Dynamic Follow Up For Financial Advisors Captures 25% More Business
Most Advisors allow 25% or more potential clients to slip through their fingers. Just because they are not ready to do business now, potential prospects often get lost in the database, or advisors lose interest in following up. That’s why…
Female Advisors Stop Spending Months to Develop New Prospects
The relationship process from prospect to the client can be long and tedious. It requires lots of time, contact, and patience UNLESS you start with your personal story. There is no doubt your authentic story can be your most powerful…
Who Is The Lucky Advisor When The Divorce Is Final?
Her divorce was final. For the first time in her life, she is now responsible for making financial decisions that will make or break her future. Her settlement was all she had and would have to support her rest of…
How Women Advisors Make An Impact in the Financial Industry
As a woman you bring amazing strengths and talents to an industry mired in egos and less-than-ethical behavior. You have succeeded by adapting to the more traditional business model even when the process and methods felt totally unnatural to you…
Two Marketing Points Financial Advisors Must Understand to Avoid Failure
There are two things I believe from the bottom of my heart, mind and soul: 1. Women are one of the most lucrative markets for any Financial Advisor who learns how to connect, communicate and educate women. 2. A consistent…
An Alternative To The Good Old Boy Network in Financial Services
I knew I was on to something BIG when I titled my book The Keys to the Ladies Room, it doesn’t matter if I’m speaking to a man or a woman, a financial advisor or not I ALWAYS get…