be mandated by the courts starting with two of the big powerhouse firms, Smith Barney and Merrill Lynch. For centuries, women -- whether as…
Financial Advisors get the Midas Touch
When you can capture the attention of your female clients, especially the wives of your male clients it’s just like having the Midas Touch for a financial advisor. Your conversations and interactions with women turn to gold generating more referrals,…
Live on Fox News- Keys to the Ladies Room
It was so much fun to be on Connecticut Fox News sharing my Keys to the Ladies Room principles. In case you missed it or don't live in Connecticut have a look! Tips For Controlling Your Financial Future: There is…
What Affluent Women are Really Thinking
All the statistics tell you that a change is eminent in financial services but we still resist until something clicks and the path becomes clear. Sometimes we need to hear it straight from the horse's mouth before we will actually…
Female Advisors Have the World by the Tail
While female executives continue their struggle to climb the corporate ladder, female financial advisors have free rein with unlimited upside earning potential and a flexible schedule.So, why do female advisors continue to lag behind their male counterparts in terms of…