How did we Allow the Industry to Clip our Feathers?
As women in finance we have lost our way. We have allowed the industry to clip our feathers. It’s time we started to STAND OUT and SPEAK UP.
Don’t You Wonder How Some Advisors Make Success Seem So Easy?
I have a friend, a female financial advisor who makes success seem so easy. She is always smiling, she works through issues with a smile on her face, and her production keeps going up. As a young new advisor, I…
Even Male Advisors are Embracing a Gender-Balanced Approach
I started working with two new male financial advisors this week. In both cases I shared with them the importance of embracing the feminine way of doing business. They loved it.
Female Advisors Use Pity Parties
Let me tell you negative talk get’s you NOWHERE. This tends to be an issue more with Female Financial Advisors than their male counterparts. Women LOVE to beat them self up, they struggle to give themselves credit for success, they…
5 Steps to Appointment Prep
As a financial advisor all of your prospecting efforts culminate in one final meeting. In this meeting you have the opportunity to present your solutions and motivate the prospect to become your client. When so much is at stake why…
When is the last time you went on a real vacation?
When was the last time you went on a real vacation? Not to the obligatory trip to visit with parents but a real vacation where you totally relaxed, had fun and forget about your business just for a while? This…
A Playful Way to Plan For A New Year
Have you ever created a vision board? It’s not too late. Every year I would hold some kind of event for my girls to focus on the new year. Two years ago I had them watch The Secret on video…
One Simple Question…
While I tend to focus my daily life on improving and growing, with New Years just around the corner I can’t help but find myself preparing and reflecting on the past year, my business, my marriage, all aspects of my…
Female Financial Advisors Bring Baggage to Work; 10 Indicators
Female financial advisors working in a male dominated environment often bring more baggage than most to their business.
Female Advisors Succeed without Fear
For the past 6 months I have been working with a female financial advisor who had hit a wall, she could not get beyond the $500,000 mark. While fear under certain circumstances can be a great motivator overtime it can cause you to stall , get stuck and create a barrier to growth which is exactly what it did to my client.