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…
It’s time women ditched the traditional model and kicked the old school training to the curb. The concepts of prospecting, selling, and closing once the core tenants of all sales training have run their course but it’s time to change. …
When markets tumble all clients get anxious but for many women volatile markets undermine any sense of safety and comfort, creating fear and unrest. Many women lack the years of experience managing their investments to understand the natural volatility and…
Most female advisors don't work solely for a paycheck. As a keynote speaker in the financial industry, I have asked thousands of female advisors, "Why do you do what you do?" And not once has a woman told me her…
Asking people about their money has been a long-held taboo, and for many women advisors it just feels RUDE; it’s too personal, it feels intrusive and pushy (at least until they come in for an appointment). Yet you are a…
Female Advisors usually come to me ready for battle, they know they can achieve more but they can’t figure out what they are missing. They love what they do and honestly feel they are good at it but something is…
It’s so easy to come up with the things that are not going well but it’s often a challenge to zero in on all the things that are going well. Why is that? Focusing on the negative does nothing to…