Are You Letting the Financial Industry CHANGE YOU?
I’d love to say I’m a miracle worker, but in reality it wasn’t me that did it, my client Tiffany turned her business growth around for herself. After our first coaching call she scheduled 7 appointments; after our next coaching call she secured one of her biggest annuity contracts EVER. OK, maybe there was a little bit of wise coaching involved 😉
What Tiffany did
When your Fear becomes exhilarating!
I just LOVE what’s happening. I can’t tell you how impressed I am with the progress of some of my Financial Advisors. Those that truly embrace my process are making some fabulous changes in their business and really starting…
How would you answer this 5 million dollar question?
Picture this; you are one of 4 financial professionals being interviewed by a woman who just inherited 5 million dollars. You have each had your opportunity to make your presentation, you talked about the solutions you would provide, the value…
Financial Advisors are going Tribal – 4 easy steps to defining your Tribal Market
What if I were to tell you that Target Marketing does not work; at least not in your role as a financial advisor? There was a time when target marketing was effective, a time when the business was totally product…
Haly B. – RW Baird
A high achiever by nature, Haly was struggling as a financial advisor. A former engineer, Haly had left her technical career to build a practice as a financial advisor. Her desire to help others was contagious and her technical skills…
She was being set up!
Mary walked into the Breaking the Mold Conference wondering, “What have I gotten myself into?” Coming from one of the most prestigious wire houses on the street, Mary had very high standards… and she could tell this event was going…
Do you HAVE to or WANT to?
What is this “I have to” ? or “I should have…”. Whatever happened to “I want to?” When you think of these phrases what image or feeling comes to mind? “I have to”: It’s not a choice, I’m feeling pressure,…
Have you met Betty the Bag Lady? She has a message for you…
Have you met Betty the Bag Lady? You may not think so… but you have.We all have. As women, we bring a lot of baggage into the workplace – and our inner “Bag Lady” can really hold us back. But…