How to Tell if You’ve Reached the Tipping Point in Your Practice
There comes a time in every business when your production gets stuck. You are determined to get to that next level of production, but it becomes a struggle. This phenomenon can happen more than once for many financial advisors…
Why Focusing on Women Surpasses Your Goals
Before I started working with my new coaching client she already produced over $750,000, had a great team, and she loved what she did. So on her first day I asked her: What was important to her? and What she…
Female Advisors No Longer Need to Sacrifice to Succeed
Even Male Advisors are Embracing a Gender-Balanced Approach
4 Steps Financial Advisors Need For Effective Nurture Emails
The energy financial advisors used to put into making cold calls should now be used to develop a compelling marketing strategy. (Read why nurture emails are SOOOO important to growing your practice.) An effective strategy can be easy and powerful…
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…
How to Grow Your Financial Practice Like a Successful Winery
You are probably wondering how wines apply to building a financial practice so let me get to the point. The wine business is highly competitive like the financial advisory practice. In Napa Valley there are over 600 wineries likewise I'm…
3 Ways to Motivate Women to Take Action
In the new era of women and millennials, Financial Advisors must embrace a new model that is more personal, makes the advisor more approachable, and inspires and motivates potential clients to act. Selling skills still have their place, but…
How to Motivate Prospects to Call You Back
This is actually a very common problem for most advisors that causes tremendous amounts of frustration; we have a simple solution that works like magic! PROBLEM: You met with an ideal prospect that had a need and you presented the…