As a woman it’s natural to be humble, we have been taught from an early age not to talk about ourselves yet our male counterparts are quite competent about talking about their strengths and the value they can provide.  Women must learn that there is a difference between promoting vs boasting.
As a female financial advisor your prospects and clients must feel confident in your ability to manage their wealth.  They must feel and hear your confidence in order to build trust and commit to doing business with you.
While women are great at building relationships with clients and prospects many struggle to convert that “Like” to business.  Yes it’s important that prospects and clients “Like” you but what’s more important is that they gain the confidence that you are serious about managing money. They must know that you have the ability to make important and often tough decisions with their money.
As a female financial advisor if you are getting in front of a lot of people but are not closing enough business or perhaps your closing business but never getting the big assets odds are they “like” you but don’t feel confident in your skills as a money manager.
Your job as a female financial advisor is NOT to be everyone’s friend; your job is to convince clients and prospects that your first and most important priority is making smart decisions with their money. If you’re not closing enough business or struggle to get all the assets learn how to turn off the likeability and infuse more promote-ability into your presentation skills.